ROLLUP: Uptober Rally | Tom Lee $1B ETH Buy | Vanguard Flips to Crypto | Stripe Stablecoin Play
Bankless3 Loka 2025

ROLLUP: Uptober Rally | Tom Lee $1B ETH Buy | Vanguard Flips to Crypto | Stripe Stablecoin Play

In this week’s Weekly Rollup, Uptober kicks off with Bitcoin and Ethereum surging toward all-time highs as Tom Lee drops another $1B into ETH and Vanguard finally opens its doors to crypto ETFs. We cover Stripe’s push to break the Tether–Circle duopoly with its new stablecoin platform, Cloudflare’s surprising entry into onchain payments, and Swift teaming up with Consensys on blockchain rails. Plus, Zcash rockets 200%, Ethereum’s Lighter perps exchange goes live, and Circle sparks debate with plans for reversible USDC. --- 📣0G | CRYPTO X AI https://bankless.cc/OGAI --- BANKLESS SPONSOR TOOLS: 🪙FRAXNET | MINT, REDEEM, EARN https://bankless.cc/fraxnet 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR L2 NETWORK https://bankless.cc/Mantle 🌳KGEN | REQUEST A DEMO https://bankless.cc/KGEN-podcast 🐂BULLISH | U.S. EXCHANGE LAUNCH https://bankless.cc/bullish 💠BIT DIGITAL ($BTBT) | ETH TREASURY https://bankless.cc/bit-digital *We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors* --- TIMESTAMPS & RESOURCES 0:00 Intro 3:38 U.S. Government Shutdown https://www.bbc.com/news/articles/crrj1znp0pyo 7:13 Markets https://x.com/pumatheuma/status/1973717212025553313 - ZK Szn?? https://x.com/CoinDesk/status/1971565473218113771 https://www.strategicethreserve.xyz/ https://www.bankless.com/read/news/another-week-another-buy-bitmine-stacks-234k-eth https://x.com/Jrag0x/status/1972643353918677497 https://x.com/smyyguy/status/1971585912602796266 https://x.com/fundstrat/status/1972948825578131523 https://www.reuters.com/sustainability/boards-policy-regulation/us-regulators-probe-stock-moves-before-companies-made-crypto-treasury-2025-09-26/ 24:57 Plasma nailed its go-to-market https://x.com/Plasma/status/1972660468561965173 https://www.coingecko.com/en/coins/plasma https://defillama.com/chains https://blockworks-research.beehiiv.com/p/plasma-s-defi-shockwave https://x.com/lemiscate/status/1972337762205339788 https://x.com/ajwarner90/status/1972823448897634648 https://x.com/RyanSAdams/status/1973436365225468336 32:35 Everyone gets a Stablecoin! The duopoloy is dead! Phantom announced Cash stablecoin https://x.com/phantom/status/1973035201950617617 https://x.com/useCash/status/1973035307139477561 https://stripe.com/blog/introducing-open-issuance-from-bridge https://x.com/zcabrams/status/1973052207911129557 https://x.com/nic__carter/status/1973399535092171216 38:43 Cloudflare launched their own stablecoin on Base https://x.com/CoinbaseDev/status/1970477072792592484 https://x.com/eastdakota/status/1971226533831582073 https://x.com/Kira_sama/status/1971237126378504230 https://x.com/Rewkang/status/1970782770805813392 https://x.com/RyanSAdams/status/1973753405894992073 44:18 Lighter - Ethereum Zk Perps https://x.com/Lighter_xyz/status/1973508660061180363 https://defillama.com/protocol/lighter 50:06 More crypto TradFi mainstream! https://x.com/MorphoLabs/status/1972913932802421202 https://finance.yahoo.com/news/swift-teams-ethereum-software-giant-190506673.html https://www.theblock.co/post/372706/swift-blockchain-ledger-consensys https://x.com/Louis_Tellier/status/1973692818452337125 https://cointelegraph.com/news/circle-examines-reversible-stablecoin-transactions 57:36 With new Sora, the need for zk proving reality 100x-ed https://youtu.be/qeORiYlsEH4?t=374 https://x.com/pumatheuma/status/1973258262939312433 1:01:52 CEO of Polymarket gets flipped off https://x.com/shayne_coplan/status/1972675295564931242 https://x.com/nickpreszler/status/1972748902240780589 1:04:44 Closing, Disclaimers, & Moment of Zen https://x.com/coinbase/status/1972731382830072129 --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

Jaksot(1265)

Tempo Mainnet: The Race to Agentic Commerce

Tempo Mainnet: The Race to Agentic Commerce

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Ethereum Foundation's New Mandate Has The Community Divided | Bankless Takes

Ethereum Foundation's New Mandate Has The Community Divided | Bankless Takes

The Ethereum Foundation’s new mandate has reignited one of Ethereum’s oldest debates: Should it stay laser-focused on cypherpunk values, or lean harder into adoption, product, and market share? Ry...

17 Maalis 59min

Robinhood CEO: "Gen Z Is the Most Retirement-Savvy Generation Ever" | Vlad Tenev

Robinhood CEO: "Gen Z Is the Most Retirement-Savvy Generation Ever" | Vlad Tenev

The next great battle in finance may not be over stocks, crypto, or even payments. It may be over where the $90 trillion great wealth transfer actually lands. In this episode, Robinhood founder and CE...

16 Maalis 1h 1min

ROLLUP: Chaotic Era | Oil, Jobs, Credit | Nasdaq x Kraken | BlackRock Staked ETH | Roman Storm Retrial

ROLLUP: Chaotic Era | Oil, Jobs, Credit | Nasdaq x Kraken | BlackRock Staked ETH | Roman Storm Retrial

Ryan and David break down a week where war hit markets, and the safe-haven playbook broke down. Oil spiked, gold failed, bonds sold off, the dollar caught the flight to safety, and crypto somehow boun...

13 Maalis 56min

Where is ETH in the cycle? | Michael Nadeau

Where is ETH in the cycle? | Michael Nadeau

Ethereum underperformed this cycle, and investors are asking the big question: did ETH just skip a cycle, or is something deeper going on? Michael Nadeau joins Ryan to break down where Ethereum sits i...

11 Maalis 56min

Making America the Crypto Capital of the World | New CFTC Chairman Michael Selig

Making America the Crypto Capital of the World | New CFTC Chairman Michael Selig

A conversation with new CFTC Chairman Mike Selig on the policy shift behind America’s push to become the crypto capital of the world. We cover the CFTC’s evolving role in crypto, prediction markets, ...

9 Maalis 59min

ROLLUP: Wartime Markets | Kraken Gets Fedwire | Trump vs Banks | AI vs Pentagon | NYT Says Crypto Is Dead

ROLLUP: Wartime Markets | Kraken Gets Fedwire | Trump vs Banks | AI vs Pentagon | NYT Says Crypto Is Dead

Ryan and David break down a week where war hit markets, and the safe-haven playbook broke down. Oil spiked, gold failed, bonds sold off, the dollar caught the flight to safety, and crypto somehow boun...

6 Maalis 1h 2min

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