In this episode of the Bankless Roundtable, host David Hoffman is joined by crypto enthusiasts Zero X Bread Guy, John Charbonneau, and Andy8052 to discuss the recent surge in Ethereum's price, which skyrocketed nearly 50% this week. The panel analyzes the impact of the Believe app and Launchcoin on internet capital markets, Coinbase's entry into the S&P 500, and Robinhood's new Layer 2 solution. They explore the implications of these developments for investor confidence and market liquidity, alongside the rising interest in meme-based tokens. The conversation wraps up with thoughts on Ethereum vs. Solana and the importance of community engagement in the evolving crypto landscape.
Jon Charbonneau: https://x.com/jon_charb
Bread: https://x.com/0xBreadguy
Andy8052: https://x.com/andy8052
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🟠HEMI | BTC & ETH, ONE NETWORK
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TIMESTAMPS
0:00 ETH vs SOL vs BTC
5:40 Internet Capital Markets
https://x.com/gabrielhaines/status/1922293923420000346
https://dexscreener.com/solana/yrrustgpugdp8bbfosqdefssen6sa75zs1qjvgnhtmy
https://www.believescreener.com/
https://x.com/believeapp
22:19 Memecoin Launchpads
https://x.com/believeapp/status/1922075588115775489
https://x.com/zhusu/status/1922178773375418733
30:32 Ethereum Up 50%
https://www.coingecko.com/en/coins/ethereum
46:25 Coinbase Listed
https://x.com/coinbase/status/1922046840528113880
53:47 Robinhood Acquires Wonderfi
https://x.com/hanni_abu/status/1922341347844841611
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
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1:00:52
LIMITLESS: This Is Far Bigger Than The Internet Boom | Shaun Maguire
Shaun Maguire, partner at Sequoia and former physicist turned investor, joins the Limitless Podcast to explore why we’re on the verge of a technological renaissance.
From AI and silicon photonics to humanoid robots and space infrastructure, Shaun makes the case that the next 20 years will make the internet boom look tame. We dive deep into why America needs 10 SpaceX-level companies, the return of hardware innovation, the energy constraints of the future, and how frontier technologies like Neuralink and Mars colonization might reshape civilization.
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https://x.com/LimitlessFT
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🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self
🟠HEMI | BTC & ETH, ONE NETWORK
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TIMESTAMPS
0:00 Intro
6:36 Who’s Shaun Maguire?
9:24 Investing in the AI Age
13:06 Hardware Manufacturing
21:58 Hardware Precedes Software Revolutions
42:20 Energy
49:53 Space Solar Reflectors
55:45 Space Economy
1:04:15 Elon Musk
1:14:24 Robotics
1:17:39 Neuralink
1:25:22 Doom Scenarios
1:32:02 Closing Thoughts
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RESOURCES
Shaun Maguire
https://x.com/shaunmmaguire
Sequoia Capital
https://www.sequoiacap.com/
Josh Kale
https://x.com/Josh_Kale
David Hoffman
https://x.com/TrustlessState
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
This week, Ryan and David unpack Ethereum’s game-changing "Pectra" upgrade, doubling Layer 2 blob space and sparking fresh debates on L1 scaling. Meanwhile, Washington sets its sights on a $2 trillion stablecoin market, Apple’s App Store monopoly cracks open to crypto, and Coinbase makes a historic acquisition of Deribit. Plus, Bitcoin breaks $100K and ETH $2k, are we officially back in bull territory? Find out on this week’s Weekly Rollup.------💫 LIMITLESS | SUBSCRIBE & FOLLOWhttps://www.youtube.com/@Limitless-FT https://x.com/LimitlessFT ------BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFihttps://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAINhttps://bankless.cc/unichain 🛞MANTLE | MODULAR LAYER 2 NETWORKhttps://bankless.cc/Mantle 🌐SELF | PROVE YOUR SELFhttps://bankless.cc/Self 🟠HEMI | BTC & ETH, ONE NETWORKhttps://bankless.cc/hemi ------TIMESTAMPS & RESOURCES0:00 Intro0:32 Marketshttps://www.cnbc.com/2025/05/07/fed-meeting-live-updates-traders-await-insight-from-powell-on-next-rate-cut-tariff-impact.html https://fred.stlouisfed.org/graph/?id=EFFR%2CDFEDTARU%2CDFEDTARL%2C&utm_source=chatgpt.com https://fred.stlouisfed.org/series/FEDFUNDS?utm_source=chatgpt.com https://truthsocial.com/@realDonaldTrump/posts/114471750357100883 https://x.com/ForexLive/status/1919864600339558405 13:44 Big win for Crypto against Apple App Store Monopoly! https://x.com/hlopez_/status/1918113804938056100 https://x.com/0xCygaar/status/1918335966538068300 https://x.com/RyanSAdams/status/1920486709831033039 21:36 Ethereum upgrade live on mainnet! https://x.com/TimBeiko/status/1920145795430727686 https://x.com/TrustlessState/status/1919746313760969136 https://www.bankless.com/read/eip-7702-ethereum-onchain-culture https://x.com/adietrichs/status/1920083962472300928 https://x.com/drakefjustin/status/1920343548047569165 https://x.com/TrustlessState/status/1920488999296078131 https://x.com/tkstanczak/status/1920157389568737478 https://x.com/TrustlessState/status/1920498941583348014 40:04 Coinbase Acquires Options Platform Deribithttps://www.wsj.com/finance/currencies/coinbase-strikes-2-9-billion-deal-for-major-crypto-options-platform-a87ca4b3?utm_source=chatgpt.com 41:55 Treasury Secretary is ALL in on Stablecoins https://x.com/SecScottBessent/status/1920140049254854778 https://www.cnbc.com/2025/05/02/crypto-tether-eyes-us-expansion-with-new-stablecoin-as-ceo-courts-washington.html https://x.com/intangiblecoins/status/1918802270310777128 https://x.com/SenatorHagerty/status/1918827160954909111 https://x.com/BrendanPedersen/status/1920193925081338114 47:26 Dems introduced legislation that would ban sitting presidents from issuing tokenshttps://www.merkley.senate.gov/merkley-and-schumer-lead-the-charge-to-end-crypto-corruption-by-trump-other-elected-officials/ https://x.com/Cointelegraph/status/1919405803112472797 https://x.com/StevenTDennis/status/1920088287747711380 https://x.com/DegenerateNews/status/1919109508120371209 https://x.com/WatcherGuru/status/1919120401604477095 https://cointelegraph.com/news/eu-crypto-ban-anonymous-privacy-tokens-2027 54:04 Coinbase announced a new open source payments protocol - x402.https://x.com/CoinbaseDev/status/1919784224170889696 https://chatgpt.com/share/681ba731-5244-8008-b801-37e128e240b8 https://stripe.com/en-cz/newsroom/news/sessions-2025 57:44 Bitcoin community is splitting over limit removal planhttps://x.com/ColeTU/thread/1919769012998647880 https://x.com/MartyBent/status/1919226199529677042 1:01:55 Unichain becomes the first L2 building blocks with TEE! https://x.com/TrustlessState/status/1918450159274319876 1:04:26 Charles Schwab wants to launch spot Bitcoin trading by April 2026https://cointelegraph.com/news/charles-schwab-eyes-spot-bitcoin-trading-2026 1:05:15 Bankless’s New Podcast! Limitless - go subscribe & follow https://www.youtube.com/@Limitless-FT https://x.com/LimitlessFT 1:06:55 Closing & Disclaimers ------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
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1:06:11
AI Rollup: AI Robots and The $10T Arms Race
Welcome to the AI Rollup, from the Limitless Podcast. David, Ejaaz, and Josh break down the week’s most important AI headlines, from OpenAI’s $3B Windsurf acquisition and Google’s full-stack AI play, to Visa and Mastercard preparing for agentic commerce. We explore the state of robotics, major interpretability challenges, and why the race to AGI may outpace our ability to understand it. Plus: AI ASMR, glow-up GPT, and why autonomous agents still kinda suck. Stay curious, this one’s stacked.------💫Subscribe and Follow Limitlesshttps://www.youtube.com/@Limitless-FT https://x.com/LimitlessFT ------BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFihttps://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAINhttps://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORKhttps://bankless.cc/Mantle🌐SELF | PROVE YOUR SELFhttps://bankless.cc/Self🟠HEMI | BTC & ETH, ONE NETWORKhttps://bankless.cc/hemi------TIMESTAMPS & RESOURCES00:00:00 Intro To Limitless!https://x.com/LimitlessFT00:04:23 OpenAI Makes Huge Acquisitionhttps://www.outlookbusiness.com/artificial-intelligence/openai-to-acquire-ai-coding-platform-windsurf-for-3bn?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-reverses-for-profit-plan-ai-breakthroughs-in-robotics&_bhlid=7f1b29a5128efe71af21ff4cb81c530bdcac095ehttps://x.com/ns123abc/status/1912876350911754676https://www.testingcatalog.com/google-tests-computer-use-tools-and-cloud-run-hosting-in-ai-studio/?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-reverses-for-profit-plan-ai-breakthroughs-in-robotics&_bhlid=bd7931dcfd449aa11b0bf7197fdfa983289758c200:08:01 Why Spend $3 Billion??00:16:09 OpenAI Memory Update Is... Interestinghttps://techcrunch.com/2025/04/18/chatgpt-will-now-use-its-memory-to-personalize-web-searches/?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-launches-o3-and-o4-mini&_bhlid=d08c6dc54c407d4f53df9d11a68857dba951a21c00:23:56 OpenAI Re-Structuringhttps://www.reuters.com/business/openai-remain-under-non-profit-control-change-restructuring-plans-2025-05-05/?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-reverses-for-profit-plan-ai-breakthroughs-in-robotics&_bhlid=c4222c046fc76f42b7f72ca72537e4e8620a2af100:37:24 Visa Credit Cards For AI Agentshttps://apnews.com/article/ai-artificial-intelligence-5dfa1da145689e7951a181e2253ab34900:43:21 The Crypto Bull Case00:45:43 The Deca Trillion Robot Opportunityhttps://x.com/adcock_brett/status/1913986971501748390?s=46https://x.com/kimmonismus/status/1919510163112779777https://developer.nvidia.com/isaac/gr00thttps://x.com/adcock_brett/status/1916523708153217525?s=46https://x.com/adcock_brett/status/1919060515998822898?s=4600:52:44 Dogs With Machine Guns00:58:11 Using AI To Do Your Job01:02:12 The Interpretability Talkhttps://www.darioamodei.com/post/the-urgency-of-interpretability01:09:18 AI Neurons?01:15:27 The Dopamine Sectionhttps://x.com/venturetwins/status/1917640408349434106https://x.com/ns123abc/status/1918703088598184321?s=46https://x.com/venturetwins/status/1919057071145672949https://x.com/aisafetymemes/status/1914003415191212112?s=46------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
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1:20:55
Can PumpFun be Dethroned? ETH's Pectra Upgrade | Future of Bitcoin L2s | Jon, Bread, & Andy8052
In this episode of the Bankless Roundtable, hosts BreadGuy, John Charbonneau, and Andy8052 tackle pivotal issues in the crypto world. They explore the disconnect between institutional bullishness and community despair, with Bread highlighting the plight of altcoin holders amid Bitcoin's dominance. The conversation turns to a scandal involving a token loan, revealing manipulation that undermines trust in the industry.Later, they discuss the upcoming Ethereum Pectra upgrade, emphasizing its potential to improve functionality while cautioning about implementation challenges. The hosts also dive into the meme coin phenomenon, navigating the ethical dilemmas of this niche. As they wrap up, the team reflects on the challenges and hope within the crypto community, encouraging thoughtful engagement in this dynamic market.Jon Charbonneau: https://x.com/jon_charb Bread: https://x.com/0xBreadguy Andy8052: https://x.com/andy8052---📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24https://bankless.cc/spotify-premium ---BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFihttps://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAINhttps://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORKhttps://bankless.cc/Mantle🌐SELF | PROVE YOUR SELFhttps://bankless.cc/Self🟠HEMI | BTC & ETH, ONE NETWORKhttps://bankless.cc/hemi---TIMESTAMPS00:00 Intro03:40 Current Crypto Sentiment9:20 Movement Market Making Scandal26:10 Boop.Fun vs Pump.Fun1:00:15 Ethereum's Pectra Upgrade1:16:25 Bitcoin vs Ethereum1:12:45 Closing Thoughts---Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures%E2%81%A0
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