Today we explore David's idea that this cycle is cooked and Ryan has some question starting with... what does that even mean?
On this week's episode of Bankless Takes we answer that question and so much more as we take a deep dive into token distributions and how they're playing out this time around.
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TIMESTAMPS
00:00 Intro
01:30 Why Record This Episode?
06:01 Why There Are Structurally Bad Vibes
15:47 Why it's Like This
29:14 The Problem With The Points Meta
38:29 Recent Airdrop Issues
47:21 Where Do We Go From Here?
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RESOURCES
VC Capital - https://imgur.com/KKqMWBe
Sell Pressure - https://twitter.com/pythianism/status/1784958268420522195
Chris Dixon Take - https://a16zcrypto.com/posts/article/memecoins-tokens-regulation-policy/
LayerZero - https://x.com/LayerZero_Labs/status/1786441554816532646
Hayden Take - https://twitter.com/haydenzadams/status/1786784808187621874
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
The Centralized Food Production Crisis | Anthony Gustin
The Nounders | 4156, VapeApe, Seneca | Nouns DAO Series Ep #1
130 - How to Fix DeFi Tokens | Hasu
EthCC #5 | "The Cosmos (ATOM) Thesis" - Sunny Aggarwal
EthCC #6 | Stani Kulechov - "GHO is the Next Big Stablecoin"
EthCC #7 | "The Web3 Identity Meta" - Evin McMullen
EthCC #8 | "1 Million Devs, 1 Billion Users" - Kevin Owocki & Austin Griffith
ROLLUP: Coinbase Insider Trading | Three Arrows Capital Speaks! | The Merge Approaches
EthCC #1 | Vitalik - "The Merge Isn't Priced In"
EthCC #2 | Kain Warwick - "The Crypto Fees Boom"
EthCC #3 | "StarkWare isn't Leaving Ethereum" - Eli Ben-Sasson and Uri Kolodny
EthCC #4 | "The Polygon zkEVM Frontier" - Mihailo Bjelic
DeFi Didn't Break with Dan Morehead & Joey Krug
129 - Why the Crypto Critics Are Wrong | Matthew Green
ROLLUP: Tesla Sells Bitcoin | Minecraft NFT Ban | Polygon zkRollup | Genesis 3ac | Ethereum Merge
Merge vs. Macro with Travis Kling
128 - Scariest Macro Setup In 20+ Years | Luke Gromen
ROLLUP: Celsius Bankruptcy, Vitalik's Book, GHO Aave Stablecoin, 3ac StarkWare Token
Solana is Launching a Phone? | Co-Founders Anatoly & Raj
127 - Is this the End? | Lyn Alden
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