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cover of episode ROLLUP: Milei’s Memecoin Scandal | KAITO Airdrop | The Fed’s QT Pivot? | Ethereum’s Pectra Upgrade

ROLLUP: Milei’s Memecoin Scandal | KAITO Airdrop | The Fed’s QT Pivot? | Ethereum’s Pectra Upgrade

2025/2/21
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D
David
波士顿大学电气和计算机工程系教授，专注于澄清5G技术与COVID-19之间的误信息。
K
Kane Warwick
Topics
David: 本周的Rollup节目中，我们讨论了阿根廷总统Javier Millay的Libra meme币丑闻，以及其他一些加密货币领域的新闻。Libra代币发行后，估值在90分钟内从55亿美元暴跌至不到5亿美元。该事件存在诸多警告信号，例如82%的代币集中在少数钱包中，且未公开代币经济学。Javier Millay否认与Libra项目有任何关联。Hayden Davis（Kelsey Ventures）试图解释Libra事件，并归咎于狙击机器人。Hayden Davis接受Coffeezilla采访，承认Kelsey Ventures提前狙击了Libra代币。Dave Portnoy在Libra代币发行前获得了代币，并因内幕交易而退还了代币。Libra事件暴露了meme币发行的工业化过程，以及缺乏规则和监管的问题。 Kane Warwick: 我认为Javier Millay发布Libra meme币事件发生在我前往香港之前。我没有购买该币。Libra事件并非孤立事件，而是长期以来潜伏的问题的爆发。该事件揭示了幕后操纵者对事件的控制程度，并引发人们对更多被操纵事件的担忧。Hayden Davis的行为类似于SBF在FTX事件后的公关行为。Jupiter否认其员工参与Libra代币交易。Meteora与Hayden Davis存在关联，参与了多个meme币的发布。Hayden Davis通过联系Javier Millay的姐姐，获得了与Javier Millay的联系。 Kane Warwick: 我认为Anatoly关于DeFi夏季比meme币更糟糕的推文是荒谬的。meme币的规模比ICO小，因此可提取的资金有限。meme币的骗局大多发生在交易所上市之前。Solana链上的犯罪活动增加是因为其meme币活动增加。Solana需要改进其自我监管机制。Solana社区需要更好地识别和处理不良行为者。Javier Millay被弹劾的可能性较小。我对meme币领域的内在欺诈性感到担忧。加密货币市场存在周期性波动。meme币的关注度可能已经达到顶峰。ICO可能卷土重来。我认为ICO是一种优越的代币发行机制。meme币是投机的理想状态。ICO团队有时会卷款潜逃。我认为未来的空投将更加注重用户的行为。

Deep Dive

Chapters
This chapter details the tumultuous launch and subsequent crash of the Libra meme coin, tweeted by Argentine President Javier Milei. It explores the involvement of Hayden Davis, Kelsey Ventures, and the Meteora platform, highlighting the alleged manipulation and insider trading.
  • Javier Milei tweeted a Solana contract address for a meme coin called Libra.
  • The coin's valuation soared to $5 billion then plummeted within 90 minutes.
  • Hayden Davis and Kelsey Ventures were implicated in the scheme, admitting to front-running snipers.
  • The incident exposed the industrialization of meme coin launches and the lack of regulation in the space.

Shownotes Transcript

This week’s Weekly Rollup, David and Kain Warwick dive into Argentine President Milei’s LIBRA fiasco and Strategy’s bold $2B Bitcoin play, while we check out the new Kaito airdrop making waves. We also explore Ethereum’s biggest upgrade yet—Pectra—plus Monad’s high‐speed L1 testnet launch. Finally, we dig into the SEC’s fresh “CETU” cyber unit and what the brand‐new Infinex platform means for DeFi. Tune in for all the drama and alpha happening in the third week of February! ------ 📣RESERVE | INVEST IN CRYPTO NARRATIVES  https://bankless.cc/reserve) ------ BANKLESS SPONSOR TOOLS:

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----- ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/38) 

------ TIMESTAMPS & RESOURCES

0:00 Intro, Libra, Memecoins, & ICOs https://x.com/KobeissiLetter/status/1890611964994363769)  https://dexscreener.com/solana/bzzmnvfm7t6zsgfelxzermrxfkanldo4fszvsisxcszz)  https://x.com/bubblemaps/status/1890531084221182326)  https://x.com/JMilei/status/1890606683291779195)  https://x.com/KelsierVentures/status/1890914579493863532)  https://x.com/MemeCoin_Track/status/1892324967196569675)  https://x.com/JupiterExchange/status/1891181433588470052)  https://x.com/hellochow/status/1891341548115149190)  https://x.com/stoolpresidente/status/1891285564713836830)  https://x.com/KobeissiLetter/status/1890611982320971992)  https://www.bloomberg.com/news/articles/2025-02-18/argentina-scandal-fuels-selloff-on-favorite-memecoin-platform)  https://x.com/RunnerXBT/status/1891400277535703389)  https://polymarket.com/event/milei-out-as-president-of-argentina-in-2025?tid=1740070784399) 

29:59 Markets https://www.strategy.com/press/strategy-announces-proposed-private-offering-of-2b-of-convertible-senior-notes_02-18-2025) 

38:51 Kaito Airdrop https://yaps.kaito.ai/)  https://x.com/KaitoAI/status/1890379872280682548)  https://www.coingecko.com/en/coins/kaito)  https://x.com/divine_economy/status/1892597817434145113)  https://x.com/smyyguy/status/1892585101873033380) 

53:16 Ethereum’s Pectra Upgrade https://x.com/sassal0x/status/1890534315148132521) 

1:00:21 Monad launched a public testnet https://x.com/monad_xyz/status/1892227817149997212) 

1:00:47 SEC Launches New Cyber Unit ‘CETU’ Aims to Protect From Bad Actors https://www.sec.gov/newsroom/press-releases/2025-42) 

1:06:52 Infinex https://x.com/infinex_app/status/1887028112099283198) 

1:11:29 Closing & Disclaimers

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures) ⁠