Intro

This week, Ryan and David celebrate Bitcoin's new all-time highs as Ethereum sentiment explodes. ETH treasury firms are racing to stockpile billions, Fidelity is framing ETH as a store-of-value, and mainstream media is finally paying attention. So why isn't the price moving faster?

They unpack the $8.6 billion Bitcoin whale awakening, Pump's $4 billion ICO, and crypto's "what color is the dress" moment with Zelensky's suit. Plus, Hyperliquid beats Solana at its own game, Robinhood pushes tokenized stocks, and prediction markets face a credibility crisis.

Also, is ETH gearing up for a vertical breakout or just stuck in a bullish echo chamber?

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TIMESTAMPS & RESOURCES

0:00 Intro

1:46 Markets
https://thequantuminsider.com/2025/07/08/did-quantum-fears-prompt-a-bitcoin-whale-to-make-an-8-billion-move/
https://x.com/Pentosh1/status/1942578558498427027
https://x.com/l3olanza/status/1943010575623074228
https://x.com/RyanSAdams/status/1943306201007034471
https://x.com/sassal0x/status/1943155217500897660
https://x.com/cryptomanran/status/1942854141308723597
https://x.com/RyanSAdams/status/1943014863359398166
https://x.com/SharpLinkGaming/status/1942320301414457777
https://x.com/Jrag0x/status/1942631804038443405
https://x.com/BitDigital_BTBT/status/1942954089647833552
https://www.strategicethreserve.xyz/
https://x.com/RyanSAdams/status/1942911577037963452
https://x.com/fabdarice/status/1943205144436629554
https://x.com/RyanSAdams/status/1942742550982373816
https://x.com/RyanSAdams/status/1943097344427245908
https://x.com/smyyguy/status/1942974829537165788
https://x.com/RyanSAdams/status/1942676961681170592
https://x.com/TrustlessState/status/1942628566610358756
https://x.com/SolanaFloor/status/1942955685534167471
https://x.com/EricBalchunas/status/1942963302109524450
https://farside.co.uk/sol/
https://x.com/solidintel_x/status/1943280583808798761

29:58 Pump.fun’s ICO will kick off this weekend!
https://x.com/pumpdotfun/status/1942947267436056740
https://x.com/whosknave/status/1942956245331370390
https://x.com/a1lon9/status/1942948097237172509
https://x.com/a1lon9/status/1942948099854328150
https://blockworks.co/analytics/solana/solana-launchpads/solana-launchpad-volume/

37:51 What happened with Polymarket and the bet over Zelenky’s outfit?
https://imgur.com/a/2vfr3Hy
https://www.youtube.com/watch?v=9dgAzRF96m4
https://x.com/BanklessHQ/status/1942592467120832784
https://polymarket.com/event/will-zelenskyy-wear-a-suit-before-july?tid=1751599304475
https://x.com/dieworkwear/status/1941013198465114263
https://x.com/Atlantislq/status/1940428544594563581
https://dune.com/queries/1096172/1874464

47:33 Phantom added Hyperliquid perps into its wallet
https://x.com/phantom/status/1942628993636917311
The choice of Hyperliquid was surprising!
https://x.com/DefiSolar/status/1942657673994068081
https://dune.com/uwusanauwu/perps
https://x.com/pumatheuma/status/1942669033771536640

51:24 Tornado Cash win!
https://x.com/valkenburgh/status/1942262643546292443
https://x.com/RyanSAdams/status/1941876192476275098
https://freeromanstorm.com/

54:52 Foundations are making moves
https://x.com/solana/status/1942945696061313306
https://x.com/monad_xyz/status/1942933687978365289

57:24 Jack Dorsey introduced a decentralized messaging without internet
https://x.com/DocumentingBTC/status/1942351534009807179

58:43 Is Robinhood might be in trouble in the EU over its tokenized stocks?
https://www.theblock.co/post/361534/robinhood-engaged-with-regulators-over-tokenized-stocks
https://x.com/RyanSAdams/status/1943009436546560432

1:04:21 Closing & Disclaimers

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