ROLLUP: Markets at ATHs | Saylor’s STRC Bid | Trump DeFi Scandal

Markets are ripping back to all-time highs, but crypto still isn’t following suit.

Ryan and David break down the V-shaped recovery driven by Iran de-escalation, why Bitcoin is still stuck in range, and the growing bull vs bear divide across macro and onchain data. They also unpack Saylor’s STRC “money printer,” the World Liberty DeFi controversy, and the SEC’s surprise ruling that just gave DeFi a major win.

Plus: the Bitcoin community’s plan to freeze Satoshi’s coins and what it means for the future of the network.

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TIMESTAMPS & RESOURCES

Intro

Markets at ATHs / Iran De-Escalation
x.com/KobeissiLetter/status/2044507788961894462
x.com/TheStalwart/status/2044045804596346931
x.com/KobeissiLetter/status/2041728989119529307
x.com/KobeissiLetter/status/2043285255931441306
x.com/KobeissiLetter/status/2043323635671179641
x.com/AndrewBeckUSA/status/2043136650478301245
x.com/zerohedge/status/2044426813544255859
x.com/KobeissiLetter/status/2044055049882476961
x.com/KobeissiLetter/status/2044435422944649651
polymarket.com/event/us-x-iran-permanent-peace…?
x.com/RaoulGMI/status/2043832901121331527
x.com/Matt_Hougan/status/2044095946334843168
x.com/JustDeauIt/status/2044127128296313079
x.com/benjamincowen/status/2044114246187851783
x.com/JoshKale/status/2044425507203166292
x.com/RyanSAdams/status/2044423401763127512
x.com/LizAnnSonders/status/2043664934559420916
fred.stlouisfed.org/series/UMCSENT
x.com/perry8888_/status/2044168141148655773
x.com/WatcherGuru/status/2044375033909264873
polymarket.com/event/how-many-fed-rate-cuts-in…?