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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
---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
By Bankless4.7
10151,015 ratings
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.
---
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium
---
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
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
---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures

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