ROLLUP: Prediction Market Bill | Solana DEX ATH | ETH Stablecoins ATH | Zcash Implodes | Vitalik “Trilemma Solved”
Bankless9 Tammi

ROLLUP: Prediction Market Bill | Solana DEX ATH | ETH Stablecoins ATH | Zcash Implodes | Vitalik “Trilemma Solved”

Prediction markets are turning into real-time intelligence, and policymakers are already reacting. In this week’s Weekly Rollup, Ryan and David unpack the Venezuela “Maduro” trade, the debate over fairness vs. public signal, and Polymarket’s expansion into real estate markets. They also cover Bitcoin’s lowest-vol year ever, Solana’s DEX surge, Ethereum’s stablecoin settlement ATH, Morgan Stanley’s crypto ETF filings, Zcash’s governance blowup, Lighter’s massive $LIT airdrop, Vitalik’s “trilemma solved” claim, Wyoming’s state stablecoin, and Strategy’s path toward major indices. --- 📣ZAMA | $ZAMA PUBLIC AUCTION https://bankless.cc/zama-auction --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast 👑BANKLESS PREMIUM | AD-FREE & BONUS EPISODES https://bankless.cc/spotify-premium 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://bankless.cc/the-defi-report 💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES https://bankless.cc/ico-watch --- TIMESTAMPS & RESOURCES 0:00 Intro 2:49 Markets https://www.linkedin.com/pulse/2025-ray-dalio-kaf8e/ https://x.com/dampedspring/status/2008568524046991733 https://www.coinglass.com/pro/i/bl https://www.dlnews.com/articles/regulation/bitcoin-least-volatile-year/ https://x.com/NTmoney/status/2007111582317215767 https://x.com/KobeissiLetter/status/2007167084980044071 https://x.com/smyyguy/status/2009282261384888407 https://x.com/Cointelegraph/status/2007980573365502161 https://x.com/ericbalchunas/status/2008527564550156315 https://x.com/WatcherGuru/status/2008926447205843202 https://x.com/Matt_Hougan/status/2008542347425149247 14:03 Did Polymarket reveal the Venezuela invasion hours prior the announcement? https://www.war.gov/News/News-Stories/Article/Article/4370431/trump-announces-us-militarys-capture-of-maduro/ https://x.com/JoePompliano/status/2007455311351718118 https://x.com/0xKelle/status/2008099287851561262 https://x.com/JakeSherman/status/2007497192974459372 https://x.com/QuiverQuant/status/2008029132484206664 https://x.com/WatcherGuru/status/2008245382539882784 https://x.com/zoomerfied/status/2008184924377960502 25:41 Polymarket Market of the Week 27:42 ZEC dump and resignation https://x.com/solidintel_x/status/2009172254496870816 https://x.com/DefiIgnas/status/2009235841751613660 31:05 Lighter launched the Lighter Infrastructure Token https://x.com/Lighter_xyz/status/2005862682608472263 https://x.com/bubblemaps/status/2006296418622001313 https://defillama.com/protocol/perps/lighter-perps https://x.com/Lighter_xyz/status/2008309047787753497 35:27 Has Ethereum resolved the blockchain trilemma? https://x.com/VitalikButerin/status/2007559523528233041 https://x.com/ralexstokes/status/2008707458563535022 https://x.com/VitalikButerin/status/2008174642066845778 https://x.com/dankrad/status/2008466291913265443 45:49 SEC Commissioner Caroline Crenshaw resigned https://x.com/EleanorTerrett/status/2007195935403847868 46:32 Major US retailers are accepting crypto payments https://finance.yahoo.com/news/walmart-starbucks-more-accepting-crypto-202205775.html 48:14 Wyoming launches first US state-issued stablecoin https://x.com/WatcherGuru/status/2008958574962028924 50:00 MSCI decided not to exclude DATs from their indexes https://www.msci.com/indexes/index-resources/index-announcements 51:28 Closing & Disclaimers --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

Jaksot(1265)

“Finding Satoshi”—How a Private Investigator Solved the Mystery of Bitcoin’s Creator | Bill Cohan & Tyler Maroney

“Finding Satoshi”—How a Private Investigator Solved the Mystery of Bitcoin’s Creator | Bill Cohan & Tyler Maroney

Spoiler alert: This episode contains spoilers for the documentary Finding Satoshi. Bill Cohan and Tyler Maroney unpack their new documentary Finding Satoshi, a four-year investigation into the ide...

4 Touko 1h 16min

ROLLUP: $120 Oil vs New Highs | AI Boom Masks War | IPO Top Signal | DeFi Bailout

ROLLUP: $120 Oil vs New Highs | AI Boom Masks War | IPO Top Signal | DeFi Bailout

Markets are ripping despite $120 oil and an escalating war. Ryan and David break down why the AI boom is drowning out macro risks, whether a wave of trillion-dollar IPOs could mark the top, and how De...

1 Touko 59min

MegaETH Token Launch with Co-Founders Shuyao and Lei

MegaETH Token Launch with Co-Founders Shuyao and Lei

$MEGA token is live, but the bigger story is what the launch says about the future of L2s. Co-Founders Shuyao and Lei join Bankless to unpack why MegaETH tied its TGE to app milestones, why USDM and p...

30 Huhti 1h 14min

$200 Oil by June?—The Biggest Oil Shock in History | Rory Johnston on The Hormuz Crisis

$200 Oil by June?—The Biggest Oil Shock in History | Rory Johnston on The Hormuz Crisis

Rory Johnston, the “oil quant,” joins us to explain why the Hormuz crisis could become the biggest oil shock in history. Oil markets are already screaming. Supply is trapped, inventories are being dr...

29 Huhti 2h 9min

Has Bitcoin Bottomed? Jordi Visser on AI, Inflation, and Moats

Has Bitcoin Bottomed? Jordi Visser on AI, Inflation, and Moats

Has Bitcoin already bottomed, or are investors still looking at the wrong signals? Jordi Visser joins Bankless to argue that AI is destroying software moats, reshaping inflation, and pushing capital t...

27 Huhti 1h 59min

ROLLUP: $300M DeFi Hack Fallout | Arbitrum Freezes Funds | AI Deflation Debate | Productive ETH

ROLLUP: $300M DeFi Hack Fallout | Arbitrum Freezes Funds | AI Deflation Debate | Productive ETH

Markets are hitting new highs, but crypto just took a major hit. Ryan and David break down the $300M KelpDAO exploit and why it exposed deeper flaws across DeFi and Layer 2s, including Arbitrum’s cont...

24 Huhti 1h 30min

The $280M DeFi Exploit That Changes Crypto Forever | Dan Elitzer & Odysseus

The $280M DeFi Exploit That Changes Crypto Forever | Dan Elitzer & Odysseus

A $280M DeFi exploit exposed the hidden fragility of crypto’s most trusted systems. Dan Elitzer and Odysseus break down how the attack happened, why bridge risk and protocol composability made the d...

23 Huhti 1h 13min

Productive Money: The Most Bullish Case for Ethereum ($250K) | Michael McGuiness & Vivek Raman

Productive Money: The Most Bullish Case for Ethereum ($250K) | Michael McGuiness & Vivek Raman

Ethereum may be one of the most underappreciated assets. In this conversation, Michael McGuiness and Vivek Raman lay out the case for ETH as “productive money”, a monetary asset with the store-of-val...

21 Huhti 1h 24min

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