How AI Stocks and Macro Flows Affect Crypto

Is the crypto bull market really over, or just pausing while AI takes the spotlight? On this week’s Weekly Rollup, Ryan and guest co-host Haseeb break down Bitcoin’s 10/10 crash, hidden leverage, and the “Bitcoin silent IPO” thesis. They also cover the $128M Balancer hack, DeFi’s decentralization debate, L2 vanity metrics, Brian Armstrong’s prediction market stunt, and why Peter Thiel says Bitcoin’s becoming a BlackRock coin.


------
📣UNISWAP UNO DECK GIVEAWAY | COMPLETE THE SURVEY TO ENTER

https://www.bankless.com/survey

------

BANKLESS SPONSOR TOOLS:

🪙FRAXNET | MINT, REDEEM, EARN 

https://bankless.cc/fraxnet

🦄UNISWAP | SWAP ON UNICHAIN

https://bankless.cc/unichain

🛞MANTLE | MODULAR L2 NETWORK

https://bankless.cc/Mantle

💤EIGHT SLEEP | IMPROVE YOUR SLEEP

https://bankless.cc/eight-sleep

💠BIT DIGITAL ($BTBT) | ETH TREASURY 

https://bankless.cc/bit-digital

We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors

------

TIMESTAMPS & RESOURCES

0:00 Intro

2:14 Markets

https://x.com/intocryptoverse/status/1985771197460558099

https://x.com/ColinTCrypto/status/1985781111713390894

https://www.cnbc.com/2025/11/03/stock-market-today-live-updates.html

https://edition.cnn.com/2025/11/05/business/nvidia-palantir-michael-burry-stock

https://www.nbcnews.com/politics/politics-news/35-days-government-shutdown-record-longest-history-election-day-rcna241576

https://polymarket.com/event/when-will-the-government-shutdown-end-545?tid=1762452064029

https://x.com/KobeissiLetter/status/1985791658689024101

https://visserlabs.substack.com/p/bitcoins-silent-ipo-why-this-consolidation

https://x.com/StreamDefi/status/1985556360507822093

https://x.com/AzFlin/status/1985496697255170279

https://x.com/deepcryptodive/status/1985693763121889722

https://x.com/deepcryptodive/status/1986047552135835855

https://x.com/DefiIgnas/status/1984947279942611123

https://x.com/seanlippel/status/1984013993111888013

https://x.com/DTAPCAP/status/1985733571097567457

30:46 Balancer hacked for $128M - biggest DeFi hack all year, OG protocol

https://x.com/Balancer/status/1985390307245244573

https://x.com/Balancer/status/1986104426667401241

https://x.com/hasufl/status/1985284234064408997

https://x.com/suhailkakar/status/1985331523646615664

https://x.com/peckshieldalert/status/1985281156259201044

https://x.com/berachain/status/1985288599152042101

https://x.com/hosseeb/status/1985394967712510295

https://x.com/RyanSAdams/status/1985707754636345619

44:57 Did Brian Armston manipulate a CFTC regulated market?

https://x.com/0xTyrael/status/1984023540111437882

https://x.com/brian_armstrong/status/1984048706220609998

https://x.com/hasufl/status/1984253822898962867

https://x.com/adamscochran/status/1984077017738801420

https://x.com/kylascan/status/1984304278882877849

https://x.com/jdorman81/status/1984284538210779428

https://x.com/VitalikButerin/status/1984254951141593470

https://x.com/probaaron/status/1984039423412203558

https://x.com/hosseeb/status/1986496773737881907

53:22 Ethereum L2s scaling & RWAs

https://www.growthepie.com/ethereum-ecosystem/metrics

https://x.com/RyanSAdams/status/1986440364014620943

https://stokes.io/blob-scaling-fyi/

https://x.com/tomwanhh/status/1983657507940893158

https://app.rwa.xyz/

57:24 Is BlackRock bullish or bearish for crypto?

https://x.com/WhaleInsider/status/1983924685382295782 

https://x.com/0xMert_/status/1985071565042749663

1:05:33 Closing & Disclaimers

------

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

https://www.bankless.com/disclosures