ROLLUP: Gold & Silver ATHs | Fidelity’s Stablecoin | Ethereum’s Quantum Pivot | Tether Buys Gold
Bankless · Bankless
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Show Notes
Markets wobble as gold and silver hit all time highs, raising the big question of what comes next for crypto. Ryan and David unpack the macro shock driving the move, from Fed independence and shutdown risk to a weaker dollar narrative, and why Tether is quietly becoming one of the world’s largest gold holders. They make the case for Ethereum’s comeback, from surging usage to serious quantum resistance efforts, break down Fidelity’s new onchain dollar, and dig into MegaETH’s eye popping stress test. Plus: prediction markets go mainstream, a bizarre $40 million government crypto theft, and a new Vitalik meme to close it out.
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TIMESTAMPS & RESOURCES
0:00 Intro
3:22 Markets
https://x.com/Vivek4real_/status/2014721850937380963
https://imgur.com/vumkykb
https://x.com/longstcc/status/2016429742904508789
https://www.cnbc.com/2026/01/28/fed-meeting-today-live-updates.html
https://polymarket.com/event/lisa-cook-out-as-fed-governor-by-september-30/?via=bankless
https://polymarket.com/event/how-many-fed-rate-cuts-in-2026/?via=bankless.
https://polymarket.com/event/will-there-be-another-us-government-shutdown-by-january-31/?via=bankless
16:25 Gold & Silver All-Time Highs
https://www.tradingview.com/chart/1RYLG2gC/?symbol=TVC:GOLD
https://companiesmarketcap.com/assets-by-market-cap
https://x.com/KobeissiLetter/status/2016890828925313192
https://x.com/philippilk/status/2016089604588290348
https://x.com/historydefined/status/2016360674058760269
https://x.com/fintechfrank/status/2015596117195444375
https://x.com/DegenerateNews/status/2016870767426707457
https://thedefireport.io/research/why-is-bitcoin-underperforming-gold
28:11 Dollar Reserve Currency Discussion & Tether Gold Reserves
https://x.com/FluentInFinance/status/2015424544333328808
https://x.com/KobeissiLetter/status/2016259771616444454
https://x.com/barkmeta/status/2016351131727770107
https://x.com/WatcherGuru/status/2016307227158601780
https://cryptonews.com/news/tether-quietly-becomes-one-of-the-biggest-global-gold-market-players-holds-140-tons-of-gold
33:15 Ethereum Usage Scaling & Ethereum Quantum Resistance & ETH Bull Case
https://x.com/JasonYanowitz/status/2016128371755811109
https://x.com/riley_gmi/status/2016193883764371469
https://sergeenkov.com/record-high-activity-ethereum-2026
https://x.com/drakefjustin/status/2014791629408784816
https://x.com/VivekVentures/status/2015510724244611168
https://x.com/LorenzoARK/status/2015594553579868566
43:47 Fidelity Digital Dollar
https://x.com/DegenerateNews/status/2016505433322635443
https://x.com/sytaylor/status/2016569801678704807
45:40 Tether Onshore Stablecoin (USA₮)
https://x.com/paoloardoino/status/2016151121522204953
46:46 MegaETH Mainnet & Stress Test
https://x.com/megaeth/status/2016511667644064164
https://x.com/megaeth/status/2014376592378888503
https://www.growthepie.com
https://app.hyperliquid.xyz/trade
https://x.com/NamikMuduroglu/status/2016909695609364917
53:27 Uniswap Auctions
https://x.com/Uniswap/status/2016513436771922218
https://x.com/Benjamin918_/status/2016515467960016958
54:34 Robinhood & Talos
57:15 Prediction Markets Expansion
https://x.com/brian_armstrong/status/2016593041532870677
https://x.com/shayne_coplan/status/1989005876611461429
57:42 OpenAI & Human Verification
https://x.com/forbes/status/2016622235902234794
1:00:24 Government Contractor Theft Story
https://x.com/zachxbt/status/2015430549846777964
https://x.com/zachxbt/status/2014685299025060154
1:03:11 Meme of the Week
https://x.com/0xcyp/status/2016556046697779495
1:04:01 Closing & Disclaimers
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