ROLLUP: Silver Parabolic | Aave Civil War | Uniswap Unifies | New CFTC Chair | Bitcoin vs. Quantum
Friday, January 2, 2026 • Duration
Crypto is maturing while attention moves elsewhere. In this Weekly Rollup, David Hoffman and Anthony Sassano break down silver, gold, and the S&P hitting new highs, the Aave civil war over control and fees, Uniswap’s unification win, a new pro crypto CFTC chair, and why quantum computing may be Bitcoin’s biggest long term risk.
---
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---
TIMESTAMPS & RESOURCES
0:00 Intro
1:25 2025 & 2026
6:47 Markets
https://finance.yahoo.com/news/silver-10x-d-p-500-145100823.html
https://x.com/KobeissiLetter/status/2003514479649390697
https://x.com/WatcherGuru/status/2003611075116433413
https://x.com/WatcherGuru/status/2003573927407440012
https://x.com/PeterSchiff/status/2004364997401760040
https://x.com/matthew_sigel/status/2006002866507690243
https://x.com/Cointelegraph/status/2006078375924793591
https://x.com/Mrcryptoxwhale/status/2005388225482031317
16:50 Is Aave in a civil war?
https://x.com/obsrvgmi/status/2003089533995471074
https://x.com/aave/status/1996591393817473247
https://governance.aave.com/t/aave-cowswap-integration-tokenholder-questions/23530
https://governance.aave.com/t/arfc-aave-token-alignment-phase-1-ownership/23616
https://x.com/StaniKulechov/status/2002933974969315561
https://snapshot.org/#/s:aavedao.eth/proposal/0xbc606159ddeae0184c2086055637d3f357351ec0adc4c9f4150751bc41918eba
https://x.com/Marczeller/status/2004494332359741859
https://x.com/StaniKulechov/status/2004503414705643866
https://www.coingecko.com/en/coins/aave
29:55 Uniswap UNIfication
https://x.com/haydenzadams/status/2005306028506923234
https://vote.uniswapfoundation.org/proposals/93
41:36 Michael Selig is the new CFTC Chairman
https://x.com/cointelegraph/status/2001834127696249077
https://x.com/MichaelSelig/status/2003090594508214534
https://youtube.com/live/fPdqwebmJzE
https://youtube.com/live/yIKRSDhAf4A
48:39 Nic Carter says, Quantum is the biggest risk to Bitcoin
https://murmurationstwo.substack.com/p/bitcoin-and-the-quantum-problem-part
https://x.com/adam3us/status/2002049157662753197
https://x.com/Pledditor/status/2001896737775194208
https://x.com/Fiskantes/status/2002005763343184156
https://x.com/caprioleio/status/2001990974940274921
https://larryswedroe.substack.com/p/the-quantum-computing-threat-to-financial
1:02:11 Anthony’s 2026 Excitement
1:03:31 Closing & Disclaimers
---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
27 Crypto Predictions for 2026 | Mike Ippolito
Wednesday, December 31, 2025 • Duration
David Hoffman sits down with Mike Ippolito to unpack why 2025 felt brutal despite new all-time highs and why that tension matters for 2026. They argue crypto is entering its “2002 internet” phase, where speculation fades, fundamentals matter, and consolidation accelerates. The conversation covers why Ethereum may see a renaissance, why Bitcoin sentiment could struggle, how prediction markets and equity perps actually play out, and what builders and investors should focus on as crypto matures from hype into real value creation.
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Mike Ippolito
https://x.com/MikeIppolito_
https://x.com/MikeIppolito_/status/1870938934337020106
https://blockworks.co/podcast/bellcurve
------
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💤EIGHT SLEEP | IMPROVE YOUR SLEEP
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------
TIMESTAMPS
0:00 Intro
0:41 Evaluating 2025: The Best Worst Year
7:19 Looking Ahead to 2026
15:40 Investor Relations in Crypto
24:29 Evolving Revenue Discussions
27:44 The Future of DATS
30:06 VC Investment Trends
35:13 Prediction Markets: Incumbents Win
39:52 The Ethereum Renaissance
45:42 The Quantum Threat to Bitcoin
55:06 Consolidation in Blockchain Infrastructure
1:05:07 Corporate Chains: Hot Starts, Cold Ends
1:10:43 Closing & Disclaimers
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Investing Trends for 2026: DeFi, Tokenization, Capital Formation, Speculation & AI | Ben Lakoff & Arnav from Bankless Ventures
Monday, December 29, 2025 • Duration
Ben Lakoff and Arnav Pagidyala from Bankless Ventures lay out how they’re thinking about crypto investing heading into 2026.
The conversation spans four persistent pillars of every cycle: DeFi, tokenization, capital formation, and speculation and how each is evolving as crypto matures.
Topics include the next wave of on-chain lending, equity perps, DeFi neobanks, verticalized tokenization platforms, compliant ICOs, prediction and opinion markets, and where AI agents may reshape crypto-native finance.
A candid look at what’s investable now, what’s changing, and how Bankless Ventures is underwriting the next cycle.
------
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🦄UNISWAP | CONTINUOUS CLEARING AUCTIONS
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🛞MANTLE | GLOBAL HACKATHON 2025
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💤EIGHT SLEEP | IMPROVE YOUR SLEEP
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------
TIMESTAMPS
0:00 Intro
11:59 DeFi
36:20 Tokenization
50:25 Capital Formation
1:00:44 Speculation Markets
1:09:58 AI
1:13:26 Founders & Teams
1:15:31 Closing & Disclaimers
------
RESOURCES
Ben Lakoff
https://x.com/benlakoff
Arnav
https://x.com/0xArnav
Bankless Ventures
https://x.com/banklessvc
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
12 Big Crypto Predictions for 2026 | Ryan & David
Wednesday, December 24, 2025 • Duration
Ryan and David skip a quiet holiday weekly rollup and instead break down the biggest 2026 crypto forecasts from Bitwise, Coinbase, Galaxy, Grayscale, CoinShares, Fidelity, a16z, and Pantera. They lay out the clearest consensus, stablecoins as real payment rails, tokenization scaling beyond pilots, and ETFs expanding institutional access, then hit the big debates around regulation, prediction markets, token value capture, and the growing quantum question for Bitcoin.
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📣M0 | THE UNIVERSAL STABLECOIN PLATFORM
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🦄UNISWAP | CONTINUOUS CLEARING AUCTIONS
https://bankless.cc/uniswap-cca
🛞MANTLE | GLOBAL HACKATHON 2025
https://bankless.cc/mantle-hackathon
💤EIGHT SLEEP | IMPROVE YOUR SLEEP
https://bankless.cc/eight-sleep
------
TIMESTAMPS
0:00 Intro
2:14 Predictions for Stablecoins
6:42 Tokenization Trends
11:27 ETF Explosion
11:45 Market Structure Legislation
14:06 Prediction Markets Rise
15:20 Quantum Concerns
20:29 Broad Themes Emerge
24:11 Hybrid Finance Concept
28:02 Privacy in Crypto
33:27 DEX Transition Predictions
35:09 Tokenomics Evolution
39:43 Controversies in Predictions
42:58 Market Cycles & Macro Trends
48:12 Year-End Reflections on Ethereum
1:01:08 Bitcoin's Performance Overview
1:10:03 Future Visions for Crypto
1:10:40 Closing & Disclaimers
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Where is Crypto Going in 2026? | Ben Cowen
Tuesday, December 23, 2025 • Duration
Is the crypto cycle already over? Ben Cowen returns to break down what a post-euphoria cycle looks like, why Bitcoin may have already topped, and how 2026 could play out across crypto, stocks, and macro. We explore the case for a prolonged bear market, why a true alt season may not arrive, and the narrow scenarios where Ethereum could still make a fleeting run at new highs. From Fed policy and labor markets to AI stealing investor attention, this episode maps the competing paths ahead and what patient investors should be watching next.
------
📣INTO THE CRYPTOVERSE | GET 10% OFF
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BANKLESS SPONSOR TOOLS:
🔵COINBASE | ETH & BTC BACKED LOANS
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🪙FRAXNET | MINT, REDEEM, & EARN
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🦄UNISWAP | CONTINUOUS CLEARING AUCTIONS
https://bankless.cc/uniswap-cca
🛞MANTLE | GLOBAL HACKATHON 2025
https://bankless.cc/mantle-hackathon
💤EIGHT SLEEP | IMPROVE YOUR SLEEP
https://bankless.cc/eight-sleep
------
TIMESTAMPS
0:00 Intro
0:49 Bitcoin's Cycle & its Implications
2:18 Ethereum's Performance & Expectations
8:58 Future Predictions for Ethereum
10:39 Comparing Ethereum to Tesla
12:32 The State of the Altcoin Market
18:26 Disappointment & Hope for ETH Holders
20:23 Macro Factors Affecting Crypto
24:37 Why No Euphoria This Cycle?
32:56 The Shift of Investor Attention
37:56 The Future of Crypto Cycles
44:16 The Need for Utility in Crypto
56:14 Gold vs. Bitcoin: A Comparison
59:45 Bitcoin's Unique Position in the Market
1:02:31 Patience and Strategy for Crypto Investors
1:06:01 Closing & Disclaimers
------
RESOURCES
Ben Cowen
https://x.com/intocryptoverse
Ben’s Channel
https://www.youtube.com/@intothecryptoverse
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Is the Crypto-Native Era Coming to an End? - Lessons from 10 Years in Crypto with Joey Krug, Founders Fund Partner
Monday, December 22, 2025 • Duration
Joey Krug (Founders Fund partner, former Pantera co-CIO, and Augur co-founder) returns to unpack whether the “crypto-native era” is fading as institutions and mainstream apps adopt crypto rails without adopting crypto culture.
We dig into prediction markets’ breakout (and why Polymarket finally found product-market fit), the coming regulatory fights around market structure and “insider” edges, and what’s next for founders building in a post-cypherpunk, distribution-first phase of crypto.
------
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BANKLESS SPONSOR TOOLS:
🔵COINBASE | ETH & BTC BACKED LOANS
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🪙FRAXNET | MINT, REDEEM, & EARN
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🦄UNISWAP | CONTINUOUS CLEARING AUCTIONS
https://bankless.cc/uniswap-cca
🛞MANTLE | GLOBAL HACKATHON 2025
https://bankless.cc/mantle-hackathon
💤EIGHT SLEEP | IMPROVE YOUR SLEEP
https://bankless.cc/eight-sleep
------
TIMESTAMPS
0:00 Intro
5:45 Is Crypto-Native Dead?
16:37 Lessons From Augur
20:29 Prediction Market’s Success
25:24 Just Gambling?
27:50 Prediction Market Regulation
41:03 Founders Fund Polymarket Bet
44:37 FBI Raid
46:47 Founders Fund Crypto Investment Thesis
53:46 DATs
57:02 Layer1 Valuation
1:00:40 ETH Valuation
1:04:32 What Would Joey Build Today?
1:06:13 Crypto x AI
1:10:09 Frontier Tech x Crypto
1:14:26 4-Year Cycles
1:16:16 Less Upside in Crypto Now?
1:19:37 Crypto Privacy
1:20:41 Last & Next Decade
1:23:05 Closing & Disclaimers
------
RESOURCES
Joey Krug
https://x.com/joeykrug
Augur
https://augur.net/
Founders Fund
https://foundersfund.com/
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Crypto prices are down, but the most important players are still building. In this week’s Weekly Rollup, Ryan and David break down Coinbase’s push to become a financial super app, JPMorgan’s first tokenized money market fund on Ethereum, and why regulators are quietly opening the door for onchain settlement through DTCC pilots.
They also unpack Solana’s Firedancer finally going live, the growing fight over tokenholder rights at Aave and what Uniswap’s unification proposal gets right, and why tokenization and prediction markets are advancing faster than prices suggest.
---
📣M0 | THE UNIVERSAL STABLECOIN PLATFORM
https://bankless.cc/m0
---
BANKLESS SPONSOR TOOLS:
🔵COINBASE | ETH & BTC BACKED LOANS
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🪙FRAXNET | MINT, REDEEM, & EARN
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🦄UNISWAP | CONTINUOUS CLEARING AUCTIONS
https://bankless.cc/uniswap-cca
🛞MANTLE | GLOBAL HACKATHON 2025
https://bankless.cc/mantle-hackathon
💤EIGHT SLEEP | IMPROVE YOUR SLEEP
https://bankless.cc/eight-sleep
---
TIMESTAMPS & RESOURCES
0:00 Intro
2:14 Markets
https://www.google.com/finance/beta/quote/BTC-USD?hl=en&window=1Y&comparison=SOL-USD%2CETH-USD&type=line
https://www.coindesk.com/markets/2025/12/12/barclays-sees-down-year-for-crypto-in-2026-without-big-catalysts
https://www.nbcnews.com/business/economy/cpi-november-inflation-rate-rcna249847
https://x.com/0xNonceSense/status/2000561186497233247
https://x.com/leshka_eth/status/2000738467953967362
12:38 Bankless Announcements
https://x.com/Bankless/status/2001694903084937469
https://www.bankless.com/ico-watch/
https://x.com/JustDeauIt/status/2001380424329892009
20:12 Coinbase System Update
https://x.com/i/broadcasts/1BRJjgWpwwpxw
https://www.coinbase.com/ccm
https://dune.com/entropy_advisors/robinhood-stock-tokens
https://www.coinbase.com/prediction-markets
https://app.morpho.org/base/borrow
https://swap.cow.fi/#/1/swap/0xA0b86991c6218b36c1d19D4a2e9Eb0cE3606eB48/GOOGLON
37:50 Aave Drama, v4 & the 2026 Master Plan
https://governance.aave.com/t/aave-cowswap-integration-tokenholder-questions/23530
https://x.com/aave/status/1996591393817473247
https://x.com/DefiIgnas/status/1999728596626342177
https://www.circle.com/blog/circle-signs-agreement-to-acquire-interop-labs-team-intellectual-property
https://x.com/howdymerry/status/1991932582938943798
https://x.com/haydenzadams/status/2001566377656602705
https://x.com/StaniKulechov/status/2001036446098919461
https://x.com/RyanSAdams/status/2001303903447466476
47:20 Solana BreakPoint
https://x.com/solana/status/1999399841957576741
https://x.com/phantom/status/1999442547039756491
https://x.com/jerallaire/status/2000926577727562023
https://x.com/theoneandomsy/status/1999654845607710749
52:48 SEC says DTCC can tokenize stocks
https://x.com/Snapcrackle/status/1999389068321300814
https://www.youtube.com/watch?v=CS5cDEyEf38
https://www.dtcc.com/news/2025/december/17/dtcc-and-digital-asset-partner-to-tokenize-dtc-custodied-us-treasury-securities
https://www.coingecko.com/en/coins/canton
57:06 JPMorgan launched their first ever tokenized money market fund - Ethereum
https://x.com/ethereum/status/2000665928598524014
57:56 Do Kwon was sentenced to 15 years in prison
https://x.com/zoomerfied/status/1999237162361888869
59:43 New York Times put out another anti-crypto piece
https://x.com/intangiblecoins/status/2000334663479447557
https://x.com/EricBalchunas/status/2000573428093341865
1:01:23 Netflix announced new Bitcoin comedy
https://x.com/BitcoinArchive/status/1999491003451867515
1:03:02 Closing & Disclaimers
---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Why Gen Z Will Turn Everything Into a Market | Threadguy
Thursday, December 18, 2025 • Duration
Trading is no longer just a financial activity; it has become a spectator sport. In this episode, Threadguy explains how Gen Z’s internet-native fluency, built through sneaker markets, NFTs, and meme cycles, translates into a new kind of market intuition: attention, momentum, and mimetics. We delve into “Entertainment Finance,” where perps, prediction markets, and live trading are starting to resemble streaming and esports more closely than Wall Street. Along the way, we explore why “internet capital markets” may pull everything on-chain over time, what happens when every asset becomes content, and why creators and traders will keep pushing into the open frontier.
---
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🦄UNISWAP | CONTINUOUS CLEARING AUCTIONS
https://bankless.cc/uniswap-cca
🛞MANTLE | GLOBAL HACKATHON 2025
https://bankless.cc/mantle-hackathon
💤EIGHT SLEEP | IMPROVE YOUR SLEEP
https://bankless.cc/eight-sleep
---
TIMESTAMPS
0:00 Threadguy: “Gen Z crypto face”
2:58 Sneaker Twitter: trade-first upbringing
8:03 Onboarding via social proof
13:08 Two Gen Z money paths
16:53 Crypto as opportunity engine
20:38 Why he won’t leave crypto
23:35 Media growth and infinite TAM
29:31 Entertainment finance: markets as content
37:28 Risk takers become “athletes”
42:27 PVP arcs and downfall appetite
44:25 Trading mimetics: valuation doesn’t matter
49:53 One internet note, spills to equities
55:15 Counterparty: home for internet markets
58:40 Token launch replaces IPO
1:02:38 Where to follow + content grind
---
RESOURCES
Threadguy
https://x.com/notthreadguy
Threadguy’s Twitch
https://www.twitch.tv/threadguy
---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
The DeFi Report Podcast | Was the Fed Rate Cut a False Signal for Crypto?
Wednesday, December 17, 2025 • Duration
The Fed cut rates and announced $40B/month in T bill purchases. Is that the signal to buy back into crypto? Mike says no. In this episode, we explain why “QE light” is not real easing, the key indicators Mike needs before flipping risk on, and what Bitcoin’s onchain market structure suggests about where this cycle could go next.
----
📣THE DEFI REPORT | FOLLOW & SUBSCRIBE
https://thedefireport.transistor.fm/
https://thedefireport.io/
https://x.com/the_defi_report
https://x.com/JustDeauIt
----
TIMESTAMPS
0:00 Introduction to the DeFi Report
2:28 Current Market Positioning
9:25 Federal Reserve's Actions Explained
13:13 Economic Conditions & Predictions
18:35 Big Picture of Economic Strategy
23:17 Analyzing Bitcoin's Market Structure
29:57 Closing & Future Outlook
----
Not financial or tax advice. For educational purposes only.
10 Crypto Predictions for 2026: $1M BTC, Wall Street Onchain & ETF Takeover | Matt Hougan & Ryan Rasmussen from Bitwise
Tuesday, December 16, 2025 • Duration
Bitwise’s Matt Hougan and Ryan Rasmussen return with 10 big predictions for 2026.
From the case for $1M BTC (and why the classic four-year cycle may be dead) to a world where ETFs soak up more than 100% of new BTC/ETH/SOL supply.
We get into Bitcoin volatility vs. mega-cap tech, crypto equities vs. tech equities, and why Polymarket could smash past its 2024 election-era highs.
Plus: stablecoins as an “escape valve” that emerging economies may blame for currency stress, on-chain also known as “ETFs 2.0,” and how the Clarity Act could be the starter’s gun for ETH and SOL to run.
------
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BANKLESS SPONSOR TOOLS:
🔵COINBASE | ETH & BTC BACKED LOANS
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🪙FRAXNET | MINT, REDEEM, & EARN
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🦄UNISWAP | CONTINUOUS CLEARING AUCTIONS
https://bankless.cc/uniswap-cca
🛞MANTLE | GLOBAL HACKATHON 2025
https://bankless.cc/mantle-hackathon
💤EIGHT SLEEP | IMPROVE YOUR SLEEP
https://bankless.cc/eight-sleep
💤EIGHT SLEEP | IMPROVE YOUR SLEEP
https://bankless.cc/eight-sleep
------
TIMESTAMPS
0:00 Last Year Predictions
13:12 1. Bitcoin Breaks 4-Year Cycle
16:19 2. BTC Less Volatile Than NVDA
22:09 3. ETFs Purchasing New Supply of Crypto
30:02 4. Crypto Equities Outperforming Equities
37:23 5. Prediction Markets All-Time Highs
42:50 6. Stablecons Destabilizing Currencies
48:16 7. Onchain Vaults Doubling in AUM
52:56 8. Clarity Act Triggering ETH & Sol All-Time Highs
56:40 9. Ivy League Endowments Investing in Crypto
58:49 10. 100+ Crypto ETPs Launching
1:01:14 Bitwise Announcement
1:04:08 Bonus. Bitcoin Equity Correlation Falling
1:07:29 Progress in 2025
1:10:48 Cross-Generational Wealth Transfer?
1:13:02 Closing Thoughts & Disclaimers
------
RESOURCES
Matt Hougan
https://x.com/Matt_Hougan
Ryan Rasmussen
https://x.com/RasterlyRock
Bitwise
https://bitwiseinvestments.com/
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
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