Episode Description
Crypto just shrugged off a Fed hike and the death of the Clarity Act. Ryan and David break down the early-bull signal, the SEC’s tokenized-stock breakthrough, the coming options race, and Hyperliquid’s path into the U.S.
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TIMESTAMPS & RESOURCES
0:00 Intro
0:26 Bull Market Signals: BTC, Zcash & Altcoins
https://x.com/econoar/status/2099874713539604734
https://x.com/TrustlessState/status/2100286172253815281
https://x.com/AviFelman/status/2100288435474825301
https://x.com/NEARProtocol/status/2099968050405495246
https://x.com/NEARProtocol/status/2099883498848784778
8:39 Macro: Tom Lee, Bonds & the Fed Hike
https://x.com/StockMKTNewz/status/2100267546683543913
https://x.com/geiger_capital/status/2099503989364609340
https://x.com/CNBC/status/2100284014221295770
https://www.cnbc.com/2026/09/16/trump-fed-interest-rate-warsh.html
23:43 Clarity Act Falls Apart
https://x.com/CoinDesk/status/2099429197034766830
https://x.com/tradfi/status/2099319531168731528
https://x.com/Polymarket/status/2099529644596731950
https://x.com/EleanorTerrett/status/2100389230874689650
26:27 Regulators Fill the Gap: SEC & Tokenized Stocks
https://x.com/chairmanselig/status/2100232064259735589
https://x.com/SECPaulSAtkins/status/2100256253645668860
https://x.com/hosseeb/status/2100274788170162522
https://x.com/SECPaulSAtkins/status/2100572313334821271
https://x.com/Bankless/status/2100582318335275190
https://x.com/NateGeraci/status/2100581006004691453
42:31 The Crypto Options Race
https://thedefireport.io/research/the-watch-list-derive-drv
https://www.bankless.com/podcast/crypto-is-ready-for-onchain-options-nick-forster-ceo-of-derive
https://x.com/TrustlessState/status/2100297485147406766
45:46 Hyperliquid Comes Onshore
https://x.com/Payward/status/2100178016617869710
https://www.payward.com/press-release/payward-hyperliquid-onchain-perpetual-futures
48:38 Arc Chain Launches
https://x.com/arc/status/2100170550857404852
50:50 OpenZeppelin Joins S&P Global
https://x.com/OpenZeppelin/status/2100557026438848568
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