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Bankless· 2025-08-04 21:22
Listen to the full episode👇https://t.co/x4hEAffXwTSpotify:https://t.co/gxpAW5yWW4YouTube:https://t.co/38QhxqamUb ...
X @Bankless
Bankless· 2025-08-04 21:22
Market Trend - Altcoins have decreased 44% against Ethereum since April, indicating an "Ethereum Season" [1] - Ethereum is outperforming even Bitcoin, with only a few altcoins as exceptions [1] Cryptocurrency Analysis - Ben Cowen analyzes the altcoin market's downturn and Ethereum's dominance since spring [1]
X @Bankless
Bankless· 2025-08-04 17:42
RT Limitless (@LimitlessFT)There's one MAJOR difference between AI and NFTs.And @xanderatallah would know, as co-founder of both @opensea and @OpenRouterAI"Crypto is an extremely long term play... whereas AI has overnight business transformations"@Josh_Kale and @cryptopunk7213 unpack in 60s 👇 https://t.co/GPIUnERG0n ...
X @Bankless
Bankless· 2025-08-04 16:00
Listen to the full episode👇https://t.co/x4hEAffXwTSpotify:https://t.co/gxpAW5yWW4YouTube:https://t.co/38QhxqamUb ...
X @Bankless
Bankless· 2025-08-04 16:00
ETH Treasury companies may push ETH to new highs — but then what?Ben Cowen ( @intocryptoverse ) warns that the current ETH treasury hype may be pulling forward demand.He’s worried we’ll see a wave of altcoin treasury firms chasing quick returns — and setting up a massive crash:“A lot of greedy people are going to launch these treasury companies for altcoins… and it’s going to be an absolute disaster.” ...
X @Bankless
Bankless· 2025-08-04 15:00
Listen to the full episode👇https://t.co/x4hEAffXwTSpotify:https://t.co/gxpAW5yWW4YouTube:https://t.co/38QhxqamUb ...
X @Bankless
Bankless· 2025-08-04 15:00
“Once you start going higher up the risk curve… into a lottery of altcoins, you almost start to develop the narrative for a 2026 bear market.”Ben Cowen ( @intocryptoverse ) is watching for a classic market script: altcoins capitulate, narratives form, and projects misallocate capital… ...
X @Bankless
Bankless· 2025-08-04 14:00
Listen to the full episode👇https://t.co/x4hEAffXwTSpotify:https://t.co/gxpAW5yWW4YouTube:https://t.co/38QhxqamUb ...
X @Bankless
Bankless· 2025-08-04 14:00
“I don’t think there is a high probability outcome where Bitcoin dies and other cryptocurrencies take over.”Ben Cowen ( @intocryptoverse ) challenges the flippening thesis. Even if ETH has a better long-term roadmap, Ben argues that BTC’s failure would trigger a broad loss of faith across all of crypto — not a reshuffling of leaders. ...
X @Bankless
Bankless· 2025-08-04 13:06
AI Agents Are Coming For DeFiTwo standouts: Moonwell’s Mamo and the crowd-favorite Bankr. One automates yield farming. The other turns your chat box into a trading terminal.Both live inside the Base App and make your money work without you lifting a finger.Here’s how they’re reshaping DeFi’s interface.👇~~ Analysis by @davewardonline ~~Mamo@Mamo_agent, from lending protocol @MoonwellDeFi, shows the power of specialization. Its job: extract max yield from your USDC and cbBTC.You deposit, and Mamo moves your f ...