ROLLUP: $120 Oil vs New Highs | AI Boom Masks War | IPO Top Signal | DeFi Bailout

Markets are ripping despite $120 oil and an escalating war. Ryan and David break down why the AI boom is drowning out macro risks, whether a wave of trillion-dollar IPOs could mark the top, and how DeFi just bailed itself out after its biggest hack ever.---📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24https://bankless.cc/spotify-premium---BANKLESS SPONSOR TOOLS:🔮POLYMARKET | #1 PREDICTION MARKEThttps://bankless.cc/polymarket-podcast 🟦 COINBASE ONE | GET 20% OFF https://bankless.cc/coinbase-one🧭OKX | TRADE, EARN, PAYhttps://app.okx.com/join/USBANKLESS🦊 METAMASK | DOWNLOAD NOWhttps://go.metamask.io/BL-Pod-Download 🌐BRIX | EMERGING MARKET YIELDhttps://bankless.cc/brix💰NEXO | Get your 30-day access to Wealth Club Premierhttps://bankless.cc/nexo ---TIMESTAMPS & RESOURCES0:00 Intro2:28 Oil War & $120 Oil Crisishttps://x.com/pete_rizzo_/status/2049589290326212768https://x.com/KobeissiLetter/status/2049713857728524691https://x.com/KobeissiLetter/status/2049534394302394603https://x.com/Rory_Johnston/status/2049834460233756744https://x.com/KobeissiLetter/status/2048593172423495858https://x.com/charliebilello/status/2049613424749838445https://x.com/KobeissiLetter/status/2048461842540834913https://x.com/biancoresearch/status/2049598646648181221https://tether.io/news/tether-supports-freeze-of-more-than-344-million-in-usdt-in-coordination-with-ofac-and-u-s-law-enforcement/https://x.com/AggrNews/status/2047711619304587602https://x.com/SecScottBessent/status/204928144245100171116:46 Markets Rally vs Reality (AI Boom) or AI Bubble & IPO Top Signalhttps://x.com/KobeissiLetter/status/2049165243100827821https://x.com/KobeissiLetter/status/2049149137292001672https://x.com/NoLimitGains/status/2049213286311436597https://x.com/shiri_shh/status/2049040515107270751https://x.com/Shaughnessy119/status/2049228075766788402https://x.com/IvayloPashov/status/2049475041113378909https://x.com/realarmaansidhu/status/204708057473759279827:22 Fed, Powell, Rising Inflation, Bitcoin Narrative & National Securityhttps://x.com/EdwardLawrence/status/2049583458393980995https://x.com/firsttohearit/status/2049574617665c114570 https://x.com/KobeissiLetter/status/2049551229349511663https://www.cnbc.com/2026/04/29/jerome-powell-says-he-will-continue-to-serve-as-a-fed-governor-even-after-chairmanship-ends-.htmlhttps://x.com/KobeissiLetter/status/2049609008399503750https://x.com/pete_rizzo_/status/2049589290326212768https://x.com/TFTC21/status/2049135996654981459 36:59 MegaETH Launchhttps://x.com/megaeth/status/2047352341473505435https://cryptobriefing.com/megaeth-token-generation-event-set-for-april-30-2026/https://x.com/bread_/status/2049870525779128345https://dexscreener.com/megaeth/0x5fb29184c49546c13a14a3958f21e5759f0821f2https://x.com/bubblemaps/status/2049874252153618436https://www.youtube.com/watch?v=g4YI5u-hZJo40:33 DeFi Bailout (KelpDAO → DeFi United)https://defiunited.world/https://x.com/StaniKulechov/status/2047413237113868576https://x.com/aave/status/2048189931856535887https://x.com/CoinDesk/status/2049290843677151501https://x.com/aave/status/2048958367658332413https://x.com/jussy_world/status/204953415448884025948:30 Polymarket Insider Trading Casehttps://www.justice.gov/opa/pr/us-soldier-charged-using-classified-information-profit-prediction-market-betshttps://www.bbc.com/news/articles/clyxd5wrr0wohttps://www.wsls.com/news/national/2026/04/28/us-soldier-charged-with-using-intel-to-win-400k-on-maduro-raid-to-appear-in-court-in-nyc/https://x.com/shayne_coplan/status/204771270634232649651:27 “Code Is Not a Crime” vs Realityhttps://cointelegraph.com/news/acting-ag-blanche-signals-doj-pivot-code-is-not-a-crimehttps://x.com/Cointelegraph/status/2048834708088267256 https://www.therage.co/blanche-vegas/https://x.com/valkenburgh/status/2048846522347884669https://x.com/rstormsf/status/204915768391646427855:45 Stablecoins Go Mainstream (Visa + Meta)https://investor.visa.com/news/new...