About this episode
Bitcoin is bleeding, STRC is off peg, and Saylor’s “never sell” machine is facing its first real confidence test. David and Haseeb unpack whether Strategy can survive without selling BTC, why Bitmine’s ETH play may be stronger but riskier, and what select token strength, U. S. perps, and Coinbase’s Ethena deal reveal about crypto’s next phase.---📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24https://bankless.cc/spotify-premium---BANKLESS SPONSOR TOOLS:🔮POLYMARKET | #1 PREDICTION MARKEThttps://bankless.cc/polymarket-podcast🧭OKX | TRADE, EARN, PAY to OKX | 120M+ USERS WORLDWIDEhttps://app.okx.com/join/USBANKLESS🦊 METAMASK | DOWNLOAD NOWhttps://go.metamask.io/BL-Pod-Download🌐BRIX | EMERGING MARKET YIELDhttps://bankless.cc/brix🎯THE DEFI REPORT | ONCHAIN INSIGHTShttps://thedefireport.io/bankless---TIMESTAMPS & RESOURCES0:00 Intro1:37 Saylor & Strategy Confidence Testhttps://x.com/zerohedge/status/2061418482344849785 https://x.com/KobeissiLetter/status/2062475802252365980https://x.com/glxyresearch/status/2062518531128746000https://x.com/TrustlessState/status/206249917923921539013:26 DATs Underwater & Bitmine Preferred Offeringhttps://x.com/lookonchain/status/2062011412965405059https://x.com/zoomerfied/status/206228891985349055334:19 Major Weakness & Select Token Strength40:45 U. S. Perps Get Greenlithttps://www.coindesk.com/policy/2026/05/28/u-s-cftc-opens-crypto-perp-door-with-approval-of-first-regulated-firm53:41 Coinbase Invests in Ethenahttps://www.theblock.co/post/403403/coinbase-invests-ethena-open-market-purchase-ena-flags-new-partnership57:13 Closing & Disclaimers---Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures