ROLLUP: ETH Pumps 50% | Tariff Deal Boosts Markets | Coinbase Data Leak | Robinhood Buys L2
Bankless
Economic Strategies and Privacy Innovations in the Crypto Space
This chapter explores various economic strategies, such as quantitative easing and fiscal stimulus, while presenting an optimistic view on Bitcoin and gold. It also features advertising segments for DeFi solutions and identity verification, ending with a concerning video update from a Coinbase figure about a ransom demand.
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This week, Ryan and David break down Ethereumâs explosive 50% surge and the surprising macro catalyst behind it: a U.S.âChina tariff deal that has markets ripping. They cover Coinbaseâs massive customer data leak (and Brian Armstrongâs $20M bounty response), Robinhoodâs stealthy Layer 2 acquisition, and the rise of meme coins funding real apps. Plus, why Arthur Hayes thinks the bull market is just beginning.
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TIMESTAMPS & RESOURCES
0:00 Intro
0:06 âWho is laughing now?â statement from NYC Mayor
https://x.com/WatcherGuru/status/1922036267685908761
3:47 Prices, Uniswap, & Aave
https://x.com/jbrukh/status/1922315929578299580
https://dune.com/mud2monarch/countdown-to-three-trillion-united-states-dollars
https://x.com/StaniKulechov/status/1921478583337312339
https://x.com/RyanSAdams/status/1921925615923388864
https://l2beat.com/scaling/summary
14:10 Tariff Truce - US and China agree to slash tariffs for 90 days - Weâre Saved!!!
https://www.cnbc.com/2025/05/12/us-and-china-agree-to-slash-tariffs-for-90-days.html
https://x.com/biancoresearch/status/1921927955573264802
https://polymarket.com/event/us-recession-in-2025
https://cryptohayes.substack.com/p/fatty-fatty-boom-boom
28:40 Bad Coinbase news first - Coinbase MAJOR customer data leak
Coinbase $20m award leading to the arrest of hackers
https://x.com/brian_armstrong/status/1922967787309256807
https://x.com/coinbase/status/1922967576209998133
https://x.com/0xBreadguy/status/1923006791031587248
https://x.com/adamscochran/status/1923018728800686532
https://x.com/lemiscate/status/1922984240318193934
35:48 Coinbase becomes the first crypto company in S&P500
https://x.com/iamdcinvestor/status/1922068706084970750
https://x.com/cbfutures/status/1920850444093448225
https://www.tradingview.com/symbols/NASDAQ-COIN/
37:28 Internet Capital Markets Meta
https://www.jellyjelly.com/
https://dexscreener.com/solana/3bc2e2rxcfvf9op22lvbansvwos2t98q6ercroayqydq
https://x.com/gabrielhaines/status/1922293923420000346
https://www.believescreener.com/
https://x.com/believeapp/status/1922780481684148519
https://x.com/alex_leiman/status/1922075531966550488
https://x.com/msg/status/1922708357686743551
https://x.com/pasternak/status/1922493500504867290
https://dune.com/adam_tehc/memecoin-wars
https://x.com/WazzCrypto/status/1922826087467204636
https://x.com/TrustlessState/status/1922635525992644770
https://x.com/pumpdotfun/status/1921941742854512924?
https://x.com/RyanSAdams/status/1922006135520764094
50:29 Robinhood will acquire Kevin OâLeary-Backed WonderFi - Leads to ETH L2.
https://x.com/RobinhoodApp/status/1922245928691421671
https://www.wonder.fi
52:12 CryptoPunks have a new owner!
https://x.com/cryptopunksnfts/status/1922291088431448396
https://x.com/econoar/status/1922339944774664660
https://www.coingecko.com/en/nft
53:46 Is the SEC becoming awesome now? pro-capital, pro-crypto SEC
Paul Atkins said that his priority is to develop new rules for crypto tokens
https://x.com/WatcherGuru/status/1921977322871140360
https://x.com/SECGov/status/1922001045087027349
https://x.com/RyanSAdams/status/1920585655039529220
https://www.sec.gov/files/ctf-memo-blackrock-05092025.pdf
58:42 Superstate is launching Opening Bell platform with their first client!
https://x.com/superstatefunds/status/1920479311728869826
1:00:01 JD Vance will speak at Bitcoin 2025
https://bitcoinmagazine.com/politics/u-s-vice-president-jd-vance-to-speak-at-bitcoin-2025-confer
1:00:32 Meta is exploring stabecoins again!
https://x.com/degeneratenews/status/1920557131201122806
1:01:59 Closing & Disclaimers
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
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