ROLLUP: Ethereum’s Big Week | Supercycle Debate | Monad Mainnet | Bitcoin’s Quantum Problem
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Bankless nation is time for the bankless weekly roll up. Giving you this a day earlier because it is Thanksgiving week, at least for our US listeners. And today, I am thankful to be joined by Anthony Susano. He is fresh back from DevConnect. I'm pretty sure he woke up bullish because it is morning time in Australia time. Anthony, how are you doing, man?
Good. Good. And, yeah, you're correct. I I did wake up bullish today for sure. It's it's about 8AM my time, so I'm very excited. I mean, especially seeing Eighth back over three k. That's been that that was nice.
You feeling okay about that? Like, I was gonna ask you. How are you feeling about these markets overall?
Yeah. Yeah. I mean, obviously, there's a lot of kind of uncertainty in in in the kind of markets, maybe not just crypto, but also the the wider markets. Everyone's kind of discussing this AI bubble. Like, is it gonna pop? You know? What's going on here? But for me, you know, I tend to just focus on, you know, Ethereum most of the time and what what Ethereum is doing. And, honestly, I think Ethereum is really well positioned right now to have a great 2026. We're firing in all on all cylinders.
Oh my god. Okay. So since Anthony is here, we gotta spend a lot of time talking about Ethereum today, including next week is the next Ethereum hard fork upgrade. It's called, Fusaka. What's getting shipped? We'll talk about that. Also, what's the upgrade after the next upgrade? I wanna hear Anthony's take on that too. And Justin Drake demonstrated Ethereum ZK ifying, and this is all happening sooner than we think. Also, a few other things. Tom Lee seems simply unbothered by these markets. He says we're still in a super cycle. I got a clip I wanna play. Also, Monad goes mainnet. The CFTC clears
I
should say, I wanna get into that's worth discussing. Before we get in to this episode, though, we got a message from our friends and sponsors over at Raya. So Raya is a Perp's DEX. Perp's trading has a problem right now. Either you get the speed of a centralized exchange or the security of a DEX, but oftentimes you can have both. Well, Raya is giving you both. They're closing this gap. They have a based roll up chain upcoming with ZK proofs, sub one millisecond trading, zero trading fees, and this inherits a 100% of Ethereum's uptime and security. I know Anthony's very much into this. This is
right
now and and the markets? Is this, like, in your mind, kind of end of cycle and we're entering a sustained bear period, or do you think the concept of of cycles is over? We've we've not had a chance to talk about that.
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