Ethereum drama and Bankless sell-off

In this episode of the Crypto Rundown, Tevo and Brendan break down the latest Ethereum drama after Bankless sold its ETH and Vitalik responded with a long defense of Ethereum’s mission. They discuss whether the negativity around Ethereum is a capitulation signal, especially as Bitmine and SharpLink continue accumulating and prepare for potential Russell index inclusion. The conversation also covers Bitcoin ETF resilience, the rise of the DRAM/AI chip trade, and why capital rotation may eventually flow back into crypto. They close with updates on the Strategic Bitcoin Reserve narrative, Ondo founder Nathan Allman’s passing, and why Bitcoin’s recent technical rejection is pushing the market back toward fear.

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Chapters

0:00 Intro

03:20 - Ethereum drama takes over the timeline

05:20 - Bankless sells ETH and sparks debate

07:40 - Vitalik responds to Ethereum criticism

09:50 - Ethereum Foundation influence explained

13:25 - Is Bankless selling a bottom signal?

15:40 - Bitmine and SharpLink gain index momentum

18:30 - AI chip ETF beats Bitcoin ETF record

24:30 - Bitcoin ETF flows remain surprisingly strong

26:40 - Strategic Bitcoin Reserve rumors return

32:10 - Crypto fear rises after Bitcoin rejection

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