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  • ROLLUP: Ethereum’s Big Week | Supercycle Debate | Monad Mainnet | Bitcoin’s Quantum Problem
    Happy Thanksgiving! Ethereum is heading into one of its biggest upgrades of the year. In this week’s Weekly Rollup, Ryan and Anthony Sassano break down the Fusaka hard fork, what it ships for L2 scaling and gas limits, and why Justin Drake’s real-time ZK proving demo could reshape Ethereum sooner than expected. They revisit the four-year cycle debate, unpack Tom Lee’s “supercycle” conviction, and catch up on Monad’s mainnet launch, the CFTC clearing Polymarket for U.S. users, and growing concern about Bitcoin’s quantum risk. Anthony Sassano & The Daily Gwei  https://x.com/sassal0x https://x.com/thedailygwei  ------ 📣REYA | ETHEREUM FOR TRADERS https://bankless.cc/reya  ------ BANKLESS SPONSOR TOOLS: đŸ””COINBASE | ETH & BTC BACKED LOANS https://bankless.cc/coinbase-borrow đŸȘ™FRAXNET | MINT, REDEEM, EARN  https://bankless.cc/fraxnet 🩄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR L2 NETWORK https://bankless.cc/Mantle đŸ’€EIGHT SLEEP | IMPROVE YOUR SLEEP https://bankless.cc/eight-sleep ------ TIMESTAMPS & RESOURCES 0:00 Intro 2:49 Markets https://x.com/SERdotxyz/status/1992978303817490589 https://x.com/fundstrat/status/1990082437116780901 https://x.com/SAMALTCOIN_ETH/status/1993316804303687813 https://ethval.com/ https://x.com/TaikiMaeda2/status/1991911063034757578 https://x.com/hosseeb/status/1992297969383854575 https://x.com/cryptomanran/status/1991823369453351261 https://app2.msci.com/webapp/index_ann/DocGet https://x.com/matthew_sigel/status/1991616596419191285 https://x.com/saylor/status/1991875241107222701 21:40 Ethereum's Fusaka is coming next week!  https://x.com/sassal0x/status/1992755722980032889 https://x.com/ripeth/status/1993405655076778302 https://forkcast.org/upgrade/fusaka https://x.com/sassal0x/status/1993415381978169577 https://x.com/sassal0x/status/1993517759528157580 https://forkcast.org/upgrade/glamsterdam https://x.com/nero_eth/status/1991947238042431859 https://x.com/sassal0x/status/1993097491844415657 https://x.com/drakefjustin/status/1991836045076263380 https://x.com/no89thkey/status/1992561927298359752 https://x.com/sassal0x/status/1993058178096152881 https://x.com/jchaskin22/status/1993355808285831474 https://x.com/ripeth/status/1990793070842163669 https://x.com/Aayush_gupta_ji/status/1991128951347896337 https://x.com/donnoh_eth/status/1991471292655235148 https://x.com/RyanSAdams/status/1993418143977373974 https://x.com/sassal0x/status/1991167063784849550 https://x.com/sassal0x/status/1992335400271257768 51:54 Monad mainnet is live!  https://x.com/monad/status/1992956417263935947 https://youtu.be/op2-a-sO6Y0 https://x.com/RyanSAdams/status/1991896909955604816 https://x.com/coinbase/status/1992544829515898937 https://www.coingecko.com/en/coins/monad 57:00 Polymarkets can now be integrated into brokerages! (First crypto app?) https://x.com/shayne_coplan/status/1993405727785075151 1:00:01 Nic Carter - Quantum and Bitcoin
as early as 2030. https://x.com/RyanSAdams/status/1993727697852432684 https://murmurationstwo.substack.com/p/bitcoin-and-the-quantum-problem-part-47f https://x.com/nic_carter/status/1993754323252031644 https://www.youtube.com/watch?v=5DRDjeMmOPw 1:08:08 Daily Gwei comes back in regular cadence https://x.com/sassal0x/status/1993418606714266072 1:09:23 Closing & Disclaimers ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
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  • Do We Need Another L1? - Inside Monad’s Parallel EVM with Co-Founder Keone Hon
    Monad just launched Mainnet! That’s why Ryan sits down with Monad co-founder Keone Hon today. We ask the blunt question: do we really need another general-purpose L1? Why not just build this as an Ethereum L2 instead? Keone explains how Monad’s parallel, pipelined EVM works under tight consumer-hardware constraints (32GB RAM, 2TB SSD, 100 Mbps), delivering ~500M gas/sec, 400ms blocks, and fast finality while preserving decentralization. Enjoy the episode! ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS: đŸ””COINBASE | ETH & BTC BACKED LOANS https://bankless.cc/coinbase-borrow đŸȘ™FRAXNET | MINT, REDEEM, & EARN  https://bankless.cc/fraxnet 🩄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR L2 NETWORK https://bankless.cc/Mantle đŸ’€EIGHT SLEEP | IMPROVE YOUR SLEEP https://bankless.cc/eight-sleep ------ TIMESTAMPS 0:00 Another L1? 1:36 Why L1 vs L2? 2:46 Decentralization 10:19 Run at Home vs Datacenter Chains 12:09 The Purpose of a Blockchain 14:06 The Purpose of Monad 16:00 Why EVM? 28:33 Solana for the EVM? 29:47 Monad vs Ethereum 34:23 Monad Scaling 36:40 Ethereum Roadmap 39:43 How Monad Benefits Ethereum 42:51 Keone’s Background 50:49 How Fast is Too Fast? 59:12 MEV 1:04:07 Monad Layer2s? 1:05:14 Monad Launch Decentralization 1:06:00 Launch Ecosystem 1:08:22 Monad Token 1:16:55 L1 Token Valuations 1:19:18 Monad vs MegaETH 1:23:59 Monad’s Success Case 1:25:57 Mainnet 1:27:11 Closing & Disclaimers ------ RESOURCES Keone Hon https://x.com/keoneHD Monad https://x.com/monad  Monad Website https://www.monad.xyz/  Monad Links https://linktr.ee/monad_xyz  ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠
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  • The Real Crypto Cycle: What Happens When Global Liquidity Peaks | Michael Howell
    Global liquidity veteran Michael Howell joins to map out the “master variable” driving asset prices: a 65-month global liquidity and debt refinancing cycle that underpins booms, busts, and the recent “everything bubble.” He breaks down the coming debt maturity wall, rising repo stress, the shift from Fed QE to “Treasury QE,” and a new capital war between a US dollar stablecoin system and China’s gold-backed strategy. Plus, what all of this means for Bitcoin, gold, equities, and how to position as the current cycle rolls over.  ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS: đŸ””COINBASE | ETH & BTC BACKED LOANS https://bankless.cc/coinbase-borrow đŸȘ™FRAXNET | MINT, REDEEM, & EARN  https://bankless.cc/fraxnet 🩄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR L2 NETWORK https://bankless.cc/Mantle đŸ’€EIGHT SLEEP | IMPROVE YOUR SLEEP https://bankless.cc/eight-sleep 💠BIT DIGITAL ($BTBT) | ETH TREASURY  https://bankless.cc/bit-digital We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors ------ TIMESTAMPS 0:00 Intro 0:45 Global Liquidity: Theory of Everything? 14:49 Will it Go Up Forever? 24:50 Where Are We in The Cycle? 34:23 Asset Allocation 47:14 Can The Monetary Regime Break? 58:55 China Gold vs US Tech 1:04:29 Crypto & Gold 1:08:03 4-Year Cycles 1:12:40 AI Bubble 1:15:14 Global Liquidity Limitations 1:18:39 Next 3-6 Months 1:20:24 Assets to Hold 1:21:25 Closing & Disclaimers ------ RESOURCES CrossBorder Capital https://x.com/crossbordercap  CrossBorder Capital Website https://crossbordercapital.com      Capital Wars Substack https://capitalwars.substack.com/  ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠
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  • Is It All Over? What The Markets Are Saying For 2026
    We analyze the crypto market's turbulence as Bitcoin falls below $90k, signaling potential bear market conditions. Also, it’s DevConnect! We discuss investor sentiment, and examine key updates like Vitalik Buterin's roadmap for Ethereum and Aave's new app. Tune in for essential market updates! ------ 📣 BLACK FRIDAY | BANKLESS PREMIUM https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS: đŸ””COINBASE | ETH & BTC BACKED LOANS https://bankless.cc/coinbase-borrow đŸȘ™FRAXNET | MINT, REDEEM, & EARN https://bankless.cc/fraxnet 🩄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR L2 NETWORK https://bankless.cc/Mantle đŸ’€EIGHT SLEEP | IMPROVE YOUR SLEEP https://bankless.cc/eight-sleep 💠BIT DIGITAL ($BTBT) | ETH TREASURY https://bankless.cc/bit-digital ------ TIMESTAMPS 0:00 Intro 5:09 Markets https://www.reuters.com/world/china/global-markets-trading-day-graphic-2025-11-13/ https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html https://polymarket.com/event/fed-decision-in-december https://economictimes.indiatimes.com/tech/technology/peter-thiel-sells-entire-nvidia-stake-amid-ai-bubble-fears/articleshow/125379608.cms https://x.com/amitisinvesting/status/1991263435493974047?s=20 https://coinmarketcap.com/charts/fear-and-greed-index/ https://x.com/intocryptoverse/status/1989965484150628639?s=20 https://x.com/tomcrown/status/1990179433282683287?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g https://x.com/BitcoinArchive/status/1989337109878964499?s=20 https://cryptohayes.substack.com/p/snow-forecast https://thedefireport.io/research/btc-market-structure-is-broken#broken-momentum https://x.com/nic__carter/status/1989713072970178899?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g 25:37 Devconnect https://x.com/RyanSAdams/status/1991172751302832498?s=20 https://x.com/adietrichs/status/1991203626358899081?s=20 https://x.com/kocikowski/status/1991202772289745101?s=20 https://x.com/wildbambii/status/1991144720605532336?s=20 https://x.com/richardchen39/status/1990941231937896513?s=20 https://x.com/TrustlessState/status/1990741519301570859?s=20 42:21 Aave App Launch https://x.com/aave/status/1990421343175672159?s=20 https://x.com/alpha_pls/status/1990453904899706971?s=20 https://x.com/0xMari0/status/1990829156712530307?s=20 46:04 Aztec's Decentralized L2 https://x.com/aztecnetwork/status/1991214517594759652?s=20 https://x.com/lisacuesta/status/1991233718271332597?s=20 48:50 Coinbase's New Features https://www.theblock.co/post/379516/coinbase-app-code-include-early-prediction-market-stock-trading-modules https://x.com/RyanSAdams/status/1990453391252935157 59:35 Bitcoin Purchases by Harvard https://www.theblock.co/post/378967/harvard-triples-down-on-bitcoin-bet-with-spot-etf-buys-from-worlds-largest-academic-endowment 1:01:21 El Salvador's Bold Bitcoin Moves https://www.theblock.co/post/378967/harvard-triples-down-on-bitcoin-bet-with-spot-etf-buys-from-worlds-largest-academic-endowment 1:02:26 BlackRock's Ethereum Trust https://x.com/EricBalchunas/status/1991257411483537813?s=20 1:03:24 Institutional Interest in ETH https://x.com/RyanSAdams/status/1990460127510695940?s=20 1:05:09 Closing ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠
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  • Defensive Investing for an AI Bubble | Ruchir Sharma's Hedge Rules
    America isn’t just leading the AI race; it’s increasingly built on it. Investor–author Ruchir Sharma joins Bankless to unpack why U.S. growth, stock gains, and even debt complacency are now tethered to a single story, and what a sensible hedge looks like. We trace how U.S. dominance happened, what could puncture the current euphoria, and where the real diversification lives: quality stocks that have lagged, broad ex-US exposure with currency tailwinds, and selective bets in India, China, and reform winners like Greece and Poland. We also tackle the “gold + stocks up together” puzzle, why that correlation can bite in a tightening cycle, and Ruchir’s “two cheers” case for Bitcoin as a portfolio asset whose utility still has room to grow. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: đŸȘ™FRAXNET | MINT, REDEEM, EARN https://bankless.cc/fraxnet 🩄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR L2 NETWORK https://bankless.cc/Mantle đŸ’€EIGHT SLEEP | IMPROVE YOUR SLEEP https://bankless.cc/eight-sleep 💠BIT DIGITAL ($BTBT) | ETH TREASURY https://bankless.cc/bit-digital We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors --- TIMESTAMPS 0:00 The Contrarian Take: American Exceptionalism Peaks 4:06 Theme of the 2020s 6:42 “America Is One Big Bet on AI” 13:07 The Counterfactual 19:01 Is This an AI Bubble? 22:59 The Catalyst That Pops Bubbles 29:05 How U.S. Dominance Happened 34:41 Moral Hazard & Household Risk 37:24 Green Shoots Abroad 39:37 Practical Rebalance for U.S.-Heavy Investors 50:17 How to Start Outside the U.S. 1:00:58 Gold & Stocks: Partying Together 1:05:47 Real Hedges Now 1:09:39 Bitcoin: Two Cheers 1:13:08 Closing Thoughts --- RESOURCES Ruchir Sharma https://ruchirsharma.com Ruchir’s FT Articles https://www.ft.com/ruchir-sharma --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
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