Bankless

ROLLUP: Bitcoin to $57K? | Wall Street Bets on Hyperliquid | The Tokenization War | Zcash Drama

Bankless

Show Notes

Bitcoin to $57K or a new bull market? Ryan and David unpack the wildly conflicting price predictions, Hyperliquid’s Wall Street breakthrough, the fight over tokenized stocks, Robinhood Chain’s revenue collapse, and Zcash’s governance controversy.

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TIMESTAMPS & RESOURCES

0:00 Intro

0:12 Bitcoin's $57K Warning & Macro Fears

https://x.com/Jason/status/2114956980674605075

https://x.com/KobeissiLetter/status/2115504620219007201

https://polymarket.com/event/fed-decision-in-december

10:17 Bitcoin Price Predictions: $200K to $1.6M

https://x.com/willywoo/status/2114852726337347670

https://x.com/intangiblecoins/status/2114730275242426648

https://x.com/Bitwise/status/2115494114980458741

https://x.com/coinbureau/status/2114690544588996809

https://x.com/TrustlessState/status/2115791352579391896

24:30 Hyperliquid's Wall Street Breakthrough

https://x.com/tradexyz/status/2115755854125478285

https://x.com/standuquesne/status/2115777839622689036

https://x.com/elonmusk/status/2115823011399938182

https://x.com/NYSE/status/2115802359959790069

31:43 The War Over Tokenized Stocks

https://www.theblock.co/news/business/2026-10-05-okx-ice-joint-venture-tokenized-stock-trading-417613

https://x.com/mikemaccana/status/2114427237521117472

https://x.com/toly/status/2115483790109974844

https://x.com/haydenzadams/status/2115648239525585168

44:45 Robinhood Chain's Revenue Collapse

https://x.com/ceterispar1bus/status/2115402880253300753

https://x.com/AltcoinDaily/status/2115205102533509141

https://x.com/econoar/status/2114838303266705789

52:58 Zcash's $125M Dev Fund Controversy

https://x.com/Bankless/status/2115433097822949732

https://x.com/ebfull/status/2114911107718742451

59:16 Venice's $1M Token Burn & Buyback Debate

https://x.com/TrustlessState/status/2115565172047675604

https://x.com/TrustlessState/status/2115132856934535434

https://x.com/tulipking/status/2115270309309829334

https://x.com/fejau_inc/status/2008302312402686110

1:04:30 Ethena's 12% Yield & Anthropic's $2T IPO

https://x.com/ethena/status/2115413879840989651

https://x.com/KobeissiLetter/status/2114710153417118191

https://x.com/socialcapital/status/2114740894914187557

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Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

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