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cover of episode ROLLUP: 2025 Crypto Meta & Predictions | ETH Roadmap Updates | DEX's Hit All Time High | Vitalik Adopts Moo Deng?

ROLLUP: 2025 Crypto Meta & Predictions | ETH Roadmap Updates | DEX's Hit All Time High | Vitalik Adopts Moo Deng?

2025/1/3
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R
Ryan
讨论创建自由派版本的乔·罗根的播客主持人。
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Ryan: 我认为2025年将是充满活力的一年,AI将推动加密市场大幅增长,ETH价格将显著上涨,DeFi将面临新的挑战,例如美国国税局的KYC规定。同时,Layer 2网络竞争激烈,DEX交易量创新高。Vitalik Buterin收养河马也反映出加密社区的独特文化。 我个人预测ETH价格将达到至少10000美元,甚至可能达到15000美元到20000美元。此外,我认为加密AI代理的市值将达到2500亿美元。 关于美国国税局的DeFi经纪商规定,我认为这将对DeFi生态系统产生重大影响,DeFi项目可能需要采取措施以遵守规定。 David: 我同意Ryan的许多观点,特别是关于ETH价格上涨和AI代理的潜力。关于美国国税局的规定,我认为这将是一场持久战,加密社区将努力争取更有利的监管环境。 以太坊的路线图更新表明,其技术发展仍在继续,Pektra硬分叉将带来一些重要的升级。然而,PeerDAS的推迟可能会影响以太坊的扩展性。 MicroStrategy加速比特币购买计划,以及Do Kwon被引渡回美国,都表明市场对加密货币的关注仍然很高。Vitalik Buterin收养河马则展现了加密社区的幽默感和慈善精神。

Deep Dive

Chapters
The podcast starts by discussing the long break the hosts took, then dives into market updates, highlighting significant gains in the crypto AI sector and record-high DEX volumes in December. The discussion also touches upon the upcoming IRS KYC rules for DeFi brokers and Vitalik Buterin's adoption of a memecoin-inspired pygmy hippo.
  • Crypto AI tokens surged 3x since pre-Christmas prices.
  • DEX volumes hit record highs in December, exceeding $462 billion.
  • IRS to enforce KYC on DeFi brokers by 2027.
  • Vitalik Buterin's adoption of a memecoin-inspired pygmy hippo.

Shownotes Transcript

This week’s rollup kicks off our 5th year with exciting updates! We dive into our top 10 predictions for 2025, from AI-driven crypto market surges to ETH hitting $15K. DeFi faces new challenges with the IRS’s rule to KYC all “DeFi brokers” by 2027, while Ethereum’s “blobs” dominate as the top ETH burners. DEX volumes soared to record highs in December, and Do Kwon’s extradition to the U.S. moves forward. On a lighter note, Vitalik Buterin adopted a memecoin-inspired pygmy hippo! 🚀 Don’t miss our market updates and insights on what’s next for Ethereum this year.

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------ TIMESTAMPS & RESOURCES 00:00 Welcome To 2025

04:42 MARKETS https://farside.co.uk/?p=1518

05:55 ETF Flows https://x.com/Cointelegraph/status/1874342291114008989https://x.com/nategeraci/status/1872415447276257654

10:07 Movers Of The Week https://imgur.com/poIQakMhttps://x.com/_kaitoai/status/1874830476189565343

12:40 L2 Update https://imgur.com/EC5mjnThttps://imgur.com/BsK26drhttps://x.com/smyyguy/status/1873928354661085362

15:57 Blobs Are Burning https://imgur.com/BsK26dr https://x.com/smyyguy/status/1873928354661085362

17:13 Record DEX Volume https://defillama.com/dexs

21:11 10 Predictions for 2025 https://x.com/pythianism/status/1869522809212543204https://x.com/EffortCapital/status/1873192369891533193https://www.coinbase.com/en-sg/institutional/research-insights/research/market-intelligence/2025-crypto-market-outlookhttps://x.com/MikeIppolito_/status/1870938936144761211https://x.com/galaxyhq/status/1874843463293849712https://x.com/stacy_muur/status/1871130706157486540?s=46&t=dAxCjT2P_GIrJMvMgWIpfAhttps://x.com/shaughnessy119/status/1867675171487986086?s=46https://x.com/cryptopunk7213/status/1874101935353041056?s=46https://avc.xyz/what-will-happen-in-2025-1https://x.com/RyanSAdams/status/1874173947731992810

38:28 New IRS KYC Rules https://home.treasury.gov/news/press-releases/jy2762https://gordonlaw.com/learn/1099-da-revised-draft/https://x.com/lex_node/status/1872649212804104254https://www.galaxy.com/insights/research/irs-broker-rule-proposal-puts-defi-in-tough-spot/https://x.com/TheCryptoCPA/status/1872714549243023830https://x.com/fund_defi/status/1872694713108545576https://x.com/KMSmithDC/status/1872869271660818887https://x.com/jchervinsky/status/1873029020478292346https://x.com/jchervinsky/status/1873746395137773816

47:30 Ethereum Expectations In 2025 https://tim.mirror.xyz/CuRtFjkujKBqVsdvCGvthiPIYaZyzNc5sWIaExw2UpE

50:37 Microstrategy Accelerates https://x.com/BitcoinNewsCom/status/1871333716511097151

51:37 Do Kwon’s Extradition https://www.theblock.co/post/332477/montenegro-justice-minister-signs-do-kwons-extradition-to-us

53:05 Vitalik Adopts Moo Deng https://x.com/KhaokheowZoo/status/1872151683700248587

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