✨ DEBRIEF | Unpacking the Episode: https://shows.banklesshq.com/p/the-cosmos-thesis-debrief  Sunny Agarwal and Zaki Manian are crypto OGs that have been in the Cosmos ecosystem and community from the very beginning. Sunny started the Blockchain at Berkeley, the largest student organization for crypto in the world, and also co-hosts the Epicenter podcast. Zaki is helping ship Cosmos’s IBC, is working on the validator ecosystem, and is also an advisor to the Electric Coin Company, the org behind Zcash and is also a co-founder of Iqlusion. On today’s episode, Sunny and Zaki share what the Cosmos Thesis is, how Cosmos is similar and different to Ethereum, and what Cosmos’s ATOM 2.0 unlocks for the ecosystem. Zero to 60 in one episode. This is the Cosmos Thesis. ------ 📣 Galxe | Explore Crypto’s #1 Credential Network https://bankless.cc/Galxe  ------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/  🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/  ------ BANKLESS SPONSOR TOOLS: ⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum  ❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across  🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave  💠 NEXO | CRYPTO FINANCIAL HUB https://bankless.cc/Nexo  🔐 LEDGER | NANO HARDWARE WALLETS https://bankless.cc/Ledger  ⚡️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/Fuelpod  ----- Topics Covered 0:00 Intro 8:05 Zaki & Sunny 10:08 The Cosmosverse Conference 18:38 Cosmos’s Central Thesis 23:10 Metaphors & Ethereum vs. Cosmos 29:18 Trade-offs 36:13 Monetary Premium Thoughts 40:18 Osmosis & Power Laws 48:24 Stablecoins on Cosmos 54:13 L2s vs. Cosmos 1:09:11 Cosmos vs. Polkadot 1:14:52 MEV Problems & Solutions 1:23:24 ATOM 2.0 1:32:16 Mesh & Interchain Security 1:41:50 Does ATOM Break Top 10 Tokens? 1:43:43 Will ATOM Flip ETH? 1:44:50 The Future of Cosmos 1:49:03 How to Explore Cosmos 1:50:44 Closing & Disclosures ------ Resources: Sunny Aggarwal https://twitter.com/sunnya97  Zaki Manian https://twitter.com/zmanian  ATOM 2.0 https://forum.cosmos.network/t/proposal-draft-a-new-vision-for-cosmos-hub/7328  The Inevitability of UNIchain https://medium.com/nascent-xyz/the-inevitability-of-unichain-bc600c92c5c4  ----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures 

First Week of October, 2022   ------ 📣 Galxe | Explore Crypto’s #1 Credential Network https://bankless.cc/Galxe     ------ 🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/   🎙️ SUBSCRIBE TO PODCAST:                 http://podcast.banklesshq.com/     ------ BANKLESS SPONSOR TOOLS:    ⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum   ❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across   🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave   💠 NEXO | CRYPTO FINANCIAL HUB https://bankless.cc/Nexo   🔐 LEDGER | NANO HARDWARE WALLETS https://bankless.cc/Ledger   ⚡️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/Fuelpod   ----- Topics Covered   0:00 Intro 2:00 Galxe https://bankless.cc/Galxe   3:25 MARKETS 5:50 The Fed https://time.com/nextadvisor/investing/latest-stock-market-news/ 8:35 Global Markets Japan - https://www.reuters.com/markets/asia/japan-confirm-size-yen-buying-intervention-eyes-size-war-chest-2022-09-30/ England - https://www.bankofengland.co.uk/markets/market-notices/2022/september/market-notice-28-september-2022-gilt-market-operations 9:50 Oil Reserves https://twitter.com/EddieZipperer/status/1577658417807859712 12:30 The Pivot https://twitter.com/matthew_pines/status/1575466006314717184 14:20 L2 All Time Usage https://twitter.com/MSilb7/status/1576194105763590144 AVAX - https://twitter.com/jamesjho_/status/1576386383018569728 BNB - https://thedefiant.io/bnb-retail-favorite-nansen   18:30 NEWS 19:45 Credit Suisse Crisis https://www.bloomberg.com/news/articles/2022-09-30/credit-suisse-ceo-says-firm-at-critical-moment-sees-strength Credit Default Swaps - https://twitter.com/GrahamStephan/status/1576601663477059585 24:00 Left Hanging https://twitter.com/DylanLeClair_/status/1576263249506410497   25:55 SEC Charges Kim Kardashian https://twitter.com/tier10k/status/1576897832954785795 SEC Report - https://www.sec.gov/news/press-release/2022-183 28:00 Clout Chasing https://twitter.com/mdudas/status/1577711416521494529 30:25 Influencer Officials https://youtu.be/vbZS6tYQKIM 33:00 Picking Battles https://twitter.com/tomhschmidt/status/1576967556815953922   36:22 Celsius GRIFTERS https://www.coindesk.com/business/2022/10/06/celsius-top-3-execs-cashed-out-56m-in-crypto-before-bankruptcy/ 38:15 Calling Out Scams https://bankless.cc/YouTube   42:15 MakerDAO 500m Investment https://www.coindesk.com/business/2022/10/06/stablecoin-issuer-makerdao-allocates-500m-for-treasuries-corporate-bond-investment/ Winklevoss - https://thedefiant.io/makerdao-gemini-deal 45:25 Fidelity Ethereum Index Fund https://www.theblock.co/post/174806/fidelity-reveals-ethereum-index-fund-with-5000000-in-sales-in-new-filing 47:04 ENS Registrations https://thedefiant.io/ens-registrations-ath-september Top Sales - https://nonfungible.com/market-tracker/ethereumnameservice 49:16 Moonbirds DAO https://decrypt.co/111147/moonbirds-dao-2-6m-thereum-nfts-kevin-rose-proof 50:45 Coinbase Documentary https://twitter.com/brian_armstrong/thread/1577327143557603328 54:15 Liquidating 3AC NFTs https://decrypt.co/111317/three-arrows-capital-cryptopunks-starry-night-ethereum-nfts 54:55 Solana Down Again https://fortune.com/crypto/2022/10/01/solana-back-online-after-latest-outage Uptime - https://twitter.com/RyanSAdams/status/1576222916840411142 59:25 Crypto in Africa https://blog.chainalysis.com/reports/sub-saharan-africa-cryptocurrency-geography-report-2022-preview/ 1:01:25 Tornado Cash Update https://www.theblock.co/post/174016/arrested-tornado-cash-developer-alexey-pertsev-appeal-rejected 1:03:55 Consensys x BanklessDAO https://twitter.com/consensys/status/1578051507769032704 1:05:24 Euler Aztec Integration https://twitter.com/aztecnetwork/status/1576997493987868672   1:06:40 RAISES Uniswap Labs - https://decrypt.co/110952/uniswap-labs-eyes-200m-in-fresh-funding-report DeFiance Capital - https://twitter.com/TheBlock__/status/1575994613738999808 Horizon - https://twitter.com/0xHorizon/status/1577284097806041088   1:08:10 JOBS https://pallet.xyz/list/bankless/jobs   1:10:00 Questions from the Nation 1:11:00 Emerging Categories https://twitter.com/finity_mike/status/1577843386924531713 1:14:15 EVM Compatibility https://twitter.com/A_Crypto_Dude1/status/1577694946378891264   1:15:00 TAKES 1:15:15 Start a Pod https://twitter.com/trustlessstate/status/1577419284342530050 1:16:04 Bootstrap! https://twitter.com/RyanSAdams/status/1578068696219746304 1:17:45 Whoops https://twitter.com/dastormy1/status/1575956684732006400   1:19:40 What David’s Bullish On https://imgur.com/NFQdeYG 1:22:10 What Ryan’s Bullish On   1:25:10 Memes of the Week 2022 vs 2008 - https://twitter.com/wallstreetsilv/status/1575610336496873472 Environmental Ponzi - https://twitter.com/DylanLeClair_/status/1577793279273455616   ——— Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.