Three Possible Paths for the Cycle

Downtober drags on… but not all is bearish. On this week’s Weekly Rollup, Ryan and David break down why sentiment feels cold despite strong BTC, and the three ways this cycle could play out. Plus, gold is ripping! Can crypto catch up?

We also cover Dankrad’s jump to Tempo, Coinbase’s Echo deal, Polymarket’s NHL play, the Fed’s potential FedWire opening, and the AI trading showdown.


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TIMESTAMPS & RESOURCES

0:00 Intro

4:00 Markets

https://x.com/QuintenFrancois/status/1980893883161882974

https://x.com/VentureCoinist/status/1979622508732276761

https://x.com/QuintenFrancois/status/1980935843763150926

https://x.com/cryptogucci/status/1981367758278578590

https://x.com/qthomp/status/1981040936890081390

https://x.com/qthomp/status/1981044811894550678

https://x.com/FinFreedom414/status/1980614441315033342

https://x.com/VentureCoinist/status/1979622508732276761

https://x.com/JasonYanowitz/status/1980620067315282091

https://x.com/Barchart/status/1979149096700031112

https://x.com/Barchart/status/1981195191110574116

https://x.com/KobeissiLetter/status/1980994433849135340

https://x.com/KobeissiLetter/status/1980994455328149603

https://x.com/elerianm/status/1976244432317096373

https://www.visualcapitalist.com/central-banks-now-hold-more-gold-than-u-s-treasuries/

https://x.com/charliebilello/status/1979553653393383654

https://x.com/KobeissiLetter/status/1979563634805133590

https://x.com/charliebilello/status/1979542689977667913

https://x.com/BTC_Archive/status/1980614921357283448

25:04 Trump Pardons CZ

https://x.com/WSJ/status/1981377689270231336

https://www.wsj.com/finance/currencies/trump-pardons-convicted-binance-founder-7509bd63?mod=hp_lead_pos2

https://x.com/cz_binance/status/1981404850832494666

30:19 Dankrad is moving to Tempo

https://x.com/dankrad/status/1979133618254405775

https://x.com/AggrNews/status/1979220336680833433

https://x.com/TrustlessState/status/1979900912903586286

https://x.com/EffortCapital/status/1979158689605882109

https://x.com/ethereumJoseph/status/1980279130638672175

39:04 The Fight for Bitcoin’s Soul - Neutral blockspace or Bitcoin only

https://x.com/BitMEXResearch/status/1978545931600511157

https://www.bankless.com/read/bitcoins-nft-schism-is-intensifying

https://x.com/VitalikButerin/status/1978643578328137883

https://x.com/RyanSAdams/status/1979188770747408728

48:25 Coinbase bought Cobie’s Echo

https://x.com/cobie/status/1980579379244855384

https://x.com/A_Leutenegger/status/1980589269891837972

https://x.com/TheEylon/status/1981405829010956687

https://x.com/CryptoKaleo/status/1980385803630227570

https://x.com/brian_armstrong/status/1981410026746261971

53:41 Polymarket announces they’re the Official Prediction Market for the NHL

https://x.com/shayne_coplan/status/1981016949309239616

https://x.com/Kalshi/status/1980976183241240858

https://x.com/TrustlessState/status/1981024439887151337

https://x.com/zoomerfied/status/1981010074093969831

56:57 OpenSea wants to become “trade everything” app

https://x.com/dfinzer/status/1979200646763929835

58:45 FED is going to give crypto companies direct access to its Fedwire 

https://www.theblock.co/post/375513/waller-signals-feds-shift-toward-embracing-crypto-proposes-skinny-master-account-for-payment-innovators

https://x.com/CoinDesk/status/1980728462022529203 

https://polymarket.com/event/who-will-trump-nominate-as-fed-chair?tid=1761236821603

https://www.therage.co/us-btc-forfeiture/

https://x.com/francispouliot_/status/1978129578754191580

1:04:04 AI models entered a trading competition

https://x.com/jay_azhang/status/1979312946154033227

https://nof1.ai/

https://nof1.ai/leaderboard

https://www.youtube.com/watch?v=fijrhqJ88Sc&t=457s

1:06:30 RSA excited about AI - give your AI a wallet to spend with x402

https://x.com/CoinbaseDev/status/1981064709555310825

https://nexus.thirdweb.com/

https://x.com/RyanSAdams/status/1980985187484758401

1:08:33 Closing & Disclaimers

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