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ROLLUP: David Sold His ETH | EF Exodus | Hyperliquid’s Breakout | Stagflation Fears
Description
Crypto’s old leaders are struggling, but new winners are breaking out. Ryan and David unpack the rise of HYPE, Zcash, and Venice, the macro bear fuel markets are ignoring, the EF talent exodus, and why David selling his last ETH may mark a new era for Ethereum and Bankless.
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TIMESTAMPS & RESOURCES
0:00 Intro
3:28 Bear Fuel for Markets & Pockets of Bullishness in Crypto
https://x.com/KobeissiLetter/status/2056184339390419205
https://x.com/Barchart/status/2056350919139500364
https://x.com/JesseCohenInv/status/2056297490366837184
https://imgur.com/YqnyoBc
https://x.com/KobeissiLetter/status/2056556783221502060
https://polymarket.com/event/how-many-fed-rate-cuts-in-2026
https://thedefireport.io/research/signs-of-a-cycle-bottom#macro-update
https://www.cnbc.com/2026/05/21/iran-war-us-peace-talks-trump-hormuz.html
https://polymarket.com/event/us-x-iran-permanent-peace-deal-by
21:27 Hyperliquid, HYPE, and Pre-IPO Price Discovery
https://x.com/Matt_Hougan/status/2056720926234882533
https://polymarket.com/event/openai-ipo-closing-market-cap
https://www.coindesk.com/markets/2026/05/20/elon-musk-s-spacex-holds-18-712-bitcoin-at-fair-value-of-usd1-29-billion-ipo-filing-shows
https://www.reuters.com/legal/government/sec-readies-plan-trading-crypto-versions-stocks-bloomberg-news-reports-2026-05-18/
https://www.coindesk.com/markets/2026/05/21/binance-launches-spacex-pre-ipo-perps
32:43 Wintermute Opens DeFi Vaults on Morpho
https://www.wintermute.com/insights/news/wintermute-launches-armitage-bringing-its-defi-and-trading-expertise-to-vault-curation
https://x.com/wintermute_t/status/2056722776241902065
https://bitwiseinvestments.com/newsroom/bitwise-expands-onchain-solutions-with-introduction-of-non-custodial-vault
38:12 Trump’s Quantum Bets and U.S. Industrial Policy & Blockchain.com IPO and Ronin Migrates to Ethereum L2
https://x.com/KobeissiLetter/status/2057431484915454235
https://www.theblock.co/post/402182/blockchain-com-confidentially-files-for-us-ipo-as-crypto-firms-continue-publ