About this episode
February ends with peak FUD. Ryan and David unpack why crypto is stuck in historic “Extreme Fear” even without a major blowup, and why markets feel like they’ve entered an uncertainty bubble. They break down the Supreme Court striking Trump’s tariffs, Trump immediately finding new legal doors to bring them back, and the looming $150B+ refund fight. Then the “Citrini Crash”: AI doomer scenarios going viral, spooking stocks, and leaving investors terrified that AI will be either not good enough or far too good. Plus: fresh allegations that Jane Street helped accelerate Terra’s collapse, Meta’s stablecoin reboot for its billions of users, ZachXBT’s Axiom insider trading exposé, Hyperliquid’s new DC policy push, Robinhood’s retail venture fund, Coinbase’s 24/5 stocks rollout, and the Pentagon’s ultimatum to Anthropic over AI guardrails.---?FIGURE | CRYPTO-BACKED LOANS & REAL YIELDhttps://bankless.cc/FigureCBL---BANKLESS SPONSOR TOOLS:?POLYMARKET | #1 PREDICTION MARKEThttps://bankless.cc/polymarket-podcast ?GALAXY | INSTITUTIONAL DIGITAL FINANCEhttps://bankless.cc/galaxy-podcast ?EUPHORIA | REAL-TIME ONE-TAP TRADINGhttps://bankless.cc/euphoria ?BITGET TRADFI | TRADE GOLD WITH USDThttps://bankless.cc/bitget?BRIX | EMERGING MARKET YIELDhttps://bankless.cc/brix ?THE DEFI REPORT | ONCHAIN INSIGHTShttps://bankless.cc/TDRpro ---TIMESTAMPS & RESOURCES0:00 Intro
