ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling
Bankless8 Mai

ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

Stocks and AI are ripping to new highs, and crypto is getting pulled along for the ride. Ryan and David break down whether this rally is real or too frothy, what the CLARITY Act still needs to survive, why Coinbase layoffs are colliding with billion-dollar crypto raises, and what Saylor selling Bitcoin would actually mean. 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast 🟦 COINBASE ONE | GET 20% OFF https://bankless.cc/coinbase-one 🧭OKX | TRADE, EARN, PAY to OKX | 120M+ USERS WORLDWIDE https://app.okx.com/join/USBANKLESS 🦊 METAMASK | DOWNLOAD NOW https://go.metamask.io/BL-Pod-Download 🌐BRIX | EMERGING MARKET YIELD https://bankless.cc/brix 💰NEXO | Get your 30-day access to Wealth Club Premier https://bankless.cc/nexo --- TIMESTAMPS & RESOURCES 0:00 Intro 1:29 Markets https://www.coingecko.com/ https://imgur.com/a/xfVRCtd https://thedefireport.io/research/btc-is-nearing-an-inflection-point#btc-vs-nasdaq-correlation https://www.google.com/finance/beta/quote/.INX:INDEXSP https://www.reuters.com/business/stunning-us-profit-strength-ignites-stocks-charge-record-peaks-2026-05-06/ https://x.com/claudeai/status/2052060691893227611 https://x.com/Cointelegraph/status/2052247071491604672 https://x.com/KobeissiLetter/status/2052042082185809991 https://app.hyperliquid.xyz/trade/vntl:ANTHROPIC https://x.com/jasongoepfert/status/2052110616622485834 https://x.com/RyanSAdams/status/2049971216413343991 https://x.com/KobeissiLetter/status/2050566239961956630 https://x.com/WhitePine009/status/2050578574348845271 https://x.com/Sam_Badawi/status/2050710130766074085/video/2 https://polymarket.com/event/us-x-iran-permanent-peace-deal-by/?via=bankless? https://x.com/RealStockCats/status/2052042448944124110 23:06 CLARITY Act Clears a Hurdle https://x.com/SenThomTillis/status/2051464145384489270 https://x.com/faryarshirzad/status/2050325150747484421 https://www.coindesk.com/policy/2026/05/01/clarity-act-text-lets-crypto-firms-offer-stablecoin-rewards-while-shielding-bank-yield https://x.com/intangiblecoins/status/2050331808240156721 https://x.com/kalshi_crypto/status/2052106907511320920 https://polymarket.com/event/clarity-act-signed-into-law-in-2026/?via=bankless? 31:20 Coinbase Layoffs vs Crypto Fundraises https://x.com/brian_armstrong https://x.com/0x_Lucas https://x.com/katie_haun/status/2051318562497716655 https://x.com/cdixon/status/2051633104549502989 https://x.com/emilios_eth/status/2051704246798549176 34:55 Is Saylor Selling Bitcoin? https://x.com/WatcherGuru/status/2051802384943194431 https://x.com/WatcherGuru/status/2051797790494261301 40:44 Arbitrum DAO Meets U.S. Courts https://unchainedcrypto.com/u-s-court-freezes-71-million-in-kelp-dao-eth-after-north-korea-terrorism-creditors-file-claim/ https://x.com/aave/status/2051329772190347560 https://x.com/tayvano_/status/2050407082084663430 https://x.com/ImperiumPaper 47:09 Ethereum L1 Is Scaling Again https://x.com/RyanSAdams/status/2051773131807690847 https://blog.ethereum.org/2026/05/02/soldogn-interop-recap https://forkcast.org/upgrade/glamsterdam 51:16 Strategic Bitcoin Reserve Update https://www.coindesk.com/policy/2026/05/06/u-s-bitcoin-reserve-update-coming-in-next-few-weeks-white-house-s-adviser-says https://www.dlnews.com/articles/people-culture/bo-hines-exits-white-house-crypto-post-amid-bitcoin-mystery/ https://polymarket.com/event/us-national-bitcoin-reserve-before-2027/?via=bankless? 59:31 Closing & Disclaimers --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

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Episoder(1342)

ROLLUP: The Bull Market is On? | Zcash & NEAR | Kalshi Wash Trading | BlackRock Goes Onchain

ROLLUP: The Bull Market is On? | Zcash & NEAR | Kalshi Wash Trading | BlackRock Goes Onchain

The bull market may be back, but Bitcoin might not be leading it. Ryan and David break down the early-bull signals, Zcash and NEAR’s surge, rising yields, Kalshi’s wash-trading controversy, and BlackR...

25 Sep 1h

FOMO, Meme Stocks and Robinhood Chain | Andy8052 & Eric Conner

FOMO, Meme Stocks and Robinhood Chain | Andy8052 & Eric Conner

Meme coins are back, but this time the more interesting story may be what they're building around them. David sits down with Eric and Andy to unpack the latest meme-coin cycle, the rise of stock-paire...

23 Sep 56min

How Robinhood is using the SEC's New Innovation Exemption | Johann Kerbrat

How Robinhood is using the SEC's New Innovation Exemption | Johann Kerbrat

Robinhood is trying to erase the line between crypto markets and traditional finance. David sits down with Johann from Robinhood to unpack the rise of tokenized stocks, why so much activity is already...

21 Sep 37min

ROLLUP: The Bull Market Test | Clarity Dies | SEC Opens the Door | Hyperliquid Comes Onshore

ROLLUP: The Bull Market Test | Clarity Dies | SEC Opens the Door | Hyperliquid Comes Onshore

Crypto just shrugged off a Fed hike and the death of the Clarity Act. Ryan and David break down the early-bull signal, the SEC’s tokenized-stock breakthrough, the coming options race, and Hyperliquid’...

18 Sep 53min

Arc Mainnet, AI Agents, and Tokenized Markets | Nikhil Chandhok, CTO of Circle

Arc Mainnet, AI Agents, and Tokenized Markets | Nikhil Chandhok, CTO of Circle

Circle just launched Arc Mainnet, and its ambition is much bigger than putting USDC on another blockchain. Circle Chief Product and Technology Officer Nikhil Chandhok joins David on launch day to unpa...

16 Sep 51min

Crypto is Ready for Onchain Options | Nick Forster, CEO of Derive

Crypto is Ready for Onchain Options | Nick Forster, CEO of Derive

Getting the direction of ETH right doesn’t guarantee you survive the trade. Derive co-founder Nick Forster joins David Hoffman to unpack why crypto’s options market has lagged behind perps, and why he...

14 Sep 45min

ROLLUP: Is Altcoin Season Here? | Treasury’s Bond War | Robinhood Chain Mania | OpenAI’s Math Controversy

ROLLUP: Is Altcoin Season Here? | Treasury’s Bond War | Robinhood Chain Mania | OpenAI’s Math Controversy

Crypto speculation is back, but is this really a new bull phase? Ryan and David unpack the altcoin surge, Treasury’s escalating bond-market fight, Robinhood’s tokenized stock boom, and the OpenAI cont...

11 Sep 1h 4min

The New Economics of Crypto Tokens | Austin Barack

The New Economics of Crypto Tokens | Austin Barack

What if the most interesting crypto investments of the next cycle aren’t new blockchains at all? RockawayX Liquid founder Austin Barack joins David to explain why his attention has shifted toward a sm...

7 Sep 1h 6min

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