ROLLUP: RSA Returns! | ETH’s Pivot? | Bitcoin’s Decoupling | Bear or Bull?
Bankless25 Huhti 2025

ROLLUP: RSA Returns! | ETH’s Pivot? | Bitcoin’s Decoupling | Bear or Bull?

This week, the one, the only, Ryan Sean Adams makes his return to the Weekly Rollup and crypto, after a 90-day crypto detox to find a radically changed landscape. Ryan and David break down crypto’s shifting cycle, what Ryan missed, and Bitcoin’s dramatic decoupling from equities as it earns a strategic reserve in the U.S. Treasury. Meanwhile, Ethereum faces an existential pivot as it tries to reclaim lost ground against Bitcoin and Solana. Plus, Zora sparks heated debate with “content coins” amid new regulatory wins—and new fears of political corruption. Did crypto lose its soul chasing mainstream adoption, or is this the messy price of progress? It’s an essential Weekly Rollup you can’t afford to miss.

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TIMESTAMPS & RESOURCES

0:00 Intro

0:47 Are we still in a bull market?

3:01 Ryan’s unplugging

5:35 Ryan’s last 90-days
https://x.com/ryansadams/status/1915115437505049055

24:50 Bankless’s choices moving forward
https://x.com/TrustlessState/status/1914312548897219006

32:58 Markets since Ryan’s break

40:35 Trump’s memecoin

48:31 Bitcoin Strategic Reserve

52:34 $LIBRA memecoin

1:03:29 Contentcoins, Zora, & Jesse

1:16:39 Ethereum pivot & Bitcoin decoupling

1:18:18 Closing & Disclaimers

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures

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Jaksot(1266)

ROLLUP: Clarity Bill Stalls | Powell vs. Trump | NYC Meme Rug | Silver Explodes | X Adds Crypto

ROLLUP: Clarity Bill Stalls | Powell vs. Trump | NYC Meme Rug | Silver Explodes | X Adds Crypto

Washington takes center stage this week as crypto collides with power, policy, and markets. Ryan and David break down the CLARITY Act fight in the Senate, why banks want to kill stablecoin yield, and ...

16 Tammi 1h 6min

Playing the Right Games: Why Scores Quietly Replace Meaning | C. Thi Nguyen

Playing the Right Games: Why Scores Quietly Replace Meaning | C. Thi Nguyen

What if the biggest threat to your freedom isn’t a bad decision - but a scoreboard you never agreed to? Philosopher C. Thi Nguyen joins Bankless to unpack how modern life quietly turns values into poi...

13 Tammi 1h 23min

Is Canton a Real Blockchain? | Canton Founder Yuval Rooz

Is Canton a Real Blockchain? | Canton Founder Yuval Rooz

Is Canton a real blockchain or a new kind of capital-markets operating system? Digital Asset co-founder Yuval Rooz explains why Canton prioritizes privacy as “need-to-know” information sharing and a...

12 Tammi 1h 30min

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

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 fai...

9 Tammi 52min

How the Stablecoin Milkshake will Redollarize the World | Brent Johnson

How the Stablecoin Milkshake will Redollarize the World | Brent Johnson

Brent Johnson returns to Bankless to update the Dollar Milkshake Theory and explain why the de-dollarization narrative misses the bigger trend. He argues markets may want out of the dollar, but the Eu...

5 Tammi 55min

ROLLUP: Silver Parabolic | Aave Civil War | Uniswap Unifies | New CFTC Chair | Bitcoin vs. Quantum

ROLLUP: Silver Parabolic | Aave Civil War | Uniswap Unifies | New CFTC Chair | Bitcoin vs. Quantum

Crypto is maturing while attention moves elsewhere. In this Weekly Rollup, David Hoffman and Anthony Sassano break down silver, gold, and the S&P hitting new highs, the Aave civil war over control and...

2 Tammi 1h 4min

27 Crypto Predictions for 2026 | Mike Ippolito

27 Crypto Predictions for 2026 | Mike Ippolito

David Hoffman sits down with Mike Ippolito to unpack why 2025 felt brutal despite new all-time highs and why that tension matters for 2026. They argue crypto is entering its “2002 internet” phase, whe...

31 Joulu 20251h 11min

Investing Trends for 2026: DeFi, Tokenization, Capital Formation, Speculation & AI | Ben Lakoff & Arnav from Bankless Ventures

Investing Trends for 2026: DeFi, Tokenization, Capital Formation, Speculation & AI | Ben Lakoff & Arnav from Bankless Ventures

Ben Lakoff and Arnav Pagidyala from Bankless Ventures lay out how they’re thinking about crypto investing heading into 2026. The conversation spans four persistent pillars of every cycle: DeFi, toke...

29 Joulu 20251h 16min

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