ROLLUP: Gold & Silver ATHs | Fidelity’s Stablecoin | Ethereum’s Quantum Pivot | Tether Buys Gold
Bankless30 Jan

ROLLUP: Gold & Silver ATHs | Fidelity’s Stablecoin | Ethereum’s Quantum Pivot | Tether Buys Gold

Markets wobble as gold and silver hit all time highs, raising the big question of what comes next for crypto. Ryan and David unpack the macro shock driving the move, from Fed independence and shutdown risk to a weaker dollar narrative, and why Tether is quietly becoming one of the world’s largest gold holders. They make the case for Ethereum’s comeback, from surging usage to serious quantum resistance efforts, break down Fidelity’s new onchain dollar, and dig into MegaETH’s eye popping stress test. Plus: prediction markets go mainstream, a bizarre $40 million government crypto theft, and a new Vitalik meme to close it out. --- 📣KRAKEN | DEFI EARN https://bankless.cc/Kraken --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast ⚡EUPHORIA | REAL-TIME ONE-TAP TRADING https://bankless.cc/euphoria 🏅BITGET TRADFI | TRADE GOLD WITH USDT https://bankless.cc/bitget 👑BANKLESS PREMIUM | AD-FREE & BONUS EPISODES https://bankless.cc/spotify-premium 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://bankless.cc/TDR-pro 💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES https://bankless.cc/ico-watch --- TIMESTAMPS & RESOURCES 0:00 Intro 3:22 Markets https://x.com/Vivek4real_/status/2014721850937380963 https://imgur.com/vumkykb https://x.com/longstcc/status/2016429742904508789 https://www.cnbc.com/2026/01/28/fed-meeting-today-live-updates.html https://polymarket.com/event/lisa-cook-out-as-fed-governor-by-september-30/?via=bankless https://polymarket.com/event/how-many-fed-rate-cuts-in-2026/?via=bankless. https://polymarket.com/event/will-there-be-another-us-government-shutdown-by-january-31/?via=bankless 16:25 Gold & Silver All-Time Highs https://www.tradingview.com/chart/1RYLG2gC/?symbol=TVC:GOLD https://companiesmarketcap.com/assets-by-market-cap https://x.com/KobeissiLetter/status/2016890828925313192 https://x.com/philippilk/status/2016089604588290348 https://x.com/historydefined/status/2016360674058760269 https://x.com/fintechfrank/status/2015596117195444375 https://x.com/DegenerateNews/status/2016870767426707457 https://thedefireport.io/research/why-is-bitcoin-underperforming-gold 28:11 Dollar Reserve Currency Discussion & Tether Gold Reserves https://x.com/FluentInFinance/status/2015424544333328808 https://x.com/KobeissiLetter/status/2016259771616444454 https://x.com/barkmeta/status/2016351131727770107 https://x.com/WatcherGuru/status/2016307227158601780 https://cryptonews.com/news/tether-quietly-becomes-one-of-the-biggest-global-gold-market-players-holds-140-tons-of-gold 33:15 Ethereum Usage Scaling & Ethereum Quantum Resistance & ETH Bull Case https://x.com/JasonYanowitz/status/2016128371755811109 https://x.com/riley_gmi/status/2016193883764371469 https://sergeenkov.com/record-high-activity-ethereum-2026 https://x.com/drakefjustin/status/2014791629408784816 https://x.com/VivekVentures/status/2015510724244611168 https://x.com/LorenzoARK/status/2015594553579868566 43:47 Fidelity Digital Dollar https://x.com/DegenerateNews/status/2016505433322635443 https://x.com/sytaylor/status/2016569801678704807 45:40 Tether Onshore Stablecoin (USA₮) https://x.com/paoloardoino/status/2016151121522204953 46:46 MegaETH Mainnet & Stress Test https://x.com/megaeth/status/2016511667644064164 https://x.com/megaeth/status/2014376592378888503 https://www.growthepie.com https://app.hyperliquid.xyz/trade https://x.com/NamikMuduroglu/status/2016909695609364917 53:27 Uniswap Auctions https://x.com/Uniswap/status/2016513436771922218 https://x.com/Benjamin918_/status/2016515467960016958 54:34 Robinhood & Talos https://www.coindesk.com/business/2026/01/29/robinhood-is-investing-in-crypto-trading-platform-talos-at-usd1-5-billion-valuation 57:15 Prediction Markets Expansion https://x.com/brian_armstrong/status/2016593041532870677 https://x.com/shayne_coplan/status/1989005876611461429 57:42 OpenAI & Human Verification https://x.com/forbes/status/2016622235902234794 1:00:24 Government Contractor Theft Story https://x.com/zachxbt/status/2015430549846777964 https://x.com/zachxbt/status/2014685299025060154 1:03:11 Meme of the Week https://x.com/0xcyp/status/2016556046697779495 1:04:01 Closing & Disclaimers --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

Avsnitt(1265)

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

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

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1 Maj 59min

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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

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$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

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27 Apr 1h 59min

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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

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

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21 Apr 1h 24min

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