Crypto speculation is back, but is this really a new bull phase? Ryan and David unpack the altcoin surge, Treasury’s escalating bond-market fight, Robinhood’s tokenized stock boom, and the OpenAI controversy raising new questions about AI, privacy, and ownership.

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TIMESTAMPS & RESOURCES

0:00 Intro

2:03 Altcoin Season & Degen Debasement Trade

https://www.tradingview.com/symbols/BTC.D/

https://x.com/JustDeauIt/status/2095608847381733386

16:00 Treasury vs. The Bond Market

https://x.com/KobeissiLetter/status/2097708859531923682

https://x.com/KobeissiLetter/status/2097719382533177507

https://x.com/uncnooman/status/2097579298181853548

https://x.com/Hedgeye/status/2098029288092013024

https://x.com/Hedgeye/status/2098045985926914317

https://x.com/KobeissiLetter/status/2097746862463955076

http://pbs.org/newshour/politics/watch-trump-promises-5000-dividend-for-americans-if-gop-wins-midterms

27:31 Robinhood Chain & AMC’s Tokenized Stock War

https://x.com/0xcarlosg/status/2096919808235208766

https://x.com/uttam_singhk/status/2096903386168021033

https://x.com/Pumpfun/status/2097785975434846285

https://x.com/haydenzadams/status/2095874039927509161

https://x.com/haydenzadams/status/2095932954417451020

https://x.com/CEOAdam/status/2095622531524784212

https://x.com/vladtenev/status/2095711439810159027

https://x.com/CEOAdam/status/2095761359388520460

https://x.com/Ryan__Rigg/status/2097744223269188000

https://x.com/TrustlessState/status/2098063002205659638

40:12 OpenAI Math & Privacy Controversy

https://x.com/OpenAI/status/2097374640582668336

https://x.com/OpenAI/status/2097375276384567642

https://x.com/hosseeb/status/2097217378753106336

https://x.com/TrustlessState/status/2097396382982340783

52:30 Hunter Biden’s LAPTOP Memecoin

https://x.com/WatcherGuru/status/2097696366596071825

https://x.com/HunterBiden/status/2097790749861638547

55:00 MetaMask Split & Ethereum’s Smart Wallet Future

https://x.com/MetaMask/status/2097689508187680794

https://www.theblock.co/news/business/2026-09-09-consensys-splits-metamask-institutional-ethereum-infrastructure-businesses-414022

https://x.com/TrustlessState/status/2097054140350554620

https://x.com/VitalikButerin/status/2096370186094076098

https://x.com/ethlabs_org/status/2097838222621446629

https://www.theblock.co/news/ecosystems/2026-09-08-ethereum-foundation-quantum-resistance-2029-413716

1:03:24 Clarity Act’s Do-or-Die Vote

https://www.theblock.co/news/regulation/2026-08-08-majority-leader-thune-files-cloture-on-clarity-act-setting-up-sept-15-senate-vote-411211

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