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  • ROLLUP: ETH ATH! | U.S. Gov Onchain GDP | Google’s L1 | Hyperliquid Prints | EU Digital Euro?
    On this week’s Weekly Rollup, Ryan and Haseeb debate if ETH’s new all-time high signals the top or just the start, with whales rotating from BTC into ETH and alt season heating up. Powell hints at rate cuts, ETFs keep pulling billions, and Tom Lee’s billion-dollar ETH bet takes center stage while treasury premiums sink. Meanwhile, Google teases an L1, Hyperliquid outpaces Robinhood, and Europe floats a digital euro, setting up another pivotal week in crypto. --- 📣RONIN “ONCHAIN NINTENDO” | DOWNLOAD THE RONIN WALLET https://bankless.cc/RoninWallet --- 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 --- TIMESTAMPS & RESOURCES 0:00 Intro 0:38 Big Sean Crypto https://x.com/altcoindaily/status/1960753873376961031 3:20 Powell’s speech last week https://www.nbcnews.com/business/economy/powell-opens-door-potential-rate-cut-speech-jack https://x.com/FinanceLancelot/status/1958934829082583312 https://x.com/Cointelegraph/status/1958907551442993491: https://x.com/charliebilello/status/1958910251819786478 https://x.com/AnnaEconomist/status/1958923556680536487 9:10 Markets https://x.com/JSeyff/status/1959982000804442559 https://x.com/BanklessHQ/status/1958941150041317514 https://x.com/speculatorart/status/1960322107864141966 https://www.coindesk.com/markets/2025/08/25/bitcoin-flash-crash-triggers-usd550m-in-sunday-l https://x.com/JacobKinge/status/1959724849598718428 https://x.com/lookonchain/status/1958767845934080277 https://x.com/woonomic/status/1960442328604200987 24:53 HYPE Crushing it - competitive with major exchanges https://x.com/cointelegraph/status/1960379396927213990 https://blockworks-research.beehiiv.com/p/is-hype-still-cheap-8541fea8eaae3e65 https://x.com/infinitybanyan/status/1960373080389304611 34:55 SOL DATs are coming - 3 of em! https://x.com/matthew_sigel/status/1959942140500365564 https://x.com/SolanaFloor/status/1959948823280619558 https://decrypt.co/336832/pantera-capital-eyes-1-25b-raise-solana-treasury-firm https://panteracapital.com/blockchain-letter/dat-value-creation/ https://mcga.com/news/trump-media-group-cro-strategy-to-acquire-cro-digital-asset-treasury https://blockworks.co/analytics/treasury-companies/market-data 42:01 Google is building its L1 https://www.linkedin.com/posts/rich-widmann-a816a54b_all-this-talk-of-layer-1-blockchains-has-activity-7366124738848415744-7idA/ 49:35 US GOV - will publish GDP figures onchain! https://www.youtube.com/watch?v=cbEPqUdelFo https://blog.chain.link/united-states-department-of-commerce-macroeconomic-data/ https://x.com/Cointelegraph/status/1961067983800881224 https://x.com/krakenfx/status/1961081675175149795 https://etherscan.io/address/0x36ccdf11044f60f196e981970d592a7de567ed7b#code https://docs.chain.link/data-feeds/us-government-macroeconomic/addresses?page=1&testnetPage=1 51:41 The EU may release a Stablecoin on a public chain - Ethereum or Solana https://x.com/DefiIgnas/status/1958754787345727712 https://app.rwa.xyz/stablecoins https://www.reuters.com/business/finance/china-considering-yuan-backed-stablecoins-boost-global-currency-usage-sources-2025-08-21/ 56:45 Kanye West released $YZY https://x.com/kanyewest/status/1958346810801697237 https://x.com/CryptoHayes/status/1958356982991401006 https://x.com/lookonchain/status/1958355708010975580 https://x.com/JamesWynnReal/status/1958383968945831940 59:43 DOJ announced that it won’t bring charges against non-custodial developers https://x.com/BanklessHQ/status/1958645825732501566 1:04:51 Closing & Disclaimers --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
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  • ETHZilla: Ethereum Treasury Strategy | McAndrew Rudisill & Avichal Garg
    ETHZilla wants to turn ETH into Wall Street’s new reserve asset, and they’ve built a plan to do it. Ryan sits down with Avichal Garg (Electric Capital) and Mac Rudisill (ETHZilla) to unpack why ETH treasuries exploded this cycle, how credit markets (converts, preferreds, and debt) supercharge accumulation, and why stablecoins → DeFi → ETH forms a flywheel that turns Ether into high-quality collateral. We dig into leverage discipline, mNAV premiums, operational security, and the business math that makes an ETH treasury look more like Berkshire than a hype trade. Plus: can this wave trigger a DeFi after-boom, and what does “winning” actually mean for ETHZilla? --- 📣RONIN “ONCHAIN NINTENDO” | DOWNLOAD THE RONIN WALLET https://bankless.cc/RoninWallet --- 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 --- TIMESTAMPS 0:00 Intro 3:53 Catching Tom Lee and Peter Thiel Backing 7:53 Treasury vs. ETF vs. Just Holding ETH 11:58 Why Treasuries Are Booming 16:51 New Debt Instruments & Appetite 22:00 Leverage, Rehypothecation & Risk Controls 29:50 The Big Unlock: ETH as High-Quality Collateral 34:35 Stablecoins → DeFi → ETH Flywheel 38:55 “ETH Is the Next Bitcoin?” 54:51 Why ETH Lagged BTC 56:05 ETH vs BTC Treasuries: Yield Surface 1:01:33 Why Electric Capital Runs Deployment 1:03:45 Buy Rules: Time vs. Price 1:09:00 Attention Matters: Spokesperson & Community 1:13:24 What “Winning” Looks Like for ETHZilla 1:17:59 Where Are We in the Cycle? 1:26:12 DeFi Afterboom? --- RESOURCES Maria Shen’s “Beyond Stablecoins” Report https://x.com/MariaShen/status/1942658782439395815 --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
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  • Will Crypto Peak in 2025 or 2026? Onchain Data Signals | Michael Nadeau’s DeFi Report #5
    Crypto cycles have always topped on a four-year rhythm, but are we heading for a Q4 2025 peak or an extended run into 2026? Michael Nadeau from The DeFi Report joins Ryan to break down the onchain and macro signals shaping this cycle. We cover Powell’s dovish pivot at Jackson Hole, global liquidity trends, and why loosening bank lending standards could fuel risk-on markets. Michael explains how whale Bitcoin selling, ETH’s breakout, and muted altcoin flows fit into the bigger cycle map. Finally, we dive into portfolio strategy, from core holdings to high-beta “hot sauce” bets, and why holding fewer, higher-conviction assets is the edge most investors miss. Michael Nadeau & The DeFi Report: https://x.com/JustDeauIt https://thedefireport.io https://thedefireport.io/research/how-many-assets-should-you-hold-in-a-crypto-portfolio#closing-thoughts ------ 📣BIT DIGITAL ($BTBT) | ETH-FIRST PUBLIC COMPANY http://bit-digital.com ------ 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 ------ TIMESTAMPS 0:00 Intro 3:01 Global Liquidity Insights 6:44 Market Valuations Discussion 9:53 Lending Standards & Bank Activity 11:49 Powell's Impact on Markets 15:34 Inflation and Market Psychology 17:38 Bitcoin Fear and Greed Index 18:58 Long-term vs Short-term Holders 22:45 Realized Price vs Market Value 26:34 Altcoin Market Dynamics 31:19 Extended Cycle vs Classic Cycle 35:06 Portfolio Construction Strategies 39:27 Core vs Non-Core Asset Holdings 43:10 High Beta Assets Explained 45:54 Cash Allocation Strategies 54:05 Upcoming Research and Reports ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
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  • We’re Still Early to The Institutional Crypto Cycle | Eric Peters, CIO Coinbase Asset Management
    Eric Peters, CIO of Coinbase Asset Management joins Ryan to chart how crypto matured to today’s institutional market with deep liquidity, ETF rails, and stablecoin clarity. They unpack why Wall Street is leaning in, why the next wave is digitally native issuance of treasuries, bonds, and equities on Ethereum, and how macro tailwinds (fiscal dominance, Fed–Treasury convergence, AI-driven productivity) intersect with crypto’s reflexivity.  Risks and realities aren’t ignored—over-financialized “treasury companies,” security lapses, and policy whiplash—plus a 12–18 month roadmap of real on-chain use cases as pensions and sovereigns start arriving.  ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium ------ 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 ------ TIMESTAMPS 0:00 Intro 5:55 Throwback to 2020 9:29 Institutional Infra: Before & After 11:47 Institutional Adoption: Before & After 15:57 TradFi ETF Incentives 19:07 Did Crypto Become Consensus? 22:45 Balancing Conviction & Change of Opinion 28:20 The Story of Money 33:19 Institutional Understanding 37:57 Is Crypto Too Big to be Shut Down? 43:44 Operation Chokepoint Takeaways 49:18 Crypto Regulation 180 56:13 Working with Different Jurisdictions 1:04:05 The Future of Tokenization 1:10:10 Crypto ETFs Aftermath 1:18:32 How High Can Crypto Go? 1:32:23 Treasury Companies 1:38:27 Eric’s Macro Trades 1:44:18 What Could Go Wrong? 1:48:04 Coinbase Asset Management 1:53:34 What’s Next? 1:54:52 Closing ------ RESOURCES Eric Peters https://www.linkedin.com/in/charlesericpeters/  Coinbase Asset Management https://www.cbassetmgmt.com/  One River Asset Management https://www.oneriveram.com/  Last Eric Peters interviews https://www.youtube.com/watch?v=z8oocKy3IwU  https://www.youtube.com/watch?v=NMPiGjxdH0E  Vitalik’s Interview https://www.youtube.com/watch?v=rNSnYIjoqOM  ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠
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  • ROLLUP: Market Top? | $3B ETH ETFs | Saylor Minting Shares | Fed Turns Bullish
    On this week’s Weekly Rollup Ryan and David ask if the cycle top is in and whether alt season is coming, debating if it is time to buy the dip or sell everything while reviewing 30 market signals. ETH ETFs pull in over $3B as Tom Lee buys and Saylor mints more MicroStrategy shares, yet prices remain stuck and treasury premiums compress. Meanwhile the Fed signals a pro-crypto shift, Wyoming unveils a state stablecoin, and New York threatens new taxes, setting up another pivotal week in crypto. --- 📣RONIN “ONCHAIN NINTENDO” | DOWNLOAD THE RONIN WALLET https://bankless.cc/RoninWallet --- 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 --- TIMESTAMPS & RESOURCES 0:00 Intro 0:10 What if $124,000 was the cycle top and there won’t be an altseason? https://x.com/QuintenFrancois/status/1957893416282648646 5:10 Markets https://x.com/TheStalwart/status/1958179878940901700 https://x.com/TheStalwart/status/1958179988802302124 https://www.cnbc.com/2025/08/18/openai-sam-altman-warns-ai-market-is-in-a-bubble.html https://www.theverge.com/ai-artificial-intelligence/759965/sam-altman-openai-ai-bubble-interview https://www.tradingview.com/chart/1RYLG2gC/ https://finance-commerce.com/2025/08/fed-rate-cut-debate-jobs-inflation/ https://polymarket.com/event/fed-decision-in-september?tid=1755697973403 https://farside.co.uk/eth/ https://x.com/hildobby/status/1957489251890962578 https://x.com/Cointelegraph/status/1957491638671949895 21:12 Treasuries keep buying…but mNAV losing it’s premium.. Is the treasury meta over?  Bitmine became the 2nd largest crypto treasury  https://x.com/SERdotxyz/status/1957417581138288945 https://x.com/arkham/status/1956387897830965711 https://x.com/RyanSAdams/status/1957849710678384977 https://www.strategicethreserve.xyz/ https://x.com/Cointelegraph/status/1957623767443587218 https://www.tradingview.com/chart/1CDu50yK/?symbol=NASDAQ%3AETHZ https://x.com/saylor/status/1957413273122287738 https://x.com/kale_abe/status/1957433733025288674 https://youtu.be/hEJueJxftuU?si=682aUZrlLGwuDDCg  https://blockworks.co/analytics/treasury-companies/bitcoin-treasury-companies https://www.coindesk.com/business/2025/08/18/btcs-to-pay-first-ever-ether-dividend-loyalty-bonus-to-discourage-short-selling 41:00 Is the current crypto cycle over? https://www.coinglass.com/bull-market-peak-signals https://x.com/fejau_inc/status/1957672639054639465  https://x.com/nic__carter/status/1957875046002680141 https://x.com/NateGeraci/status/1957074513365016952 https://cointelegraph.com/news/norway-sovereign-wealth-fund-bitcoin-exposure 50:05 Gemini is getting ready for its IPO https://www.theblock.co/post/367160/gemini-ipo-filing-exchange-targets-nasdaq-as-gemi-reveals-dip-in-revenue 51:06 New York proposed 0.2% tax on digital asset transactions starting September https://x.com/Cointelegraph/status/1956423461342969915 53:43 Wyoming launched the first stablecoin issued by a US state https://x.com/eleanorterrett/status/1957763504435524055 55:01 Exec director crypto whitehouse - Bo Hines left exchanged White House for Tether https://tether.io/news/tether-appoints-former-white-house-crypto-council-executive-director-bo-hines-as-strategic-advisor-for-digital-assets-and-u-s-strategy/ 57:35 SEC is investigating the CEO of WLFI treasury company  https://x.com/zoomerfied/status/1957856353537372614 https://x.com/ALT5_Sigma/status/1957946923647922519 https://x.com/Jonisaac702/status/1957903664393384023 59:04 FED is turning bullish on crypto https://www.theblock.co/post/367508/we-stand-at-a-crossroads-feds-bowman-urges-more-of-an-embrace-toward-crypto-and-tech 1:02:05 Closing & Disclaimers --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
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