Bankless

ROLLUP: Market Uncertainty | Trump’s Bullish Plan? | Coinbase ICOs Return | Uniswap Fee Switch On | JPM Base Coin | Crypto Privacy Season?

118 snips
Nov 14, 2025
Guest
Tom Schmidt
Tom Schmidt, a venture capital partner at Dragonfly and crypto investor, joins as co-host to explore the jittery crypto market. They discuss Trump's ambitious housing proposals and their potential impact on the economy. The conversation shifts to Coinbase's return of ICOs and Uniswap's highly anticipated fee switch. Privacy takes center stage with Zcash's staggering 4,000% surge and the legal risks for privacy developers. Finally, they dissect JPMorgan's launch of a deposit token, hinting at a new horizon for institutional crypto.
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INSIGHT

Market Feels Unsettled Despite Liquidity Tailwinds

  • Crypto feels unsettled despite macro signals that should be bullish.
  • The market's four‑year cycle and lack of full euphoria keep sentiment fragile.
INSIGHT

50‑Week MA As A Cycle Death Bell

  • The 50-week moving average is treated as a cycle death indicator in Bitcoin.
  • Crossing it twice historically signaled bull-market endings in year four.
INSIGHT

Long Mortgages Don't Solve Housing Supply

  • 50‑year mortgages lower monthly costs but extend debt into very late life stages.
  • They don't fix supply‑side housing constraints that make homes unaffordable.
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