ROLLUP: Chaotic Era | Oil, Jobs, Credit | Nasdaq x Kraken | BlackRock Staked ETH | Roman Storm Retrial

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.---📣FIGURE | CRYPTO-BACKED LOANS & ~9% RWA YIELDhttps://bankless.cc/Figure---BANKLESS SPONSOR TOOLS:🔮POLYMARKET | #1 PREDICTION MARKEThttps://bankless.cc/polymarket-podcast 🪐GALAXY | INSTITUTIONAL DIGITAL FINANCEhttps://bankless.cc/galaxy-podcast 🏅BITGET TRADFI | TRADE GOLD WITH USDThttps://bankless.cc/bitget🎯THE DEFI REPORT | ONCHAIN INSIGHTShttps://thedefireport.io/bankless🐇MEGAETH | 1ST REAL-TIME BLOCKCHAINhttps://bankless.cc/megaeth---TIMESTAMPS & RESOURCES0:00 Intro3:22 Chaotic Era: 3 Signals Driving Marketshttps://imgur.com/UirRpZDhttps://pbs.twimg.com/media/HDEnyQQWwAAbwf1.jpghttps://x.com/TheSalonDon/status/2031478190741328334https://polymarket.com/event/will-crude-oil-cl-hit-by-end-of-march/?via=banklesshttps://fred.stlouisfed.org/series/GASREGWhttps://imgur.com/a/I13P5gvhttps://www.tradingview.com/chart/1CDu50yK/https://www.tradingview.com/chart/1CDu50yK/https://x.com/byheatherlong/status/2029914129654501425https://x.com/TKL_Adam/status/2029655785282887772https://x.com/KobeissiLetter/status/2031714633581469751https://polymarket.com/event/us-recession-by-end-of-2026/?via=banklesshttps://financialpost.com/fp-finance/jpmorgan-limits-private-credit-lendinghttps://x.com/adamscochran/status/2031718465044701376https://www.reuters.com/business/blackrock-limits-withdrawals-private-credit-fund-redemptions-mount-2026-03-0620:44 Kraken + Nasdaq: Tokenized Stockshttps://x.com/fintechfrank/status/2030979714001621138https://x.com/krakenfx/status/2030964578117398617https://x.com/xStocksFi/status/2030963704024740126https://x.com/markchadwickx/status/2031068859101565118https://x.com/EricBalchunas/status/203098824686428603625:33 DOJ Retries Tornado Cash Developer Roman Storm & Treasury Report on Crypto Privacy & Mixershttps://x.com/amandatums/status/2031176790484374012https://x.com/rstormsf/status/2031204201418883256https://www.bankless.com/read/jay-claytons-crypto-warhttps://x.com/BitcoinMagazine/status/2030995739795472464https://x.com/L0laL33tz/status/2031025281532645838https://home.treasury.gov/system/files/246/GENIUS-Act-Illicit-Finance-Innovation-Congressional-Report-March-2026.pdfhttps://x.com/theragetech/status/203134907734285947736:39 SEC + CFTC Coordinationhttps://x.com/SECGov/status/2031830716628029565https://x.com/SECPaulSAtkins/status/203183435708283294939:05 BlackRock Launches Staked ETH ETF ($ETHB)https://x.com/Bankless/status/2032108386938929322https://www.ishares.com/us/products/348532/ishares-staked-ethereum-trust-etf42:10 Across Protocol DAO → C-Corp Proposalhttps://www.coingecko.com/en/coins/across-protocolhttps://x.com/hal2001/status/2031737518505537907https://x.com/RyanSAdams/status/2031831233722999111https://x.com/defiignas/status/203176141300662693446:58 Polymarket + Palantir Partnershiphttps://x.com/shayne_coplan/status/203210823793215911349:31 AI Backlash & Data Center Moratoriumhttps://x.com/SenSanders/status/2031868041940660673 https://x.com/nick_field90/status/2030700617295860074https://fortune.com/2026/03/09/ai-opinion-poll-democrats-iran-war-president-donald-trumphttps://x.com/brianstelter/status/2030635638823801333https://x.com/kevinroose/status/203139752259028221255:52 Closing & Disclaimers---Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures