ROLLUP: Is the Bull Back? | The Clarity Act | Wall Street on Ethereum | Anthropic Nukes Perps

Markets are ignoring every warning sign as stocks hit new highs, but crypto may finally have its catalyst. Ryan and David break down the CLARITY Act’s key vote, Wall Street’s Ethereum push, Bitcoin’s $80K test, and why private AI stocks are creating chaos onchain.---📣GALAXY | INSTITUTIONAL DIGITAL FINANCEhttps://bankless.cc/Galaxy ---BANKLESS SPONSOR TOOLS:🔮POLYMARKET | #1 PREDICTION MARKEThttps://bankless.cc/polymarket-podcast 🟦 COINBASE ONE | GET 20% OFF https://bankless.cc/coinbase-one🧭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💰NEXO | Get your 30-day access to Wealth Club Premierhttps://bankless.cc/nexo---TIMESTAMPS & RESOURCES0:00 Intro2:46 Trump/Xi Meeting, Nvidia China Deal, and AI Stockshttps://x.com/WhiteHouse/status/2054607212513730674https://www.reuters.com/business/retail-consumer/us-clears-h200-chip-sales-10-china-firms-nvidia-ceo-looks-breakthrough-2026-05-14/https://imgur.com/wLddwGMhttps://x.com/BullTheoryio/status/2054558694785077478https://x.com/KobeissiLetter/status/2054177816573329496https://fred.stlouisfed.org/graph/https://x.com/coindesk/status/2054542868522365141https://x.com/TedPillows/status/2054545275281182861https://x.com/KobeissiLetter/status/2054940927379014035https://x.com/KobeissiLetter/status/2054655260652716149https://www.coingecko.com/en/coins/ethereum28:06 Circle Earnings, Arc, and USDC Growthhttps://x.com/circle/status/2053785252037022157https://x.com/marcarjoon/status/2054539947466522815https://www.cnbc.com/2026/05/11/circle-closes-222-million-from-blackrock-apollo-for-arc-blockchain.htmlhttps://x.com/coingecko/status/205404280020371915832:54 Coinbase, USDC, and Hyperliquid Team Up + Anthropic and OpenAI Crack Down on Unauthorized Private Stock Saleshttps://x.com/wallstengine/status/2054928782918816102https://app.hyperliquid.xyz/trade/xyz:CBRShttps://x.com/caseycraig/status/205356838079636730146:57 CLARITY Act Passes Key Committee Votehttps://x.com/brian_armstrong/status/2054552885376016718 https://x.com/DegenerateNews/status/2054968887796539789https://x.com/valkenburgh/status/2054968314292486621https://x.com/EleanorTerrett/status/2052890357952627000https://polymarket.com/event/clarity-act-signed-into-law-in-2026/?via=bankless?https://x.com/FidelityPolicy/status/2054587652121284648https://x.com/EleanorTerrett/status/2054295187048853637https://www.banking.senate.gov/newsroom/minority/warren-statement-on-no-trump-ethics-provision-in-crypto-billhttps://x.com/patrickjwitt/status/2054183222305554643https://x.com/glxyresearch/status/2054635251503108596https://x.com/EleanorTerrett/status/205457582568136709855:58 BlackRock, JPMorgan, and Fidelity Bring Money Markets to Ethereumhttps://x.com/VivekVentures/status/2054946669083390374https://x.com/VivekVentures/status/2053101323390754982https://x.com/NateGeraci/status/2052872497779896460https://app.rwa.xyz/assets/BUIDLhttps://x.com/VivekVentures/status/2054305703272103977https://x.com/EricBalchunas/status/2054316547712196688https://am.jpmorgan.com/us/en/asset-management/adv/about-us/media/press-releases/jp-morgan-asset-management-launches-second-tokenized-fund-on-ethereum/https://x.com/Etherealize_io/status/2054945868210450519https://x.com/NateGeraci/status/205435551318217150259:23 Bankless Thesis Check-Inhttps://x.com/RyanSAdams/status/2054969401154130163https://www.bankless.com/docs/mcp1:03:43 Euphoria Mainnet Launchhttps://x.com/Euphoria_fi/status/20549549983755350971:04:45 Closing & Disclaimers---Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures