ROLLUP: Bitcoin All-Time-High, Is ETH Next?

Bankless

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Tech News, News, Technology

4.8 • 1.1K Ratings

🗓️ 11 July 2025

⏱️ 65 minutes

🔗️ Recording | iTunes | RSS

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Summary

This week, Ryan and David celebrate Bitcoin's new all-time highs as Ethereum sentiment explodes. ETH treasury firms are racing to stockpile billions, Fidelity is framing ETH as a store-of-value, and mainstream media is finally paying attention. So why isn't the price moving faster? They unpack the $8.6 billion Bitcoin whale awakening, Pump's $4 billion ICO, and crypto's "what color is the dress" moment with Zelensky's suit. Plus, Hyperliquid beats Solana at its own game, Robinhood pushes tokenized stocks, and prediction markets face a credibility crisis. Also, is ETH gearing up for a vertical breakout or just stuck in a bullish echo chamber? ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE https://bankless.cc/binance ------ TIMESTAMPS & RESOURCES 0:00 Intro 1:46 Markets https://thequantuminsider.com/2025/07/08/did-quantum-fears-prompt-a-bitcoin-whale-to-make-an-8-billion-move/ https://x.com/Pentosh1/status/1942578558498427027 https://x.com/l3olanza/status/1943010575623074228 https://x.com/RyanSAdams/status/1943306201007034471 https://x.com/sassal0x/status/1943155217500897660 https://x.com/cryptomanran/status/1942854141308723597 https://x.com/RyanSAdams/status/1943014863359398166 https://x.com/SharpLinkGaming/status/1942320301414457777 https://x.com/Jrag0x/status/1942631804038443405 https://x.com/BitDigital_BTBT/status/1942954089647833552 https://www.strategicethreserve.xyz/ https://x.com/RyanSAdams/status/1942911577037963452 https://x.com/fabdarice/status/1943205144436629554 https://x.com/RyanSAdams/status/1942742550982373816 https://x.com/RyanSAdams/status/1943097344427245908 https://x.com/smyyguy/status/1942974829537165788 https://x.com/RyanSAdams/status/1942676961681170592 https://x.com/TrustlessState/status/1942628566610358756 https://x.com/SolanaFloor/status/1942955685534167471 https://x.com/EricBalchunas/status/1942963302109524450 https://farside.co.uk/sol/ https://x.com/solidintel_x/status/1943280583808798761 29:58 Pump.fun’s ICO will kick off this weekend! https://x.com/pumpdotfun/status/1942947267436056740 https://x.com/whosknave/status/1942956245331370390 https://x.com/a1lon9/status/1942948097237172509 https://x.com/a1lon9/status/1942948099854328150 https://blockworks.co/analytics/solana/solana-launchpads/solana-launchpad-volume/ 37:51 What happened with Polymarket and the bet over Zelenky’s outfit? https://imgur.com/a/2vfr3Hy https://www.youtube.com/watch?v=9dgAzRF96m4 https://x.com/BanklessHQ/status/1942592467120832784 https://polymarket.com/event/will-zelenskyy-wear-a-suit-before-july?tid=1751599304475 https://x.com/dieworkwear/status/1941013198465114263 https://x.com/Atlantislq/status/1940428544594563581 https://dune.com/queries/1096172/1874464 47:33 Phantom added Hyperliquid perps into its wallet https://x.com/phantom/status/1942628993636917311 The choice of Hyperliquid was surprising! https://x.com/DefiSolar/status/1942657673994068081 https://dune.com/uwusanauwu/perps https://x.com/pumatheuma/status/1942669033771536640 51:24 Tornado Cash win! https://x.com/valkenburgh/status/1942262643546292443 https://x.com/RyanSAdams/status/1941876192476275098 https://freeromanstorm.com/ 54:52 Foundations are making moves https://x.com/solana/status/1942945696061313306 https://x.com/monad_xyz/status/1942933687978365289 57:24 Jack Dorsey introduced a decentralized messaging without internet https://x.com/DocumentingBTC/status/1942351534009807179 58:43 Is Robinhood might be in trouble in the EU over its tokenized stocks? https://www.theblock.co/post/361534/robinhood-engaged-with-regulators-over-tokenized-stocks https://x.com/RyanSAdams/status/1943009436546560432 1:04:21 Closing & Disclaimers ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

Transcript

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0:00.0	Bankless Nation is the second week of July. It is time for the bankless weekly roll-up. We got Bitcoin all-time highs, David. We made it. We did it. It's been what? Eight weeks since an all-time high, something like this?
0:17.2	About that, yeah. And we are just watching it go higher and higher and higher so as i am speaking in
0:22.4	a sentence there is yet another bitcoin all-time high different from the first all-time high that
0:27.1	started when you started that sentence just a moment ago that's that's the way we like it uh also
0:31.5	david there's a big sentiment shift i'm feeling in ether the asset this week okay've got ETH Treasury companies taking center stage, a bunch of big announcements.
0:41.5	ETH on mainstream finance on a daily basis, getting that Bloomberg, getting that CNBC.
0:46.5	But the question is, is this going to translate into a big price move?
0:50.5	Okay.
0:51.0	We got a price move on the week, but was it big enough?
1:14.4	Not as big as it should be, I think. So we're going to talk about that too. The word that we're looking for is idiosyncratic and that is not yet what we have. It's what we all want, an idiosyncratic move in Eith. We don't have it yet. It's going up. It's going to right direction. Not quite there yet. We're going to also talk about the pump ICO that is starting this week on Saturday.
1:16.1	The pump ICO will open up on exchanges.
1:20.8	Apparently the private sale for the pump ICU is completely sold out.
1:25.3	And so the public sale to just investors on exchanges opens up on Saturday. We're going to talk about at $4 billion, is Ryan a buyer or a non-buyer of the pump token?
1:32.5	We are going to give a detailed analysis of exactly what Ryan's going to do.
1:36.4	And then also, crypto gets its, what color is the dress moment with the Zelensky suit?
1:42.0	We're going to talk about that.
1:42.9	And then also, Jack Dorsey invents
1:44.6	a new way to send Bitcoin. David, let's start with prices. Bitcoin all-time high week. Okay,
1:49.8	this could be a new all-time high by the time bankless listeners are listening to this. But what do we
1:53.7	got at the time of recording? Oh, man, we haven't had an all-time high in about two minutes and
1:59.1	15 seconds. We are currently coming in at $11,000, $5602 for a Bitcoin.
2:06.6	The new all-time high happened about, yeah, three minutes ago, $13,820. $820. That's pretty good.
	...

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