Wallets Become Derivatives Super Apps

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://farside.co.uk/btc/

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://visacli.sh/

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://fastconfirm.it/

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:

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