On this week’s Weekly Rollup Ryan and David ask if the cycle top is in and whether alt season is coming, debating if it is time to buy the dip or sell everything while reviewing 30 market signals. ETH ETFs pull in over $3B as Tom Lee buys and Saylor mints more MicroStrategy shares, yet prices remain stuck and treasury premiums compress. Meanwhile the Fed signals a pro-crypto shift, Wyoming unveils a state stablecoin, and New York threatens new taxes, setting up another pivotal week in crypto.
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TIMESTAMPS & RESOURCES
0:00 Intro
0:10 What if $124,000 was the cycle top and there won’t be an altseason?
https://x.com/QuintenFrancois/status/1957893416282648646
5:10 Markets
https://x.com/TheStalwart/status/1958179878940901700
https://x.com/TheStalwart/status/1958179988802302124
https://www.cnbc.com/2025/08/18/openai-sam-altman-warns-ai-market-is-in-a-bubble.html
https://www.theverge.com/ai-artificial-intelligence/759965/sam-altman-openai-ai-bubble-interview
https://www.tradingview.com/chart/1RYLG2gC/
https://finance-commerce.com/2025/08/fed-rate-cut-debate-jobs-inflation/
https://polymarket.com/event/fed-decision-in-september?tid=1755697973403
https://farside.co.uk/eth/
https://x.com/hildobby/status/1957489251890962578
https://x.com/Cointelegraph/status/1957491638671949895
21:12 Treasuries keep buying…but mNAV losing it’s premium.. Is the treasury meta over?
Bitmine became the 2nd largest crypto treasury
https://x.com/SERdotxyz/status/1957417581138288945
https://x.com/arkham/status/1956387897830965711
https://x.com/RyanSAdams/status/1957849710678384977
https://www.strategicethreserve.xyz/
https://x.com/Cointelegraph/status/1957623767443587218
https://www.tradingview.com/chart/1CDu50yK/?symbol=NASDAQ%3AETHZ
https://x.com/saylor/status/1957413273122287738
https://x.com/kale_abe/status/1957433733025288674
https://youtu.be/hEJueJxftuU?si=682aUZrlLGwuDDCg
https://blockworks.co/analytics/treasury-companies/bitcoin-treasury-companies
https://www.coindesk.com/business/2025/08/18/btcs-to-pay-first-ever-ether-dividend-loyalty-bonus-to-discourage-short-selling
41:00 Is the current crypto cycle over?
https://www.coinglass.com/bull-market-peak-signals
https://x.com/fejau_inc/status/1957672639054639465
https://x.com/nic__carter/status/1957875046002680141
https://x.com/NateGeraci/status/1957074513365016952
https://cointelegraph.com/news/norway-sovereign-wealth-fund-bitcoin-exposure
50:05 Gemini is getting ready for its IPO
https://www.theblock.co/post/367160/gemini-ipo-filing-exchange-targets-nasdaq-as-gemi-reveals-dip-in-revenue
51:06 New York proposed 0.2% tax on digital asset transactions starting September
https://x.com/Cointelegraph/status/1956423461342969915
53:43 Wyoming launched the first stablecoin issued by a US state
https://x.com/eleanorterrett/status/1957763504435524055
55:01 Exec director crypto whitehouse - Bo Hines left exchanged White House for Tether
https://tether.io/news/tether-appoints-former-white-house-crypto-council-executive-director-bo-hines-as-strategic-advisor-for-digital-assets-and-u-s-strategy/
57:35 SEC is investigating the CEO of WLFI treasury company
https://x.com/zoomerfied/status/1957856353537372614
https://x.com/ALT5_Sigma/status/1957946923647922519
https://x.com/Jonisaac702/status/1957903664393384023
59:04 FED is turning bullish on crypto
https://www.theblock.co/post/367508/we-stand-at-a-crossroads-feds-bowman-urges-more-of-an-embrace-toward-crypto-and-tech
1:02:05 Closing & Disclaimers
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