L2 Token Performance and Fee Shifts

A legal war over prediction markets just went public. Ryan and David break down the CFTC’s claim of exclusive authority, the backlash from state officials and lawmakers, and why this fight is really about whether markets or politics get to define truth. They explore why AI-powered prediction markets may be crypto’s strongest product-market fit yet, and why that scares regulators. Plus: Harvard rotates from Bitcoin into Ethereum, Base breaks from Optimism, Zora expands to Solana, the Ethereum Foundation leadership reshuffles, signs of life for the Clarity Act, institutions buying DeFi tokens, Europe’s unrealized-gains wealth tax, autonomous “life” on Ethereum, OpenAI’s EVMbench, and what ETHDenver says about where crypto goes next.

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🔮POLYMARKET | #1 PREDICTION MARKET

https://bankless.cc/polymarket-podcast 

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⚡EUPHORIA | REAL-TIME ONE-TAP TRADING

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🌐BRIX | EMERGING MARKET YIELD

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🎯THE DEFI REPORT | ONCHAIN INSIGHTS

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TIMESTAMPS & RESOURCES

0:00 Intro

2:27 MARKETS 

https://x.com/hiwhaledegen/status/2023372409303450065

4:33 PREDICTION MARKETS REGULATORY FIGHT

https://x.com/ChairmanSelig/status/2023744651216240966 

https://x.com/GovChristie/status/2023821634344550892

https://x.com/SenWarren/status/2023877196323188764

https://x.com/govcox/status/2023795059980988874

https://x.com/RepCasten/status/2024212119491588303

https://x.com/brian_armstrong/status/2023794107274194944

https://x.com/SenatorHagerty/status/2023802779899252901

https://x.com/SenMcCormickPA/status/2023831838461194501

https://x.com/tyler/status/2023761976481259585

https://x.com/kylascan/status/2023786873605476719

https://x.com/ADoricko/status/2023834015699173398

https://x.com/abcampbell/status/2024281289700802568

https://x.com/NTmoney/status/2024505537514394104

25:18 BASE LEAVES OPTIMISM

https://blog.base.dev/next-chapter-for-base-chain-1

https://x.com/lex_node/status/2024181767813427402

https://x.com/intangiblecoins/status/2024184295493886317

https://www.coingecko.com/en/coins/optimism

https://www.coingecko.com/en/coins/arbitrum

https://www.coingecko.com/en/coins/polygon

https://x.com/web3_data/status/2023716576126755249

https://polymarket.com/event/will-base-launch-a-token-in-2025-341/?via=bankles

35:24 ZORA EXPANDS TO SOLANA

https://x.com/zora/status/2023797263651533053

https://x.com/js_horne/status/2023809356739838390

https://x.com/brian_armstrong/status/2023872648032272642

https://x.com/haydenzadams/status/2023990750082445561

40:04 ETHEREUM FOUNDATION SHAKEUP

https://x.com/tkstanczak/status/2022315368430067847

https://x.com/VitalikButerin/status/2022318344288792618

https://x.com/aerugoettinea/status/2022318885047779576

https://x.com/dannyryan/status/2022318587281572257

44:56 CLARITY ACT SIGNS OF LIFE

https://x.com/brian_armstrong/status/2024238762021036201 

https://polymarket.com/event/clarity-act-signed-into-law-in-2026/?via=bankles

https://x.com/altcoindaily/status/2024174959707541638 

49:16 APOLLO x MORPHO (INSTITUTIONS BUYING DEFI TOKENS)

https://x.com/AggrNews/status/2022482933974544669

https://x.com/RyanWatkins_/status/2022680420270379400

https://x.com/DefiIgnas/status/2023054776762876157

52:14 AAVE TOKEN ALIGNMENT PROPOSAL

https://x.com/TheiaResearch/status/2022037595568603406

https://x.com/Marczeller/status/2022073505341219033

https://www.coingecko.com/en/coins/aave

56:09 NETHERLANDS UNREALIZED GAINS WEALTH TAX

https://x.com/BitcoinNewsCom/status/2021978390870347923

https://x.com/balajis/status/2022360046122995851

58:55 AUTONOMOUS LIFE ON ETHEREUM (CONWAY)

https://x.com/0xSigil/status/2023877649475731671

https://x.com/sterlingcrispin/status/2024254432498639322

1:04:56 OPENAI EVMbench

https://openai.com/index/introducing-evmbench/

1:06:24 ETHDENVER REFLECTIONS

https://x.com/EthereumDenver/status/2024234929840935318

https://x.com/TrustlessState/status/2024215091856527753

1:08:05 CLOSING & DISCLAIMERS

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