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ROLLUP: Crypto Bullish Again? | OpenUSD vs USDC | Robinhood Chain | Trump’s $1.4B Haul
Description
Crypto looks bullish again, but the receipts are complicated. David and Ryan unpack OpenUSD’s USDC threat, Robinhood Chain’s tokenized stocks, Saylor’s hedge-fund pivot, Venice’s token dilemma, Cloudflare’s stablecoin payments, and Trump’s $1.4B crypto haul.
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TIMESTAMPS & RESOURCES
0:00 Intro
2:37 Market Bounce + Fed Watch
https://x.com/KillaXBT/status/2072288076928266434
https://www.cnbc.com/2026/07/01/kevin-warsh-ecb-forum-live-updates.html
https://polymarket.com/event/fed-decision-in-july-181
https://thedefireport.io/research/52-of-the-btc-supply-is-now-in-the-red
https://x.com/Geiger_Capital/status/2072660106035028395
8:37 Strategy’s Digital Credit Capital Framework
https://x.com/saylor/status/2071565162377568377
https://x.com/Strategy/status/2071565225699004761
16:37 The Rise of Robinhood Chain
https://x.com/RobinhoodApp/status/2072390893181481419
https://x.com/charliekerr/status/2072477658802217187
https://x.com/EntropyAdvisors/thread/2072395320752050212
https://x.com/trent_vanepps/status/2072405895313588351
https://x.com/Lighter_xyz/status/2072394977729040722
https://x.com/Lighter_xyz/status/2072401925094441109
26:10 Venice AI Becomes a Unicorn
https://techcrunch.com/2026/07/01/venice-ai-becomes-a-unicorn-with-65m-series-a-as-its-privacy-first-ai-platform-takes-off/
https://x.com/ErikVoorhees/status/2072326370206581037
https://x.com/ErikVoorhees/status/2072336126912630921
https://x.com/MikeIppolito_/status/2072353260795572281
https://x.com/ChainLinkGod/status/2072378849921577306
https://x.com/CosimoCapital/status/2072450958270050394
35:07 OpenUSD vs USDC
https://joinopenstandard.com/blog/introducing-open-usd/
https://x.com/stripe/status/2071948464762618051
https://x.com/jerallaire/status/2072252803163255179
https://x.com/lorenzoark/status/2071997238713127404
https://x.com/HadickM/thread/2072286093744234864
https://x.com/koeppelmann/status/2071961529671418065
https://x.com/paoloardoino/status/2071982330915225771
46:10 Ethereum Institutional Launches
https://x.com/ethereuminsti/status/2072304960142729373
https://www.ethereuminstitutio