ROLLUP: Markets at ATHs | Saylor’s STRC Bid | Trump DeFi Scandal | SEC Clears DeFi

Markets are ripping back to all-time highs, but crypto still isn’t following suit.

Ryan and David break down the V-shaped recovery driven by Iran de-escalation, why Bitcoin is still stuck in range, and the growing bull vs bear divide across macro and onchain data. They also unpack Saylor’s STRC “money printer,” the World Liberty DeFi controversy, and the SEC’s surprise ruling that just gave DeFi a major win.

Plus: the Bitcoin community’s plan to freeze Satoshi’s coins and what it means for the future of the network.

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TIMESTAMPS & RESOURCES

0:00 Intro

2:04 Markets at ATHs / Iran De-Escalation

https://x.com/KobeissiLetter/status/2044507788961894462 

https://x.com/TheStalwart/status/2044045804596346931

https://x.com/KobeissiLetter/status/2041728989119529307

https://x.com/KobeissiLetter/status/2043285255931441306

https://x.com/KobeissiLetter/status/2043323635671179641

https://x.com/AndrewBeckUSA/status/2043136650478301245

https://x.com/zerohedge/status/2044426813544255859

https://x.com/KobeissiLetter/status/2044055049882476961

https://x.com/KobeissiLetter/status/2044435422944649651

https://polymarket.com/event/us-x-iran-permanent-peace-deal-by/?via=bankless?

https://x.com/RaoulGMI/status/2043832901121331527 

https://x.com/Matt_Hougan/status/2044095946334843168

https://x.com/JustDeauIt/status/2044127128296313079

https://x.com/benjamincowen/status/2044114246187851783

https://x.com/JoshKale/status/2044425507203166292

https://x.com/RyanSAdams/status/2044423401763127512

https://x.com/LizAnnSonders/status/2043664934559420916

https://fred.stlouisfed.org/series/UMCSENT

https://x.com/perry8888_/status/2044168141148655773

https://x.com/WatcherGuru/status/2044375033909264873

https://polymarket.com/event/how-many-fed-rate-cuts-in-2026/?via=bankless?

30:41 Saylor STRC / Bitcoin Bid & ETH Treasury Race (Tom Lee / Bitmine)

https://x.com/LynAldenContact/status/2043736183578972443

https://x.com/AdamBLiv/status/2043809798035255790

https://x.com/STRC_live/status/2044029951410635132

https://x.com/pythianism/status/2044425651890147507

https://x.com/nic_carter/status/2044461949895819559

https://x.com/AltcoinDaily/status/2044492873803116649 

https://x.com/fundstrat/status/2043683094914335191

https://www.strategicethreserve.xyz/

https://cointelegraph.com/news/ether-machine-spac-ethm-cancelled-dynamix-merger

https://x.com/CryptosR_Us/status/2044507049648697717

46:24 World Liberty Financial (FTX-style risk)

https://x.com/DefiIgnas/status/2042520040562639186

55:22 SEC DeFi Ruling (Bull Case) 

https://x.com/SECGov/status/2043739582273855635 

https://x.com/RyanSAdams/status/2043754533545746884

https://x.com/intangiblecoins/status/2043709926556492190

58:39 Bitcoin Quantum Plan (BIP-361)

https://x.com/BitcoinArchive/status/2044319025711255985

https://github.com/bitcoin/bips/blob/master/bip-0361.mediawiki

https://www.bip361.org/

https://x.com/lopp/status/2044406134178795748

1:02:53 Closing & Disclaimers

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