Markets are ignoring every warning sign as stocks hit new highs, but crypto may finally have its catalyst. Ryan and David break down the CLARITY Act’s key vote, Wall Street’s Ethereum push, Bitcoin’s $80K test, and why private AI stocks are creating chaos onchain.

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TIMESTAMPS & RESOURCES

0:00 Intro

2:46 Trump/Xi Meeting, Nvidia China Deal, and AI Stocks

https://x.com/WhiteHouse/status/2054607212513730674

https://www.reuters.com/business/retail-consumer/us-clears-h200-chip-sales-10-china-firms-nvidia-ceo-looks-breakthrough-2026-05-14/

https://imgur.com/wLddwGM

https://x.com/BullTheoryio/status/2054558694785077478

https://x.com/KobeissiLetter/status/2054177816573329496

https://fred.stlouisfed.org/graph/

https://x.com/coindesk/status/2054542868522365141

https://x.com/TedPillows/status/2054545275281182861

https://x.com/KobeissiLetter/status/2054940927379014035

https://x.com/KobeissiLetter/status/2054655260652716149

https://www.coingecko.com/en/coins/ethereum

28:06 Circle Earnings, Arc, and USDC Growth

https://x.com/circle/status/2053785252037022157

https://x.com/marcarjoon/status/2054539947466522815

https://www.cnbc.com/2026/05/11/circle-closes-222-million-from-blackrock-apollo-for-arc-blockchain.html

https://x.com/coingecko/status/2054042800203719158

32:54 Coinbase, USDC, and Hyperliquid Team Up + Anthropic and OpenAI Crack Down on Unauthorized Private Stock Sales

https://x.com/wallstengine/status/2054928782918816102

https://app.hyperliquid.xyz/trade/xyz:CBRS

https://x.com/caseycraig/status/2053568380796367301

46:57 CLARITY Act Passes Key Committee Vote

https://x.com/brian_armstrong/status/2054552885376016718 

https://x.com/DegenerateNews/status/2054968887796539789

https://x.com/valkenburgh/status/2054968314292486621

https://x.com/EleanorTerrett/status/2052890357952627000

https://polymarket.com/event/clarity-act-signed-into-law-in-2026/?via=bankless?

https://x.com/FidelityPolicy/status/2054587652121284648

https://x.com/EleanorTerrett/status/2054295187048853637

https://www.banking.senate.gov/newsroom/minority/warren-statement-on-no-trump-ethics-provision-in-crypto-bill

https://x.com/patrickjwitt/status/2054183222305554643

https://x.com/glxyresearch/status/2054635251503108596

https://x.com/EleanorTerrett/status/2054575825681367098

55:58 BlackRock, JPMorgan, and Fidelity Bring Money Markets to Ethereum

https://x.com/VivekVentures/status/2054946669083390374

https://x.com/VivekVentures/status/2053101323390754982

https://x.com/NateGeraci/status/2052872497779896460

https://app.rwa.xyz/assets/BUIDL

https://x.com/VivekVentures/status/2054305703272103977

https://x.com/EricBalchunas/status/2054316547712196688

https://am.jpmorgan.com/us/en/asset-management/adv/about-us/media/press-releases/jp-morgan-asset-management-launches-second-tokenized-fund-on-ethereum/

https://x.com/Etherealize_io/status/2054945868210450519

https://x.com/NateGeraci/status/2054355513182171502

59:23 Bankless Thesis Check-In

https://x.com/RyanSAdams/status/2054969401154130163

https://www.bankless.com/docs/mcp

1:03:43 Euphoria Mainnet Launch

https://x.com/Euphoria_fi/status/2054954998375535097

1:04:45 Closing & Disclaimers

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