Leverage, 10/10 Liquidations, and Market Fragility

Is the crypto bull market really over, or just pausing while AI takes the spotlight? On this week’s Weekly Rollup, Ryan and guest co-host Haseeb break down Bitcoin’s 10/10 crash, hidden leverage, and the “Bitcoin silent IPO” thesis. They also cover the $128M Balancer hack, DeFi’s decentralization debate, L2 vanity metrics, Brian Armstrong’s prediction market stunt, and why Peter Thiel says Bitcoin’s becoming a BlackRock coin.


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TIMESTAMPS & RESOURCES

0:00 Intro

2:14 Markets

https://x.com/intocryptoverse/status/1985771197460558099

https://x.com/ColinTCrypto/status/1985781111713390894

https://www.cnbc.com/2025/11/03/stock-market-today-live-updates.html

https://edition.cnn.com/2025/11/05/business/nvidia-palantir-michael-burry-stock

https://www.nbcnews.com/politics/politics-news/35-days-government-shutdown-record-longest-history-election-day-rcna241576

https://polymarket.com/event/when-will-the-government-shutdown-end-545?tid=1762452064029

https://x.com/KobeissiLetter/status/1985791658689024101

https://visserlabs.substack.com/p/bitcoins-silent-ipo-why-this-consolidation

https://x.com/StreamDefi/status/1985556360507822093

https://x.com/AzFlin/status/1985496697255170279

https://x.com/deepcryptodive/status/1985693763121889722

https://x.com/deepcryptodive/status/1986047552135835855

https://x.com/DefiIgnas/status/1984947279942611123

https://x.com/seanlippel/status/1984013993111888013

https://x.com/DTAPCAP/status/1985733571097567457

30:46 Balancer hacked for $128M - biggest DeFi hack all year, OG protocol

https://x.com/Balancer/status/1985390307245244573

https://x.com/Balancer/status/1986104426667401241

https://x.com/hasufl/status/1985284234064408997

https://x.com/suhailkakar/status/1985331523646615664

https://x.com/peckshieldalert/status/1985281156259201044

https://x.com/berachain/status/1985288599152042101

https://x.com/hosseeb/status/1985394967712510295

https://x.com/RyanSAdams/status/1985707754636345619

44:57 Did Brian Armston manipulate a CFTC regulated market?

https://x.com/0xTyrael/status/1984023540111437882

https://x.com/brian_armstrong/status/1984048706220609998

https://x.com/hasufl/status/1984253822898962867

https://x.com/adamscochran/status/1984077017738801420

https://x.com/kylascan/status/1984304278882877849

https://x.com/jdorman81/status/1984284538210779428

https://x.com/VitalikButerin/status/1984254951141593470

https://x.com/probaaron/status/1984039423412203558

https://x.com/hosseeb/status/1986496773737881907

53:22 Ethereum L2s scaling & RWAs

https://www.growthepie.com/ethereum-ecosystem/metrics

https://x.com/RyanSAdams/status/1986440364014620943

https://stokes.io/blob-scaling-fyi/

https://x.com/tomwanhh/status/1983657507940893158

https://app.rwa.xyz/

57:24 Is BlackRock bullish or bearish for crypto?

https://x.com/WhaleInsider/status/1983924685382295782 

https://x.com/0xMert_/status/1985071565042749663

1:05:33 Closing & Disclaimers

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Not financial or tax advice. See our investment disclosures here:

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