Can PumpFun be Dethroned? ETH's Pectra Upgrade | Future of Bitcoin L2s | Jon, Bread, & Andy8052
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Welcome Bankless Nation back to the round table. Here with me today is the man with glutenous glutes, 0x bread guy. Good to see you. Hey, guys. Back for another week. And we've also got Crypto's chief lowercase r researcher, John Sharbanet. Welcome back. Yo. How's
it going? And
last but not least, the world's most Zen d gen, Andy eight zero five two. It's good to see you. Hello. Hello. Alright. So we got some drama to pack through this week. The Movement drama that came out Friday of last week, we're gonna talk about that. There's some boop.fun discourse which we're going to unpack. Maybe something that's actually pretty big that, people are under indexing is Apple's new iOS meta and its impact on the commerce economy in the App Store which is inclusive of crypto. When this goes when this podcast goes live tomorrow, PECTRA, the Ethereum upgrade will be live and so th
was so I do a daily show too. Right? So, like, we we have to talk about stuff pretty routinely, hot daily. And had the same conversation earlier this week where it's like there's a a huge disconnect with, like, the structural bullishness of the industry right now and, like, just a general sentiment you have on, like, crypto Twitter. I know last week, John was even pointing out that, and not only knows on Chatter, in the actual conversation, it's just like, yeah. The alpha on on CT hasn't really been there recently. So I was like, you know, kinda disconnected myself from it. He was saying that.
Mhmm. I do think the, movement drama has kinda hit what might there's probably there's probably going to be more drama, but it's really hit a nerve of people Crescendo. Feeling despair about, like, why are we continuing to get into this place? You you said, Brad, structural bullishness, the mismatch between the structural bullishness of the industry with, like, the despair on the timeline. And that that is what I see. I see a lot of, people say, like, institutions have never been more bullish about crypto before. The amount of inbound from Wall Street is, the highest that it's ever been. And t
you think it's because we see, like so we see that on the horizon that everyone's kinda, like, knife fighting to make sure that they're the ones that are positioned to get the the structural bullishness? Because, like, I know there's, like, some self consciousness right now going on with, you know, Ethereum, Solana, like, what's the right direction and stuff. And, you know, we feel we feel like we're there. Like, we're on the precipice of something, but, like, you're you're unsure if you're gonna you're gonna be in the group that misses the misses the wave. Yeah. Yeah.
We all know that the music is about to be up, and there's only so many chairs left. What's up, Andy? Yeah. Yeah.
I feel like a big part of it is just, like, Bitcoin dominance can explain a lot of it. Whereas just, like I mean, I would argue that probably everyone on crypto Twitter, myself included, is underexposed to Bitcoin compared to how much time we spend in the industry. And, like, as Bitcoin dominance goes up and up, it's like, oh, crypto's doing well, but I'm not actually making that much money. And like, you see stuff like movement and all these different things, and that's just like really disheartening. Or you see like I saw images of like StarkNet's token chart going around this morning, going
know, there was a yeah. John, get in there, and then I have I have something to follow-up on that.
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