David Sold His ETH...Here's Why

Bankless · Beginner ·📰 AI News & Updates ·2mo ago

About this lesson

📣METAMASK | $100,000 ONDO GM CHALLENGE https://bankless.cc/OndoOnMetaMask --- Crypto’s old leaders are struggling, but new winners are breaking out. Ryan and David unpack the rise of HYPE, Zcash, and Venice, the macro bear fuel markets are ignoring, the EF talent exodus, and why David selling his last ETH may mark a new era for Ethereum and Bankless. --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast 🟦 COINBASE ONE | MEMBER MONTH https://bankless.cc/coinbase-one 🧭OKX | TRADE, EARN, PAY to OKX | 120M+ USERS WORLDWIDE https://app.okx.com/join/USBANKLESS 🦊 METAMASK | DOWNLOAD NOW https://go.metamask.io/BL-Pod-Download 🌐BRIX | EMERGING MARKET YIELD https://bankless.cc/brix --- TIMESTAMPS & RESOURCES 0:00 Intro 3:28 Bear Fuel for Markets & Pockets of Bullishness in Crypto https://x.com/KobeissiLetter/status/2056184339390419205 https://x.com/Barchart/status/2056350919139500364 https://x.com/JesseCohenInv/status/2056297490366837184 https://imgur.com/YqnyoBc https://x.com/KobeissiLetter/status/2056556783221502060 https://polymarket.com/event/how-many-fed-rate-cuts-in-2026 https://thedefireport.io/research/signs-of-a-cycle-bottom#macro-update https://www.cnbc.com/2026/05/21/iran-war-us-peace-talks-trump-hormuz.html https://polymarket.com/event/us-x-iran-permanent-peace-deal-by 21:27 Hyperliquid, HYPE, and Pre-IPO Price Discovery https://x.com/Matt_Hougan/status/2056720926234882533 https://polymarket.com/event/openai-ipo-closing-market-cap https://www.coindesk.com/markets/2026/05/20/elon-musk-s-spacex-holds-18-712-bitcoin-at-fair-value-of-usd1-29-billion-ipo-filing-shows https://www.reuters.com/legal/government/sec-readies-plan-trading-crypto-versions-stocks-bloomberg-news-reports-2026-05-18/ https://www.coindesk.com/markets/2026/05/21/binance-launches-spacex-pre-ipo-perps 32:43 Wintermute Opens DeFi Vaults on Morpho https://www.wintermute.com/insights/news/wintermute-launches-armitage-bringing-its-defi-and

Original Description

📣METAMASK | $100,000 ONDO GM CHALLENGE https://bankless.cc/OndoOnMetaMask --- Crypto’s old leaders are struggling, but new winners are breaking out. Ryan and David unpack the rise of HYPE, Zcash, and Venice, the macro bear fuel markets are ignoring, the EF talent exodus, and why David selling his last ETH may mark a new era for Ethereum and Bankless. --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast 🟦 COINBASE ONE | MEMBER MONTH https://bankless.cc/coinbase-one 🧭OKX | TRADE, EARN, PAY to OKX | 120M+ USERS WORLDWIDE https://app.okx.com/join/USBANKLESS 🦊 METAMASK | DOWNLOAD NOW https://go.metamask.io/BL-Pod-Download 🌐BRIX | EMERGING MARKET YIELD https://bankless.cc/brix --- TIMESTAMPS & RESOURCES 0:00 Intro 3:28 Bear Fuel for Markets & Pockets of Bullishness in Crypto https://x.com/KobeissiLetter/status/2056184339390419205 https://x.com/Barchart/status/2056350919139500364 https://x.com/JesseCohenInv/status/2056297490366837184 https://imgur.com/YqnyoBc https://x.com/KobeissiLetter/status/2056556783221502060 https://polymarket.com/event/how-many-fed-rate-cuts-in-2026 https://thedefireport.io/research/signs-of-a-cycle-bottom#macro-update https://www.cnbc.com/2026/05/21/iran-war-us-peace-talks-trump-hormuz.html https://polymarket.com/event/us-x-iran-permanent-peace-deal-by 21:27 Hyperliquid, HYPE, and Pre-IPO Price Discovery https://x.com/Matt_Hougan/status/2056720926234882533 https://polymarket.com/event/openai-ipo-closing-market-cap https://www.coindesk.com/markets/2026/05/20/elon-musk-s-spacex-holds-18-712-bitcoin-at-fair-value-of-usd1-29-billion-ipo-filing-shows https://www.reuters.com/legal/government/sec-readies-plan-trading-crypto-versions-stocks-bloomberg-news-reports-2026-05-18/ https://www.coindesk.com/markets/2026/05/21/binance-launches-spacex-pre-ipo-perps 32:43 Wintermute Opens DeFi Vaults on Morpho https://www.wintermute.com/insights/news/wintermute-launches-armitage-bringing-its-defi-and

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Chapters (4)

Intro

3:28 Bear Fuel for Markets & Pockets of Bullishness in Crypto

21:27 Hyperliquid, HYPE, and Pre-IPO Price Discovery

32:43 Wintermute Opens DeFi Vaults on Morpho

How SpaceX Holds the World's Biggest Rocket