ROLLUP: The Bull Market Test | Clarity Dies | SEC Opens the Door | Hyperliquid Comes Onshore

Crypto just shrugged off a Fed hike and the death of the Clarity Act. Ryan and David break down the early-bull signal, the SEC’s tokenized-stock breakthrough, the coming options race, and Hyperliquid’s path into the U.S.

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TIMESTAMPS & RESOURCES

0:00 Intro

0:26 Bull Market Signals: BTC, Zcash & Altcoins
x.com/econoar/status/2099874713539604734
x.com/TrustlessState/status/2100286172253815281
x.com/AviFelman/status/2100288435474825301
x.com/NEARProtocol/status/2099968050405495246
x.com/NEARProtocol/status/2099883498848784778

8:39 Macro: Tom Lee, Bonds & the Fed Hike
x.com/StockMKTNewz/status/2100267546683543913
x.com/geiger_capital/status/2099503989364609340
x.com/CNBC/status/2100284014221295770
bloomberg.com/news/videos/2026-09-16/fed-chair…
cnbc.com/2026/09/16/trump-fed-interest-rate-wa…

23:43 Clarity Act Falls Apart
x.com/CoinDesk/status/2099429197034766830
x.com/tradfi/status/2099319531168731528
x.com/Polymarket/status/2099529644596731950
x.com/EleanorTerrett/status/2100389230874689650

26:27 Regulators Fill the Gap: SEC & Tokenized Stocks
x.com/chairmanselig/status/2100232064259735589
x.com/SECPaulSAtkins/status/2100256253645668860
x.com/hosseeb/status/2100274788170162522
x.com/SECPaulSAtkins/status/2100572313334821271
x.com/Bankless/status/2100582318335275190
x.com/NateGeraci/status/2100581006004691453

42:31 The Crypto Options Race
thedefireport.io/research/the-watch-list-deriv…
bankless.com/podcast/crypto-is-ready-for-oncha…
x.com/TrustlessState/status/2100297485147406766

45:46 Hyperliquid Comes Onshore
x.com/Payward/status/2100178016617869710
payward.com/press-release/payward-hyperliquid-…

48:38 Arc Chain Launches
x.com/arc/status/2100170550857404852

50:50 OpenZeppelin Joins S&P Global
x.com/OpenZeppelin/status/2100557026438848568

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