In this episode of the Bankless podcast, Ryan and David discuss several key topics in the crypto world, starting with Tom Lee's significant ETH holdings and the rise of ETH treasury companies. They analyze market trends, including a recent dip attributed to tariff concerns and Arthur Hayes's market moves, while maintaining a bullish outlook on both crypto and the broader economy. The conversation shifts to regulatory developments, focusing on the Roman Storm verdict and its implications for DeFi, as well as Trump's executive order potentially allowing crypto in 401(k)s. They also touch on Base's sequencer issues, Succinct's ZK Prover Network launch, the SEC's stance on staked tokens, and China's warnings about Worldcoin. The episode includes a discussion on whether ETH treasury companies are buys and concludes with an ad from Coinbase, which was banned in the UK for being too political.
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