Bankless Co-Founder David Hoffman Faced Controversy After Selling ETH, Then Rotated Into LIT and ZEC, Which Gained Up to 369% DeFi researcher Ignas said that LIT and ZEC were among the best-performing assets after Bankless co-founder David Hoffman publicly sold ETH in May and rotated into LIT, ZEC, NEAR, and VVV. Since around the time of Hoffman’s ETH sale, LIT, ZEC, and NEAR have gained approximately 369%, 110%, and 54%, respectively, while ETH rose about 8% and VVV fell about 6%.

No @BanklessVC run tomorrow am 🏃‍♂️ Unfortunately with the haze we’ve decided running outside isn’t the most healthy choice. DMs are open. See you around 🇸🇬

ICYMI: new @Bankless episode on the @NEARProtocol AI economy and staking for @near_ai, which lets you redirect staking yield towards private & verifiable inference. The agent economy on NEAR is just getting started – more exciting updates in the fall.

The downfall of David Hoffman: - builds Bankless into one of the biggest crypto podcasts - spends years telling people Ethereum is the future - becomes one of the biggest $ETH supporters on crypto Twitter - launches a VC fund while also running a media company - people start questioning if promoted projects are connected to investments The BanklessDAO drama starts: - DAO asks for huge token grants using the Bankless name - backlash gets so bad Bankless separates itself from the DAO - then reports appear about quiet layoffs within the company. - then the biggest twist happens - After years of being extremely bullish on Ethereum. - David says he sold all his ETH - Who cares

The Ethereum dream is dying. Bankless co-host sold all his ETH. 9 EF figures gone. Hoffman's new bag: NEAR, HYPE, ZEC, VVV. Plus: Saylor's pause is bullish. F2Pool founder commands SpaceX's Mars mission. @_dsencil @graminitha1

I asked Claude to give a report card on the Bankless thesis six years later. We started March 2020 during covid - core ideas were cemented in those first 10 episodes. It gave us an A- overall with a B on the ETH bet. Said we overindexed on no banks, blind spot on mult-chain, and too bullish ETH the asset. I'll take the A- from Claude, but i think i'd give us a B. B for Bankless.

NEW EPISODE - CryptoDad's Vision for the Future of Finance Former CFTC Chairman @giancarloMKTS returns to Bankless with his new book, The New Adventures of CryptoDad, and a bold prediction: the entire financial system will be rebuilt on digital rails by 2040. Christopher and @TrustlessState unpack how Wall Street and Washington fought crypto innovation, why the 2008 financial crisis convinced him of blockchain's potential, and how tokenization is already reshaping traditional finance. CHAPTERS --- 00:00 CryptoDad's New Mission 04:36 How Crypto Became Political 12:16 Why the SEC Crackdown Failed 17:09 Bitcoin Futures, Perps, and Regulation 27:54 Passing the CFTC Baton 33:52 Who Controls Digital Finance? 39:40 The 2008 Banking Blind Spot 45:31 Wall Street Moves Onchain 50:52 Privacy and the Digital Dollar

NEW EPISODE - Is Bitcoin Signaling the Next Bull Market? Macro analyst Michael Howell returns to Bankless to unpack why $70K is a critical level for $BTC, whether the next liquidity rebound could arrive sooner than expected, and what could change his 2027 outlook. Plus: The Fed and Treasury's new money-printing playbook, rising bond yields, risks to the AI boom, China's influence on gold, and what the next liquidity cycle means for crypto. CHAPTERS --- 00:00 Is Bitcoin Signaling an Early Liquidity Recovery? 07:35 The $70K Bitcoin Level That Could Change Everything 11:08 What's Really Driving Treasury Yields Higher? 19:55 Michael Howell vs. Ray Dalio on the Future of Bonds 28:48 Inflation, Economic Growth, and the Liquidity Squeeze 35:02 The Four Phases of the Liquidity Cycle and What to Own 41:07 Can the AI Boom Defy the Market Cycle? 51:08 Treasury QE and the Fed's New Liquidity Playbook 1:01:06 Why China's Liquidity Could Be Driving Gold 1:06:19 Bitcoin vs. Gold as Monetary Inflation Hedges 1:11:08 How Much Could Global Liquidity Grow?