ROLLUP: Korea Gets Liquidated | The AI Trade Unwinds | Crypto Holds Firm | Warsh Holds Rates

Korea’s leveraged stock boom imploded and the AI trade found a forced seller, but crypto held firm. Ryan and David unpack whether the winds are shifting toward BTC and ETH, Warsh’s hawkish Fed debut, and Ethereum’s 11th birthday.

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TIMESTAMPS

0:00 Intro

0:17 Korea & AI Liquidation
x.com/kobeissiletter/status/2082463897387257895
x.com/KobeissiLetter/status/2082792020993536283
noahpinion.blog/p/why-did-south-korean-stocks-…
noahpinion.blog/p/the-ai-bust-scenario-that-no…
x.com/tbpn/status/2082849965102219677
cnbc.com/2026/07/30/leopold-aschenbrenners-hed…
x.com/amitisinvesting/status/2082860784242049407

14:39 Crypto Holds Firm
x.com/micro2macr0/status/2081868142230286664
x.com/cryptunez/status/2081893515223535625
x.com/blknoiz06/status/2082560475951251789

20:27 Warsh, Rates & Global Liquidity
x.com/YahooFinance/status/2082538170533519741
theblock.co/post/410092/fed-holds-rates-steady…
thedefireport.io/research/can-the-economy-hand…
x.com/AlexCorrino/status/2082667540090859698
x.com/Barchart/status/2082683129681092931
x.com/wallstengine/status/2082551083583541287
capitalwars.substack.com/p/global-liquidity-an…

36:47 Clarity Act Stalls
x.com/EleanorTerrett/status/2082127523249262881
polymarket.com/event/clarity-act-signed-into-l…
x.com/Cointelegraph/status/2082190857336205486

38:25 Ethereum Turns Eleven
x.com/LefterisJP/status/2082771162942075080
theblock.co/post/410083/ethereum-cypherpunk-ma…
x.com/ethereumfndn/status/2082437165233951223
x.com/AyaMiyagotchi/status/2082437879494488566

44:35 Robinhood’s Mixed Quarter
dune.com/entropy_advisors/robinhood-chain-netw…
thedefiant.io/news/blockchains/robinhood-chain…

47:52 New York’s Doxxing Scandal
x.com/haydenzadams/status/2081740559694074248
nypost.com/2026/07/27/us-news/mamdani-names-al…

53:26 July Wrap-Up

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