Episode Details

Crypto feels cooked in 2026, and the Super Bowl proves it. Ryan and David unpack Coinbase’s Backstreet Boys rug pull ad and what it reveals about crypto’s collapsed public narrative. Then they dig into the brutal selloff, why IBIT’s record volume hints at forced TradFi liquidation, and what Polymarket is pricing for Bitcoin under $50K. From Robinhood’s prediction markets exploding into a real revenue engine to the political fight over who regulates “gambling vs markets,” the thesis is clear: finance is the only use case still scaling. Plus: LayerZero’s new “world computer” L1, MegaETH and Aztec’s bear market launch playbook, Vitalik finally calling ETH a store of value, ENS staying on L1, BlackRock bringing BUIDL to Uniswap, and the weirdest loose end of all, SBF’s missing tungsten cube.

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TIMESTAMPS & RESOURCES

0:00 Intro

0:32 Super Bowl Coinbase Commercial 

https://x.com/julia_fiedler5/status/2020672759508967576

10:02 Markets

https://x.com/cryptorand/status/2021894696268660736

https://x.com/TheDemocrats/status/2019492504614150375

https://polymarket.com/event/what-price-will-bitcoin-hit-before-2027/?via=bankles

https://x.com/intocryptoverse/status/2019835733503255006

https://x.com/DegenerateNews/status/2020846896084852796

https://x.com/blckchaindaily/status/2021967204653445163 

https://x.com/WatcherGuru/status/2020860553732768085

https://www.strategicethreserve.xyz

https://x.com/WatcherGuru/status/2021325189674357204

25:46 Prediction Markets Growth has been explosive

https://x.com/theoneandomsy/status/2021399052366250280

https://x.com/TrustlessState/status/2021603112541102400 

https://x.com/movietimedev/status/2021278393136808099

https://x.com/mattplatkin/status/2021335653091508323