About this episode
Markets wobble as gold and silver hit all time highs, raising the big question of what comes next for crypto. Ryan and David unpack the macro shock driving the move, from Fed independence and shutdown risk to a weaker dollar narrative, and why Tether is quietly becoming one of the world’s largest gold holders. They make the case for Ethereum’s comeback, from surging usage to serious quantum resistance efforts, break down Fidelity’s new onchain dollar, and dig into MegaETH’s eye popping stress test. Plus: prediction markets go mainstream, a bizarre $40 million government crypto theft, and a new Vitalik meme to close it out.---?KRAKEN | DEFI EARNhttps://bankless.cc/Kraken---BANKLESS SPONSOR TOOLS:?POLYMARKET | #1 PREDICTION MARKEThttps://bankless.cc/polymarket-podcast?EUPHORIA | REAL-TIME ONE-TAP TRADINGhttps://bankless.cc/euphoria?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 Intro3:22 Marketshttps://x.com/Vivek4real_/status/2014721850937380963https://imgur.com/vumkykbhttps://x.com/longstcc/status/2016429742904508789https://www.cnbc.com/2026/01/28/fed-meeting-today-live-updates.htmlhttps://polymarket.com/event/lisa-cook-out-as-fed-governor-by-september-30https://polymarket.com/event/how-many-fed-rate-cuts-in-2026https://polymarket.com/event/will-there-be-another-us-government-shutdown-by-january-3116:25 Gold & Silver All-Time Highshttps://www.tradingview.com/chart/1RYLG2gC/?symbol=TVC:GOLDhttps://companiesmarketcap.com/assets-by-market-caphttps://x.com/KobeissiLetter/status/2016890828925313192
