Is ETH Back? Memecoins Here to Stay? HYPE's HyperLiquid EVM | Jon, Bread, & Andy8052

Jon Charbonneau, Bread, and Andy8052 join David to break down Ethereum’s bold pivot back to Layer 1 and what it means for the future of crypto. They also dive into the implications of scaling the L1 over rollups, the looming death of longtail L2s, and the shifting meta around value accrual, memecoins, and onchain activity. The crew also debates ETH’s monetary identity, HyperLiquid’s EVM ambitions, and whether Ethereum can reassert itself as crypto’s dominant tech and cultural platform. Jon Charbonneau: https://x.com/jon_charb Bread: https://x.com/0xBreadguy Andy8052: https://x.com/andy8052 ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐SELF | PROVE YOUR SELF https://bankless.cc/Self 🏦INFINEX | THE CRYPTO-EVERYTHING APP https://bankless.cc/Infinex ------ TIMESTAMPS & RESOURCES 0:00 Intro 1:58 Ethereum Pivot Has a Tagline https://x.com/hosseeb/status/1917052715911549399 https://x.com/0xngmi/status/1916910787936797005 18:49 Ethereum Value Accrual 30:29 Fun Chain Premium 34:00 Memecoin Meta These Days 50:17 HyperLiquid EVM 58:01 1 Gorilla vs 100 Men https://x.com/search?q=1%20Gorilla%20v%20100%20Men&src=typed_query 1:04:07 Closing & Disclaimers ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures