ROLLUP: Extreme Fear | Tariff Whiplash | Citrini AI Crash | Jane Street vs Terra | Pentagon vs Anthropic | Bankless

This weekly roll-up analyzes the extreme fear and uncertainty pervading crypto and traditional markets. The hosts attribute crypto's sustained low Fear and Greed Index score to doubts about the industry's future and the negative association with figures like Trump. They explore the broader "uncertainty bubble," citing the Supreme Court's tariff reversals and the unpredictable impact of AI. The discussion covers Jane Street's alleged role in the Terra Luna collapse and potential Bitcoin price suppression, as well as Meta's renewed stablecoin plans. Finally, the hosts highlight ZachXBT's exposure of insider trading at Axiom, and the clash between Anthropic and the Department of War over AI usage.

Outlines

Part 1: Market Sentiment, Fear, and Uncertainty

Part 2: Global Macro and AI Tail Risks

Part 3: Institutional Allegations and Market Manipulation

Part 4: Corporate Moves and Stablecoin Integration

Part 5: Industry Ethics, Policy, and Finance

Part 6: AI Safety and Geopolitics

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ROLLUP: Extreme Fear | Tariff Whiplash | Citrini AI Crash | Jane Street vs Terra | Pentagon vs Anthropic

Bankless

Part 1: Market Sentiment, Fear, and Uncertainty

Crypto Market's "Slytherin Week" Amidst Extreme Fear and Uncertainty

Crypto Market's Extreme Fear: Fear and Greed Index at Historic Lows

Crypto's Permanent Allocation Shift: Doubt, Trump Backlash, and AI Competition

Crypto's Backlash: Trump's Grift, Regulatory Hurdles, and AI's Ascendancy

Part 2: Global Macro and AI Tail Risks

Global Uncertainty: Tariffs, Geopolitics, and the AI Tail Risk

AI's Uncertainty Bubble: The Citrini Crash and Job Loss Fears

AI Doomer Fan Fiction: Uncertainty and Market Volatility

Part 3: Institutional Allegations and Market Manipulation

Jane Street's Alleged Role in Terra Luna's Collapse and Bitcoin Price Suppression

Crypto's Villain Search: TradFi Shenanigans and the 21 Million Cap

Part 4: Corporate Moves and Stablecoin Integration

Meta's Stablecoin Revival: Zuck Bucks and the RFP for Integration

Meta's Stablecoin: WhatsApp Remittances and Bullish Potential

Part 5: Industry Ethics, Policy, and Finance

ZachXBT Exposes Axiom: Insider Trading in the Meme Coin Trenches

Hyperliquid's Policy Center in D.C.: Lobbying for DeFi's Flourishing

Robinhood Ventures: Public Access to Private Deals and Coinbase's Stock Addition

Part 6: AI Safety and Geopolitics

Anthropic's AI Safety Stance: Clash with the Department of War

ROLLUP: Extreme Fear | Tariff Whiplash | Citrini AI Crash | Jane Street vs Terra | Pentagon vs Anthropic

Bankless

Part 1: Market Sentiment, Fear, and Uncertainty

00:03Crypto Market's "Slytherin Week" Amidst Extreme Fear and Uncertainty

Crypto Market's "Slytherin Week" Amidst Extreme Fear and Uncertainty

01:23Crypto Market's Extreme Fear: Fear and Greed Index at Historic Lows

Crypto Market's Extreme Fear: Fear and Greed Index at Historic Lows

05:02Crypto's Permanent Allocation Shift: Doubt, Trump Backlash, and AI Competition

Crypto's Permanent Allocation Shift: Doubt, Trump Backlash, and AI Competition

07:34Crypto's Backlash: Trump's Grift, Regulatory Hurdles, and AI's Ascendancy

Crypto's Backlash: Trump's Grift, Regulatory Hurdles, and AI's Ascendancy

Part 2: Global Macro and AI Tail Risks

10:46Global Uncertainty: Tariffs, Geopolitics, and the AI Tail Risk

Global Uncertainty: Tariffs, Geopolitics, and the AI Tail Risk

15:23AI's Uncertainty Bubble: The Citrini Crash and Job Loss Fears

AI's Uncertainty Bubble: The Citrini Crash and Job Loss Fears

19:04AI Doomer Fan Fiction: Uncertainty and Market Volatility

AI Doomer Fan Fiction: Uncertainty and Market Volatility

Part 3: Institutional Allegations and Market Manipulation

26:24Jane Street's Alleged Role in Terra Luna's Collapse and Bitcoin Price Suppression

Jane Street's Alleged Role in Terra Luna's Collapse and Bitcoin Price Suppression

31:33Crypto's Villain Search: TradFi Shenanigans and the 21 Million Cap

Crypto's Villain Search: TradFi Shenanigans and the 21 Million Cap

Part 4: Corporate Moves and Stablecoin Integration

35:31Meta's Stablecoin Revival: Zuck Bucks and the RFP for Integration

Meta's Stablecoin Revival: Zuck Bucks and the RFP for Integration

39:05Meta's Stablecoin: WhatsApp Remittances and Bullish Potential

Meta's Stablecoin: WhatsApp Remittances and Bullish Potential

Part 5: Industry Ethics, Policy, and Finance

40:54ZachXBT Exposes Axiom: Insider Trading in the Meme Coin Trenches

ZachXBT Exposes Axiom: Insider Trading in the Meme Coin Trenches

50:43Hyperliquid's Policy Center in D.C.: Lobbying for DeFi's Flourishing

Hyperliquid's Policy Center in D.C.: Lobbying for DeFi's Flourishing

52:25Robinhood Ventures: Public Access to Private Deals and Coinbase's Stock Addition

Robinhood Ventures: Public Access to Private Deals and Coinbase's Stock Addition

Part 6: AI Safety and Geopolitics

55:51Anthropic's AI Safety Stance: Clash with the Department of War

Anthropic's AI Safety Stance: Clash with the Department of War