ROLLUP: Crypto in Free Fall | Vitalik’s L2 Pivot | Warsh Fed Pick | Clarity Act Showdown
Bankless
Bankless
4.7 • 1.2K Ratings
🗓️ 6 February 2026
⏱️ 65 minutes
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| 0:00.0 | Bankless Nation, it is the first week of dreary February. |
| 0:08.2 | My God, this started out pretty sad, hasn't it, David? |
| 0:10.6 | First week in the bear market, let's go. |
| 0:12.3 | Oh, my God. |
| 0:13.5 | I feel like we've known it's a bear market for a while, but was this confirmation? |
| 0:17.7 | Some people have known it's a bear market, of which you were one and I was not. Oh, really? You're just finding this out? Some people have known it's a bear market of which you were one and I was not. |
| 0:22.3 | Oh really? You're just finding this out? Well, I was like, you know, prices go up, prices go down. |
| 0:28.7 | This does remind me of that one day in 2018, halfway through 2018, where like Bitcoin had |
| 0:36.0 | fallen from $20,000 down to like $8,000 or $9,000. |
| 0:43.1 | And then people were still optimistic. |
| 0:44.6 | And then one day it went from $8,000 down to like $4,000. |
| 0:48.8 | And that's when the whole industry was like, yep, |
| 0:51.6 | this is the bear market. |
| 0:52.8 | And I feel like the last people holding out on like whether this is a bare market or not. It turns from bear market to like just pure pain market and dispons. It's more like, it's more like and crypto is never coming back and it's dead. That's what it's starting to feel like. Cempto sentiment right now is perhaps the lowest I have ever seen it. We'll get into that. It's not just |
| 1:12.1 | that though. It's a very confusing time in the market. This was a tweet that you sent me right before |
| 1:16.0 | this episode. I honestly have no idea if we are close to a crash, a meltup, or World War II, |
| 1:22.1 | an AI industrial revolution, a mother of all short squeezes, a depression, a recession, or aliens, |
| 1:29.0 | but it sure feels like all these things at once. Yeah, crypto is not only the sector that is just materially impacted |
| 1:35.2 | in the market right now. There's like tech stocks to talk about. There's like a rotation. |
| 1:38.8 | Not all stocks are down. There are some people's portfolios who are just super happy right now. |
| 1:44.1 | No, and we know. Yeah, |
| 1:45.4 | it ain't us. But if you were invested in value stocks and like yield bearing stocks with revenues |
... |
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