ROLLUP: False Strength? | ETH Crisis | Altcoin ATHs | Satoshi’s Coins
Bankless29 Mai

ROLLUP: False Strength? | ETH Crisis | Altcoin ATHs | Satoshi’s Coins

Crypto is splitting in two: Bitcoin and ETH look weak, while HYPE, ZEC, NEAR, and VVV keep breaking out. Ryan and David unpack the strange market divergence, Ethereum’s crisis of faith, and whether this rally is real or false strength. --- 📣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 | MEMBER MONTH 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 --- TIMESTAMPS & RESOURCES 0:00 Intro 1:48 Markets https://x.com/TrustlessState/status/2059793993551008245 https://x.com/cburniske/status/2059797889824776463 https://imgur.com/Tp9beNo https://www.theblock.co/post/402816/bitcoin-falls-below-73000 https://imgur.com/R0ih6kL https://x.com/solunavaxxer/status/2060021032455741567 https://www.youtube.com/watch?v=l3ptz8qvZcg https://x.com/readDanwrite/status/2057476278140145717 https://www.artemis.ai/sectors/digital-asset-treasuries https://x.com/saylor/status/2059970505835155782 https://x.com/Kalshi_Crypto/status/2059983883274191046 https://www.hypestrat.xyz/ https://imgur.com/1MUGQy7 https://polymarket.com/event/what-price-will-bitcoin-hit-before-2027 https://polymarket.com/event/what-price-will-ethereum-hit-before-2027 https://www.coingecko.com/en/coins/hyperliquid https://www.coingecko.com/en/coins/venice-token https://www.coingecko.com/en/coins/near https://www.coingecko.com/en/coins/zcash https://x.com/JSeyff/status/2059689056368210228 https://farside.co.uk/hyp/ https://x.com/PolymarketTrade/status/2059973516963750204 https://x.com/KobeissiLetter/status/2060004371983667484 https://www.axios.com/2026/05/28/iran-peace-deal-trump-approval https://imgur.com/m7YNdxu https://imgur.com/MIdPjqZ https://imgur.com/VoixfYd https://imgur.com/s5AYaWg https://www.theblock.co/post/402638/tokenized-pokemon-card-marketplaces-record-7-4-million-hype-peaks-30th-anniversary 32:26 Ethereum Sentiment Crisis & DeFi Under AI Threat? https://x.com/TrustlessState/status/2059371247163613489 https://x.com/hosseeb/status/2057455211375976891 https://www.theblock.co/post/402864/standard-chartered-ethereum-amazon-dot-com-bubble-eth-will-catch-up https://x.com/Yogita_Khatri5/status/2059955611085709612 https://x.com/VitalikButerin/status/2058583593102844111 https://farcaster.xyz/vitalik.eth/0x88000d5f https://x.com/maraoz/status/2059413578130641052 55:25 Robostrategy: Nic Carter & Andrew Kang Pivot to Robotics https://x.com/RoboStrategy/status/2059650538380165331 https://x.com/intern/status/2059287577257992623 56:52 NEAR Confidential Transactions https://x.com/NEARProtocol/status/2057810480635228666 t.co/BrLpsWmzKd https://x.com/ilblackdragon/status/2059793756933767379 58:10 SoFiUSD & Bank Stablecoins https://www.theblock.co/post/402361/sofi-rolls-out-sofiusd-stablecoin-to-banking-app-users https://x.com/TrustlessState/status/2059676463125655575 59:22 Cash App Adds Multi-Chain USDC https://www.theblock.co/post/402784/cash-app-lets-users-send-usdc-stablecoins-on-chains-like-solana-and-ethereum 1:00:13 Satoshi Coins Finders-Keepers Lawsuit https://www.galaxy.com/insights/research/satoshi-bitcoin-salomon-brothers-patoshi-abandoned-property-new-york-noah-doe-lawsuit 1:03:00 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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