ROLLUP: BTC ATH & ETH Near ATH | Stripe & Circle L1s | Monero 51% Attack
Bankless
Exploring Ethereum's Growth and Market Movements
This chapter explores the impressive rise of Ethereum since its launch, comparing its early valuation to key technological advancements in finance. The speakers analyze recent trends in the cryptocurrency market, discussing investment strategies and the challenge of finding strong alternatives to Ethereum.
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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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
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