ROLLUP: Crypto in Free Fall | Vitalik’s L2 Pivot | Warsh Fed Pick | Clarity Act Showdown
Bankless6 Helmi

ROLLUP: Crypto in Free Fall | Vitalik’s L2 Pivot | Warsh Fed Pick | Clarity Act Showdown

Crypto enters a full-blown pain market as Bitcoin, ETH, tech stocks, and even gold sell off together. Ryan and David break down why crowded trades are unwinding across markets, what the Warsh Fed chair pick means for rates and risk assets, and whether crypto has become uniquely fragile in this cycle. They dig into Vitalik’s L2 pivot and what it signals about Ethereum’s next era, unpack massive institutional paper losses at Strategy, BitMine, and Galaxy, and analyze Polymarket odds on where Bitcoin goes next. Plus: OGs selling to ETF buyers, the Clarity Act standoff between banks and crypto, and how to survive the psychology of a real bear market. --- 📣KRAKEN | DEFI EARN https://bankless.cc/Kraken --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast 🃏SHOWDOWN | NEXT-GEN POKER https://bankless.cc/showdown 🏅BITGET TRADFI | TRADE GOLD WITH USDT https://bankless.cc/bitget 👑BANKLESS PREMIUM | AD-FREE & BONUS EPISODES https://bankless.cc/spotify-premium 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://bankless.cc/TDR-pro 💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES https://bankless.cc/ico-watch --- TIMESTAMPS & RESOURCES 0:00 Intro 3:23 Markets https://x.com/KobeissiLetter/status/2019413451471483282 https://x.com/MelMattison1/status/2018821072934846482 https://x.com/KobeissiLetter/status/2018215213959729487 https://imgur.com/xGMBu9p https://www.coingecko.com/en/coins/bitcoin https://www.coingecko.com/en/coins/ethereum https://x.com/zerohedge/status/2017679054619414773 https://x.com/AggrNews/status/2017670162481053771 https://imgur.com/fOOPShT https://x.com/KobeissiLetter/status/2018251708833669137 https://x.com/fundstrat/status/2018317901682373032 https://x.com/mmmikema/status/2017517404461666668 https://www.coindesk.com/markets/2026/02/04/tom-lee-says-bitmine-s-usd6-billion-ether-paper-loss-is-by-design https://x.com/deitaone/status/2018680207368950085 https://x.com/nic_carter/status/2018698942083412050 https://x.com/Polymarket/status/2017655487936807237 https://polymarket.com/event/what-price-will-bitcoin-hit-before-2027/?via=bankless https://x.com/ericbalchunas/status/2019079756008800685 https://x.com/Matt_Hougan/status/2018695396386570257 https://x.com/Zeneca/status/2017713330341953547 24:49 Federal Reserve & Kevin Warsh https://x.com/KobeissiLetter/status/2017204939139764607 https://x.com/AshCrypto/status/2017223525522919707 https://x.com/Eric_BIGfund/status/2017077398479470788 https://x.com/shahh/status/2017266603126292607 https://x.com/avichal/status/2017107032034464256 https://x.com/RayDalio/status/2017687126926602643 https://x.com/LukeGromen/status/2013334684130746521 https://x.com/AltcoinDaily/status/2017296093621719062 31:57 Ethereum Roadmap Pivot https://x.com/RyanSAdams/status/2018727620624384059 https://x.com/VitalikButerin/status/1267464298919534593 https://x.com/VitalikButerin/status/2019341766407725170 https://x.com/tkstanczak/status/2018969582506328077 https://x.com/haydenzadams/status/2018739946706596309 https://x.com/RyanWatkins_/status/2018722118955913367 https://x.com/josephdelong/status/2019116049694880021 https://x.com/Shaughnessy119/status/2018745708648574999 https://x.com/KhanAbbas201/status/2019155752955289652 45:16 Clarity Act & Stablecoin Yield https://x.com/coinbureau/status/2016953240601186316 https://x.com/fintechfrank/status/2017622525987954840 https://x.com/aosipovich/status/2017173012546486292 https://x.com/Bankless/status/2017335175533715783 https://www.coindesk.com/policy/2026/02/02/white-house-crypto-meeting-on-market-structure-bill https://x.com/BrendanPedersen/status/2018456230214435027 https://x.com/EleanorTerrett/status/2018472709622292899 https://x.com/Cointelegraph/status/2019207030276300833 https://polymarket.com/event/clarity-act-signed-into-law-in-2026/?via=bankless https://www.coindesk.com/policy/2026/02/03/trump-adviser-says-white-house-won-t-allow-crypto-bill-to-attack-president-on-ethics https://x.com/tier10k/status/2017780627894898788 https://x.com/Cointelegraph/status/2018467240136294821 https://x.com/NeerajKA/status/2019108061969866759 57:05 MetaMask Stocks & Bitwise Acquisition https://x.com/OndoFinance/status/2018722106553348414 https://www.theblock.co/post/388379/bitwise-acquires-chorus-one https://www.8004scan.io 58:31 Polymarket & Culture https://x.com/Polymarket/status/2018731372920344582 https://x.com/litcapital/status/2018734492999885030 https://x.com/nycmayor/status/2019105073423327680 https://polymarket.com/sports/nfl/games/week/15/nfl-sea-ne-2026-02-08/?via=bankless 1:03:02 Closing & Disclaimers 1:03:18 Moment of Zen https://x.com/tomwarren/status/2019039874771550516 --- 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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