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(1266)

“Finding Satoshi”—How a Private Investigator Solved the Mystery of Bitcoin’s Creator | Bill Cohan & Tyler Maroney

Spoiler alert: This episode contains spoilers for the documentary Finding Satoshi. Bill Cohan and Tyler Maroney unpack their new documentary Finding Satoshi, a four-year investigation into the ide...

4 Mai 1h 16min

ROLLUP: $120 Oil vs New Highs | AI Boom Masks War | IPO Top Signal | DeFi Bailout

Markets are ripping despite $120 oil and an escalating war. Ryan and David break down why the AI boom is drowning out macro risks, whether a wave of trillion-dollar IPOs could mark the top, and how De...

1 Mai 59min

MegaETH Token Launch with Co-Founders Shuyao and Lei

$MEGA token is live, but the bigger story is what the launch says about the future of L2s. Co-Founders Shuyao and Lei join Bankless to unpack why MegaETH tied its TGE to app milestones, why USDM and p...

30 Apr 1h 14min

$200 Oil by June?—The Biggest Oil Shock in History | Rory Johnston on The Hormuz Crisis

Rory Johnston, the “oil quant,” joins us to explain why the Hormuz crisis could become the biggest oil shock in history. Oil markets are already screaming. Supply is trapped, inventories are being dr...

29 Apr 2h 9min

Has Bitcoin Bottomed? Jordi Visser on AI, Inflation, and Moats

Has Bitcoin already bottomed, or are investors still looking at the wrong signals? Jordi Visser joins Bankless to argue that AI is destroying software moats, reshaping inflation, and pushing capital t...

27 Apr 1h 59min

ROLLUP: $300M DeFi Hack Fallout | Arbitrum Freezes Funds | AI Deflation Debate | Productive ETH

Markets are hitting new highs, but crypto just took a major hit. Ryan and David break down the $300M KelpDAO exploit and why it exposed deeper flaws across DeFi and Layer 2s, including Arbitrum’s cont...

24 Apr 1h 30min

The $280M DeFi Exploit That Changes Crypto Forever | Dan Elitzer & Odysseus

A $280M DeFi exploit exposed the hidden fragility of crypto’s most trusted systems. Dan Elitzer and Odysseus break down how the attack happened, why bridge risk and protocol composability made the d...

23 Apr 1h 13min