15 Aug 2025

ROLLUP: BTC ATH & ETH Near ATH | Stripe & Circle L1s | Monero 51% Attack

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Bankless

In this Bankless Weekly Rollup, Ryan and David discuss the current state of the crypto market, including ETH's near all-time high and Bitcoin's new all-time high, while also touching on Tom Lee's ETH treasury. They analyze the recent PPI numbers and their potential impact on the economy, as well as new layer one blockchains launched by Stripe and Circle. The hosts also cover Monero's 51% attack and banks' reactions to the Genius Act. They explore Coinbase's addition of a DEX to its app, ETH ETF flows, and the increasing institutional adoption of ETH, including Harvard's investment in Bitcoin ETFs. The conversation also covers the ETH/BTC ratio, treasury volumes, and various market movers, including Lido and Arbitrum.

Outlines

Part 1: Market Analysis

Part 2: Institutional ETH Accumulation

Part 3: Layer 1 Stablecoin Chains

Part 4: Final Thoughts

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