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Ryan and David return for another Weekly Rollup, tackling the question everyone’s asking in 2025: is the crypto bull market already over, or do we still have more to go? Fresh FDIC emails prove Choke Point 2.0 was no conspiracy, with yet another key antagonist stepping down. Meanwhile, AI agents dominate headlines and reimagine DeFi UX, and Meta’s abrupt pivot to free speech has everyone buzzing. Finally, the U.S. greenlights a $6.5B Silk Road Bitcoin sale—can Trump step in to save America’s strategic BTC stash? Buckle up; 2025 isn’t slowing down. You ready anon? ------ TIMESTAMPS & RESOURCES 0:00 California Wildfires x.com/white_lenka/status/1876973806817775719 x.com/babybeginner/status/1876872061265523155/video/1 x.com/ashkan/status/1876970164807164042/photo/1https://x.com mamboitaliano__/status/1876923670540501349/video/1 x.com/0xngmi/status/1877229902065283198 6:10 MARKETS x.com/saylor/status/1876253178100117907 7:13 Meanwhile, US court greenlighted sale of $6.5B of Silk Road Bitcoin storage.courtlistener.com/recap/gov.uscourts.cand.368440/gov.uscourts.cand.368440.17 decrypt.co/300133/us-court-greenlights-sale-of-6-5b-in-seized-silk-road-bitcoin 10:57 Markets Cont. www.tradingview.com/symbols/AMEX-SPY/ www.reuters.com/technology/nvidia-overtakes-apple-worlds-most-valuable-company-2024-10-25/ companiesmarketcap.com/assets-by-market-cap/ 15:15 Movers of the Week www.bankless.com/read/the-top-ai-agent-tokens-were-watching 18:21 Arbitrum is close to gain another green L2BEAT pie slice x.com/sgoldfed/status/1876417832948523464 l2beat.com/scaling/projects/arbitrum 21:01 Succinct - zkEVMs on Superchain! First one! x.com/pumatheuma/status/1877070524783931515 22:11 Is the bull market over - how long will continue? mirror.xyz/kain.eth/Pa7XlhwUD-pGKQ8p0QclJic96X7WnndhPqeRiretEZc cryptohayes.substack.com/p/sasa x.com/DefiWimar/status/1876312234223341784 x.com/ViktorBunin/status/1877028486650413558 x.com/cburniske/status/1877043358956134826 32:45 Are AI Agents the Meta for the rest of the bull? x.com/MessariCrypto/status/1874160250812825703/photo/1 www.cookie.fun/ - $14b x.com/RaoulGMI/status/1874934417032192325 x.com/Dogetoshi/status/1877381299612086691 x.com/sandraaleow/article/1877005159173382521/media/1876994852279431168 x.com/sandraaleow/article/1877005159173382521/media/1876995010715086848 x.com/illuviumio/status/1876631944299249776 x.com/Defi0xJeff/status/1875881226151841925 x.com/askthehive_ai/status/1876730899695362452 x.com/blocknewsdotcom/status/1875280354640265524 44:27 Operation Choke Point 2.0…another general in the anti-crypto army out www.federalreserve.gov/newsevents/pressreleases/files/other20250106a1.pdf x.com/SenLummis/status/1876346748744167924 x.com/CaitlinLong_/status/1876303304424403321 x.com/nic__carter/status/1876335924902347064 x.com/iampaulgrewal/status/1875226182662418471 x.com/EconWithNick/status/1876272018821439670 x.com/DavidSacks/status/1865199683087245405 50:52 Meta is now pro-free speech platform - Political wind change in DC + SV x.com/BasedBeffJezos/status/1876602383754789079 x.com/lindayaX/status/1876612826456019145 x.com/elonmusk/status/1876657662068461657 www.bbc.com/news/articles/c8j9e1x9z2xo www.tradingview.com/news/cointelegraph:7c0f65f07094b:0-circle-contributes-1m-usdc-to-trump-s-inauguration-committee/ 55:36 Will Canada get a pro-crypto leader too? x.com/WatcherGuru/status/1876299232887607433 57:10 Do Kwon arrived to the US and pleaded not guilty cointelegraph.com/news/terraform-do-kwon-appears-before-us-judge-pleads-not-guilty 59:52 Meme of the Week x.com/dolos_diary/status/1877311858492977642 1:02:09 Closing & Disclaimers ------ Not financial or tax advice. See our investment disclosures here: www.bankless.com/disclosures⁠
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