On this week’s Weekly Rollup, ETH flirts with ATH while BTC tags a new one, PPI spooks then fades? Ryan and david dig into a $1B ETH ETF day, Tom Lee’s 1M ETH treasury, and the ETH/BTC setup. Also, Stripe and Circle launch L1s, Coinbase routes Aerodrome in-app, Uniswap’s Wyoming DUNA and fee switch path, Monero’s 51% attack, plus quick hits on Do Kwon and bank pushback on the Genius Act.
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TIMESTAMPS & RESOURCES
0:00 Intro
4:01 PPI Volatility & Markets
https://x.com/fundstrat/status/1955995766742192612
https://x.com/fundstrat/status/1955992342453772783
https://polymarket.com/event/fed-decision-in-september?tid=1755177801833
https://x.com/DegenerateNews/status/1955763404733603857
https://companiesmarketcap.com/assets-by-market-cap/
https://x.com/CoinMarketCap/status/1955457154686849099
https://x.com/nilesh_rohilla/status/1954190478712164631
https://www.theblock.co/post/366734/standard-chartered-analysts-raise-ethereum-year-end-price-target
https://farside.co.uk/eth/
https://x.com/NateGeraci/status/1955100618088972649
https://decrypt.co/334366/harvard-116-million-blackrock-bitcoin-etf
https://x.com/BitcoinPierre/status/1955433791805329825
https://x.com/BitcoinPierre/status/1955493635119780321
https://x.com/brian_armstrong/status/1955980017315295514
https://www.cnbc.com/2025/08/13/crypto-exchange-bullish-more-than-doubles-in-nyse-debut-after-pricing-ipo-above-expected-range.html
https://x.com/hosseeb/status/1955815228245205461
https://x.com/RyanSAdams/status/1954876419261010119
https://x.com/tedpillows/status/1955283896049807480?
https://www.strategicethreserve.xyz/
https://x.com/CryptoGucci/status/1955339759917646012
https://www.bankless.com/read/ethzilla-shares-surge-after-peter-thiel-takes-7-5-stake
https://x.com/MikeIppolito_/status/1955606885442179298
https://x.com/JasonYanowitz/status/1956001519095947593
https://x.com/StoryProtocol/status/1954885593286238460
https://x.com/JasonYanowitz/status/1954890658155545074
https://x.com/EricTrump/status/1955653873730720202
https://x.com/EricTrump/status/1955324074684518557
37:07 Stablecoin big boys launching their own L1s
https://x.com/circle/status/1955246636223135976
https://x.com/adamscochran/status/1955257074318823568
https://x.com/jgarzik/status/1955270849595937091
https://x.com/jgarzik/status/1955270849595937091
https://x.com/RyanSAdams/status/1955011330777497987:
https://x.com/chuk_xyz/status/1955064401490280721
https://x.com/100y_eth/status/1955081750683766805
https://x.com/CampbellJAustin/status/1955240962038349995
https://x.com/cherdougie/status/1955383195609993270
47:36 Banks demand the exclusion for yield-bearing stablecoins in the GENIUS
https://x.com/jchervinsky/status/1955763041594958175
https://www.whitehouse.gov/fact-sheets/2025/08/fact-sheet-president-donald-j-trump-guarantees-fair-banking-for-all-americans/
52:22 Scott Bessent - Strategic Bitcoin Reserve update…it’s not great
https://x.com/watcherguru/status/1955987518509154717
54:01 ETH, Coinbase, & Uniswap
https://x.com/AerodromeFi/status/1953853358575587631
https://x.com/wagmiAlexander/status/1955101747082309745
https://x.com/brian_armstrong/status/1955268909294068192
https://www.theblock.co/data/crypto-markets/public-companies/coinbase-total-volume
https://www.theblock.co/post/366257/uniswap-foundation-eyes-protocol-fee-switch-with-propose
https://gov.uniswap.org/t/foundation-feedback-group-ffg-thread/25549/10
https://x.com/SenLummis/status/1954950030306968055
https://x.com/unichain/status/1955978120269312280
58:54 Do Kwon pleaded guilty
https://www.reuters.com/legal/government/do-kwon-pleads-guilty-us-fraud-charges-40-billion-crypto-collapse-2025-08-12/
1:00:48 Monero getting 51% attacked - now controls over 51% of Monero hashrate
https://x.com/caffeinateduser/status/1954999609039917448
https://x.com/PixOnChain/status/1955738903895531893
1:05:30 Closing & Disclaimers
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