Ryan and David unpack the CLARITY Act’s last-minute lifeline, $100 oil, BitMine’s ETH slowdown, and the OpenAI model that escaped its sandbox.
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TIMESTAMPS
0:00 Intro
0:33 CLARITY Act at a Crossroads
https://x.com/EleanorTerrett/status/2079334038104408522
https://x.com/EleanorTerrett/status/2079962528243650990
https://x.com/coindesk/status/2079633633023836667
https://x.com/EleanorTerrett/status/2079608362522575063
https://x.com/politico/status/2080261045114065177
https://polymarket.com/event/clarity-act-signed-into-law-in-2026/clarity-act-signed-into-law-in-2026
17:56 BitMine’s 5% ETH Strategy
https://x.com/BitMNR/status/2079184988541448638
https://x.com/ykkz99/status/2079607294354964696
https://x.com/ykkz99/status/2079244980103659697
https://x.com/coindesk/status/2079200035045036162
27:40 Hester Peirce Eyes DeFi Vaults
https://x.com/HesterPeirce/status/2080011999702880341
https://x.com/CJRobins01/status/2079976258423627785
https://x.com/Bankless/status/2079536878588715366
https://morpho.org/blog/now-live-morpho-midnight
38:28 BitMEX’s End of an Era
https://x.com/CryptoHayes/status/2080286601125482771
https://x.com/BitMEX/status/2080201602456301580
44:36 NEAR Goes Post-Quantum
https://x.com/NEARProtocol/status/2079189515843821764
48:58 TradFi Moves Deeper Into Crypto
https://x.com/EricBalchunas/status/2077774644652790240
https://x.com/JSeyff/status/2077792050573918432
https://crypto.com/us/company-news/cryptocom-announces-400-million-strategic-investment-from-citadel-securities
https://x.com/mzorkin/status/2077834551091478695
54:07 OpenAI Model Breaks Out
https://simonwillison.net/2026/Jul/22/openai-cyberattack/
https://huggingface.co/blog/security-incident-july-2026
https://openai.com/index/hugging-face-model-evaluation-security-incident/
1:02:40 Closing & Disclaimers
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