20 Feb 2026
1h 9m

ROLLUP: Prediction Market War | Base Leaves Optimism | Tomasz Exits EF | Clarity Act Lives | Harvard Buys ETH

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Bankless

The Bankless Weekly Rollup discusses the escalating fight over prediction markets, sparked by CFTC's assertion of jurisdiction, and the shifting alliances in the crypto space. The hosts analyze BASE's departure from the Optimism OP stack and Zora's expansion onto Solana, alongside Aave Labs' proposal to revamp the Aave token. They examine Harvard's initial investment in Ethereum ETFs and debate the potential impact of quantum computing on Bitcoin and Ethereum. The episode also covers the implications of the Clarity Act and explores the Conway project, questioning whether it represents autonomous life on Ethereum or merely performance art. Additionally, they touch on the Netherlands' proposed wealth tax and its potential consequences for capital and asset ownership.

Outlines

Part 1: Market News, Regulation, and Prediction Markets

Part 2: Layer 2 Dynamics and Ecosystem Shifts

Part 3: Governance, Policy, and Institutional Adoption

Part 4: AI Agents, Security, and Industry Outlook

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