Market Snapshot and 2026 Outlook

Crypto prices are down, but the most important players are still building. In this week’s Weekly Rollup, Ryan and David break down Coinbase’s push to become a financial super app, JPMorgan’s first tokenized money market fund on Ethereum, and why regulators are quietly opening the door for onchain settlement through DTCC pilots.

They also unpack Solana’s Firedancer finally going live, the growing fight over tokenholder rights at Aave and what Uniswap’s unification proposal gets right, and why tokenization and prediction markets are advancing faster than prices suggest.

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TIMESTAMPS & RESOURCES

0:00 Intro

2:14 Markets

https://www.google.com/finance/beta/quote/BTC-USD?hl=en&window=1Y&comparison=SOL-USD%2CETH-USD&type=line

https://www.coindesk.com/markets/2025/12/12/barclays-sees-down-year-for-crypto-in-2026-without-big-catalysts

https://www.nbcnews.com/business/economy/cpi-november-inflation-rate-rcna249847

https://x.com/0xNonceSense/status/2000561186497233247 

https://x.com/leshka_eth/status/2000738467953967362

12:38 Bankless Announcements

https://x.com/Bankless/status/2001694903084937469

https://www.bankless.com/ico-watch/

https://x.com/JustDeauIt/status/2001380424329892009

20:12 Coinbase System Update

https://x.com/i/broadcasts/1BRJjgWpwwpxw 

https://www.coinbase.com/ccm

https://dune.com/entropy_advisors/robinhood-stock-tokens

https://www.coinbase.com/prediction-markets

https://app.morpho.org/base/borrow

https://swap.cow.fi/#/1/swap/0xA0b86991c6218b36c1d19D4a2e9Eb0cE3606eB48/GOOGLON

37:50 Aave Drama, v4 & the 2026 Master Plan

https://governance.aave.com/t/aave-cowswap-integration-tokenholder-questions/23530

https://x.com/aave/status/1996591393817473247

https://x.com/DefiIgnas/status/1999728596626342177

https://www.circle.com/blog/circle-signs-agreement-to-acquire-interop-labs-team-intellectual-property

https://x.com/howdymerry/status/1991932582938943798

https://x.com/haydenzadams/status/2001566377656602705

https://x.com/StaniKulechov/status/2001036446098919461

https://x.com/RyanSAdams/status/2001303903447466476

47:20 Solana BreakPoint

https://x.com/solana/status/1999399841957576741

https://x.com/phantom/status/1999442547039756491

https://x.com/jerallaire/status/2000926577727562023

https://x.com/theoneandomsy/status/1999654845607710749

52:48 SEC says DTCC can tokenize stocks

https://x.com/Snapcrackle/status/1999389068321300814

https://www.youtube.com/watch?v=CS5cDEyEf38

https://www.dtcc.com/news/2025/december/17/dtcc-and-digital-asset-partner-to-tokenize-dtc-custodied-us-treasury-securities

https://www.coingecko.com/en/coins/canton

57:06 JPMorgan launched their first ever tokenized money market fund - Ethereum

https://x.com/ethereum/status/2000665928598524014

57:56 Do Kwon was sentenced to 15 years in prison 

https://x.com/zoomerfied/status/1999237162361888869

59:43 New York Times put out another anti-crypto piece 

https://x.com/intangiblecoins/status/2000334663479447557

https://x.com/EricBalchunas/status/2000573428093341865

1:01:23 Netflix announced new Bitcoin comedy 

https://x.com/BitcoinArchive/status/1999491003451867515

1:03:02 Closing & Disclaimers 

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