Polymarket Odds and Market Sentiment

Markets slide this week as Trump floats taking Greenland and tariff threats resurface, pushing investors toward gold. Ryan and David break down what Davos revealed about a shifting world order, why crypto finally had a real seat at the table, and the moments from Brian Armstrong and Larry Fink that framed Crypto versus Central Banks. Plus: the NYSE unveils a tokenized trading platform and whether it validates or co-opts DeFi, Farcaster and Lens are acquired as on-chain social hits a crossroads, and a Jefferies strategist drops Bitcoin over quantum fears. Finally, an update on the Clarity Act delay and the race for the next Fed chair.

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TIMESTAMPS & RESOURCES

0:00 Intro

2:31 Why are markets down

https://x.com/KobeissiLetter/status/2013591373006676322

https://x.com/FoxNews/status/2013603538513863126

https://edition.cnn.com/2026/01/14/politics/greenland-trump-nato-denmark

https://x.com/CBSNews/status/2013983374549946581 

https://x.com/KobeissiLetter/status/2014089644288196691

https://polymarket.com/event/will-trump-acquire-greenland-before-2027

https://polymarket.com/event/will-the-us-acquire-any-part-of-greenland-in-2026

https://x.com/fejau_inc/status/2013610390698041805

https://x.com/thestalwart/status/2013580367123423518

https://x.com/Strategy/status/2013598056000725476

15:12 Davos power shifts

https://x.com/CommerceGov/status/2013638111977222213 

https://x.com/KanwalSibal/status/2013863207962845315

https://x.com/alreadydawn/status/2011855946298032188

https://x.com/WatcherGuru/status/2013947391733342444

https://x.com/MSBIntel/status/2014311838092284200

https://x.com/gazza_jenks/status/2014316956787077193

https://x.com/RWAwatchlist_/status/2014302865515479322

25:45 Next Fed Chair

https://polymarket.com/event/who-will-trump-nominate-as-fed-chair

https://en.wikipedia.org/wiki/Kevin_Warsh

29:23 NYSE tokenization platform

https://ir.theice.com/press/news-details/2026/The-New-York-Stock-Exchange-Develops-Tokenized-Securities-Platform/default.aspx

https://x.com/sytaylor/status/2013248790988214418

https://x.com/jdorman81/status/2013273153544323438

https://x.com/intangiblecoins/status/2013302033286054109

https://x.com/malekanoms/status/2013597558413664443

37:10 Onchain social handover

https://farcaster.xyz/dwr/0x72aab3a5

https://x.com/neynarxyz/status/2014046158700659072

https://x.com/0xfoobar/status/2014169292736979296

https://x.com/StaniKulechov/status/2013617272464580990

https://lens.xyz/news/mask-network-to-steward-the-next-chapter-of-lens

https://x.com/hishboy/status/2014050332675121169

https://x.com/VitalikButerin/status/2013884907659944205

https://firefly.social/signup

https://x.com/RyanSAdams/status/2014338767847354766

https://x.com/VitalikButerin/status/2011325527567544393

45:57 Clarity Act delay

https://x.com/DegenerateNews/status/2014119477923705271

https://x.com/eleanorterrett/status/2014139061103907238

https://x.com/brian_armstrong/status/2012612712044573151

https://x.com/patrickjwitt/status/2013776653902614547

https://polymarket.com/event/clarity-act-signed-into-law-in-2026

50:00 Stablecoin payroll

https://x.com/base/status/2013752842822038000

https://imgur.com/a/9kriKIV

51:42 Bitcoin & quantum

https://x.com/matthew_sigel/status/2013266516112712139

https://www.linkedin.com/feed/update/urn:li:activity:7414027710861045761/

https://x.com/bitcoinofficesv/status/1961564696856727947

https://x.com/batsoupyum/status/2013606402976293243

https://x.com/nic_carter/status/2013781321638695383

https://www.coinbase.com/blog/coinbase-establishes-independent-advisory-board-on-quantum-computing-and-blockchain

59:40 Regulation & Trad

https://x.com/WatcherGuru/status/2013626808474968164

https://x.com/felixprotocol/status/2011831820371828920

https://x.com/0xBroze/status/2011832444102561838

https://x.com/JupiterExchange/status/2013987873943334919

1:01:02 Closing & Disclaimers

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