1st Week of February, 2023 ------ 📣 MetaMask Learn  https://bankless.cc/metamaskshow  ------ 🚀 JOIN BANKLESS PREMIUM:  https://newsletter.banklesshq.com/subscribe  ------ BANKLESS SPONSOR TOOLS:  🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken  🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap  ⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum  🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi   👻 PHANTOM | CROSS-CHAIN WALLET https://bankless.cc/phantom  ------ Topics Covered 0:00 Intro 4:30 MARKETS 7:30 ETH Supply https://ultrasound.money/  10:20 FOMC Meeting https://www.bloomberg.com/news/live-blog/2023-01-31/fomc-rate-decision-and-fed-chair-news-conference  13:00 Markets and Inflation https://twitter.com/TrustlessState/status/1620063534880264192  14:45 Tokens Up Layer 2: https://imgur.com/sGYGc7h  DeFi: https://imgur.com/BnzQve7  17:20 Canto https://variant.fund/articles/canto-a-layer-1-incentive-experiment/  20:20 dYdX Lockup https://twitter.com/spreekaway/status/1618671588907581440  25:00 $COIN  https://imgur.com/gfboGPU  25:40 ChatGPT https://therug.mirror.xyz/hUQt2XF1roaocALWW1QdM45NzY7YkDFooKpRre9yRwI  29:00 Bitcoin NFTs https://metaversal.banklesshq.com/p/bitcoin-nfts  Visualizer: https://mempool.space/block/0000000000000000000515e202c8ae73c8155fc472422d7593af87aa74f2cf3d  33:40 Controversy Casey: https://twitter.com/rodarmor/status/1619516796176039937  Eric Wall: https://twitter.com/ercwl/status/1619720558362660864  DrNick: https://twitter.com/drnicka/status/1620002472986308610  41:45 FTX Creditors https://www.theblock.co/post/205859/ftx-creditor-list-includes-star-athletes-crypto-firms-state-governments  Bail Pay: https://twitter.com/watcherguru/status/1620206663268700160  Witness: https://twitter.com/tier10k/status/1620132741038886912  Contact: https://cointelegraph.com/news/federal-judge-bars-sbf-from-contacting-ftx-and-alameda-employees-using-signal  Compliance: https://www.coindesk.com/video/sbfs-mother-and-brother-not-cooperating-with-financial-probe-ftx-lawyers-say/  Mark Wahlberg: https://watcher.guru/news/ftx-and-binance-doc-in-the-works-from-fortune-mark-wahlberg  51:00 OFAC Compliant Blocks https://twitter.com/sassal0x/status/1618819502761992193  MEV Watch: https://www.mevwatch.info/  Relay Market: https://mevboost.pics/  53:25 Staking Withdrawal https://www.theblock.co/post/207231/ethereum-staking-withdrawal-testnet-for-shanghai-upgrade-goes-live-tomorrow  54:15 Optimism Bedrock https://twitter.com/optimismFND/status/1620905414769668097  David: https://twitter.com/TrustlessState/status/1621181863380324353  55:40 RPL vs LDO https://twitter.com/nixorokish/status/1620061177551417349  57:55 ImmutableX Passport https://www.immutable.com/products/passport  59:00 Harmony https://www.dlnews.com/articles/defi/harmony-execs-mismanaged-funds-and-bullied-workers-ex-staff-claim/  1:03:55 Blur vs OpenSea https://mobile.twitter.com/pandajackson42/status/1620081523646148613  Royalties: https://twitter.com/ljin18/status/1620490983610945538  1:09:00 Cardano Stablecoin https://cointelegraph.com/news/ada-backed-algorithmic-stablecoin-djed-launched-on-cardano  1:09:20 Worldcoin https://twitter.com/worldcoin/status/1618948582769582080  1:10:50 Celsius Withdrawals https://www.coindesk.com/policy/2023/02/01/bankrupt-lending-platform-celsius-names-users-eligible-to-withdraw-assets/  1:11:35 Twitter Money https://cointelegraph.com/news/elon-musk-wants-twitter-payments-system-built-with-crypto-in-mind  1:12:20 Amazon NFT https://blockworks.co/news/amazon-nft-marketplace-web3  1:15:00 Questions from the Nation Daniel Allan: https://twitter.com/imdanielallan/status/1617932612668108807  1:22:30 TAKES 1:23:00 McDonalds https://twitter.com/McDonalds/status/1618691421091024897  1:24:10 Max Pain https://twitter.com/RyanSAdams/status/1620792397746814976  1:26:10 Purity in Isolation https://twitter.com/RyanSAdams/status/1620971450579693569  1:30:00 Blockspace Middlemen https://twitter.com/litocoen/status/1621097714191855616  1:30:40 Influencers https://twitter.com/jediblocmates/status/1620413105095475201  1:32:30 What David’s Bullish on https://twitter.com/TrustlessState/status/1621175981301174274  1:34:45 What Ryan’s Bullish on 1:35:30 MEME of the Week https://twitter.com/eth_valid/status/1620443912254152705?s=20  ----- 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://www.bankless.com/disclosures 

✨ DEBRIEF | Unpacking the episode: https://shows.banklesshq.com/p/debrief-chris-burniske  ------ ✨ COLLECTIBLES | Collect this episode: https://collectibles.bankless.com/mint  ------ Chris Burniske is Co-Founder of Placeholder VC, author of “Crypto-Assets,” and mentor to both David and Ryan. This is Chris’s third appearance on Bankless. He was first on three years ago for episode #20! Investing in waves. Are we talking about surfing? Are we talking about capital deployment? The answer is yes. In today’s episode, Chris unpacks why he uses the term “trashy” to describe many 2022 projects (and their founders), why crypto is like surfing and how you catch a good wave, his rules for staying sober during bull and bear markets (hint: don’t fall in love with your coconuts), and finally his bull case for Solana. ------ 📣 Crypto Tax Calculator | Free Crypto Tax Calculator https://bankless.cc/CTCpodcast  ------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe  ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken  🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap  ⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum  🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi  ------ Topics Covered 0:00 Intro 6:46 Crypto Assets 12:43 Right 2 Years Later 16:00 Wrong 2 Years Later 19:35 What Makes a Project Trashy 22:12 Psychological Perspective 26:33 Thesis Driven 30:00 Super Cycle Narratives 37:20 Market Timing & Advice (NFA) 47:25 Bull Market Indicators 54:30 Is the Bottom In? 57:53 What Ends the Bear Market? 1:01:17 The Crypto Repeat Story 1:08:00 BTC vs. ETH vs. SOL 1:18:54 The Solana Pitch 1:29:34 How to Approach Solana 1:36:51 Predicting SOL Value Accruel 1:41:35 The Solana Opportunity 1:46:18 Is Crypto a Net Good? 1:52:22 Action Items & Disclaimers ------ Resources: Chris Burniske https://twitter.com/cburniske  The Ethereum Opportunity https://youtu.be/oG3CUT9kziE  Electric Capital Developer Report https://github.com/electric-capital/developer-reports/blob/master/dev_report_2022.pdf  ----- 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://www.bankless.com/disclosures