ROLLUP: One More Dip? | Saylor Sold | IPO Season | Ethereum vs ETH

Bitcoin is back at Biden-era prices, ETFs are bleeding, and Saylor just did the thing he said never to do: sell. Ryan and David unpack whether crypto has one more drop left, what trillion-dollar IPOs reveal about broken capital markets, and why their ETH debate may be the real fight for Ethereum’s future.

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TIMESTAMPS & RESOURCES

0:00 Intro

3:07 Markets
x.com/aggrnews/status/2063954465678410121
coindesk.com/markets/2026/06/01/analysts-agree…
imgur.com/SDyYiQS
x.com/WatcherGuru/status/2063964293478101014
x.com/zoomerfied/status/2062288919853490553
prnewswire.com/news-releases/bitmine-immersion…
thedefiant.io/news/tradfi-and-fintech/bitmine-…
coindesk.com/business/2026/06/03/tom-lee-s-bit…
imgur.com/tvIDofV
x.com/KobeissiLetter/status/2065049515384582205
polymarket.com/event/fed-rate-hike-in-2026
fred.stlouisfed.org/graph
theguardian.com/business/2026/jun/11/ecb-euroz…

30:11 IPO Season
app.lighter.xyz/trade/SPACEX
app.lighter.xyz/trade/ANTHROPIC
app.lighter.xyz/trade/OPENAI

36:29 Bankless Guys Are Fighting
x.com/steweycrypto/status/2062796930326094216
x.com/RyanSAdams/status/2062598415482245528
x.com/TrustlessState/status/2062599824491372906
x.com/RyanSAdams/status/2062612677466202281
x.com/TrustlessState/status/2062644365533622705
x.com/RyanSAdams/status/2062669134614466707
x.com/TrustlessState/status/2062674368195686809
x.com/RyanSAdams/status/2062745848673427471
x.com/Tommyb631/status/2062613008304451756

55:39 Morpho Flips Aave
morpho.org/blog/morpho-association-raises-175m…
x.com/0xLouisT/status/2063963380000407881

58:04 ZEC Vulnerability & Jason Calacanis’ Crypto-to-AI Tweet
x.com/Jason/status/2064083020257055193
coindesk.com/.../zcash-plummets-30-as-developer-reveals-a-major-bug
forum.zcashcommunity.com/.../orchard-counterfeiting-vulnerability

1:02:55 Hester Peirce Almost Out
x.com/hesterpeirce/status/2064768651488608612
sec.gov/newsroom/speeches-statements/peirce-re…

1:06:03 World Cup Starts
polymarket.com/event/world-cup-winner

1:07:26 Closing & Disclaimers

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