3mo

Crypto Markets at a Crossroads: What Happens Next?

This week in crypto, Trump’s new DeFi project sparked debate—is it legit or a grift? After the SEC, the CFTC targeted Uniswap—what’s going on with regulators?

Brazil’s Twitter ban also made waves—what does it mean for free speech and crypto’s role in resisting censorship?

Markets are asking if the 4-year cycle is dead, and Ryan has three takes on the lackluster crypto prices and what it could mean moving forward.

On the bright side, Polymarket is now on the Bloomberg terminal, and Coinbase is looking to bank the robots—an exciting step for AI and crypto.


TIMESTAMPS & RESOURCES

0:00 Intro

1:34 Markets
https://x.com/Negentropic_/status/1830685688662040961
https://outlierventures.io/article/token-trendlines-2-bitcoin-halving-the-four-year-cycle-is-dead/
https://x.com/RyanSAdams/status/1831316995691671641
https://x.com/Fiskantes/status/1831302629651042637
https://x.com/SplitCapital/status/1831317921089642915
https://x.com/iamDCinvestor/status/1831318267367145492

15:34 Trump revealed more about his DeFi project, World Liberty Financial!
https://www.worldlibertyfinancial.com/
https://x.com/realDonaldTrump/status/1829141447087648796
https://x.com/lex_node/status/1831084542377206220
https://x.com/lex_node/status/1831105068952961399
https://x.com/nic__carter/status/1831145983847137451
https://x.com/worldlibertyfi/status/1831348462635397271
https://x.com/RyanSAdams/status/1829500453152837828

29:11 Brazil banned Twitter
https://x.com/elonmusk/status/1829778143449698764
https://x.com/RyanSAdams/status/1831015509384364428

34:21 Binance exec Tigran Gambaryan entered Nigeria court on crutches
https://x.com/_RichardTeng/status/1830869029705441553

37:15 Arbitrum released Stylus!
https://x.com/arbitrum/status/1831020553211089243
https://x.com/joeykrug/status/1831367181885698392

38:58 Euler V2 is back!
https://x.com/eulerfinance/status/1831331399619756375

43:32 Celestia releases technical roadmap
https://blog.celestia.org/roadmap/

44:08 Bloomberg added Polymarket election data to Terminal
https://x.com/M_McDonough/status/1829166689516442043
https://x.com/shayne_coplan/status/1830984489259901203

45:41 CFTC charges Uniswap with illegal derivatives trading
https://www.cftc.gov/PressRoom/PressReleases/8961-24
https://www.cftc.gov/PressRoom/SpeechesTestimony/phamstatement090424
https://x.com/MinarikLaw/status/1831363800542634459

48:40 AIs are now paying other AIs with crypto
https://x.com/brian_armstrong/status/1829623778726592804

52:01 MEME of the Week
https://x.com/TrustlessState/status/1831386476841726226

54:31 Closing & Disclaimers


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