ROLLUP: Market Uncertainty | Trump’s Bullish Plan? | Coinbase ICOs Return | Uniswap Fee Switch On | JPM Base Coin | Crypto Privacy Season?
Bankless14 Nov 2025

ROLLUP: Market Uncertainty | Trump’s Bullish Plan? | Coinbase ICOs Return | Uniswap Fee Switch On | JPM Base Coin | Crypto Privacy Season?

Market uncertainty? On this week’s Weekly Rollup, Ryan and guest co-host Tom Schmidt dig into a jittery crypto market, Trump’s new economic ideas aimed at boosting sentiment, and whether the four-year cycle prophecy is finally catching up with Bitcoin. They also cover Coinbase bringing ICOs back to U.S. retail, Uniswap’s long-awaited fee switch moment, and JPMorgan launching a deposit token on Base. Plus: Zcash’s 4,000 percent surge, Ethereum’s renewed privacy push, Binance tightening rules on shielded coins, and a privacy-wallet developer receiving a five-year prison sentence. ------ 📣BANKLESS SUMMIT 2025 | SPONSORED BY M0 https://bankless.cc/devconnet-2025 https://bankless.cc/m0 ------ BANKLESS SPONSOR TOOLS: 🪙FRAXNET | MINT, REDEEM, EARN https://bankless.cc/fraxnet 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR L2 NETWORK https://bankless.cc/Mantle 💤EIGHT SLEEP | IMPROVE YOUR SLEEP https://bankless.cc/eight-sleep 💠BIT DIGITAL ($BTBT) | ETH TREASURY https://bankless.cc/bit-digital We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors ------ TIMESTAMPS & RESOURCES 0:00 Intro 3:05 Markets https://x.com/KobeissiLetter/status/1988811150402916672 https://x.com/intocryptoverse/status/1987681686218228125 https://x.com/QwQiao/status/1988769174005698675 https://x.com/bonchieredstate/status/1987276536584818914 https://x.com/RepThomasMassie/status/1987537420263338275 https://x.com/ts_hodl/status/1987279165041545634 https://x.com/kianejatian/status/1987373998087270424 https://x.com/pro__trading/status/1987343377718038585 https://x.com/biancoresearch/status/1988035796490694949 https://edition.cnn.com/2025/11/11/business/trump-dividend-payment-tariff-stimulus https://polymarket.com/event/will-trump-create-a-tariff-dividend-in-2025 20:08 Privacy season in crypto? https://x.com/damskotrades/status/1986772019854160184 https://www.coingecko.com/en/coins/zcash https://x.com/CryptoHayes/status/1973733637582708971 https://x.com/AvgJoesCrypto/status/1986822768667525347 https://x.com/hasufl/status/1985288958603927788 https://x.com/VitalikButerin/status/1988035181127626810 https://x.com/MisterMonero/status/1986520956333170844 https://x.com/tyler/status/1988609730646778061 https://www.coindesk.com/policy/2025/11/06/samourai-wallet-developer-sentenced-to-5-years-in-prison-for-unlicensed-money-transmitting https://storage.courtlistener.com/recap/gov.uscourts.nysd.615997/gov.uscourts.nysd.615997.154.1_1.pdf https://x.com/RyanSAdams/status/1986845985088168271 35:00 Uniswap turning on the fee switch! https://x.com/haydenzadams/status/1987990314997739625 https://x.com/PaulFrambot/status/1988075691359748317 https://x.com/RyanSAdams/status/1988266505096536085 https://imgur.com/a/OuSZTXk https://imgur.com/a/AxKHIMi https://dune.com/kunallegendd/uniswap-revenue-estimates https://x.com/EffortCapital/status/1988263477593440611 https://x.com/DefiIgnas/status/1988245763957125539 https://x.com/DefiIgnas/status/1988188661578449219 https://x.com/lemiscate/status/1988204573400723544 https://x.com/jchervinsky/status/1988333836611011037 https://x.com/milesjennings/status/1988628499087736998 https://x.com/haydenzadams/status/1988846923080421878 https://x.com/haydenzadams/status/1988044454939279379 49:59 Coinbase is launching an ICO platform & Monad ICO https://x.com/coinbase/status/1987883986924843073 https://x.com/BillHughesDC/status/1987969709711458584 https://x.com/brian_armstrong/status/1987884634789556488 https://x.com/monad/status/1987884528724017167 https://x.com/confugen/status/1987886741689454708 https://x.com/onchainmo/status/1987889262893945022 https://x.com/marggaarin/status/1987884981683642725 https://x.com/0xkydo/status/1988111486418661546 55:23 Bank Adoption https://x.com/WhaleInsider/status/1988468697980129350 https://x.com/sytaylor/status/1988543985049116942 https://x.com/WatcherGuru/status/1988246045222912207 https://x.com/RyanSAdams/status/1987882958234218601 1:01:44 Crypto Geopolitics https://x.com/RyanSAdams/status/1988341005431828918 https://www.bloomberg.com/news/articles/2025-11-11/china-accuses-us-of-orchestrating-13-billion-bitcoin-hack?srnd=homepage-americas https://x.com/RyanSAdams/status/1988627943107490112 1:07:35 Closing & Disclaimers ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

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Episoder(1321)

NEAR’s New Token Utility and AI Economy | Illia Polosukhin

NEAR’s New Token Utility and AI Economy | Illia Polosukhin

What if staking a token could keep an AI agent thinking? NEAR cofounder Illia Polosukhin joins David to explain NEAR’s new staking-powered inference model, where yield funds access to confidential and...

11 Aug 52min

The EIP That Destroys DeFi | Stani Kulechov & Mike Silagadze

The EIP That Destroys DeFi | Stani Kulechov & Mike Silagadze

Ethereum’s latest staking proposal is sparking backlash across DeFi. Aave founder Stani Kulechov and EtherFi CEO Mike Silagadze join David to break down why stake tapering could push ETH yield toward ...

10 Aug 54min

ROLLUP: The ETH Issuance War | $130M Coldcard Exploit | Saylor Sells Again | Uniswap Launchpad

ROLLUP: The ETH Issuance War | $130M Coldcard Exploit | Saylor Sells Again | Uniswap Launchpad

Ethereum’s monetary policy is suddenly up for debate. Ryan and David unpack the issuance fight dividing researchers and DeFi builders, the Coldcard exploit that hit users who “did everything right,” S...

7 Aug 1h 6min

$ANSEM, Robinhood Chain, & Why SOL Still Beats ETH in 2026 | Mike Dudas

$ANSEM, Robinhood Chain, & Why SOL Still Beats ETH in 2026 | Mike Dudas

Memecoins were supposed to be a dead end, but Mike Dudas believes their deeper idea is only beginning to spread. The 6MV investor joins David to unpack Bonk’s role in reviving Solana, Ansem’s latest e...

5 Aug 1h 5min

The Next Bull Market is Here, and Obvious | Spencer and Aleks, Blockchain Capital

The Next Bull Market is Here, and Obvious | Spencer and Aleks, Blockchain Capital

Crypto prices are weak, OG sentiment is exhausted, and institutions are leaning in. Blockchain Capital GPs Aleks Larsen and Spencer Bogart join David Hoffman to explain why this disconnect may be the ...

3 Aug 1h 11min

ROLLUP: Korea Gets Liquidated | The AI Trade Unwinds | Crypto Holds Firm | Warsh Holds Rates

ROLLUP: Korea Gets Liquidated | The AI Trade Unwinds | Crypto Holds Firm | Warsh Holds Rates

Korea’s leveraged stock boom imploded and the AI trade found a forced seller, but crypto held firm. Ryan and David unpack whether the winds are shifting toward BTC and ETH, Warsh’s hawkish Fed debut, ...

31 Jul 54min

What's Next for Vaults? | Steakhouse Co-Founder, Adrian Cachinero

What's Next for Vaults? | Steakhouse Co-Founder, Adrian Cachinero

Vaults could become the financial rails that bring trillions onchain, but only if they solve risk, regulation and investor protection. Steakhouse co-founder Adrian Cachinero joins David to explain how...

30 Jul 1h 4min

Morpho Midnight: The Future of Fixed-Rate Lending | Paul Frambot

Morpho Midnight: The Future of Fixed-Rate Lending | Paul Frambot

Every lending protocol in DeFi quietly decides your interest rate for you. Paul Frambot thinks that was always a workaround and Morpho Midnight is his argument for what replaces it. Fixed-rate lending...

29 Jul 1h 2min

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