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

https://www.bankless.com/disclosures

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