Ryan and David unpack the CLARITY Act’s last-minute lifeline, $100 oil, BitMine’s ETH slowdown, and the OpenAI model that escaped its sandbox.

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TIMESTAMPS

0:00 Intro

0:33 CLARITY Act at a Crossroads

https://x.com/EleanorTerrett/status/2079334038104408522

https://x.com/EleanorTerrett/status/2079962528243650990

https://x.com/coindesk/status/2079633633023836667

https://x.com/EleanorTerrett/status/2079608362522575063

https://x.com/politico/status/2080261045114065177

https://polymarket.com/event/clarity-act-signed-into-law-in-2026/clarity-act-signed-into-law-in-2026

17:56 BitMine’s 5% ETH Strategy

https://x.com/BitMNR/status/2079184988541448638

https://x.com/ykkz99/status/2079607294354964696

https://x.com/ykkz99/status/2079244980103659697

https://x.com/coindesk/status/2079200035045036162

27:40 Hester Peirce Eyes DeFi Vaults

https://x.com/HesterPeirce/status/2080011999702880341

https://x.com/CJRobins01/status/2079976258423627785

https://x.com/Bankless/status/2079536878588715366

https://morpho.org/blog/now-live-morpho-midnight

38:28 BitMEX’s End of an Era

https://x.com/CryptoHayes/status/2080286601125482771

https://x.com/BitMEX/status/2080201602456301580

44:36 NEAR Goes Post-Quantum

https://bankless.cc/near-podcast

https://x.com/NEARProtocol/status/2079189515843821764

48:58 TradFi Moves Deeper Into Crypto

https://x.com/EricBalchunas/status/2077774644652790240

https://x.com/JSeyff/status/2077792050573918432

https://crypto.com/us/company-news/cryptocom-announces-400-million-strategic-investment-from-citadel-securities

https://x.com/mzorkin/status/2077834551091478695

54:07 OpenAI Model Breaks Out

https://simonwillison.net/2026/Jul/22/openai-cyberattack/

https://huggingface.co/blog/security-incident-july-2026

https://openai.com/index/hugging-face-model-evaluation-security-incident/

1:02:40 Closing & Disclaimers

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