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 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 🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN https://bankless.cc/megaeth --- TIMESTAMPS & RESOURCES 0:00 Intro 3:22 Chaotic Era: 3 Signals Driving Markets https://imgur.com/UirRpZD https://pbs.twimg.com/media/HDEnyQQWwAAbwf1.jpg https://x.com/TheSalonDon/status/2031478190741328334 https://polymarket.com/event/will-crude-oil-cl-hit-by-end-of-march/?via=bankless https://fred.stlouisfed.org/series/GASREGW https://imgur.com/a/I13P5gv https://www.tradingview.com/chart/1CDu50yK/ https://www.tradingview.com/chart/1CDu50yK/ https://x.com/byheatherlong/status/2029914129654501425 https://x.com/TKL_Adam/status/2029655785282887772 https://x.com/KobeissiLetter/status/2031714633581469751 https://polymarket.com/event/us-recession-by-end-of-2026/?via=bankless https://financialpost.com/fp-finance/jpmorgan-limits-private-credit-lending https://x.com/adamscochran/status/2031718465044701376 https://www.reuters.com/business/blackrock-limits-withdrawals-private-credit-fund-redemptions-mount-2026-03-06 20:44 Kraken + Nasdaq: Tokenized Stocks https://x.com/fintechfrank/status/2030979714001621138 https://x.com/krakenfx/status/2030964578117398617 https://x.com/xStocksFi/status/2030963704024740126 https://x.com/markchadwickx/status/2031068859101565118 https://x.com/EricBalchunas/status/2030988246864286036 25:33 DOJ Retries Tornado Cash Developer Roman Storm & Treasury Report on Crypto Privacy & Mixers https://x.com/amandatums/status/2031176790484374012 https://x.com/rstormsf/status/2031204201418883256 https://www.bankless.com/read/jay-claytons-crypto-war https://x.com/BitcoinMagazine/status/2030995739795472464 https://x.com/L0laL33tz/status/2031025281532645838 https://home.treasury.gov/system/files/246/GENIUS-Act-Illicit-Finance-Innovation-Congressional-Report-March-2026.pdf https://x.com/theragetech/status/2031349077342859477 36:39 SEC + CFTC Coordination https://x.com/SECGov/status/2031830716628029565 https://x.com/SECPaulSAtkins/status/2031834357082832949 39:05 BlackRock Launches Staked ETH ETF ($ETHB) https://x.com/Bankless/status/2032108386938929322 https://www.ishares.com/us/products/348532/ishares-staked-ethereum-trust-etf 42:10 Across Protocol DAO → C-Corp Proposal https://www.coingecko.com/en/coins/across-protocol https://x.com/hal2001/status/2031737518505537907 https://x.com/RyanSAdams/status/2031831233722999111 https://x.com/defiignas/status/2031761413006626934 46:58 Polymarket + Palantir Partnership https://x.com/shayne_coplan/status/2032108237932159113 49:31 AI Backlash & Data Center Moratorium https://x.com/SenSanders/status/2031868041940660673 https://x.com/nick_field90/status/2030700617295860074 https://fortune.com/2026/03/09/ai-opinion-poll-democrats-iran-war-president-donald-trump https://x.com/brianstelter/status/2030635638823801333 https://x.com/kevinroose/status/2031397522590282212 55:52 Closing & Disclaimers --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures