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 bounced right through it. Then they unpack Trump’s public pressure campaign against banks over stablecoin yield, Kraken’s historic Fedwire breakthrough, and why crypto is starting to look less like an outsider and more like part of the financial core. Plus: Anthropic vs. the Pentagon, Erik Voorhees’ private AI push with Venice, fresh Aave governance drama, ZachXBT helping catch the $46M government crypto thief, and the New York Times calling crypto dead right on schedule. --- 📣FIGURE | CRYPTO-BACKED LOANS & ~9% RWA YIELD https://bankless.cc/Figure --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast 🪐GALAXY | INSTITUTIONAL DIGITAL FINANCE https://bankless.cc/galaxy-podcast 🏅BITGET TRADFI | TRADE GOLD WITH USDT https://bankless.cc/bitget 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 🌍 WORLD | FULLY ONCHAIN EXCHANGE https://bankless.cc/world --- TIMESTAMPS & RESOURCES 0:00 Intro 2:54 Wartime Markets: US / Israel vs Iran + Market Reaction https://x.com/WhiteHouse/status/2028229365440344419 https://x.com/KobeissiLetter/status/2028426099474981156 https://x.com/BullTheoryio/status/2029251045885665465 https://x.com/KobeissiLetter/status/2029274787474743761 https://www.coingecko.com/en/coins/bitcoin https://www.coingecko.com/en/coins/ethereum https://alternative.me/crypto/fear-and-greed-index 12:33 Polymarket Becomes the Biggest Winner https://x.com/PolymarketStory/status/2028863241942671865 https://polymarket.com/event/will-the-iranian-regime-fall-by-march-31/?via=bankless? https://polymarket.com/event/will-reza-pahlavi-lead-iran-in-2026/?via=bankless? 15:20 Pentagon vs Anthropic: AI is Military Tech https://x.com/KobeissiLetter/status/2027958511334723716 https://x.com/WatcherGuru/status/2027488317286351266 https://x.com/BullTheoryio/status/2027626521217929683 https://x.com/ns123abc/status/2028642962196811791 https://app.ventuals.com/trade/anthropic 23:57 Kraken Gets Fedwire Access (First Crypto Bank) https://x.com/krakenfx/status/2029206389957009419 https://x.com/SenLummis/status/2029195363119173710 https://x.com/dgt10011/status/2029241024069910558 https://bpi.com/bpi-statement-on-kraken-master-account https://x.com/jespow/status/2029262374499434919 https://x.com/mikeippolito_/status/2029213224625963310 31:37 Trump vs Banks Over Stablecoin Yield https://x.com/KobeissiLetter/status/2028955180650099117 https://x.com/EricTrump/status/2029309823423009211 https://x.com/coinbureau/status/2029067345055105162 https://polymarket.com/event/clarity-act-signed-into-law-in-2026/?via=bankless? https://x.com/RonwHammond/status/2028960282450567547 https://x.com/intangiblecoins/status/2029554248883839324 40:03 Private AI + Crypto: Erik Voorhees’ Venice https://x.com/ErikVoorhees/status/2029352394317029871 https://x.com/ErikVoorhees/status/2029387068384678014 https://www.coingecko.com/en/coins/venice-token https://x.com/steipete/status/2028578713126707547 https://x.com/ErikVoorhees/status/2029399902011224272 47:30 Aave Governance Drama https://governance.aave.com/t/aci-is-leaving-aave/24205 https://governance.aave.com/t/temp-check-aave-will-win-framework/24055/137 50:11 TradFi Moves Into Crypto (NYSE + OKX) https://www.theblock.co/post/392397/nyse-parent-ice-invests-in-crypto-exchange-okx-at-25-billion-valuation-amid-tokenized-stocks-push-fortune 51:10 Million Bitcoin Milestone https://x.com/JoeConsorti/status/2028931445125706171 52:09 X Money (Elon’s Payments Wallet) & SpaceX Bitcoin Treasury https://x.com/abskoop/status/2029088219858346446 https://x.com/dagaadit/status/2029256180644659379 https://www.coindesk.com/markets/2026/03/01/spacex-s-usd780-million-bitcoin-stack-now-down-to-about-usd545-million-ahead-of-ipo-filing 54:42 ZachXBT Catches $46M Crypto Thief https://x.com/BecauseBitcoin/status/2029585484960145866 https://x.com/zachxbt/status/2029577374057296175 https://x.com/zachxbt/status/2014685299025060154 58:13 South Korean Police Leak Crypto Wallet Seed https://gizmodo.com/south-korean-police-lose-seized-crypto-by-posting-password-online-2000728191 1:00:33 NYTimes Says “Crypto Is Dead” Again https://www.nytimes.com/2026/02/26/opinion/crypto-trump-bitcoin-clarity-genius.html https://x.com/RyanSAdams/status/2027392307050188828 1:02:10 Closing & Disclaimers --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

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Episoder(1295)

ROLLUP: Saylor Risk? | Warsh’s New Fed | SpaceX IPO | Coinbase’s Everything Exchange

Equities are rallying, but Bitcoin is breaking down. David and Tom unpack Saylor’s STRC stress, Warsh’s first FOMC, SpaceX’s mega-IPO, Jito’s breakout, Coinbase’s Everything Exchange, and why perps ma...

19 Jun 1h

How Re is Rebuilding the $1T Reinsurance Market with Stablecoins | Karn Saroya & Avichal Garg

Re is bringing the $1T reinsurance market onchain. Founder Karn Saroya and Electric Capital’s Avichal Garg join David to unpack how stablecoins can become a new capital source for insurance, why real-...

18 Jun 58min

Why The Pokémon Card Market Is Blowing Up | Andy8052

Pokemon cards are suddenly one of the hottest markets in collectibles. But why now, and what does it have to do with crypto? Andy8052 joins David to break down the rise of digital pack-opening platfor...

17 Jun 46min

Perps Are Coming Onshore | CFTC Chairman Mike Selig

Perps are coming onshore. CFTC Chairman Mike Selig joins David to unpack the first U.S.-regulated Bitcoin perpetual futures contract, the end of regulation by enforcement, and what comes next for Coin...

15 Jun 35min

ROLLUP: One More Dip? | Saylor Sold | IPO Season | Ethereum vs ETH

Bitcoin is back at Biden-era prices, ETFs are bleeding, and Saylor just did the thing he said never to do: sell. Ryan and David unpack whether crypto has one more drop left, what trillion-dollar IPOs ...

12 Jun 1h 8min

Is $LIT Cheap? | Will Price and Flip

Hyperliquid has become the breakout perp exchange of crypto. But is the market missing its biggest competitor? Delphi’s Flip and DeFi investor Will Price join David to make the case for Lighter, a ZK-...

9 Jun 1h

Venice is Here to Win: How a Private AI Company Plans to Take On OpenAI and Anthropic

AI is quickly becoming the interface through which people think, work, and make decisions—but most users have no idea how much personal data they're handing over in the process. Jon and Jesse from Ven...

8 Jun 58min

ROLLUP: Bitcoin’s Confidence Game | Bitmine’s ETH Bet | Token Rotation | U.S. Perps

Bitcoin is bleeding, STRC is off peg, and Saylor’s “never sell” machine is facing its first real confidence test. David and Haseeb unpack whether Strategy can survive without selling BTC, why Bitmine’...

5 Jun 58min