War with Iran is back, but markets barely blinked. Ryan and David unpack Saylor’s $216 million Bitcoin sale, whether it marked the bottom, Robinhood Chain’s memecoin breakout, and Vitalik’s “Ethereum 3.0” roadmap.
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TIMESTAMPS
0:00 Intro
3:12 Iran War Returns, Markets Shrug & Saylor Sells 3,588 BTC — Was That the Bottom?
https://x.com/DrEliDavid/status/2074781504757027087
https://x.com/saylor/status/2074101854875656316
https://www.bankless.com/read/how-strategy-can-sell-billions-in-bitcoin
https://x.com/rob_e89rtosmit/status/2074484772622172307
20:17 Robinhood Chain’s First Hit: Memecoins
https://x.com/vladtenev/status/2074695821896065360
https://x.com/haydenzadams/status/2075062776473546979
https://www.coindesk.com/tech/2026/07/09/cashcat-trader-turns-usd800-into-over-usd1-million-on-robinhood-s-brand-new-blockchain
https://dune.com/entropy_advisors/robinhood-chain-network-overview
28:17 Ethereum 3.0? Vitalik’s New Strawmap
https://x.com/VitalikButerin/status/2073459000398463446
https://strawmap.org
https://x.com/r2Jamong/status/2074053557284982925
https://x.com/barnabemonnot/status/2073708226701328474
https://x.com/dankrad/status/20735324754318873
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