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.

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TIMESTAMPS & RESOURCES

0:00 Intro

2:46 Trump/Xi Meeting, Nvidia China Deal, and AI Stocks
x.com/WhiteHouse/status/2054607212513730674
reuters.com/business/retail-consumer/us-clears…
imgur.com/wLddwGM
x.com/BullTheoryio/status/2054558694785077478
x.com/KobeissiLetter/status/2054177816573329496
fred.stlouisfed.org/graph
x.com/coindesk/status/2054542868522365141
x.com/TedPillows/status/2054545275281182861
x.com/KobeissiLetter/status/2054940927379014035
x.com/KobeissiLetter/status/2054655260652716149
coingecko.com/en/coins/ethereum

28:06 Circle Earnings, Arc, and USDC Growth
x.com/circle/status/2053785252037022157
x.com/marcarjoon/status/2054539947466522815
cnbc.com/2026/05/11/circle-closes-222-million-…
x.com/coingecko/status/2054042800203719158

32:54 Coinbase, USDC, and Hyperliquid Team Up + Anthropic and OpenAI Crack Down on Unauthorized Private Stock Sales
x.com/wallstengine/status/2054928782918816102
app.hyperliquid.xyz/trade/xyz:CBRS
x.com/caseycraig/status/2053568380796367301

46:57 CLARITY Act Passes Key Committee Vote
x.com/brian_armstrong/status/2054552885376016718
x.com/DegenerateNews/status/2054968887796539789
x.com/valkenburgh/status/2054968314292486621
x.com/EleanorTerrett/status/2052890357952627000
polymarket.com/event/clarity-act-signed-into-l…?
x.com/FidelityPolicy/status/2054587652121284648
x.com/EleanorTerrett/status/2054295187048853637
banking.senate.gov/newsroom/minority/warren-st…
x.com/patrickjwitt/status/2054183222305554643
x.com/glxyresearch/status/2054635251503108596
x.com/EleanorTerrett/status/2054575825681367098

55:58 BlackRock, JPMorgan, and Fidelity Bring Money Markets to Ethereum
x.com/VivekVentures/status/2054946669083390374
x.com/VivekVentures/status/2053101323390754982
x.com/NateGeraci/status/2052872497779896460
app.rwa.xyz/assets/BUIDL
x.com/VivekVentures/status/2054305703272103977
x.com/EricBalchunas/status/2054316547712196688
am.jpmorgan.com/us/en/asset-management/adv/abo…
x.com/Etherealize_io/status/2054945868210450519
x.com/NateGeraci/status/2054355513182171502

59:23 Bankless Thesis Check-In
x.com/RyanSAdams/status/2054969401154130163
bankless.com/docs/mcp

1:03:43 Euphoria Mainnet Launch
x.com/Euphoria_fi/status/2054954998375535097

1:04:45 Closing & Disclaimers

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