ROLLUP: Crypto Bullish Again? | OpenUSD vs USDC | Robinhood Chain

Crypto looks bullish again, but the receipts are complicated. David and Ryan unpack OpenUSD’s USDC threat, Robinhood Chain’s tokenized stocks, Saylor’s hedge-fund pivot, Venice’s token dilemma, Cloudflare’s stablecoin payments, and Trump’s $1.4B crypto haul.

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TIMESTAMPS & RESOURCES

Intro

Market Bounce + Fed Watch
x.com/KillaXBT/status/2072288076928266434
cnbc.com/2026/07/01/kevin-warsh-ecb-forum-live…
polymarket.com/event/fed-decision-in-july-181
thedefireport.io/research/52-of-the-btc-supply…
x.com/Geiger_Capital/status/2072660106035028395

Strategy’s Digital Credit Capital Framework
x.com/saylor/status/2071565162377568377
x.com/Strategy/status/2071565225699004761

The Rise of Robinhood Chain
x.com/RobinhoodApp/status/2072390893181481419
x.com/charliekerr/status/2072477658802217187
x.com/EntropyAdvisors/thread/2072395320752050212
x.com/trent_vanepps/status/2072405895313588351
x.com/Lighter_xyz/status/2072394977729040722
x.com/Lighter_xyz/status/2072401925094441109

Venice AI Becomes a Unicorn
techcrunch.com/2026/07/01/venice-ai-becomes-a-…
x.com/ErikVoorhees/status/2072326370206581037
x.com/ErikVoorhees/status/2072336126912630921
x.com/MikeIppolito_/status/2072353260795572281
x.com/ChainLinkGod/status/2072378849921577306
x.com/CosimoCapital/status/2072450958270050394

OpenUSD vs USDC
joinopenstandard.com/blog/introducing-open-usd
x.com/stripe/status/2071948464762618051
x.com/jerallaire/status/2072252803163255179
x.com/lorenzoark/status/2071997238713127404
x.com/HadickM/thread/2072286093744234864
x.com/koeppelmann/status/2071961529671418065
x.com/paoloardoino/status/2071982330915225771