ROLLUP: ETH Pumps 50% | Tariff Deal Boosts Markets | Coinbase Data Leak | Robinhood Buys L2
Bankless16 Maj 2025

ROLLUP: ETH Pumps 50% | Tariff Deal Boosts Markets | Coinbase Data Leak | Robinhood Buys L2

📣 BANKESS x FRAX MEETUP | Permissionless 2025 https://lu.ma/uf9mmcoa ------ This week, Ryan and David break down Ethereum’s explosive 50% surge and the surprising macro catalyst behind it: a U.S.–China tariff deal that has markets ripping. They cover Coinbase’s massive customer data leak (and Brian Armstrong’s $20M bounty response), Robinhood’s stealthy Layer 2 acquisition, and the rise of meme coins funding real apps. Plus, why Arthur Hayes thinks the bull market is just beginning. ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐SELF | PROVE YOUR SELF https://bankless.cc/Self 🟠HEMI | BTC & ETH, ONE NETWORK https://bankless.cc/hemi ------ TIMESTAMPS & RESOURCES 0:00 Intro 0:06 “Who is laughing now?” statement from NYC Mayor https://x.com/WatcherGuru/status/1922036267685908761 3:47 Prices, Uniswap, & Aave https://x.com/jbrukh/status/1922315929578299580 https://dune.com/mud2monarch/countdown-to-three-trillion-united-states-dollars https://x.com/StaniKulechov/status/1921478583337312339 https://x.com/RyanSAdams/status/1921925615923388864 https://l2beat.com/scaling/summary 14:10 Tariff Truce - US and China agree to slash tariffs for 90 days - We’re Saved!!! https://www.cnbc.com/2025/05/12/us-and-china-agree-to-slash-tariffs-for-90-days.html https://x.com/biancoresearch/status/1921927955573264802 https://polymarket.com/event/us-recession-in-2025 https://cryptohayes.substack.com/p/fatty-fatty-boom-boom 28:40 Bad Coinbase news first - Coinbase MAJOR customer data leak Coinbase $20m award leading to the arrest of hackers https://x.com/brian_armstrong/status/1922967787309256807 https://x.com/coinbase/status/1922967576209998133 https://x.com/0xBreadguy/status/1923006791031587248 https://x.com/adamscochran/status/1923018728800686532 https://x.com/lemiscate/status/1922984240318193934 35:48 Coinbase becomes the first crypto company in S&P500 https://x.com/iamdcinvestor/status/1922068706084970750 https://x.com/cbfutures/status/1920850444093448225 https://www.tradingview.com/symbols/NASDAQ-COIN/ 37:28 Internet Capital Markets Meta https://www.jellyjelly.com/ https://dexscreener.com/solana/3bc2e2rxcfvf9op22lvbansvwos2t98q6ercroayqydq https://x.com/gabrielhaines/status/1922293923420000346 https://www.believescreener.com/ https://x.com/believeapp/status/1922780481684148519 https://x.com/alex_leiman/status/1922075531966550488 https://x.com/msg/status/1922708357686743551 https://x.com/pasternak/status/1922493500504867290 https://dune.com/adam_tehc/memecoin-wars https://x.com/WazzCrypto/status/1922826087467204636 https://x.com/TrustlessState/status/1922635525992644770 https://x.com/pumpdotfun/status/1921941742854512924? https://x.com/RyanSAdams/status/1922006135520764094 50:29 Robinhood will acquire Kevin O’Leary-Backed WonderFi - Leads to ETH L2. https://x.com/RobinhoodApp/status/1922245928691421671 https://www.wonder.fi 52:12 CryptoPunks have a new owner! https://x.com/cryptopunksnfts/status/1922291088431448396 https://x.com/econoar/status/1922339944774664660 https://www.coingecko.com/en/nft 53:46 Is the SEC becoming awesome now? pro-capital, pro-crypto SEC Paul Atkins said that his priority is to develop new rules for crypto tokens https://x.com/WatcherGuru/status/1921977322871140360 https://x.com/SECGov/status/1922001045087027349 https://x.com/RyanSAdams/status/1920585655039529220 https://www.sec.gov/files/ctf-memo-blackrock-05092025.pdf 58:42 Superstate is launching Opening Bell platform with their first client! https://x.com/superstatefunds/status/1920479311728869826 1:00:01 JD Vance will speak at Bitcoin 2025 https://bitcoinmagazine.com/politics/u-s-vice-president-jd-vance-to-speak-at-bitcoin-2025-confer 1:00:32 Meta is exploring stabecoins again! https://x.com/degeneratenews/status/1920557131201122806 1:01:59 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

Spoiler alert: This episode contains spoilers for the documentary Finding Satoshi. Bill Cohan and Tyler Maroney unpack their new documentary Finding Satoshi, a four-year investigation into the ide...

4 Maj 1h 16min

ROLLUP: $120 Oil vs New Highs | AI Boom Masks War | IPO Top Signal | DeFi Bailout

ROLLUP: $120 Oil vs New Highs | AI Boom Masks War | IPO Top Signal | DeFi Bailout

Markets are ripping despite $120 oil and an escalating war. Ryan and David break down why the AI boom is drowning out macro risks, whether a wave of trillion-dollar IPOs could mark the top, and how De...

1 Maj 59min

MegaETH Token Launch with Co-Founders Shuyao and Lei

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

$200 Oil by June?—The Biggest Oil Shock in History | Rory Johnston on The Hormuz Crisis

$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

Has Bitcoin Bottomed? Jordi Visser on AI, Inflation, and Moats

Has Bitcoin Bottomed? Jordi Visser on AI, Inflation, and Moats

Has Bitcoin already bottomed, or are investors still looking at the wrong signals? Jordi Visser joins Bankless to argue that AI is destroying software moats, reshaping inflation, and pushing capital t...

27 Apr 1h 59min

ROLLUP: $300M DeFi Hack Fallout | Arbitrum Freezes Funds | AI Deflation Debate | Productive ETH

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

Productive Money: The Most Bullish Case for Ethereum ($250K) | Michael McGuiness & Vivek Raman

Productive Money: The Most Bullish Case for Ethereum ($250K) | Michael McGuiness & Vivek Raman

Ethereum may be one of the most underappreciated assets. In this conversation, Michael McGuiness and Vivek Raman lay out the case for ETH as “productive money”, a monetary asset with the store-of-val...

21 Apr 1h 24min

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