Crypto Rundown: Is Ethereum DEAD?!
CRYPTO 101
Bryce Paul & Brendan Viehman
4.3 • 841 Ratings
🗓️ 27 May 2026
⏱️ 33 minutes
🧾️ Download transcript
Summary
In this episode of the Crypto Rundown, Tevo and Brendan break down the latest Ethereum drama after Bankless sold its ETH and Vitalik responded with a long defense of Ethereum’s mission. They discuss whether the negativity around Ethereum is a capitulation signal, especially as Bitmine and SharpLink continue accumulating and prepare for potential Russell index inclusion. The conversation also covers Bitcoin ETF resilience, the rise of the DRAM/AI chip trade, and why capital rotation may eventually flow back into crypto. They close with updates on the Strategic Bitcoin Reserve narrative, Ondo founder Nathan Allman’s passing, and why Bitcoin’s recent technical rejection is pushing the market back toward fear.
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Chapters
0:00 Intro
03:20 - Ethereum drama takes over the timeline
05:20 - Bankless sells ETH and sparks debate
07:40 - Vitalik responds to Ethereum criticism
09:50 - Ethereum Foundation influence explained
13:25 - Is Bankless selling a bottom signal?
15:40 - Bitmine and SharpLink gain index momentum
18:30 - AI chip ETF beats Bitcoin ETF record
24:30 - Bitcoin ETF flows remain surprisingly strong
26:40 - Strategic Bitcoin Reserve rumors return
32:10 - Crypto fear rises after Bitcoin rejection
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Transcript
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| 0:00.0 | All right, everybody, welcome back to the Crypto 101 podcast. It's another rundown. And we have a special edition today as Ethereum seems to be on turmoil. Not necessarily in the price action this week. It is online on X. The knives |
| 0:23.4 | are out. We covered a little bit of how bankless has sold the rest of their Ethereum and was |
| 0:28.8 | not bullish, very negative on Ethereum last week on the timeline. Brian and I kicked that |
| 0:32.8 | around. And then over the weekend, Vitalik, the creator of Ethereum, responded with a very, very large |
| 0:39.4 | thread. So is Ethereum dead? People are wondering on the timeline, the debate continues. As some |
| 0:44.3 | people say they're selling their east, they're done. Other people seem to be buying up the supply |
| 0:48.9 | nonstop. Bitmine. Tom Lee, 5%. Sharplink, Sbet, continue to to buy a lot of other bulls on the timeline so the |
| 0:58.1 | question is is ethereum dead let's answer it let's kick it around but first welcome back to |
| 1:03.2 | my friend brend and brend it's been a couple uh weeks since we last had you excited to have you today |
| 1:07.6 | we're going to kick around the ethereum is dead conversation a little bit of other news. And then Friday, we'll be live meeting. We're doing some TA back on it on Friday. So welcome back to the show. Dude, it's good to be back. I was supposed to have made an appearance here recently. Got a little sick, still a little bit sick. So I'll pardon in advance, everyone, if I have a little cough or a little |
| 1:28.0 | sniffle or something. But man, it's going to be a good episode, Tevo. I have some very |
| 1:33.4 | straightforward opinions about the Ethereum situation. So we'll talk about that. We'll dive into |
| 1:39.7 | the fun. Let's dive into that right now. I know on the sheet, we have coin market cap. We'll go back to |
| 1:43.5 | that later. Let's just dive into this Ethereum. Is Ethereum dead? It's the talk of the timeline. |
| 1:49.3 | Last week, there was the bankless self. Did you see that? Are you a bankless, avid bankless listener? |
| 1:55.6 | What are your thoughts around that before we dive into Vitalik's response? |
| 1:58.9 | You know, I saw that. I also saw that Harvard was unwinding |
| 2:03.6 | some of their crypto as well. There was another group that was doing this as well. And in fact, |
| 2:09.8 | we were bantering about it inside of our work chats where it's like all the analysts, you know, |
| 2:14.6 | yourself, a lot of the different team members. And we are bantering |
| 2:18.6 | back and forth, like, oh, you know, is this the bottom signal? Because it was like Harvard selling |
| 2:22.6 | their crypto and bankless and, you know, there's someone else. And everyone's like, oh, you know, |
... |
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