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ROLLUP: Bull Market Over? | Operation Choke Point 2.0 Emails | Meta Free Speech | $6.5B Silk Road BTC Sale

Bankless

[email protected]

Tech News, News, Technology

4.81.1K Ratings

🗓️ 10 January 2025

⏱️ 67 minutes

🧾️ Download transcript

Summary

Ryan and David return for another Weekly Rollup, tackling the question everyone’s asking in 2025: is the crypto bull market already over, or do we still have more to go? Fresh FDIC emails prove Choke Point 2.0 was no conspiracy, with yet another key antagonist stepping down. Meanwhile, AI agents dominate headlines and reimagine DeFi UX, and Meta’s abrupt pivot to free speech has everyone buzzing. Finally, the U.S. greenlights a $6.5B Silk Road Bitcoin sale—can Trump step in to save America’s strategic BTC stash? Buckle up; 2025 isn’t slowing down. You ready anon?


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TIMESTAMPS & RESOURCES


0:00 California Wildfires
https://x.com/white_lenka/status/1876973806817775719   
https://x.com/babybeginner/status/1876872061265523155/video/1  
https://x.com/ashkan/status/1876970164807164042/photo/1https://x.com  
mamboitaliano__/status/1876923670540501349/video/1    
https://x.com/0xngmi/status/1877229902065283198  


6:10 MARKETS 
https://x.com/saylor/status/1876253178100117907  


7:13 Meanwhile, US court greenlighted sale of $6.5B of Silk Road Bitcoin
https://storage.courtlistener.com/recap/gov.uscourts.cand.368440/gov.uscourts.cand.368440.17  
https://decrypt.co/300133/us-court-greenlights-sale-of-6-5b-in-seized-silk-road-bitcoin  


10:57 Markets Cont. 
https://www.tradingview.com/symbols/AMEX-SPY/  
https://companiesmarketcap.com/assets-by-market-cap/  


15:15 Movers of the Week
https://www.bankless.com/read/the-top-ai-agent-tokens-were-watching  


18:21 Arbitrum is close to gain another green L2BEAT pie slice
https://x.com/sgoldfed/status/1876417832948523464 
https://l2beat.com/scaling/projects/arbitrum  


21:01 Succinct - zkEVMs on Superchain! First one!
https://x.com/pumatheuma/status/1877070524783931515  


25:05 Is the bull market over - how long will continue?
https://mirror.xyz/kain.eth/Pa7XlhwUD-p 
https://x.com/cburniske/status/1877043358956134826  


35:39 Are AI Agents the Meta for the rest of the bull?
https://x.com/MessariCrypto/status/1874160250812825703/photo/1  
https://www.cookie.fun/  
https://x.com/RaoulGMI/status/1874934417032192325  
https://x.com/Dogetoshi/status/1877381299612086691  
https://x.com/askthehive_ai/status/1876730899695362452 
https://x.com/blocknewsdotcom/status/1875280354640265524  


49:05 Operation Choke Point 2.0…another general in the anti-crypto army out
https://www.federalreserve.gov/newsevents/pressreleases/files/other20250106a1.pdf  
https://x.com/SenLummis/status/1876346748744167924 
https://x.com/EconWithNick/status/1876272018821439670  
https://x.com/DavidSacks/status/1865199683087245405  


55:29 Meta is now pro-free speech platform - Political wind change in DC + SV
https://x.com/BasedBeffJezos/status/1876602383754789079   
https://x.com/lindayaX/status/1876612826456019145  
https://x.com/elonmusk/status/1876657662068461657  
https://www.bbc.com/news/articles/c8j9e1x9z2xo  
https://www.tradingview.com/news/cointelegraph:7c0f65f07094b:0-circle-contributes-1m-usdc-to-trump-s-inauguration-committee/  


1:00:14 Will Canada get a pro-crypto leader too? 
https://x.com/WatcherGuru/status/1876299232887607433  


1:01:47 Do Kwon arrived to the US and pleaded not guilty 
https://cointelegraph.com/news/terraform-do-kwon-appears-before-us-judge-pleads-not-guilty  


1:04:30 Meme of the Week
https://x.com/dolos_diary/status/1877311858492977642  


1:06:47 Closing & Disclaimers 


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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures  ⁠  

Transcript

Click on a timestamp to play from that location

0:00.0

David, have you seen images from or videos from this California wildfire that's going on?

0:08.0

I have tried to not look.

0:11.0

It's crazy.

0:13.0

I think this is what Malibu looks like, and this is as of January 8th, so yesterday as of recording, this is a shot of live of Malibu something

0:21.9

just driving down the street just house after house on fire

0:32.4

oh more oh my god look at all these fucking bubbles. I'm not going to

0:39.3

this is the palisades fire, which is in like northwest LA,

0:43.3

which is this the most local proximate, like forest area.

0:48.3

Malibu is the next city over to the left of LA,

0:52.3

and then it gets into like Hollywood pretty close.

0:55.2

Absolutely crazy. I mean, here's an image of somebody actually in their home. I have no

0:58.4

idea what they're doing. This is crazy because the fire is raging right outside. They look

1:04.7

like they are inside of the fire. Yeah, with their dog in the house, dude. I'm getting the heck out of there.

1:15.0

Yeah, I think the owner just felt comfortable because I think they just immediately ran out their front door and went into the street and the street was fine.

1:18.6

But yeah, the fire was like right.

1:20.1

Yeah, cutting it up to the very, the line.

1:23.3

And so there's, there's, LA is surrounded by like hills and forested hills. And so there's three there's, there's, there's, it's, like, hills and, um, forested hills.

1:28.9

And so there's three or four different fires all coming in, like, encroaching on LA from,

1:34.6

from the west and then also from the north.

1:37.0

Uh, and so when they, and when it like intersects with neighborhoods, it starts to go from

1:41.4

a forest fire to like, just waves of houses.

1:44.1

Yeah, absolutely crazy.

...

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