Inflation cooled, war intensified, and crypto climbed anyway. Ryan and David ask if the bottom is in, unpack Robinhood Chain’s surge past Base, and debate who benefits from Ethereum’s L2 boom.
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TIMESTAMPS
0:00 Intro
0:29 Cycle Bottom Watch
https://x.com/TrustlessState/status/2077774313726304659
https://x.com/goodalexander/status/2077031311664197738
https://x.com/brian_armstrong/status/2076857638059720736
5:24 Inflation Cools, War Heats
https://x.com/kobeissiletter/status/2077008212994253025
https://x.com/geiger_capital/status/2077011477580451983
14:56 Crypto Outperforms Stocks
https://x.com/saylor/status/2076638696053276748
https://x.com/TrustlessState/status/2076647130572235017
https://x.com/TrustlessState/status/2077197119207756098
22:34 Robinhood Chain Breaks Out
https://x.com/donnoh_eth/status/2075890751834071189
https://dune.com/entropy_advisors/robinhood-chain-network-overview
https://www.coindesk.com/business/2026/07/15/the-launchpad-that-fueled-robinhood-chain-s-memecoin-boom-just-gave-away-all-its-revenue
https://dune.com/adam_tehc/the-robinhood-trenches
29:31 Base Pivots to Trading
https://x.com/jessepollak/status/2077427261586997745
https://x.com/jessepollak/status/2077550728416256489
https://x.com/austincampbell/status/2077545305789067398
36:15 Does ETH Earn Enough?
https://x.com/vladtenev/status/2076666114801877310
https://x.com/LorenzoARK/status/2076792007184298076
https://x.com/apolynya/status/2077301418860466487
https://x.com/TrustlessState/status/2077400104458154428
https://x.com/ethereumJoseph/status/2076838398510211122
47:29 L2s and Rent Sharing
https://x.com/sgoldfed/status/2077082053330272454
https://x.com/l2beat/status/2077764769436553272
https://l2beat.com/native-rollups
56:20 Ethereum Spinoffs Multiply
https://x.com/eth_systems/status/2077000602320805918
https://x.com/fradamt/status/2077739531520921621
58:49 DeFi Hacks May Be Peaking
https://x.com/hosseeb/status/2076682247168827849
https://x.com/maraoz/status/2059413451265441990
1:01:44 Buy-and-Burn Wins
https://x.com/TrustlessState/status/2077186630566224208
https://x.com/blknoiz06/status/2077773554033037509
1:06:29 Closing & Disclaimers
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