ROLLUP: Crypto Momentum | Regime Shift? | Payments War | Prediction Boom | SBF on Netflix

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.---📣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 Intro3:47 Macro & Markets (Oil, War, Fed)https://apnews.com/article/iran-gas-field-south-pars-attack-5ad45090d3b66444467cc255ee966a37https://energynow.com/2025/06/what-is-the-strait-of-hormuz-and-why-is-it-so-important-for-oilhttps://truthsocial.com/@realDonaldTrump/posts/116253388303392718https://polymarket.com/event/how-many-fed-rate-cuts-in-2026/?via=bankless?https://x.com/QuintenFrancois/status/2033469474511429805https://x.com/zerohedge/status/2033322952238723486https://x.com/zerohedge/status/2032571409273167950https://x.com/timevalueofbtc/status/2034612806386086296https://x.com/fintechfrank/status/2033520517009846618https://farside.co.uk/btc/https://x.com/KobeissiLetter/status/2034403519609057593https://x.com/intocryptoverse/status/2033954843048485174https://thedefireport.io/research/saylor-is-back-in-the-market22:35 SEC + CFTC Regulatory Clarityhttps://x.com/SECGov/status/2033996940363317379https://x.com/SECPaulSAtkins/status/2034012012460556526 https://www.sec.gov/files/rules/interp/2026/33-11412.pdfhttps://www.sec.gov/newsroom/speeches-statements/atkins-remarks-regulation-crypto-assets-031726https://x.com/Dogetoshi/status/2034011111008178657https://x.com/BChillman/status/2033913119756714298https://x.com/jchervinsky/status/2034003107391172946https://x.com/EleanorTerrett/status/2034450575773884694https://x.com/tradexyz/status/2034260987197444255https://x.com/jchervinsky/status/203426959428250032944:44 Prediction Markets Expansion + Riskshttps://dune.com/hildobby/polymarkethttps://x.com/Polymarket/status/2034272538465841410https://x.com/manniefabian/status/2033505062031344004https://x.com/clashreport/status/2033513701735551202https://polymarket.com/event/iran-military-action-against-israel-on/?via=bankless?https://x.com/Polymarket/status/2033635318662860916https://x.com/ChairmanSelig/status/203462525283199839752:16 Agentic Payments & Tempo (Standards War)https://x.com/Quicknode/status/2034261280354394610https://x.com/tempo/status/2034253707303338264https://x.com/clairekart/status/2034279348480737719https://visacli.sh/https://x.com/worldnetwork/status/2033923684768092436https://x.com/CoinDesk/status/203388347475555159558:39 Onchain Banking & Ethereum Upgradeshttps://x.com/zksync/status/2033864749016809582https://fastconfirm.it/https://x.com/RyanSAdams/status/2033661196792967254https://x.com/_julianma/status/2033851796574154808https://x.com/adietrichs/status/20338638840674756341:02:38 Crypto Culture (Vanity Fair + SBF Netflix)https://www.vanityfair.com/news/story/cryptos-true-believershttps://x.com/CamiRusso/status/2033946061685850353https://x.com/DennisonBertram/status/2034013980771877353https://x.com/netflix/status/20339819497405688291:08:31 Closing & Disclaimers---Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures