ROLLUP: Markets at ATHs | Saylor’s STRC Bid | Trump DeFi Scandal | SEC Clears DeFi

Markets are ripping back to all-time highs, but crypto still isn’t following suit. Ryan and David break down the V-shaped recovery driven by Iran de-escalation, why Bitcoin is still stuck in range, and the growing bull vs bear divide across macro and onchain data. They also unpack Saylor’s STRC “money printer,” the World Liberty DeFi controversy, and the SEC’s surprise ruling that just gave DeFi a major win. Plus: the Bitcoin community’s plan to freeze Satoshi’s coins and what it means for the future of the network.---📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24https://bankless.cc/spotify-premium---BANKLESS SPONSOR TOOLS:🔮POLYMARKET | #1 PREDICTION MARKEThttps://bankless.cc/polymarket-podcast 🪐GALAXYONE | SOLANA STAKINGhttps://bankless.cc/GalaxyOne🦊 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 Intro2:04 Markets at ATHs / Iran De-Escalationhttps://x.com/KobeissiLetter/status/2044507788961894462 https://x.com/TheStalwart/status/2044045804596346931https://x.com/KobeissiLetter/status/2041728989119529307https://x.com/KobeissiLetter/status/2043285255931441306https://x.com/KobeissiLetter/status/2043323635671179641https://x.com/AndrewBeckUSA/status/2043136650478301245https://x.com/zerohedge/status/2044426813544255859https://x.com/KobeissiLetter/status/2044055049882476961https://x.com/KobeissiLetter/status/2044435422944649651https://polymarket.com/event/us-x-iran-permanent-peace-deal-by/?via=bankless?https://x.com/RaoulGMI/status/2043832901121331527 https://x.com/Matt_Hougan/status/2044095946334843168https://x.com/JustDeauIt/status/2044127128296313079https://x.com/benjamincowen/status/2044114246187851783https://x.com/JoshKale/status/2044425507203166292https://x.com/RyanSAdams/status/2044423401763127512https://x.com/LizAnnSonders/status/2043664934559420916https://fred.stlouisfed.org/series/UMCSENThttps://x.com/perry8888_/status/2044168141148655773https://x.com/WatcherGuru/status/2044375033909264873https://polymarket.com/event/how-many-fed-rate-cuts-in-2026/?via=bankless?30:41 Saylor STRC / Bitcoin Bid & ETH Treasury Race (Tom Lee / Bitmine)https://x.com/LynAldenContact/status/2043736183578972443https://x.com/AdamBLiv/status/2043809798035255790https://x.com/STRC_live/status/2044029951410635132https://x.com/pythianism/status/2044425651890147507https://x.com/nic_carter/status/2044461949895819559https://x.com/AltcoinDaily/status/2044492873803116649 https://x.com/fundstrat/status/2043683094914335191https://www.strategicethreserve.xyz/https://cointelegraph.com/news/ether-machine-spac-ethm-cancelled-dynamix-mergerhttps://x.com/CryptosR_Us/status/204450704964869771746:24 World Liberty Financial (FTX-style risk)https://x.com/DefiIgnas/status/204252004056263918655:22 SEC DeFi Ruling (Bull Case) https://x.com/SECGov/status/2043739582273855635 https://x.com/RyanSAdams/status/2043754533545746884https://x.com/intangiblecoins/status/204370992655649219058:39 Bitcoin Quantum Plan (BIP-361)https://x.com/BitcoinArchive/status/2044319025711255985https://github.com/bitcoin/bips/blob/master/bip-0361.mediawikihttps://www.bip361.org/https://x.com/lopp/status/20444061341787957481:02:53 Closing & Disclaimers---Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures