A Turning Point: Analyzing the Roman Storm Verdict and Crypto Developments

On this week’s Weekly Rollup, Ryan and David cover Tom Lee’s $3B ETH buying spree at 12x Michael Saylor’s pace, the race to become the top Ethereum treasury, and whether these companies are a buy or not. They also discuss the Roman Storm verdict, Trump’s surprise $8.7T 401(k) crypto order, and Arthur Hayes selling millions in ETH. Plus, Base’s 33-minute outage, the launch of Succinct’s ZK prover network, and the SEC declaring liquid staking tokens are not securities.

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TIMESTAMPS & RESOURCES
0:00 Intro
6:17 Markets
https://www.cbsnews.com/news/jobs-report-today-july-2025-economy-tariffs-trump-doge/
https://x.com/CryptoHayes/status/1951510939469292023
https://x.com/EricBalchunas/status/1952346941523701954
https://x.com/MitchellHODL/status/1948779978579214777
https://x.com/cburniske/status/1953240847669182937
13:05 Tom Lee becomes the largest crypto holder
https://x.com/WhaleInsider/status/1952386215975469242
https://www.tradingview.com/chart/1CDu50yK/?symbol=AMEX%3ABMNR
https://x.com/RyanSAdams/status/1952386046206890262
https://youtu.be/iClsnZ1KYSk?si=Ko99PtLiTCiJ_Q-O
https://x.com/fabdarice/status/1953110071493439604
https://www.strategicethreserve.xyz/
https://x.com/NateGeraci/status/1953272814422937941
https://blockworks.co/analytics/treasury-companies/market-data
https://www.theblock.co/post/365645/mei-pharma-litecoin-treasury-strategy-charlie-lee-gsr
25:31 Roman Storm’s case came to the end
https://x.com/SDNYnews/status/1953196594876301702
​​https://x.com/valkenburgh/status/1953149843565605015
https://x.com/katiebiber/status/1953235191893549123
https://x.com/jchervinsky/status/1953142247504908496
https://x.com/RyanSAdams/status/1953147290165641407
https://www.youtube.com/watch?v=zfKSKz3Kafk
36:10 Executive order - crypto in your 401k
https://watcher.guru/news/trump-to-sign-order-allowing-crypto-in-401k-retirement-plans
41:20 Base halted block production for half an hour
https://x.com/jessepollak/status/1952785312767459709
https://x.com/TrustlessState/status/1953129400087572524
45:22 Succinct Prover Network is live!
https://x.com/pumatheuma/status/1952836524808257580
https://www.coingecko.com/en/coins/succinct
49:00 SEC said LSTs are not securities
https://x.com/RebeccaRettig1/status/1952780309876867200
https://x.com/jespow/status/1952833684392034404
50:23 Metamask is about to launch its stablecoin
https://x.com/AggrNews/status/1952821245814182346
51:41 Barry Silbert returns to Grayscale as chairman
https://x.com/BarrySilbert/status/1952460252571468187
52:29 China said Worldcoin-style iris data collection are national security threat
https://www.theblock.co/post/365752/chinese-security-ministry-flags-iris-national-threat
https://x.com/BanklessHQ/status/1947265308416229745
55:43 Coinbase Ad was banned in the UK
https://x.com/brian_armstrong/status/1952152928044847477
https://www.theguardian.com/politics/2025/aug/04/george-osborne-uk-cryptocurrency-boom-left-behind
58:02 Closing & Disclaimers
58:11 Moment of Zen
https://x.com/coinbase/status/1950843893240496564
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