ROLLUP: Bull Market? | Inflation Cools, War Heats | Robinhood Flips Base | ETH’s Fee Problem

Inflation cooled, war intensified, and crypto climbed anyway. Ryan and David ask if the bottom is in, unpack Robinhood Chain’s surge past Base, and debate who benefits from Ethereum’s L2 boom.

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TIMESTAMPS

0:00 Intro

0:29 Cycle Bottom Watch
x.com/TrustlessState/status/2077774313726304659
x.com/goodalexander/status/2077031311664197738
x.com/brian_armstrong/status/2076857638059720736

5:24 Inflation Cools, War Heats
x.com/kobeissiletter/status/2077008212994253025
x.com/geiger_capital/status/2077011477580451983

14:56 Crypto Outperforms Stocks
x.com/saylor/status/2076638696053276748
x.com/TrustlessState/status/2076647130572235017
x.com/TrustlessState/status/2077197119207756098

22:34 Robinhood Chain Breaks Out
x.com/donnoh_eth/status/2075890751834071189
dune.com/entropy_advisors/robinhood-chain-netw…
coindesk.com/business/2026/07/15/the-launchpad…
dune.com/adam_tehc/the-robinhood-trenches

29:31 Base Pivots to Trading
x.com/jessepollak/status/2077427261586997745
x.com/jessepollak/status/2077550728416256489
x.com/austincampbell/status/2077545305789067398

36:15 Does ETH Earn Enough?
x.com/vladtenev/status/2076666114801877310
x.com/LorenzoARK/status/2076792007184298076
x.com/apolynya/status/2077301418860466487
x.com/TrustlessState/status/2077400104458154428
x.com/ethereumJoseph/status/2076838398510211122

47:29 L2s and Rent Sharing
x.com/sgoldfed/status/2077082053330272454
x.com/l2beat/status/2077764769436553272
l2beat.com/native-rollups

56:20 Ethereum Spinoffs Multiply
x.com/eth_systems/status/2077000602320805918
x.com/fradamt/status/2077739531520921621

58:49 DeFi Hacks May Be Peaking
x.com/hosseeb/status/2076682247168827849
x.com/maraoz/status/2059413451265441990

1:01:44 Buy-and-Burn Wins
x.com/TrustlessState/status/2077186630566224208
x.com/blknoiz06/status/2077773554033037509

1:06:29 Closing & Disclaimers

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