About this episode
Crypto feels cooked in 2026, and the Super Bowl proves it. Ryan and David unpack Coinbase’s Backstreet Boys rug pull ad and what it reveals about crypto’s collapsed public narrative. Then they dig into the brutal selloff, why IBIT’s record volume hints at forced TradFi liquidation, and what Polymarket is pricing for Bitcoin under $50K. From Robinhood’s prediction markets exploding into a real revenue engine to the political fight over who regulates “gambling vs markets,” the thesis is clear: finance is the only use case still scaling. Plus: LayerZero’s new “world computer” L1, MegaETH and Aztec’s bear market launch playbook, Vitalik finally calling ETH a store of value, ENS staying on L1, BlackRock bringing BUIDL to Uniswap, and the weirdest loose end of all, SBF’s missing tungsten cube.---?ROCKET POOL | PERMISSIONLESS STAKINGhttps://bankless.cc/Rocketpool---BANKLESS SPONSOR TOOLS:?POLYMARKET | #1 PREDICTION MARKEThttps://bankless.cc/polymarket-podcast?BRIX | EMERGING MARKET YIELDhttps://bankless.cc/brix?BITGET TRADFI | TRADE GOLD WITH USDThttps://bankless.cc/bitget?BANKLESS PREMIUM | AD-FREE & BONUS EPISODEShttps://bankless.cc/spotify-premium?THE DEFI REPORT | ONCHAIN INSIGHTShttps://bankless.cc/TDR-pro?ICO WATCH | UPCOMING PUBLIC TOKEN SALEShttps://bankless.cc/ico-watch---TIMESTAMPS & RESOURCES0:00 Intro0:32 Super Bowl Coinbase Commercial https://x.com/julia_fiedler5/status/202067275950896757610:02 Marketshttps://x.com/cryptorand/status/2021894696268660736https://x.com/TheDemocrats/status/2019492504614150375https://polymarket.com/event/what-price-will-bitcoin-hit-before-2027/?via=bankleshttps://x.com/intocryptoverse/status/2019835733503255006https://x.com/DegenerateNews/statu
