Could This Really Be The End of The Bull Market?
Ryan and David return for another Weekly Rollup, tackling the question everyone’s asking in 2025: is the crypto bull market already over, or do we still have more to go? Fresh FDIC emails prove Choke Point 2.0 was no conspiracy, with yet another key antagonist stepping down. Meanwhile, AI agents dominate headlines and reimagine DeFi UX, and Meta’s abrupt pivot to free speech has everyone buzzing. Finally, the U.S. greenlights a $6.5B Silk Road Bitcoin sale—can Trump step in to save America’s strategic BTC stash? Buckle up; 2025 isn’t slowing down. You ready anon?
TIMESTAMPS & RESOURCES
0:00 California Wildfires
https://x.com/white_lenka/status/1876973806817775719
https://x.com/babybeginner/status/1876872061265523155/video/1
https://x.com/ashkan/status/1876970164807164042/photo/1https://x.com
mamboitaliano__/status/1876923670540501349/video/1
https://x.com/0xngmi/status/1877229902065283198
6:10 MARKETS
https://x.com/saylor/status/1876253178100117907
7:13 Meanwhile, US court greenlighted sale of $6.5B of Silk Road Bitcoin
https://storage.courtlistener.com/recap/gov.uscourts.cand.368440/gov.uscourts.cand.368440.17
https://decrypt.co/300133/us-court-greenlights-sale-of-6-5b-in-seized-silk-road-bitcoin
10:57 Markets Cont.
https://www.tradingview.com/symbols/AMEX-SPY/
https://www.reuters.com/technology/nvidia-overtakes-apple-worlds-most-valuable-company-2024-10-25/
https://companiesmarketcap.com/assets-by-market-cap/
15:15 Movers of the Week
https://www.bankless.com/read/the-top-ai-agent-tokens-were-watching
18:21 Arbitrum is close to gain another green L2BEAT pie slice
https://x.com/sgoldfed/status/1876417832948523464
https://l2beat.com/scaling/projects/arbitrum
21:01 Succinct - zkEVMs on Superchain! First one!
https://x.com/pumatheuma/status/1877070524783931515
22:11 Is the bull market over - how long will continue?
https://mirror.xyz/kain.eth/Pa7XlhwUD-pGKQ8p0QclJic96X7WnndhPqeRiretEZc
https://cryptohayes.substack.com/p/sasa
https://x.com/DefiWimar/status/1876312234223341784
https://x.com/ViktorBunin/status/1877028486650413558
https://x.com/cburniske/status/1877043358956134826
32:45 Are AI Agents the Meta for the rest of the bull?
https://x.com/MessariCrypto/status/1874160250812825703/photo/1
https://www.cookie.fun/ - $14b
https://x.com/RaoulGMI/status/1874934417032192325
https://x.com/Dogetoshi/status/1877381299612086691
https://x.com/sandraaleow/article/1877005159173382521/media/1876994852279431168
https://x.com/sandraaleow/article/1877005159173382521/media/1876995010715086848
https://x.com/illuviumio/status/1876631944299249776
https://x.com/Defi0xJeff/status/1875881226151841925
https://x.com/askthehive_ai/status/1876730899695362452
https://x.com/blocknewsdotcom/status/1875280354640265524
44:27 Operation Choke Point 2.0…another general in the anti-crypto army out
https://www.federalreserve.gov/newsevents/pressreleases/files/other20250106a1.pdf
https://x.com/SenLummis/status/1876346748744167924
https://x.com/CaitlinLong_/status/1876303304424403321
https://x.com/nic__carter/status/1876335924902347064
https://x.com/iampaulgrewal/status/1875226182662418471
https://x.com/EconWithNick/status/1876272018821439670
https://x.com/DavidSacks/status/1865199683087245405
50:52 Meta is now pro-free speech platform - Political wind change in DC + SV
https://x.com/BasedBeffJezos/status/1876602383754789079
https://x.com/lindayaX/status/1876612826456019145
https://x.com/elonmusk/status/1876657662068461657
https://www.bbc.com/news/articles/c8j9e1x9z2xo
https://www.tradingview.com/news/cointelegraph:7c0f65f07094b:0-circle-contributes-1m-usdc-to-trump-s-inauguration-committee/
55:36 Will Canada get a pro-crypto leader too?
https://x.com/WatcherGuru/status/1876299232887607433
57:10 Do Kwon arrived to the US and pleaded not guilty
https://cointelegraph.com/news/terraform-do-kwon-appears-before-us-judge-pleads-not-guilty
59:52 Meme of the Week
https://x.com/dolos_diary/status/1877311858492977642
1:02:09 Closing & Disclaimers
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures