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ROLLUP: Coinbase Ships | JPMorgan Onchain | Solana Firedancer | Aave Civil War | DTCC Tokenizes
Description
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.
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📣M0 | THE UNIVERSAL STABLECOIN PLATFORM
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BANKLESS SPONSOR TOOLS:
🔵COINBASE | ETH & BTC BACKED LOANS
https://bankless.cc/coinbase-borrow
🪙FRAXNET | MINT, REDEEM, & EARN
https://bankless.cc/fraxnet
🦄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
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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-intellectu