ROLLUP: Bull Market? | Inflation Cools, War Heats | Robinhood Flips Base | ETH’s Fee Problem

Inflation cooled, war intensified, and crypto climbed anyway. Ryan and David ask if the bottom is in, unpack Robinhood Chain’s surge past Base, and debate who benefits from Ethereum’s L2 boom. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 📊BITGET | TOKENIZED STOCKS 2.0 https://bankless.cc/bitget-stocks 🧭OKX | TRADE, EARN, PAY to OKX | 120M+ USERS WORLDWIDE https://app.okx.com/join/USBANKLESS 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 👑BANKLESS PREMIUM | AD-FREE & BONUS EPISODES https://bankless.cc/spotify-premium --- TIMESTAMPS 0:00 Intro 0:29 Cycle Bottom Watch https://x.com/TrustlessState/status/2077774313726304659 https://x.com/goodalexander/status/2077031311664197738 https://x.com/brian_armstrong/status/2076857638059720736 5:24 Inflation Cools, War Heats https://x.com/kobeissiletter/status/2077008212994253025 https://x.com/geiger_capital/status/2077011477580451983 14:56 Crypto Outperforms Stocks https://x.com/saylor/status/2076638696053276748 https://x.com/TrustlessState/status/2076647130572235017 https://x.com/TrustlessState/status/2077197119207756098 22:34 Robinhood Chain Breaks Out https://x.com/donnoh_eth/status/2075890751834071189 https://dune.com/entropy_advisors/robinhood-chain-network-overview https://www.coindesk.com/business/2026/07/15/the-launchpad-that-fueled-robinhood-chain-s-memecoin-boom-just-gave-away-all-its-revenue https://dune.com/adam_tehc/the-robinhood-trenches 29:31 Base Pivots to Trading https://x.com/jessepollak/status/2077427261586997745 https://x.com/jessepollak/status/2077550728416256489 https://x.com/austincampbell/status/2077545305789067398 36:15 Does ETH Earn Enough? https://x.com/vladtenev/status/2076666114801877310 https://x.com/LorenzoARK/status/2076792007184298076 https://x.com/apolynya/status/2077301418860466487 https://x.com/TrustlessState/status/2077400104458154428 https://x.com/ethereumJoseph/status/2076838398510211122 47:29 L2s and Rent Sharing https://x.com/sgoldfed/status/2077082053330272454 https://x.com/l2beat/status/2077764769436553272 https://l2beat.com/native-rollups 56:20 Ethereum Spinoffs Multiply https://x.com/eth_systems/status/2077000602320805918 https://x.com/fradamt/status/2077739531520921621 58:49 DeFi Hacks May Be Peaking https://x.com/hosseeb/status/2076682247168827849 https://x.com/maraoz/status/2059413451265441990 1:01:44 Buy-and-Burn Wins https://x.com/TrustlessState/status/2077186630566224208 https://x.com/blknoiz06/status/2077773554033037509 1:06:29 Closing & Disclaimers --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures