Navigating the Crypto Cycle

This week’s Weekly Rollup, David and Kain Warwick dive into Argentine President Milei’s LIBRA fiasco and Strategy’s bold $2B Bitcoin play, while we check out the new Kaito airdrop making waves. We also explore Ethereum’s biggest upgrade yet—Pectra—plus Monad’s high‐speed L1 testnet launch. Finally, we dig into the SEC’s fresh “CETU” cyber unit and what the brand‐new Infinex platform means for DeFi. Tune in for all the drama and alpha happening in the third week of February! ------ 📣RESERVE | INVEST IN CRYPTO NARRATIVES  https://bankless.cc/reserve ------ BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 

🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 

⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 

🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 

🦋MORPHO | CRYPTO-BACKED LOANS  https://bankless.cc/Morpho 

🏦ONDO | INSTITUTIONAL GRADE FINANCE https://bankless.cc/Ondo  

----- ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/38 

------ TIMESTAMPS & RESOURCES

0:00 Intro, Libra, Memecoins, & ICOs https://x.com/KobeissiLetter/status/1890611964994363769  https://dexscreener.com/solana/bzzmnvfm7t6zsgfelxzermrxfkanldo4fszvsisxcszz  https://x.com/bubblemaps/status/1890531084221182326  https://x.com/JMilei/status/1890606683291779195  https://x.com/KelsierVentures/status/1890914579493863532  https://x.com/MemeCoin_Track/status/1892324967196569675  https://x.com/JupiterExchange/status/1891181433588470052  https://x.com/hellochow/status/1891341548115149190  https://x.com/stoolpresidente/status/1891285564713836830  https://x.com/KobeissiLetter/status/1890611982320971992  https://www.bloomberg.com/news/articles/2025-02-18/argentina-scandal-fuels-selloff-on-favorite-memecoin-platform  https://x.com/RunnerXBT/status/1891400277535703389  https://polymarket.com/event/milei-out-as-president-of-argentina-in-2025?tid=1740070784399 

29:59 Markets https://www.strategy.com/press/strategy-announces-proposed-private-offering-of-2b-of-convertible-senior-notes_02-18-2025 

38:51 Kaito Airdrop https://yaps.kaito.ai/  https://x.com/KaitoAI/status/1890379872280682548  https://www.coingecko.com/en/coins/kaito  https://x.com/divine_economy/status/1892597817434145113  https://x.com/smyyguy/status/1892585101873033380 

53:16 Ethereum’s Pectra Upgrade https://x.com/sassal0x/status/1890534315148132521 

1:00:21 Monad launched a public testnet https://x.com/monad_xyz/status/1892227817149997212 

1:00:47 SEC Launches New Cyber Unit ‘CETU’ Aims to Protect From Bad Actors https://www.sec.gov/newsroom/press-releases/2025-42 

1:06:52 Infinex https://x.com/infinex_app/status/1887028112099283198 

1:11:29 Closing & Disclaimers

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠