ROLLUP: Chaotic Era | Oil, Jobs, Credit | Nasdaq x Kraken | BlackRock Staked ETH | Roman Storm Retrial
Bankless
Winners, Losers, and Tokenization Timeline
They identify likely crypto winners (Kraken, Solana, Ethereum) and note the tokenized-stock rollout timing into 2027.
Ryan and David break down a week where war hit markets, and the safe-haven playbook broke down. Oil spiked, gold failed, bonds sold off, the dollar caught the flight to safety, and crypto somehow bounced right through it. Then they unpack Trump’s public pressure campaign against banks over stablecoin yield, Kraken’s historic Fedwire breakthrough, and why crypto is starting to look less like an outsider and more like part of the financial core. Plus: Anthropic vs. the Pentagon, Erik Voorhees’ private AI push with Venice, fresh Aave governance drama, ZachXBT helping catch the $46M government crypto thief, and the New York Times calling crypto dead right on schedule.
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📣FIGURE | CRYPTO-BACKED LOANS & ~9% RWA YIELD
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🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN
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TIMESTAMPS & RESOURCES
0:00 Intro
3:22 Chaotic Era: 3 Signals Driving Markets
https://pbs.twimg.com/media/HDEnyQQWwAAbwf1.jpg
https://x.com/TheSalonDon/status/2031478190741328334
https://polymarket.com/event/will-crude-oil-cl-hit-by-end-of-march/?via=bankless
https://fred.stlouisfed.org/series/GASREGW
https://www.tradingview.com/chart/1CDu50yK/
https://www.tradingview.com/chart/1CDu50yK/
https://x.com/byheatherlong/status/2029914129654501425
https://x.com/TKL_Adam/status/2029655785282887772
https://x.com/KobeissiLetter/status/2031714633581469751
https://polymarket.com/event/us-recession-by-end-of-2026/?via=bankless
https://financialpost.com/fp-finance/jpmorgan-limits-private-credit-lending
https://x.com/adamscochran/status/2031718465044701376
20:44 Kraken + Nasdaq: Tokenized Stocks
https://x.com/fintechfrank/status/2030979714001621138
https://x.com/krakenfx/status/2030964578117398617
https://x.com/xStocksFi/status/2030963704024740126
https://x.com/markchadwickx/status/2031068859101565118
https://x.com/EricBalchunas/status/2030988246864286036
25:33 DOJ Retries Tornado Cash Developer Roman Storm & Treasury Report on Crypto Privacy & Mixers
https://x.com/amandatums/status/2031176790484374012
https://x.com/rstormsf/status/2031204201418883256
https://www.bankless.com/read/jay-claytons-crypto-war
https://x.com/BitcoinMagazine/status/2030995739795472464
https://x.com/L0laL33tz/status/2031025281532645838
https://x.com/theragetech/status/2031349077342859477
36:39 SEC + CFTC Coordination
https://x.com/SECGov/status/2031830716628029565
https://x.com/SECPaulSAtkins/status/2031834357082832949
39:05 BlackRock Launches Staked ETH ETF ($ETHB)
https://x.com/Bankless/status/2032108386938929322
https://www.ishares.com/us/products/348532/ishares-staked-ethereum-trust-etf
42:10 Across Protocol DAO → C-Corp Proposal
https://www.coingecko.com/en/coins/across-protocol
https://x.com/hal2001/status/2031737518505537907
https://x.com/RyanSAdams/status/2031831233722999111
https://x.com/defiignas/status/2031761413006626934
46:58 Polymarket + Palantir Partnership
https://x.com/shayne_coplan/status/2032108237932159113
49:31 AI Backlash & Data Center Moratorium
https://x.com/SenSanders/status/2031868041940660673
https://x.com/nick_field90/status/2030700617295860074
https://fortune.com/2026/03/09/ai-opinion-poll-democrats-iran-war-president-donald-trump
https://x.com/brianstelter/status/2030635638823801333
https://x.com/kevinroose/status/2031397522590282212
55:52 Closing & Disclaimers
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