ROLLUP: War Returns, Markets Shrug | Saylor Sells | Robinhood Memecoins | Ethereum 3.0?

War with Iran is back, but markets barely blinked. Ryan and David unpack Saylor’s $216 million Bitcoin sale, whether it marked the bottom, Robinhood Chain’s memecoin breakout, and Vitalik’s “Ethereum 3.0” roadmap.

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TIMESTAMPS

0:00 Intro

3:12 Iran War Returns, Markets Shrug & Saylor Sells 3,588 BTC — Was That the Bottom?
x.com/DrEliDavid/status/2074781504757027087
x.com/saylor/status/2074101854875656316
bankless.com/read/how-strategy-can-sell-billio…
x.com/rob_e89rtosmit/status/2074484772622172307

20:17 Robinhood Chain’s First Hit: Memecoins
x.com/vladtenev/status/2074695821896065360
x.com/haydenzadams/status/2075062776473546979
coindesk.com/tech/2026/07/09/cashcat-trader-tu…
dune.com/entropy_advisors/robinhood-chain-netw…

28:17 Ethereum 3.0? Vitalik’s New Strawmap
x.com/VitalikButerin/status/2073459000398463446
strawmap.org
x.com/r2Jamong/status/2074053557284982925
x.com/barnabemonnot/status/2073708226701328474
x.com/dankrad/status/2073532475431887354
x.com/DefiIgnas/status/2073480431887056958

45:46 JPMorgan’s $700M Ethereum Fund & Paradigm Fundraise
cryptobriefing.com/jpmorgan-jltxx-tokenized-mo…
x.com/TradingProtocol/status/2074383012939141407
x.com/matthuang/status/2074873573983035801

53:13 The Fight for 24/7 Markets & David’s Portfolio Check-In
x.com/jchervinsky/status/2075230297134645744
x.com/econoar/status/2075056773724062031
x.com/rambo_xbt/status/2075192964259672434
x.com/TrustlessState/status/2062122936790581520

1:04:00 Closing & Disclaimers

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