ROLLUP: Crypto Momentum | Regime Shift? | Payments War | Prediction Boom | SBF on Netflix
Bankless
Bankless
4.7 • 1.2K Ratings
🗓️ 20 March 2026
⏱️ 69 minutes
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| 0:00.0 | It is the third week of March, David. |
| 0:07.2 | They actually did it. |
| 0:08.4 | The SEC and the CFTC just dropped something that is absolutely historic. |
| 0:13.1 | This is rulemaking coming from them that gives us the thing we've always asked for, which is some clarity. |
| 0:20.1 | Tell us which assets are securities and which aren't in crypto. |
| 0:24.1 | They're actually doing that by name. |
| 0:26.2 | I think this is one of the biggest things I've actually ever seen on the regulatory front |
| 0:30.5 | happened in crypto. |
| 0:32.0 | Insanely bullish. |
| 0:33.2 | We'll talk about this rulemaking today. |
| 0:35.5 | They just went out and said which tokens are commodities and which are not securities. |
| 0:40.4 | Basically, nothing is a security. |
| 0:43.3 | Gensler said it couldn't be done. |
| 0:45.7 | They did it. |
| 0:47.0 | It turns out you can just say they're all commodities. |
| 0:50.9 | There's nothing stopping that. |
| 0:52.4 | Swimming out to the macro markets, though, the all global |
| 0:54.8 | markets still remain downstream of the straight of Hormuz, but the crypto markets swimming against |
| 0:59.9 | the current? Is there a very impressive, David? You like this? I like this analogy. Yeah, |
| 1:05.6 | there might be a regime shift underway in a regime change, if you will, in the crypto markets. Some say there is going to be some, but others say that we are simply in a relief rally before we go into a prolonged to bear market. We're going to give both sides of the arguments. Yeah, both sides argument, but I got my cards on the table on that one. I feel like one is more right than the other. Also, tempo went main net this week, and there seems to be a little battle for agenic payments that's underway. There's two competing standards now with tempo and almost kind of stripe, launching something called MPP, which looks like a commander. Coinbase versus Stripe or Tempo versus Coinbase. Yeah, Tempo and Stripe with MPP and then Coinbase, maybe on the other side with X4 or two. We're going to try to unpack that to see if there's really some rivalry. Also, it's Culture Week for crypto. We made Vanity Fair. There's a photo that was all over Twitter. We'll talk about that photo. And did you know, David, the SBF story is officially coming to Netflix. This is eight episodes. And the question, of course, is who's going to play Sam? |
| 2:02.4 | Who's going to play Caroline? |
| 2:03.9 | They didn't call us. |
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