
ROLLUP: Crypto Momentum | Regime Shift? | Payments War | Prediction Boom | SBF on Netflix
Bankless
Netflix Turns FTX Into Prestige Drama
Ryan Sean Adams and David Hoffman discuss the upcoming SBF and Caroline Ellison series and whether crypto insiders can tolerate its inaccuracies.
Ryan and David break down a historic week for crypto as the SEC and CFTC finally deliver long-awaited clarity, classifying major tokens and reshaping the market. At the same time, Bitcoin is outperforming stocks and gold amid global tensions, raising the key question: is this a real regime shift or just a relief rally? They also cover the rise of prediction markets, the emerging battle for agentic payments (Tempo vs. Stripe/Coinbase), and crypto’s cultural moment with Vanity Fair and the upcoming SBF Netflix series.
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TIMESTAMPS & RESOURCES
0:00 Intro
3:47 Macro & Markets (Oil, War, Fed)
https://apnews.com/article/iran-gas-field-south-pars-attack-5ad45090d3b66444467cc255ee966a37
https://energynow.com/2025/06/what-is-the-strait-of-hormuz-and-why-is-it-so-important-for-oil
https://truthsocial.com/@realDonaldTrump/posts/116253388303392718
https://polymarket.com/event/how-many-fed-rate-cuts-in-2026/?via=bankless?
https://x.com/QuintenFrancois/status/2033469474511429805
https://x.com/zerohedge/status/2033322952238723486
https://x.com/zerohedge/status/2032571409273167950
https://x.com/timevalueofbtc/status/2034612806386086296
https://x.com/fintechfrank/status/2033520517009846618
https://x.com/KobeissiLetter/status/2034403519609057593
https://x.com/intocryptoverse/status/2033954843048485174
https://thedefireport.io/research/saylor-is-back-in-the-market
22:35 SEC + CFTC Regulatory Clarity
https://x.com/SECGov/status/2033996940363317379
https://x.com/SECPaulSAtkins/status/2034012012460556526
https://www.sec.gov/files/rules/interp/2026/33-11412.pdf
https://www.sec.gov/newsroom/speeches-statements/atkins-remarks-regulation-crypto-assets-031726
https://x.com/Dogetoshi/status/2034011111008178657
https://x.com/BChillman/status/2033913119756714298
https://x.com/jchervinsky/status/2034003107391172946
https://x.com/EleanorTerrett/status/2034450575773884694
https://x.com/tradexyz/status/2034260987197444255
https://x.com/jchervinsky/status/2034269594282500329
44:44 Prediction Markets Expansion + Risks
https://dune.com/hildobby/polymarket
https://x.com/Polymarket/status/2034272538465841410
https://x.com/manniefabian/status/2033505062031344004
https://x.com/clashreport/status/2033513701735551202
https://polymarket.com/event/iran-military-action-against-israel-on/?via=bankless?
https://x.com/Polymarket/status/2033635318662860916
https://x.com/ChairmanSelig/status/2034625252831998397
52:16 Agentic Payments & Tempo (Standards War)
https://x.com/Quicknode/status/2034261280354394610
https://x.com/tempo/status/2034253707303338264
https://x.com/clairekart/status/2034279348480737719
https://x.com/worldnetwork/status/2033923684768092436
https://x.com/CoinDesk/status/2033883474755551595
58:39 Onchain Banking & Ethereum Upgrades
https://x.com/zksync/status/2033864749016809582
https://x.com/RyanSAdams/status/2033661196792967254
https://x.com/_julianma/status/2033851796574154808
https://x.com/adietrichs/status/2033863884067475634
1:02:38 Crypto Culture (Vanity Fair + SBF Netflix)
https://www.vanityfair.com/news/story/cryptos-true-believers
https://x.com/CamiRusso/status/2033946061685850353
https://x.com/DennisonBertram/status/2034013980771877353
https://x.com/netflix/status/2033981949740568829
1:08:31 Closing & Disclaimers
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Not financial or tax advice. See our investment disclosures here:


