Is It All Over? What The Markets Are Saying For 2026

In this episode of the Bankless Weekly Roll Up, Ryan and David discuss the extreme fear in the crypto markets, questioning if it's a bear market. David shares his experiences at DevConnect in Buenos Aires, highlighting the focus on scaling Ethereum's layer one and the emphasis on privacy. They cover various topics including the Aave app, Aztec's launch of a ZK layer two, the Kraken IPO, and Coinbase's upcoming announcement. The conversation also delves into market analysis, with insights from crypto investors like Raoul Pal, Arthur Hayes, and Michael Nadeau, as well as the potential impact of AI bubble fears and Fed rate cut uncertainty. They touch on the political backlash against crypto, El Salvador's Bitcoin purchases, and BlackRock's staked Ethereum trust, ending with a discussion on ETH's exceeding Bitcoin in treasury companies.