Episode Details

Ryan and David break down a historic week for crypto as the SEC and CFTC finally deliver long-awaited clarity, classifying major tokens and reshaping the market. At the same time, Bitcoin is outperforming stocks and gold amid global tensions, raising the key question: is this a real regime shift or just a relief rally? They also cover the rise of prediction markets, the emerging battle for agentic payments (Tempo vs. Stripe/Coinbase), and crypto’s cultural moment with Vanity Fair and the upcoming SBF Netflix series.

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TIMESTAMPS & RESOURCES

0:00 Intro

3:47 Macro & Markets (Oil, War, Fed)

https://apnews.com/article/iran-gas-field-south-pars-attack-5ad45090d3b66444467cc255ee966a37

https://energynow.com/2025/06/what-is-the-strait-of-hormuz-and-why-is-it-so-important-for-oil

https://truthsocial.com/@realDonaldTrump/posts/116253388303392718

https://polymarket.com/event/how-many-fed-rate-cuts-in-2026/?via=bankless?

https://x.com/QuintenFrancois/status/2033469474511429805

https://x.com/zerohedge/status/2033322952238723486