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BanklessHQ

LIVE NOW -- Markets Are EXPLODING - Here’s Why! $ETH Surge, U.S. China Deal & What’s Next

This week, @RyanSAdams and @TrustlessState 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.

[TIMESTAMPS]

0:00 Intro

0:06 “Who is laughing now?” statement from NYC Mayor

3:47 Prices, Uniswap, & Aave

14:10 Tariff Truce - US and China agree to slash tariffs for 90 days - We’re Saved!!

28:40 Bad Coinbase news first - Coinbase MAJOR customer data leak
Coinbase $20M award leading to the arrest of hackers
(h/t @brian_armstrong)

35:48 @coinbase becomes the first crypto company in S&P500

37:28 Internet Capital Markets Meta

50:29 @RobinhoodApp will acquire Kevin O’Leary-Backed @WonderFi - Leads to $ETH L2

52:12 @cryptopunksnfts have a new owner!

53:46 Is the @SECGov becoming awesome now? pro-capital, pro-crypto SEC

58:42 Superstate is launching Opening Bell platform with their first client! (h/t @superstatefunds)

1:00:01 @JDVance will speak at Bitcoin 2025 (h/t @BitcoinMagazine)

1:00:32 @Meta is exploring stabecoins again!

1:01:59 Closing & Disclaimers

All You Need to Know in 10s
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