Bankless

Written by: Bankless
  • Summary

  • The Ultimate Guide to Crypto Finance. DeFi, NFTs, and cryptocurrencies. Level up. Go bankless.
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Episodes
  • DeepSeek R1 & The Short Case For Nvidia Stock | Jeffrey Emanuel
    Jan 28 2025

    China’s new DeepSeek AI model, which reportedly matches GPT-4’s performance at 1/45th the cost, has rattled the AI hardware market and contributed to a 20% dip in Nvidia’s stock price. Investor-technologist Jeffery Emanuel argues that DeepSeek’s efficiency gains aren’t the only story, as his viral 12,000-word article “The Short Case for Nvidia Stock” also catalyzed the market’s panic. In this episode, we explore how these converging factors could unbundle Nvidia’s once-unassailable lead and drastically reshape AI compute economics.

    • Jeff's Article: https://youtubetranscriptoptimizer.com/blog/05_the_short_case_for_nvda
    • Jeff on X: https://x.com/doodlestein

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    BANKLESS SPONSOR TOOLS:


    🪙FRAX | SELF SUFFICIENT DeFi
    https://bankless.cc/Frax


    🦄UNISWAP | BUG BOUNTY PROGRAM
    https://bankless.cc/Uniswap-Bug-Bounty


    ⚖️ARBITRUM | SCALING ETHEREUM
    ⁠https://bankless.cc/Arbitrum


    🛞MANTLE | MODULAR LAYER 2 NETWORK
    https://bankless.cc/Mantle


    🌐CELO | BUILD TOGETHER AND PROSPER
    https://bankless.cc/Celo


    🎮RONIN | THE FUTURE OF WEB3 GAMING
    https://bankless.cc/Ronin

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    ✨ Mint the episode on Zora ✨
    https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/23?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

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    TIMESTAMPS
    00:00 Start
    05:20 Intro To Jeff
    07:27 The Issue With DeepSeek
    16:00 Inference Compute Explained
    24:51 Nvidia's Competition
    29:14 DeepSeek's Impact On Valuations
    36:46 Criticism Around Jeff's Thesis
    44:17 DeepSeek's 45x Upgrade
    51:30 The Transformer Explained
    01:03:15 Why Is Everyone Shocked?
    01:12:07 Synthetic Data
    01:21:30 Why Jeff's Article Went Viral


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    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

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    1 hr and 29 mins
  • Superagency: The Bull Case for AI | Reid Hoffman
    Jan 27 2025

    In this episode of Bankless, Reid Hoffman, co-founder of LinkedIn and author of Super Agency, explores how AI is set to transform humanity and amplify individual potential. We dive into Hoffman’s vision of “super agency,” We examine AI's potential to democratize technology and reshape society, along with an analysis of four distinct perspectives on its impact: pessimistic, cautious, ambitious, and balanced. Hoffman shares lessons from past tech revolutions, the risks of AI misuse, and how innovation can unlock a more optimistic future.

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    📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
    https://bankless.cc/spotify-premium

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    BANKLESS SPONSOR TOOLS:

    🪙 FRAX | SELF SUFFICIENT DeFi
    https://bankless.cc/Frax

    🦄UNISWAP | BUG BOUNTY PROGRAM
    https://bankless.cc/Uniswap-Bug-Bounty

    ⚖️ ARBITRUM | SCALING ETHEREUM
    ⁠https://bankless.cc/Arbitrum

    🛞MANTLE | MODULAR LAYER 2 NETWORK
    https://bankless.cc/Mantle

    🌐 CELO | BUILD TOGETHER AND PROSPER
    https://bankless.cc/Celo

    🎮RONIN | THE FUTURE OF WEB3 GAMING
    https://bankless.cc/Ronin

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    ✨ Mint the episode on Zora ✨
    https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/22?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

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    TIMESTAMPS

    00:00:00 Intro
    00:09:10 Is superagency a superpower?
    00:11:09 How to identify a humanoid AI agent?
    00:13:28 Which people will get this AI superpower?
    00:17:22 Propagation of AI
    00:18:47 AI religions
    00:24:31 Zoomers are e/acc?
    00:25:56 Thoughts on Gloomers
    00:29:09 Mainframe computers' relation with today's AI
    00:37:03 Negative and positive impacts of AI
    00:50:28 Benefits of AI to the average citizen
    00:52:58 What if AI misuses/sells our data?
    00:59:31 How AI will deliver value worth millions
    01:02:17 Why innovation is safety
    01:05:59 AI choices shaping our freedom?
    01:10:07 America’s approach towards AI
    01:12:27 Is AI overhyped?
    01:14:05 Closing & Disclaimers

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    RESOURCES

    Reid Hoffman
    https://x.com/reidhoffman

    Blitzscaling
    https://www.blitzscaling.com/

    Super Agency
    https://www.superagency.ai/

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    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

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    1 hr and 8 mins
  • ROLLUP: Trump's Massive Memecoin | Ethereum Ecosystem Drama | Ross Ulbricht Freed | Phantom Wallet Worth $3B?
    Jan 24 2025
    In this week’s Bankless Weekly Rollup, David is joined by Eric Conner to unpack a whirlwind week in crypto. Highlights include Trump’s explosive entry back into the Oval Office, launching a $50B memecoin on Solana, a full pardon for Ross Ulbricht, and pro-crypto cabinet appointments. Meanwhile, the Ethereum Foundation faces internal drama as Vitalik declares “wartime mode” amidst leadership restructuring. We also dive into Solana’s soaring ecosystem, BlackRock’s massive Bitcoin buys, and the SEC’s shakeup with new pro-crypto initiatives. It’s a week of big moves, bigger drama, and major market shifts! ------ 📣 0x | Start building with 0x v2 https://bankless.cc/0x ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 🎮RONIN | THE FUTURE OF WEB3 GAMING https://bankless.cc/Ronin ----- ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/21?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E ------ TIMESTAMPS & RESOURCES 00:00:00 Intro 00:02:30 Markets https://farside.co.uk/?p=1518 https://blog.coinshares.com/volume-217-digital-asset-fund-flows-weekly-report-02c0bf3c093d https://youtu.be/nWPRFNVs6XY?si=YEOfBSUlqGmNJD7B 00:06:08 ETF Flows https://farside.co.uk/?p=1518 https://blog.coinshares.com/volume-217-digital-asset-fund-flows-weekly-report-02c0bf3c093d 00:11:19 Trump Memecoin https://x.com/realdonaldtrump/status/1880446012168249386 00:14:10 Melania Token https://x.com/MELANIATRUMP/status/1881087523847593995 00:20:53 World Liberty Financial Bids https://x.com/worldlibertyfi/status/1881457386671464804 00:26:06 Ross Ulbricht Freed https://x.com/WatcherGuru/status/1881932492170760674 00:31:08 Politics and Agencies https://x.com/DegenerateNews/status/1881760858508062898 https://www.sec.gov/newsroom/speeches-statements/departure-gensler-012025 00:35:53 Brian Armstrong Expectations https://x.com/AltcoinDailyio/status/1880348843772113061 00:40:15 Trump Effect Kicking In https://x.com/BitcoinMagazine/status/1880299698038493400 https://x.com/Cointelegraph/status/1881688751602286740 00:47:35 What’s Going On In The EF? https://x.com/vitalikbuterin/status/1880635379771904423 https://x.com/VitalikButerin/status/1880723497393201460 00:56:19 EF Leadership Drama https://x.com/dannyryan/status/1879705279761178690 https://x.com/VitalikButerin/status/1881680518934384676 01:06:37 SEC Charges Digital Currency Group https://x.com/tier10k/status/1880299710495486365 01:07:25 Circle Introduces USDC Paymaster https://x.com/circle/status/1882428077537386502 01:07:41 Phantom Raised $150M Series C https://x.com/phantom/status/1880018917068009527 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠
    Show more Show less
    1 hr and 11 mins

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