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 $80K test, and why private AI stocks are creating chaos onchain. --- 📣GALAXY | INSTITUTIONAL DIGITAL FINANCE https://bankless.cc/Galaxy --- 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 2:46 Trump/Xi Meeting, Nvidia China Deal, and AI Stocks https://x.com/WhiteHouse/status/2054607212513730674 https://www.reuters.com/business/retail-consumer/us-clears-h200-chip-sales-10-china-firms-nvidia-ceo-looks-breakthrough-2026-05-14/ https://imgur.com/wLddwGM https://x.com/BullTheoryio/status/2054558694785077478 https://x.com/KobeissiLetter/status/2054177816573329496 https://fred.stlouisfed.org/graph/ https://x.com/coindesk/status/2054542868522365141 https://x.com/TedPillows/status/2054545275281182861 https://x.com/KobeissiLetter/status/2054940927379014035 https://x.com/KobeissiLetter/status/2054655260652716149 https://www.coingecko.com/en/coins/ethereum 28:06 Circle Earnings, Arc, and USDC Growth https://x.com/circle/status/2053785252037022157 https://x.com/marcarjoon/status/2054539947466522815 https://www.cnbc.com/2026/05/11/circle-closes-222-million-from-blackrock-apollo-for-arc-blockchain.html https://x.com/coingecko/status/2054042800203719158 32:54 Coinbase, USDC, and Hyperliquid Team Up + Anthropic and OpenAI Crack Down on Unauthorized Private Stock Sales https://x.com/wallstengine/status/2054928782918816102 https://app.hyperliquid.xyz/trade/xyz:CBRS https://x.com/caseycraig/status/2053568380796367301 46:57 CLARITY Act Passes Key Committee Vote https://x.com/brian_armstrong/status/2054552885376016718 https://x.com/DegenerateNews/status/2054968887796539789 https://x.com/valkenburgh/status/2054968314292486621 https://x.com/EleanorTerrett/status/2052890357952627000 https://polymarket.com/event/clarity-act-signed-into-law-in-2026/?via=bankless? https://x.com/FidelityPolicy/status/2054587652121284648 https://x.com/EleanorTerrett/status/2054295187048853637 https://www.banking.senate.gov/newsroom/minority/warren-statement-on-no-trump-ethics-provision-in-crypto-bill https://x.com/patrickjwitt/status/2054183222305554643 https://x.com/glxyresearch/status/2054635251503108596 https://x.com/EleanorTerrett/status/2054575825681367098 55:58 BlackRock, JPMorgan, and Fidelity Bring Money Markets to Ethereum https://x.com/VivekVentures/status/2054946669083390374 https://x.com/VivekVentures/status/2053101323390754982 https://x.com/NateGeraci/status/2052872497779896460 https://app.rwa.xyz/assets/BUIDL https://x.com/VivekVentures/status/2054305703272103977 https://x.com/EricBalchunas/status/2054316547712196688 https://am.jpmorgan.com/us/en/asset-management/adv/about-us/media/press-releases/jp-morgan-asset-management-launches-second-tokenized-fund-on-ethereum/ https://x.com/Etherealize_io/status/2054945868210450519 https://x.com/NateGeraci/status/2054355513182171502 59:23 Bankless Thesis Check-In https://x.com/RyanSAdams/status/2054969401154130163 https://www.bankless.com/docs/mcp 1:03:43 Euphoria Mainnet Launch https://x.com/Euphoria_fi/status/2054954998375535097 1:04:45 Closing & Disclaimers --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures