Geopolitics and national stablecoins

Market uncertainty? On this week’s Weekly Rollup, Ryan and guest co-host Tom Schmidt dig into a jittery crypto market, Trump’s new economic ideas aimed at boosting sentiment, and whether the four-year cycle prophecy is finally catching up with Bitcoin. They also cover Coinbase bringing ICOs back to U.S. retail, Uniswap’s long-awaited fee switch moment, and JPMorgan launching a deposit token on Base. Plus: Zcash’s 4,000 percent surge, Ethereum’s renewed privacy push, Binance tightening rules on shielded coins, and a privacy-wallet developer receiving a five-year prison sentence.

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TIMESTAMPS & RESOURCES

0:00 Intro

3:05 Markets

https://x.com/KobeissiLetter/status/1988811150402916672

https://x.com/intocryptoverse/status/1987681686218228125

https://x.com/QwQiao/status/1988769174005698675

https://x.com/bonchieredstate/status/1987276536584818914

https://x.com/RepThomasMassie/status/1987537420263338275

https://x.com/ts_hodl/status/1987279165041545634

https://x.com/kianejatian/status/1987373998087270424

https://x.com/pro__trading/status/1987343377718038585

https://x.com/biancoresearch/status/1988035796490694949

https://edition.cnn.com/2025/11/11/business/trump-dividend-payment-tariff-stimulus

https://polymarket.com/event/will-trump-create-a-tariff-dividend-in-2025

20:08 Privacy season in crypto? 

https://x.com/damskotrades/status/1986772019854160184

https://www.coingecko.com/en/coins/zcash

https://x.com/CryptoHayes/status/1973733637582708971

https://x.com/AvgJoesCrypto/status/1986822768667525347

https://x.com/hasufl/status/1985288958603927788

https://x.com/VitalikButerin/status/1988035181127626810

https://x.com/MisterMonero/status/1986520956333170844

https://x.com/tyler/status/1988609730646778061

https://www.coindesk.com/policy/2025/11/06/samourai-wallet-developer-sentenced-to-5-years-in-prison-for-unlicensed-money-transmitting

https://storage.courtlistener.com/recap/gov.uscourts.nysd.615997/gov.uscourts.nysd.615997.154.1_1.pdf

https://x.com/RyanSAdams/status/1986845985088168271

35:00 Uniswap turning on the fee switch!

https://x.com/haydenzadams/status/1987990314997739625

https://x.com/PaulFrambot/status/1988075691359748317

https://x.com/RyanSAdams/status/1988266505096536085

https://imgur.com/a/OuSZTXk

https://imgur.com/a/AxKHIMi

https://dune.com/kunallegendd/uniswap-revenue-estimates

https://x.com/EffortCapital/status/1988263477593440611

https://x.com/DefiIgnas/status/1988245763957125539

https://x.com/DefiIgnas/status/1988188661578449219

https://x.com/lemiscate/status/1988204573400723544

https://x.com/jchervinsky/status/1988333836611011037

https://x.com/milesjennings/status/1988628499087736998

https://x.com/haydenzadams/status/1988846923080421878

https://x.com/haydenzadams/status/1988044454939279379

49:59 Coinbase is launching an ICO platform & Monad ICO

https://x.com/coinbase/status/1987883986924843073

https://x.com/BillHughesDC/status/1987969709711458584

https://x.com/brian_armstrong/status/1987884634789556488

https://x.com/monad/status/1987884528724017167

https://x.com/confugen/status/1987886741689454708

https://x.com/onchainmo/status/1987889262893945022

https://x.com/marggaarin/status/1987884981683642725

https://x.com/0xkydo/status/1988111486418661546

55:23 Bank Adoption

https://x.com/WhaleInsider/status/1988468697980129350

https://x.com/sytaylor/status/1988543985049116942

https://x.com/WatcherGuru/status/1988246045222912207 

https://x.com/RyanSAdams/status/1987882958234218601

1:01:44 Crypto Geopolitics 

https://x.com/RyanSAdams/status/1988341005431828918

https://www.bloomberg.com/news/articles/2025-11-11/china-accuses-us-of-orchestrating-13-billion-bitcoin-hack?srnd=homepage-americas

https://x.com/RyanSAdams/status/1988627943107490112

1:07:35 Closing & Disclaimers 

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