ROLLUP: Trump Eyes Greenland | Davos Goes Crypto | NYSE Goes Onchain | Quantum Spooks Bitcoin | Farcaster + Lens Acquired
Bankless23 Jan

ROLLUP: Trump Eyes Greenland | Davos Goes Crypto | NYSE Goes Onchain | Quantum Spooks Bitcoin | Farcaster + Lens Acquired

Markets slide this week as Trump floats taking Greenland and tariff threats resurface, pushing investors toward gold. Ryan and David break down what Davos revealed about a shifting world order, why crypto finally had a real seat at the table, and the moments from Brian Armstrong and Larry Fink that framed Crypto versus Central Banks. Plus: the NYSE unveils a tokenized trading platform and whether it validates or co-opts DeFi, Farcaster and Lens are acquired as on-chain social hits a crossroads, and a Jefferies strategist drops Bitcoin over quantum fears. Finally, an update on the Clarity Act delay and the race for the next Fed chair. --- 📣 IMMUNEFI | $IMU TOKEN LAUNCH https://bankless.cc/ImmunefiICO --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast 🏅BITGET TRADFI | TRADE GOLD WITH USDT https://bankless.cc/bitget-futures 👑BANKLESS PREMIUM | AD-FREE & BONUS EPISODES https://bankless.cc/spotify-premium 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://bankless.cc/TDR-pro 💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES https://bankless.cc/ico-watch --- TIMESTAMPS & RESOURCES 0:00 Intro 2:31 Why are markets down https://x.com/KobeissiLetter/status/2013591373006676322 https://x.com/FoxNews/status/2013603538513863126 https://edition.cnn.com/2026/01/14/politics/greenland-trump-nato-denmark https://x.com/CBSNews/status/2013983374549946581 https://x.com/KobeissiLetter/status/2014089644288196691 https://polymarket.com/event/will-trump-acquire-greenland-before-2027 https://polymarket.com/event/will-the-us-acquire-any-part-of-greenland-in-2026 https://x.com/fejau_inc/status/2013610390698041805 https://x.com/thestalwart/status/2013580367123423518 https://x.com/Strategy/status/2013598056000725476 15:12 Davos power shifts https://x.com/CommerceGov/status/2013638111977222213 https://x.com/KanwalSibal/status/2013863207962845315 https://x.com/alreadydawn/status/2011855946298032188 https://x.com/WatcherGuru/status/2013947391733342444 https://x.com/MSBIntel/status/2014311838092284200 https://x.com/gazza_jenks/status/2014316956787077193 https://x.com/RWAwatchlist_/status/2014302865515479322 25:45 Next Fed Chair https://polymarket.com/event/who-will-trump-nominate-as-fed-chair https://en.wikipedia.org/wiki/Kevin_Warsh 29:23 NYSE tokenization platform https://ir.theice.com/press/news-details/2026/The-New-York-Stock-Exchange-Develops-Tokenized-Securities-Platform/default.aspx https://x.com/sytaylor/status/2013248790988214418 https://x.com/jdorman81/status/2013273153544323438 https://x.com/intangiblecoins/status/2013302033286054109 https://x.com/malekanoms/status/2013597558413664443 37:10 Onchain social handover https://farcaster.xyz/dwr/0x72aab3a5 https://x.com/neynarxyz/status/2014046158700659072 https://x.com/0xfoobar/status/2014169292736979296 https://x.com/StaniKulechov/status/2013617272464580990 https://lens.xyz/news/mask-network-to-steward-the-next-chapter-of-lens https://x.com/hishboy/status/2014050332675121169 https://x.com/VitalikButerin/status/2013884907659944205 https://firefly.social/signup https://x.com/RyanSAdams/status/2014338767847354766 https://x.com/VitalikButerin/status/2011325527567544393 45:57 Clarity Act delay https://x.com/DegenerateNews/status/2014119477923705271 https://x.com/eleanorterrett/status/2014139061103907238 https://x.com/brian_armstrong/status/2012612712044573151 https://x.com/patrickjwitt/status/2013776653902614547 https://polymarket.com/event/clarity-act-signed-into-law-in-2026 50:00 Stablecoin payroll https://x.com/base/status/2013752842822038000 https://imgur.com/a/9kriKIV 51:42 Bitcoin & quantum https://x.com/matthew_sigel/status/2013266516112712139 https://www.linkedin.com/feed/update/urn:li:activity:7414027710861045761/ https://x.com/bitcoinofficesv/status/1961564696856727947 https://x.com/batsoupyum/status/2013606402976293243 https://x.com/nic_carter/status/2013781321638695383 https://www.coinbase.com/blog/coinbase-establishes-independent-advisory-board-on-quantum-computing-and-blockchain 59:40 Regulation & Trad https://x.com/WatcherGuru/status/2013626808474968164 https://x.com/felixprotocol/status/2011831820371828920 https://x.com/0xBroze/status/2011832444102561838 https://x.com/JupiterExchange/status/2013987873943334919 1:01:02 Closing & Disclaimers --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

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Episoder(1342)

ROLLUP: The Bull Market is On? | Zcash & NEAR | Kalshi Wash Trading | BlackRock Goes Onchain

ROLLUP: The Bull Market is On? | Zcash & NEAR | Kalshi Wash Trading | BlackRock Goes Onchain

The bull market may be back, but Bitcoin might not be leading it. Ryan and David break down the early-bull signals, Zcash and NEAR’s surge, rising yields, Kalshi’s wash-trading controversy, and BlackR...

25 Sep 1h

FOMO, Meme Stocks and Robinhood Chain | Andy8052 & Eric Conner

FOMO, Meme Stocks and Robinhood Chain | Andy8052 & Eric Conner

Meme coins are back, but this time the more interesting story may be what they're building around them. David sits down with Eric and Andy to unpack the latest meme-coin cycle, the rise of stock-paire...

23 Sep 56min

How Robinhood is using the SEC's New Innovation Exemption | Johann Kerbrat

How Robinhood is using the SEC's New Innovation Exemption | Johann Kerbrat

Robinhood is trying to erase the line between crypto markets and traditional finance. David sits down with Johann from Robinhood to unpack the rise of tokenized stocks, why so much activity is already...

21 Sep 37min

ROLLUP: The Bull Market Test | Clarity Dies | SEC Opens the Door | Hyperliquid Comes Onshore

ROLLUP: The Bull Market Test | Clarity Dies | SEC Opens the Door | Hyperliquid Comes Onshore

Crypto just shrugged off a Fed hike and the death of the Clarity Act. Ryan and David break down the early-bull signal, the SEC’s tokenized-stock breakthrough, the coming options race, and Hyperliquid’...

18 Sep 53min

Arc Mainnet, AI Agents, and Tokenized Markets | Nikhil Chandhok, CTO of Circle

Arc Mainnet, AI Agents, and Tokenized Markets | Nikhil Chandhok, CTO of Circle

Circle just launched Arc Mainnet, and its ambition is much bigger than putting USDC on another blockchain. Circle Chief Product and Technology Officer Nikhil Chandhok joins David on launch day to unpa...

16 Sep 51min

Crypto is Ready for Onchain Options | Nick Forster, CEO of Derive

Crypto is Ready for Onchain Options | Nick Forster, CEO of Derive

Getting the direction of ETH right doesn’t guarantee you survive the trade. Derive co-founder Nick Forster joins David Hoffman to unpack why crypto’s options market has lagged behind perps, and why he...

14 Sep 45min

ROLLUP: Is Altcoin Season Here? | Treasury’s Bond War | Robinhood Chain Mania | OpenAI’s Math Controversy

ROLLUP: Is Altcoin Season Here? | Treasury’s Bond War | Robinhood Chain Mania | OpenAI’s Math Controversy

Crypto speculation is back, but is this really a new bull phase? Ryan and David unpack the altcoin surge, Treasury’s escalating bond-market fight, Robinhood’s tokenized stock boom, and the OpenAI cont...

11 Sep 1h 4min

The New Economics of Crypto Tokens | Austin Barack

The New Economics of Crypto Tokens | Austin Barack

What if the most interesting crypto investments of the next cycle aren’t new blockchains at all? RockawayX Liquid founder Austin Barack joins David to explain why his attention has shifted toward a sm...

7 Sep 1h 6min

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