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(1287)

NEAR’s AI Money Thesis: Intents, Privacy, and Tokenomics | Sal Ternullo

NEAR’s AI Money Thesis: Intents, Privacy, and Tokenomics | Sal Ternullo

NEAR keeps showing up in strange places: cross-chain wallets, privacy apps, AI infrastructure, and now the emerging agent economy. Sal Ternullo, CEO of SVRN, joins us to explain why he thinks this is ...

27 Mai 50min

Cloudflare Needs 100M TPS from Crypto to Fix the Internet | CEO Matthew Prince

Cloudflare Needs 100M TPS from Crypto to Fix the Internet | CEO Matthew Prince

The internet is about to be flooded by machines, and Matthew Prince thinks the old business model is not ready. The Cloudflare co-founder and CEO joins Bankless to explain why AI agent traffic could o...

25 Mai 1h 32min

ROLLUP: David Sold His ETH | EF Exodus | Hyperliquid’s Breakout | Stagflation Fears

ROLLUP: David Sold His ETH | EF Exodus | Hyperliquid’s Breakout | Stagflation Fears

Crypto’s old leaders are struggling, but new winners are breaking out. Ryan and David unpack the rise of HYPE, Zcash, and Venice, the macro bear fuel markets are ignoring, the EF talent exodus, and wh...

22 Mai 1h 11min

Bitcoin’s $300T Credit Market Opportunity | Jeff Walton

Bitcoin’s $300T Credit Market Opportunity | Jeff Walton

Bitcoin may be outgrowing the “digital gold” narrative. David sits down with Strive Chief Risk Officer Jeff Walton to unpack how Bitcoin-backed credit products like SATA and Strategy’s STRETCH could t...

21 Mai 1h 18min

"Crypto Without Privacy Isn't Crypto" - The Zcash Bull Case | Tushar Jain & Mert Mumtaz

"Crypto Without Privacy Isn't Crypto" - The Zcash Bull Case | Tushar Jain & Mert Mumtaz

Zcash is having its first real narrative moment in years. David sits down with Multicoin Capital co-founder Tushar Jain and Mert Mumtaz to unpack why privacy may be crypto’s missing store-of-value pri...

19 Mai 1h 3min

Clarity Act Odds Jump to 75% After Surprise Senate Vote | Alex Thorn

Clarity Act Odds Jump to 75% After Surprise Senate Vote | Alex Thorn

Two surprise Democrat votes just rerated the entire crypto policy timeline. After the Senate Banking Committee advanced the Clarity Act on a bipartisan basis, Galaxy Digital head of research Alex T...

18 Mai 51min

ROLLUP: Is the Bull Back? | The Clarity Act | Wall Street on Ethereum | Anthropic Nukes Perps

ROLLUP: Is the Bull Back? | The Clarity Act | Wall Street on Ethereum | Anthropic Nukes Perps

Markets are ignoring every warning sign as stocks hit new highs, but crypto may finally have its catalyst. Ryan and David break down the CLARITY Act’s key vote, Wall Street’s Ethereum push, Bitcoin’s ...

15 Mai 1h 5min

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