ROLLUP: ETH Breaks New Records While BTC Hits ANOTHER All Time High
We’re celebrating "Crypto Week" as declared by Trump amid the introduction of key regulatory bills.
But perhaps more importantly, Bitcoin's new all-time high, Ethereum's rising institutional interest, and Tom Lee's goal of acquiring 5% of ETH supply.
Highlights include Base's new "everything app," the trend of Bitcoin miners viewing ETH as a treasury asset, and updates on macroeconomic factors and the Roman Storm trial. This is the hottest news in crypto.
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🌐BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
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🦎 COINGECKO API | REAL-TIME CRYPTO PRICE & MARKET DATA
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TIMESTAMPS
0:00 Trump’s Crypto Week
https://x.com/KobeissiLetter/status/1945144093350207624
2:30 Bankless Summit
https://lu.ma/0ph1qg6c
3:50 MARKETS
https://www.coingecko.com/en/coins/bitcoin
https://x.com/WatcherGuru/status/1944663480755458526
https://x.com/EricBalchunas/status/1943664470032576876
https://x.com/glassnode/status/1943661049783431240
https://x.com/glassnode/status/1943661049783431240
https://x.com/ercwl/status/1944759201441477040
https://x.com/jacqmelinek/status/1943373069063786953
9:30 ETH
https://www.coingecko.com/en/coins/ethereum
https://x.com/RyanSAdams/status/1945180957033546069
https://x.com/RyanSAdams/status/1945852323651022910
https://x.com/coinbaseduck/status/1945217164442489220
https://farside.co.uk/btc/
https://farside.co.uk/eth/
https://x.com/NateGeraci/status/1945665209529675794
https://x.com/sassal0x/status/1945662874216788060
16:00 Macro, Inflation, Powell
https://www.cnbc.com/2025/07/15/cpi-inflation-report-june-2025.html
https://polymarket.com/event/us-recession-in-2025
https://x.com/KobeissiLetter/status/1945122105051185367
https://x.com/KobeissiLetter/status/1945507837817303243
https://x.com/BulwarkOnline/status/1945516462199673329
https://polymarket.com/event/will-trump-remove-jerome-powell
23:40 ETH Treasuries to $1B+ (BMNR, SBET, HYPE)
https://www.strategicethreserve.xyz/
https://x.com/maxxTFSA/status/1945828721321037966
https://x.com/RyanSAdams/status/1945263091656057078
https://x.com/bitmnr/status/1944743816986051049
https://www.strategicethreserve.xyz/
https://x.com/JoshwaaaDixon/status/1945851138407792793
https://www.coindesk.com/markets/2025/07/08/ether-treasury-firm-btcs-surges-100-on-100m-eth-buying-plan
https://x.com/HyperliquidNews/status/1944704235926434125
https://x.com/ThinkingUSD/status/1944719934128279669
https://x.com/matthuang/status/1944730866858799166
https://x.com/Crypto_McKenna/status/1944706319207845958
35:44 Coinbase’s Base App
https://x.com/baseapp/status/1945609622913757190
https://x.com/defiignas/status/1945793215665197468
https://x.com/base/status/1945624674656030985
https://x.com/brian_armstrong/status/1945676446204412244
https://join.base.app/
https://x.com/brian_armstrong/status/1943300747635925246
42:40 Crypto Week in Congress
https://x.com/BoHines/status/1943728972505714724
https://x.com/RepMaxineWaters/status/1945151846433140920
https://x.com/watcherguru/status/1945667844219277644
https://x.com/campbelljaustin/status/1945857868734816662
https://x.com/zGuz/status/1945682848054174091
47:00 PUMP ICO
https://x.com/pumpdotfun/status/1944043746292584849
https://x.com/0xSharples/status/1944111013973876989?1
https://www.coingecko.com/en/coins/pump-fun
https://x.com/hyperstitionHQ/status/1945425882245710186
https://blockworks.co/news/pump-fun-buybacks-axiom-competitor
https://www.binance.com/en/support/announcement/detail/29d8942bfcd0472890c00d30d6b2676c
https://www.binance.com/en/support/announcement/detail/29d8942bfcd0472890c00d30d6b2676c
50:05 Snoop Dogg NFTs
https://cointelegraph.com/news/snoop-dogg-nft-collection-telegram-ton-blockchain-sold-out
https://x.com/durov/status/1943077902817411292
51:20 Polymarket Cleared by DOJ
https://x.com/shayne_coplan/status/1945146324271218767
https://x.com/brian_armstrong/status/1945156692041457747
53:50 Roman Storm Trial Starts
https://www.theblock.co/post/362625/tornado-cash-roman-storm-trial-laundering
https://x.com/realDannyNelson/status/1944824924838793454
https://www.coindesk.com/policy/2025/07/16/hack-victims-say-tornado-cash-offered-no-help-in-the-wake-of-exploits-day-2-of-roman-storm-trial
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56:28
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56:28
10 Bullish ETH Charts | Michael Nadeau
Ethereum is gaining steam, but is the real rally just getting started?
Mike Nadeau of the DeFi Report joins us to break down Ethereum’s Q2 fundamentals and the 10 most bullish charts from his latest report. We explore why institutional demand may be driving this rally, how ETF flows and treasury holdings are accelerating, and whether ETH remains undervalued despite recent gains. Plus, we dig into the Genius Bill, stablecoin growth, real-world assets, and key onchain metrics that could fuel the next leg of Ethereum’s bull run.
Michael Nadeau & The DeFi Report:
https://x.com/JustDeauIt
https://thedefireport.io
https://dune.com/the_defi_report/the-eth-report
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📣BIT DIGITAL ($BTBT) | ETH-FIRST PUBLIC COMPANY
http://bit-digital.com
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🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance
🦎COINGECKO API | REAL-TIME CRYPTO PRICE & MARKET DATA
https://bankless.cc/coingecko
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TIMESTAMPS
0:00 Intro
2:29 Peter Thiel buying a 9.1% stake in Tom Lee’s ETH treasury company
4:03 Stablecoin institutional adoption
9:35 Active loans on ETH & L2s
11:49 Real world assets onchain
17:01 ETH in ETFs, net flows & ETH in treasury
24:22 ETH in smart contracts & balance on CEXs
27:36 MVRV/Fair Value & 200-week moving average
32:55 Market Cap vs. TVL & bull market math
35:32 ETH L2 & Yield Bear vs. Bull case
40:11 Closing & Disclaimers
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41:10
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41:10
The ETH Treasury Race Has Officially Begun | Sam Tabar, CEO of Bit Digital (2nd Largest)
The race for ETH supremacy among public companies is heating up—and BitDigital is charging hard. CEO Sam Tabar joins us to share why they’re going all-in on Ether, how they're copying Michael Saylor’s playbook (but for ETH), and what sets BitDigital apart from the rest of the pack.
We talk staking strategies, ETH yields, competitive dynamics, and the explosive rise of ETH treasury companies. This is the next phase of institutional Ethereum adoption—don’t miss it.
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🟠 BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
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TIMESTAMPS
0:00 Intro
0:57 Why ETH?
9:40 Ethereum TAM
11:02 Bit Digital
14:57 ETH Treasury Competition
19:46 Is This a Bubble?
22:09 Risks Involved
24:54 Financial Engineering
30:59 ETH Staking Yields
32:53 Ditching Bitcoin Mining
38:39 How Big is This?
40:46 Why Bit Digital?
42:37 Closing & Disclaimers
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RESOURCES
Sam Tabar
https://x.com/samirtabar
Bit Digital
https://bit-digital.com/
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Not financial or tax advice. See our investment disclosures here:
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42:52
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42:52
Are Tokenized Stocks Real? | Gabriel Otte of Dinari
Tokenized stocks have long been a crypto dream, but are they real yet?
Gabriel Otte, founder of Dinari, joins to break down the current landscape. We cover what tokenized stocks actually are, why regulatory hurdles make them complex, how Dinari secured the first broker-dealer license for tokenized public shares, and what this means for on-chain finance.
We also explore the limitations of current tokenized stock offerings, Robinhood’s moves, and whether true DeFi composability is possible for equities.
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https://bankless.cc/Mantle
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TIMESTAMPS
0:00 Intro
4:08 Tokenized Stocks 101
5:47 Why is it Taking so Long?
8:48 Traditional Stocks Infra
24:07 Broker Dealer Licenses
27:55 Dinari Tokenized Stocks
30:48 What is an ATS?
32:51 What about Exchanges
35:13 Tokenization Benefits
47:16 Pitching to Wall Street
51:49 The State of Tokenized Stocks
1:03:48 Hype or Real?
1:07:15 Stablecoin Analog
1:10:25 Tokenizing Private Companies
1:17:07 New SEC
1:21:04 What’s Next?
1:23:03 Cancer Research to Crypto
1:28:43 Closing & Disclaimers
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RESOURCES
Gabriel Otte
https://x.com/GabeOtte
Dinari
https://dinari.com/defi
Dinari granted first broker-dealer registration to offer tokenized stocks
https://www.reuters.com/sustainability/boards-policy-regulation/dinari-granted-first-broker-dealer-registration-offer-tokenized-stocks-2025-06-26/
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
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1:25:57
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1:25:57
ROLLUP: Bitcoin All-Time-High, Is ETH Next?
This week, Ryan and David celebrate Bitcoin's new all-time highs as Ethereum sentiment explodes. ETH treasury firms are racing to stockpile billions, Fidelity is framing ETH as a store-of-value, and mainstream media is finally paying attention. So why isn't the price moving faster?
They unpack the $8.6 billion Bitcoin whale awakening, Pump's $4 billion ICO, and crypto's "what color is the dress" moment with Zelensky's suit. Plus, Hyperliquid beats Solana at its own game, Robinhood pushes tokenized stocks, and prediction markets face a credibility crisis.
Also, is ETH gearing up for a vertical breakout or just stuck in a bullish echo chamber?
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🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
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TIMESTAMPS & RESOURCES
0:00 Intro
1:46 Markets
https://thequantuminsider.com/2025/07/08/did-quantum-fears-prompt-a-bitcoin-whale-to-make-an-8-billion-move/
https://x.com/Pentosh1/status/1942578558498427027
https://x.com/l3olanza/status/1943010575623074228
https://x.com/RyanSAdams/status/1943306201007034471
https://x.com/sassal0x/status/1943155217500897660
https://x.com/cryptomanran/status/1942854141308723597
https://x.com/RyanSAdams/status/1943014863359398166
https://x.com/SharpLinkGaming/status/1942320301414457777
https://x.com/Jrag0x/status/1942631804038443405
https://x.com/BitDigital_BTBT/status/1942954089647833552
https://www.strategicethreserve.xyz/
https://x.com/RyanSAdams/status/1942911577037963452
https://x.com/fabdarice/status/1943205144436629554
https://x.com/RyanSAdams/status/1942742550982373816
https://x.com/RyanSAdams/status/1943097344427245908
https://x.com/smyyguy/status/1942974829537165788
https://x.com/RyanSAdams/status/1942676961681170592
https://x.com/TrustlessState/status/1942628566610358756
https://x.com/SolanaFloor/status/1942955685534167471
https://x.com/EricBalchunas/status/1942963302109524450
https://farside.co.uk/sol/
https://x.com/solidintel_x/status/1943280583808798761
29:58 Pump.fun’s ICO will kick off this weekend!
https://x.com/pumpdotfun/status/1942947267436056740
https://x.com/whosknave/status/1942956245331370390
https://x.com/a1lon9/status/1942948097237172509
https://x.com/a1lon9/status/1942948099854328150
https://blockworks.co/analytics/solana/solana-launchpads/solana-launchpad-volume/
37:51 What happened with Polymarket and the bet over Zelenky’s outfit?
https://imgur.com/a/2vfr3Hy
https://www.youtube.com/watch?v=9dgAzRF96m4
https://x.com/BanklessHQ/status/1942592467120832784
https://polymarket.com/event/will-zelenskyy-wear-a-suit-before-july?tid=1751599304475
https://x.com/dieworkwear/status/1941013198465114263
https://x.com/Atlantislq/status/1940428544594563581
https://dune.com/queries/1096172/1874464
47:33 Phantom added Hyperliquid perps into its wallet
https://x.com/phantom/status/1942628993636917311
The choice of Hyperliquid was surprising!
https://x.com/DefiSolar/status/1942657673994068081
https://dune.com/uwusanauwu/perps
https://x.com/pumatheuma/status/1942669033771536640
51:24 Tornado Cash win!
https://x.com/valkenburgh/status/1942262643546292443
https://x.com/RyanSAdams/status/1941876192476275098
https://freeromanstorm.com/
54:52 Foundations are making moves
https://x.com/solana/status/1942945696061313306
https://x.com/monad_xyz/status/1942933687978365289
57:24 Jack Dorsey introduced a decentralized messaging without internet
https://x.com/DocumentingBTC/status/1942351534009807179
58:43 Is Robinhood might be in trouble in the EU over its tokenized stocks?
https://www.theblock.co/post/361534/robinhood-engaged-with-regulators-over-tokenized-stocks
https://x.com/RyanSAdams/status/1943009436546560432
1:04:21 Closing & Disclaimers
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
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