The Bottom Signal Everyone Is Watching

📣OKX | THE NEW MONEY APP https://app.okx.com/en-us/join/usbank... --- Bitcoin is back at Biden-era prices, ETFs are bleeding, and Saylor just did the thing he said never to do: sell. Ryan and David unpack whether crypto has one more drop left, what trillion-dollar IPOs reveal about broken capital markets, and why their ETH debate may be the real fight for Ethereum’s future. --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast 🧭OKX | TRADE, EARN, PAY to OKX | 120M+ USERS WORLDWIDE https://app.okx.com/join/USBANKLESS 🦊 METAMASK | DOWNLOAD NOW https://go.metamask.io/BL-Pod-Download 🌐BRIX | EMERGING MARKET YIELD https://bankless.cc/brix 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless --- TIMESTAMPS & RESOURCES 0:00 Intro 3:07 Markets https://x.com/aggrnews/status/2063954... https://www.coindesk.com/markets/2026... https://imgur.com/SDyYiQS https://x.com/WatcherGuru/status/2063... https://x.com/zoomerfied/status/20622... https://www.prnewswire.com/news-relea... https://thedefiant.io/news/tradfi-and... https://www.coindesk.com/business/202... https://imgur.com/tvIDofV https://x.com/KobeissiLetter/status/2... https://polymarket.com/event/fed-rate... https://fred.stlouisfed.org/graph/ https://www.theguardian.com/business/... 30:11 IPO Season https://app.lighter.xyz/trade/SPACEX https://app.lighter.xyz/trade/ANTHROPIC https://app.lighter.xyz/trade/OPENAI 36:29 Bankless Guys Are Fighting https://x.com/steweycrypto/status/206... https://x.com/RyanSAdams/status/20625... https://x.com/TrustlessState/status/2... https://x.com/RyanSAdams/status/20626... https://x.com/TrustlessState/status/2... https://x.com/RyanSAdams/status/20626... https://x.com/TrustlessState/status/2... https://x.com/RyanSAdams/status/20627... https://x.com/Tommyb631/status/206261... 55:39 Morpho Flips Aave https://morpho.org/blog/morpho-associ... https://x.com/0xLouisT/status/2063963... 58:04 ZEC Vulnerability & Jason Calacanis’ Crypto-to-AI Tweet https://x.com/Jason/status/2064083020... coindesk.com/.../zcash-plummets-30-as-developer-reveals-a-major-bug forum.zcashcommunity.com/.../orchard-counterfeiting-vulnerability 1:02:55 Hester Peirce Almost Out https://x.com/hesterpeirce/status/206... https://www.sec.gov/newsroom/speeches... 1:06:03 World Cup Starts https://polymarket.com/event/world-cu... 1:07:26 Closing & Disclaimers --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures