EPISODE · May 12, 2026 · 28 MIN
Why He Sold His CryptoPunk For ZCash.. - David Hoffman
from Threadguy Live · host Counterparty
David Hoffman (Bankless co-founder) returns to break down why he sold his 62 ETH CryptoPunk for Zcash, the ideological split with Vitalik on whether ETH should BE the power or be a check on it, and why he thinks Saylor selling Bitcoin is actually bullish for stretch. Plus the case for a top-100 re-rating (crypto Twitter pumps it then hands it off to Bitwise and Grayscale for boomer retirement portfolios), why DeFi needs a complete rewrite from an aeronautics-redundancy perspective after the Kelp DAO + AVE + Layer Zero cascade, and how Claude-powered guest prep is changing Bankless.
What this episode covers
David Hoffman (Bankless co-founder) returns to break down why he sold his 62 ETH CryptoPunk for Zcash, the ideological split with Vitalik on whether ETH should BE the power or be a check on it, and why he thinks Saylor selling Bitcoin is actually bullish for stretch. Plus the case for a top-100 re-rating (crypto Twitter pumps it then hands it off to Bitwise and Grayscale for boomer retirement portfolios), why DeFi needs a complete rewrite from an aeronautics-redundancy perspective after the K...
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Why He Sold His CryptoPunk For ZCash.. - David Hoffman
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