Episode Details

Is the crypto bull market really over, or just pausing while AI takes the spotlight? On this week’s Weekly Rollup, Ryan and guest co-host Haseeb break down Bitcoin’s 10/10 crash, hidden leverage, and the “Bitcoin silent IPO” thesis. They also cover the $128M Balancer hack, DeFi’s decentralization debate, L2 vanity metrics, Brian Armstrong’s prediction market stunt, and why Peter Thiel says Bitcoin’s becoming a BlackRock coin.


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TIMESTAMPS & RESOURCES

0:00 Intro

2:14 Markets

https://x.com/intocryptoverse/status/1985771197460558099

https://x.com/ColinTCrypto/status/1985781111713390894

https://www.cnbc.com/2025/11/03/stock-market-today-live-updates.html

https://edition.cnn.com/2025/11/05/business/nvidia-palantir-michael-burry-stock

https://www.nbcnews.com/politics/politics-news/35-days-government-shutdown-record-longest-history-election-day-rcna241576

https://polymarket.com/event/when-will-the-government-shutdown-end-545?tid=1762452064029

https://x.com/KobeissiLetter/status/1985791658689024101

https://visserlabs.substack.com/p/bitcoins-silent-ipo-why-this-consolidation

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