Crypto is splitting in two: Bitcoin and ETH look weak, while HYPE, ZEC, NEAR, and VVV keep breaking out. Ryan and David unpack the strange market divergence, Ethereum’s crisis of faith, and whether this rally is real or false strength.

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TIMESTAMPS & RESOURCES

0:00 Intro

1:48 Markets

https://x.com/TrustlessState/status/2059793993551008245 

https://x.com/cburniske/status/2059797889824776463

https://imgur.com/Tp9beNo

https://www.theblock.co/post/402816/bitcoin-falls-below-73000

https://imgur.com/R0ih6kL

https://x.com/solunavaxxer/status/2060021032455741567

https://www.youtube.com/watch?v=l3ptz8qvZcg

https://x.com/readDanwrite/status/2057476278140145717 

https://www.artemis.ai/sectors/digital-asset-treasuries

https://x.com/saylor/status/2059970505835155782

https://x.com/Kalshi_Crypto/status/2059983883274191046

https://www.hypestrat.xyz/

https://imgur.com/1MUGQy7

https://polymarket.com/event/what-price-will-bitcoin-hit-before-2027

https://polymarket.com/event/what-price-will-ethereum-hit-before-2027

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

https://www.coingecko.com/en/coins/venice-token

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

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

https://x.com/JSeyff/status/2059689056368210228

https://farside.co.uk/hyp/

https://x.com/PolymarketTrade/status/2059973516963750204

https://x.com/KobeissiLetter/status/2060004371983667484

https://www.axios.com/2026/05/28/iran-peace-deal-trump-approval

https://imgur.com/m7YNdxu

https://imgur.com/MIdPjqZ

https://imgur.com/VoixfYd

https://imgur.com/s5AYaWg

https://www.theblock.co/post/402638/tokenized-pokemon-card-marketplaces-record-7-4-million-hype-peaks-30th-anniversary

32:26 Ethereum Sentiment Crisis & DeFi Under AI Threat?

https://x.com/TrustlessState/status/2059371247163613489

https://x.com/hosseeb/status/2057455211375976891

https://www.theblock.co/post/402864/standard-chartered-ethereum-amazon-dot-com-bubble-eth-will-catch-up

https://x.com/Yogita_Khatri5/status/2059955611085709612

https://x.com/VitalikButerin/status/2058583593102844111

https://farcaster.xyz/vitalik.eth/0x88000d5f

https://x.com/maraoz/status/2059413578130641052

55:25 Robostrategy: Nic Carter & Andrew Kang Pivot to Robotics

https://x.com/RoboStrategy/status/2059650538380165331

https://x.com/intern/status/2059287577257992623

56:52 NEAR Confidential Transactions

https://x.com/NEARProtocol/status/2057810480635228666

t.co/BrLpsWmzKd

https://x.com/ilblackdragon/status/2059793756933767379

58:10 SoFiUSD & Bank Stablecoins

https://www.theblock.co/post/402361/sofi-rolls-out-sofiusd-stablecoin-to-banking-app-users

https://x.com/TrustlessState/status/2059676463125655575

59:22 Cash App Adds Multi-Chain USDC

https://www.theblock.co/post/402784/cash-app-lets-users-send-usdc-stablecoins-on-chains-like-solana-and-ethereum

1:00:13 Satoshi Coins Finders-Keepers Lawsuit

https://www.galaxy.com/insights/research/satoshi-bitcoin-salomon-brothers-patoshi-abandoned-property-new-york-noah-doe-lawsuit

1:03:00 Closing & Disclaimers

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