David Hoffman

David Hoffman

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Optimistic storyteller of frontier technology. The chaotic side of @Bankless

Essential Metrics Every Token Sale Investor Must Evaluate
SocialDec 12, 2025

Essential Metrics Every Token Sale Investor Must Evaluate

When analyzing a Token Sale, what info is most critical to you as a potential investor? - Raise Target - Raise Valuation - Sale mechanism - Lockup terms, if any - Discount to last equity round - Last raise valuation - Previous Raise history - Previous VC...

By David Hoffman
Corey Frayer: How FTX Stopped Crypto Regulation Cold
VideoDec 11, 2025

Corey Frayer: How FTX Stopped Crypto Regulation Cold

Corey Frayer, a former senior regulator at the SEC, explains why the U.S. has struggled to bring crypto under the same securities framework that governs traditional finance. He notes that the market already contains hundreds of intermediaries and thousands of...

By David Hoffman
SEC's Hubris Undermines Trust, Fuels Crypto Resistance
SocialDec 11, 2025

SEC's Hubris Undermines Trust, Fuels Crypto Resistance

I've been reflecting on our episode with Gary Gensler's lieutenant Corey Frayer this week. There's something I wish i said to him. The thing that pissed us off about the Gensler crusade and Operation Chokepoint was the absolute hubris. You used hallowed American...

By David Hoffman
Tempo's L2 Status Still Unjustified, No Reason Yet
SocialDec 11, 2025

Tempo's L2 Status Still Unjustified, No Reason Yet

I still haven't heard a good reason why Tempo isn't an L2

By David Hoffman
Ethereum L2 Tops Perps DEX Volume, Proving Scalability
SocialDec 10, 2025

Ethereum L2 Tops Perps DEX Volume, Proving Scalability

An Ethereum L2 takes the number 1 slot for perps DEX volume. I guess L2s can scale. https://t.co/S5oC40sdxS

By David Hoffman
Crypto Leads Fight Against Quantum Computing Threats
SocialDec 10, 2025

Crypto Leads Fight Against Quantum Computing Threats

The crypto industry is society’s spearhead to combat the threat of quantum computing Crypto will produce solutions that society will use to protect itself from quantum attacks This will be good for crypto Ethereum

By David Hoffman
Tom Lee Adds $430M ETH, Showing Relentless Buying
SocialDec 9, 2025

Tom Lee Adds $430M ETH, Showing Relentless Buying

Tom Lee bought another $430m ETH last week. The guy is relentless. https://t.co/zcCV2TrXIF

By David Hoffman
On‑chain Capital Formation Returns with Refined Auction Design
SocialDec 6, 2025

On‑chain Capital Formation Returns with Refined Auction Design

The ICO meta is returning But this time, we have 8 years of auction mechanism design r&d Fair, orderly, and efficient capital formation on publicly available internet ledgers The future of capital formation is onchain #Ethereum

By David Hoffman
Crypto’s Agentic Future: AI, ZK & Money Networks at Bankless Summit
VideoDec 6, 2025

Crypto’s Agentic Future: AI, ZK & Money Networks at Bankless Summit

The Bankless Summit in Buenos Aires showcased a quartet of forward‑looking talks that explore how AI, zero‑knowledge (ZK) proofs, and new payment standards could reshape the crypto ecosystem. Lincoln Murr of Coinbase introduced X402, a revival of the HTTP 402...

By David Hoffman
Inside Look Reveals Why Gary Gensler Acted
SocialDec 5, 2025

Inside Look Reveals Why Gary Gensler Acted

I never thought we’d get the chance to get an inside peak at Gary Gensler’s SEC Yet here we are So much clarity and understanding as to why Gary did what Gary did Must listen 👀

By David Hoffman
Nearly 10 Days
SocialDec 5, 2025

Nearly 10 Days

140,040 minutes of Bankless 9.75 days of listening in 2025 186 episodes 3.59 episodes per week That has got to be every single episode Incredible @bartomolina 🙇‍♂️

By David Hoffman
Ethereum Address Wrapped: Your Crypto Year in Review
SocialDec 5, 2025

Ethereum Address Wrapped: Your Crypto Year in Review

We built spotify wrapped for your eth address https://t.co/r3KrhWPY39 https://t.co/tGU1jUYPcO

By David Hoffman
Banks Flock to Ethereum L2s, Creating New Capital Hub
SocialDec 5, 2025

Banks Flock to Ethereum L2s, Creating New Capital Hub

Squint and you see a world where every bank becomes an Ethereum L2. Say UBS bank wants to execute a $500m money market loan from Aave - they can now do this privately from their L2 - no bridging. The reason banks...

By David Hoffman
AZTEC Public Sale Live: Bring Privacy to Ethereum
SocialDec 5, 2025

AZTEC Public Sale Live: Bring Privacy to Ethereum

In on $AZTEC! Join the movement bringing privacy to Ethereum. The public sale is now live - register and participate today. https://t.co/uInUAGhSfp

By David Hoffman
Could This Bearish Market Be the Setup Everyone Misses?
VideoDec 5, 2025

Could This Bearish Market Be the Setup Everyone Misses?

Bankless Weekly covered a sweep of crypto market and policy moves: Bitcoin has weakened against gold even as this week showed green, Ethereum deployed its second major upgrade of the year (Fusaka) and discussion centers on whether Layer 1 can...

By David Hoffman
P/S Misvalues ETH: Scaling Undermines Sales Metric
SocialDec 4, 2025

P/S Misvalues ETH: Scaling Undermines Sales Metric

ok, apart from the fact that it's quite obvious the market is valuing ETH as store of value asset let me say something about why P/S for ETH is dumb using grade school logic Ethereum is expanding it's blocks - it's...

By David Hoffman
Bitcoin's P/S Ratio Hits 17,200x, Surpassing Ethereum
SocialDec 4, 2025

Bitcoin's P/S Ratio Hits 17,200x, Surpassing Ethereum

omg the p/s ratio of bitcoin is 17,200x that's even worse than etherium 💀☠️💀 https://t.co/dsRA9uJUTj

By David Hoffman
VCs Apply P/S Ratios to Store‑of‑Value Assets
SocialDec 4, 2025

VCs Apply P/S Ratios to Store‑of‑Value Assets

Sentiment down so bad we have VCs doing P/S calculations on store of value assets

By David Hoffman
Ethereum’s Next Decade: Inside the EF’s Vision at Bankless Summit
VideoDec 4, 2025

Ethereum’s Next Decade: Inside the EF’s Vision at Bankless Summit

The Bankless Summit in Buenos Aires, recorded as part of Ethereum DevConnect, featured a dedicated episode of talks from the Ethereum Foundation. Speakers Tamash, Donk‑rad Feist, Ansgar and Danny Ryan outlined the foundation’s ten‑year roadmap, emphasizing Ethereum’s role as...

By David Hoffman
Ethereum Sees Two Major Upgrades, Builder Momentum Surges
SocialDec 3, 2025

Ethereum Sees Two Major Upgrades, Builder Momentum Surges

Ethereum's Fusaka hard fork is now live. That's the second major Ethereum upgrade this year - Pectra shipped in May. Two major Ethereum upgrades this year is a huge win. I haven't seen builder momentum this strong since the merge in 2022. No signs...

By David Hoffman
Inside Gensler's Crypto Mind: Unexpected Transparency Revealed
SocialDec 3, 2025

Inside Gensler's Crypto Mind: Unexpected Transparency Revealed

Just recorded an episode with one of the key architects of Gary Gensler's crypto policy 2-hours on one question: What was the Gensler SEC thinking? He was an open book, felt like the first time we've had transparency Crazy thing is -...

By David Hoffman
Aztec Launches Groundbreaking ETH ICO with Built‑in Investor Protections
SocialDec 3, 2025

Aztec Launches Groundbreaking ETH ICO with Built‑in Investor Protections

Aztec is doing a public ICO in ETH A glorious full-circle back to 2018, but this time with brains Props to the @aztecnetwork team for baking in investor rights and protections in the token contract from day 1 Insane it took us...

By David Hoffman
Why Crypto Prices Are Really Crashing
VideoDec 3, 2025

Why Crypto Prices Are Really Crashing

The episode of Bankless Nation titled “Why Crypto Prices Are Really Crashing” opens with Ryan Sean Adams and DeFi Report’s Michael Nadeau taking stock of the market’s steep decline – ETH under $3,000 and Bitcoin hovering around $84,000 as of...

By David Hoffman
Paradigm Aims to Launch Tempo as Ethereum L2
SocialDec 3, 2025

Paradigm Aims to Launch Tempo as Ethereum L2

I really enjoyed chatting with @danrobinson about @paradigm’s plans to make @tempo an Ethereum L2 https://t.co/fkI5y4yYSu

By David Hoffman
Ethereum Should Drop Breaks, Accelerate Progress
SocialDec 1, 2025

Ethereum Should Drop Breaks, Accelerate Progress

It would be beneficial to the Ethereum community to culturally take off the breaks on making progress

By David Hoffman
The Holy Grail of Crypto Privacy: Encrypted Ethereum, FHE & Living Forever
VideoDec 1, 2025

The Holy Grail of Crypto Privacy: Encrypted Ethereum, FHE & Living Forever

The episode centers on Zama’s ambition to make every blockchain transaction—starting with Ethereum—confidential by layering fully homomorphic encryption (FHE) onto existing networks. Host Rand Hindi explains that the goal is to give users the same experience they have today—writing...

By David Hoffman
Anthony Sassano on Why This Cycle Isn’t Playing Out Like the Last Ones
VideoNov 27, 2025

Anthony Sassano on Why This Cycle Isn’t Playing Out Like the Last Ones

The Bankless Weekly episode features Ethereum evangelist Anthony Sassano debating whether the historic four‑year crypto cycle still applies. Sassano argues that the traditional top‑to‑bottom or bottom‑to‑bottom pattern that has guided Bitcoin and alt‑coin expectations is breaking down, citing the atypical...

By David Hoffman
This Bankless Summit Talk Delivers High-Density Free Alpha
SocialNov 26, 2025

This Bankless Summit Talk Delivers High-Density Free Alpha

If you watch one @Bankless Summit talk… You’re dumb and missing out on high-density free alpha But if you only watched one (mistake)… It should be this one

By David Hoffman
AI Pushes Bitcoin Quantum Risk Timeline From 2045 to 2030
SocialNov 26, 2025

AI Pushes Bitcoin Quantum Risk Timeline From 2045 to 2030

asked my AI superbrain to estimate Q-Day for bitcoin quantum danger before reading @nic_carter's piece and then again after reading it Before: probably fine until 2045 After: oh shit this could happen by 2030 https://t.co/z07WlBR0gb

By David Hoffman
Unlock Bankless Summit Talks for $12.50 Holiday Deal
SocialNov 25, 2025

Unlock Bankless Summit Talks for $12.50 Holiday Deal

if you're an eth maxi looking for hours of content during the holidays you can unlock all the talks from the @Bankless summit for $12.50 https://t.co/IP2u8wedwm https://t.co/76eN1haMeb

By David Hoffman
Solana Sits Between Bitcoin's Uncertainty and Ethereum's Evolution
SocialNov 25, 2025

Solana Sits Between Bitcoin's Uncertainty and Ethereum's Evolution

It's funny i have the opposite conclusion - i guess that's what makes markets! Solana is in a middle ground - neither a sovereign resistant SoV nor long-term competitive as high TPS chain (e.g. MegaETH, Lighter) - the monads and tempos...

By David Hoffman
Polygon's Pivotal Role in Zk Research Fuels Ethereum
SocialNov 25, 2025

Polygon's Pivotal Role in Zk Research Fuels Ethereum

@sandeepnailwal @drakefjustin Polygon doesn't get enough credit for its massive contribution to zk research and innovation Ethereum wouldn't be where it is without it

By David Hoffman
Reya: Low‑Latency Perp Dex, First Rollup Appchain, ETH Fee Burn
SocialNov 25, 2025

Reya: Low‑Latency Perp Dex, First Rollup Appchain, ETH Fee Burn

Things i like about Reya: 1) it's a perp dex - proven pmf, 1ms latency for HFTs 2) first based rollup appchain - sync composable with ethereum L1 liquidity, that's new 3) ethereum economics - 20% of fees burn ETH, eth validators get...

By David Hoffman
Do We Need Another L1? - Inside Monad’s Parallel EVM
VideoNov 25, 2025

Do We Need Another L1? - Inside Monad’s Parallel EVM

The episode centers on Monad’s “parallel EVM” and asks whether the ecosystem truly needs another general‑purpose layer‑1. Monad’s team argues that the project is not just a performance tweak but a full‑stack redesign that delivers fast finality, high throughput...

By David Hoffman
Aztec: The Most Cypherpunk Ethereum Privacy L2 Since Zcash
SocialNov 24, 2025

Aztec: The Most Cypherpunk Ethereum Privacy L2 Since Zcash

Just finished recording. Aztec has got to be the most cypherpunk project to launch in crypto since zcash. Ethereum privacy. An L2 that's truly an extension of Ethereum.

By David Hoffman
Tom Lee Pours $200M Into ETH, Keeps Buying
SocialNov 24, 2025

Tom Lee Pours $200M Into ETH, Keeps Buying

tom lee bought $200m of ETH last week guys he's still buying 🤯🤯🤯 https://t.co/27zCzGvEAT

By David Hoffman
The Real Crypto Cycle: What Happens When Global Liquidity Peaks
VideoNov 24, 2025

The Real Crypto Cycle: What Happens When Global Liquidity Peaks

The interview centers on the concept of a global liquidity cycle and its relevance to crypto markets, as explained by Michael Howell, the architect of the Global Liquidity Index (GLI). Howell frames the current environment as the tail‑end of...

By David Hoffman
Scored a Legendary Drop From Morpho
SocialNov 21, 2025

Scored a Legendary Drop From Morpho

Bagged this legendary drop from @Morpho https://t.co/H5XEftxG33

By David Hoffman
Nostalgic Call to Revisit Aztec Podcast with Bankless
SocialNov 21, 2025

Nostalgic Call to Revisit Aztec Podcast with Bankless

i was doing @aztecnetwork research and i found this podcast @Zac_Aztec and @jaosef looking like toddlers with baby face @TrustlessState it's really been 5 years hasn't it come on @bankless and let's run this back for the nostalgia? https://t.co/9oMc5bsBsd

By David Hoffman
AI Threat Exposes AML/KYC Weakness; Adopt ZK and Signatures
SocialNov 21, 2025

AI Threat Exposes AML/KYC Weakness; Adopt ZK and Signatures

AML/KYC is broken now with today’s technology. Trads worried about a quantum attack years down the road - what about the AI attack that’s now? Need zk and digital signatures. https://t.co/0g2XitTjdW

By David Hoffman
Crypto's Progress Unfolds, Price Still Stagnant
SocialNov 20, 2025

Crypto's Progress Unfolds, Price Still Stagnant

everything we wanted to happen in crypto is happening except price

By David Hoffman
20% Fee ETH Burns Become New Holding Strategy
SocialNov 20, 2025

20% Fee ETH Burns Become New Holding Strategy

First @LineaBuild with a 20% of fees ETH burn. Now @reya_xyz now with a 20% of fees ETH burn. @SERdotxyz should add a Strategic ETH Burn tab. Burning is holding...forever.

By David Hoffman
L2s Boost ETH Holders by Burning More ETH
SocialNov 20, 2025

L2s Boost ETH Holders by Burning More ETH

ethereum fusaka upgrade dec 3 will burn more eth through L2 transactions EIP 7918 adds a reserve price floor for blob fees which link them to execution base fees so blobs aren't free when execution costs are high tldr; L2s give...

By David Hoffman
Real‑time ZK Proofs Unleash Limitless Ethereum App Possibilities
SocialNov 20, 2025

Real‑time ZK Proofs Unleash Limitless Ethereum App Possibilities

My biggest 'ah-ha' moment from the @Bankless Summit was from @no89thkey's talk His point is that unlocking real-time proving for the Ethereum L1 doesn't JUST scale the ETH L1 by 1,000x... But it also unlocks a whole new arenas for app-layer...

By David Hoffman
Introducing Ethereum’s Zcash: A New Privacy Frontier
SocialNov 19, 2025

Introducing Ethereum’s Zcash: A New Privacy Frontier

Isn't this kind of... the zcash for ethereum.

By David Hoffman
ETH Surges 2.1× Since April
SocialNov 19, 2025

ETH Surges 2.1× Since April

look at the bright side eth is up 2.1x since april https://t.co/V514ekL6i5

By David Hoffman
Vitalik: 2026 Upgrades Will Boost Ethereum Scaling Securely
SocialNov 19, 2025

Vitalik: 2026 Upgrades Will Boost Ethereum Scaling Securely

More confirmation of Ethereum L1 scaling from Vitalik this week: "In 2026, we will have a series of EIPs that will enable the Ethereum network to safely handle larger scales while maintaining decentralization and the ability to run regular nodes." He then...

By David Hoffman
300M Gas by 2026 Signals Bullish L1 Scaling
SocialNov 18, 2025

300M Gas by 2026 Signals Bullish L1 Scaling

Slide from @tkstanczak talk at the @Bankless summit today. 200m to 300m gas in 2026 would be very bullish. Scale L1. https://t.co/FMctV6pMxx

By David Hoffman
U.S. Treasury Bonds Are America’s Biggest Export
SocialNov 18, 2025

U.S. Treasury Bonds Are America’s Biggest Export

People think the U.S. sells iPhones and NVidia Chips. But Treasuries are America's largest export. Over the last year the U.S. exported $900 billion in T-bills to foreign countries. Our distant second largest export was energy - $320 billion. Total treasuries foreign countries...

By David Hoffman