ROLLUP: $120 Oil vs New Highs | AI Boom Masks War | IPO Top Signal | DeFi Bailout

Markets are ripping despite $120 oil and an escalating war. Ryan and David break down why the AI boom is drowning out macro risks, whether a wave of trillion-dollar IPOs could mark the top, and how DeFi just bailed itself out after its biggest hack ever. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast 🟦 COINBASE ONE | GET 20% OFF https://bankless.cc/coinbase-one 🧭OKX | TRADE, EARN, PAY https://app.okx.com/join/USBANKLESS 🦊 METAMASK | DOWNLOAD NOW https://go.metamask.io/BL-Pod-Download 🌐BRIX | EMERGING MARKET YIELD https://bankless.cc/brix 💰NEXO | Get your 30-day access to Wealth Club Premier https://bankless.cc/nexo --- TIMESTAMPS & RESOURCES 0:00 Intro 2:28 Oil War & $120 Oil Crisis https://x.com/pete_rizzo_/status/2049589290326212768 https://x.com/KobeissiLetter/status/2049713857728524691 https://x.com/KobeissiLetter/status/2049534394302394603 https://x.com/Rory_Johnston/status/2049834460233756744 https://x.com/KobeissiLetter/status/2048593172423495858 https://x.com/charliebilello/status/2049613424749838445 https://x.com/KobeissiLetter/status/2048461842540834913 https://x.com/biancoresearch/status/2049598646648181221 https://tether.io/news/tether-supports-freeze-of-more-than-344-million-in-usdt-in-coordination-with-ofac-and-u-s-law-enforcement/ https://x.com/AggrNews/status/2047711619304587602 https://x.com/SecScottBessent/status/2049281442451001711 16:46 Markets Rally vs Reality (AI Boom) or AI Bubble & IPO Top Signal https://x.com/KobeissiLetter/status/2049165243100827821 https://x.com/KobeissiLetter/status/2049149137292001672 https://x.com/NoLimitGains/status/2049213286311436597 https://x.com/shiri_shh/status/2049040515107270751 https://x.com/Shaughnessy119/status/2049228075766788402 https://x.com/IvayloPashov/status/2049475041113378909 https://x.com/realarmaansidhu/status/2047080574737592798 27:22 Fed, Powell, Rising Inflation, Bitcoin Narrative & National Security https://x.com/EdwardLawrence/status/2049583458393980995 https://x.com/firsttohearit/status/2049574617665c114570 https://x.com/KobeissiLetter/status/2049551229349511663 https://www.cnbc.com/2026/04/29/jerome-powell-says-he-will-continue-to-serve-as-a-fed-governor-even-after-chairmanship-ends-.html https://x.com/KobeissiLetter/status/2049609008399503750 https://x.com/pete_rizzo_/status/2049589290326212768 https://x.com/TFTC21/status/2049135996654981459 36:59 MegaETH Launch https://x.com/megaeth/status/2047352341473505435 https://cryptobriefing.com/megaeth-token-generation-event-set-for-april-30-2026/ https://x.com/bread_/status/2049870525779128345 https://dexscreener.com/megaeth/0x5fb29184c49546c13a14a3958f21e5759f0821f2 https://x.com/bubblemaps/status/2049874252153618436 https://www.youtube.com/watch?v=g4YI5u-hZJo 40:33 DeFi Bailout (KelpDAO → DeFi United) https://defiunited.world/ https://x.com/StaniKulechov/status/2047413237113868576 https://x.com/aave/status/2048189931856535887 https://x.com/CoinDesk/status/2049290843677151501 https://x.com/aave/status/2048958367658332413 https://x.com/jussy_world/status/2049534154488840259 48:30 Polymarket Insider Trading Case https://www.justice.gov/opa/pr/us-soldier-charged-using-classified-information-profit-prediction-market-bets https://www.bbc.com/news/articles/clyxd5wrr0wo https://www.wsls.com/news/national/2026/04/28/us-soldier-charged-with-using-intel-to-win-400k-on-maduro-raid-to-appear-in-court-in-nyc/ https://x.com/shayne_coplan/status/2047712706342326496 51:27 “Code Is Not a Crime” vs Reality https://cointelegraph.com/news/acting-ag-blanche-signals-doj-pivot-code-is-not-a-crime https://x.com/Cointelegraph/status/2048834708088267256 https://www.therage.co/blanche-vegas/ https://x.com/valkenburgh/status/2048846522347884669 https://x.com/rstormsf/status/2049157683916464278 55:45 Stablecoins Go Mainstream (Visa + Meta) https://investor.visa.com/news/news-details/2026/Visa-Accelerates-Stablecoin-Momentum-Adding-Five-Blockchains-for-Settlement/default.aspx https://www.coindesk.com/business/2026/04/29/tech-giant-meta-starts-paying-some-creators-in-stablecoin-with-stripe-s-support https://x.com/dwr/status/2049551855991308387 58:50 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

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

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

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

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

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

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

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

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