ROLLUP: Market Uncertainty | Trump’s Bullish Plan? | Coinbase ICOs Return | Uniswap Fee Switch On | JPM Base Coin | Crypto Privacy Season?

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Tech News, News, Technology

4.8 • 1.1K Ratings

🗓️ 14 November 2025

⏱️ 68 minutes

🔗️ Recording | iTunes | RSS

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Summary

Market uncertainty? On this week’s Weekly Rollup, Ryan and guest co-host Tom Schmidt dig into a jittery crypto market, Trump’s new economic ideas aimed at boosting sentiment, and whether the four-year cycle prophecy is finally catching up with Bitcoin. They also cover Coinbase bringing ICOs back to U.S. retail, Uniswap’s long-awaited fee switch moment, and JPMorgan launching a deposit token on Base. Plus: Zcash’s 4,000 percent surge, Ethereum’s renewed privacy push, Binance tightening rules on shielded coins, and a privacy-wallet developer receiving a five-year prison sentence. ------ 📣BANKLESS SUMMIT 2025 | SPONSORED BY M0 https://bankless.cc/devconnet-2025 https://bankless.cc/m0 ------ BANKLESS SPONSOR TOOLS: 🪙FRAXNET | MINT, REDEEM, EARN https://bankless.cc/fraxnet 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR L2 NETWORK https://bankless.cc/Mantle 💤EIGHT SLEEP | IMPROVE YOUR SLEEP https://bankless.cc/eight-sleep 💠BIT DIGITAL ($BTBT) | ETH TREASURY https://bankless.cc/bit-digital We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors ------ TIMESTAMPS & RESOURCES 0:00 Intro 3:05 Markets https://x.com/KobeissiLetter/status/1988811150402916672 https://x.com/intocryptoverse/status/1987681686218228125 https://x.com/QwQiao/status/1988769174005698675 https://x.com/bonchieredstate/status/1987276536584818914 https://x.com/RepThomasMassie/status/1987537420263338275 https://x.com/ts_hodl/status/1987279165041545634 https://x.com/kianejatian/status/1987373998087270424 https://x.com/pro__trading/status/1987343377718038585 https://x.com/biancoresearch/status/1988035796490694949 https://edition.cnn.com/2025/11/11/business/trump-dividend-payment-tariff-stimulus https://polymarket.com/event/will-trump-create-a-tariff-dividend-in-2025 20:08 Privacy season in crypto? https://x.com/damskotrades/status/1986772019854160184 https://www.coingecko.com/en/coins/zcash https://x.com/CryptoHayes/status/1973733637582708971 https://x.com/AvgJoesCrypto/status/1986822768667525347 https://x.com/hasufl/status/1985288958603927788 https://x.com/VitalikButerin/status/1988035181127626810 https://x.com/MisterMonero/status/1986520956333170844 https://x.com/tyler/status/1988609730646778061 https://www.coindesk.com/policy/2025/11/06/samourai-wallet-developer-sentenced-to-5-years-in-prison-for-unlicensed-money-transmitting https://storage.courtlistener.com/recap/gov.uscourts.nysd.615997/gov.uscourts.nysd.615997.154.1_1.pdf https://x.com/RyanSAdams/status/1986845985088168271 35:00 Uniswap turning on the fee switch! https://x.com/haydenzadams/status/1987990314997739625 https://x.com/PaulFrambot/status/1988075691359748317 https://x.com/RyanSAdams/status/1988266505096536085 https://imgur.com/a/OuSZTXk https://imgur.com/a/AxKHIMi https://dune.com/kunallegendd/uniswap-revenue-estimates https://x.com/EffortCapital/status/1988263477593440611 https://x.com/DefiIgnas/status/1988245763957125539 https://x.com/DefiIgnas/status/1988188661578449219 https://x.com/lemiscate/status/1988204573400723544 https://x.com/jchervinsky/status/1988333836611011037 https://x.com/milesjennings/status/1988628499087736998 https://x.com/haydenzadams/status/1988846923080421878 https://x.com/haydenzadams/status/1988044454939279379 49:59 Coinbase is launching an ICO platform & Monad ICO https://x.com/coinbase/status/1987883986924843073 https://x.com/BillHughesDC/status/1987969709711458584 https://x.com/brian_armstrong/status/1987884634789556488 https://x.com/monad/status/1987884528724017167 https://x.com/confugen/status/1987886741689454708 https://x.com/onchainmo/status/1987889262893945022 https://x.com/marggaarin/status/1987884981683642725 https://x.com/0xkydo/status/1988111486418661546 55:23 Bank Adoption https://x.com/WhaleInsider/status/1988468697980129350 https://x.com/sytaylor/status/1988543985049116942 https://x.com/WatcherGuru/status/1988246045222912207 https://x.com/RyanSAdams/status/1987882958234218601 1:01:44 Crypto Geopolitics https://x.com/RyanSAdams/status/1988341005431828918 https://www.bloomberg.com/news/articles/2025-11-11/china-accuses-us-of-orchestrating-13-billion-bitcoin-hack?srnd=homepage-americas https://x.com/RyanSAdams/status/1988627943107490112 1:07:35 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, it is the second week of November. It's time for the bankless weekly roll-up.
0:08.2	Guys, David is still off climbing mountains. So I have Tom Schmidt, Dragonfly VC. He is a partner of Haseeb.
0:17.7	Haseeb was on the podcast last week, filling in for David. He's also a podcast from the chopping block as well. Tom, welcome to the bankless weekly roll-up. Hey, thanks for having me. How are you feeling in the week, man? Like prices and stuff, are you a little down? You know, VC's weird where like, you know, when prices are down and people are bummed, you kind of, you know, are like a therapist and you're kind of like, you know, giving, giving portcos a pat in the back. But, you know, I think you like me, you've been in the industry a long time. Like, yeah, it sucks when prices are down on the week. But you got to zoom out a little bit and kind of appreciate where we are. I don't even feel it, Tom. I'm in it for the tech, okay? I've always been in it for the tech.
0:57.4	That's what people have said. Not about prices for me. But we could. I think some bank list listeners could use some of that therapy this week as we talk about prices. So that's one thing we'll discuss. the market uncertainty, are we going to break up or break down?
1:10.2	It's kind of flat on the week, but what direction are we going in?
1:12.6	Trump has a plan to inject some bullishness. us, the market uncertainty, are we going to break up or break down? It's kind of flat on the week,
1:11.2	but what direction are we going in? Trump has a plan to inject some bullishness in this economy.
1:15.5	We'll discuss this. Also, ICOs are back, baby, on Coinbase this time. I guess tokens are
1:22.5	legal again. Speaking of which, we'll also talk about the Unitoken. When FeeSwitch? I think the moment is now.
1:29.2	Looks like Uniswap is about to turn on their fee switch. What does that mean? Also, banks getting
1:34.7	in the crypto action, J.P. Morgan coin. It's going live on base. What does it do? Can I buy it?
1:41.3	We'll talk about that. And also, Tom, I want to get your perspective on privacy season.
1:45.9	Zcash is making some moves.
1:48.0	We also have a privacy wallet developer going to jail for five years.
1:51.7	It's all happening the same week.
1:53.4	A ton to unpack.
1:54.6	We'll get to all that in more.
1:56.6	I got to ask you, Tom, are you going to DevConnect at all?
2:01.0	I, unfortunately, had a family obligation, so I cannot make it be a, but I really wanted to go. I mean, I see the event invites, and I heard Buenos Aires is beautiful. You're going to have a ton of fomo, my friend. Yeah, a ton of fomo. I'm already having flamo, honestly. I fomo of David. I see his mountain picks and they look incredible.
2:22.3	Yeah. And speaking of David, so he's throwing an event at DevConnect. It's going to be called the Bankless Summit. Of course, it's called the Summit because it's David. And that's going to be
2:27.7	happening in Buenos Aires, in partnership with our friends over at M0. This is 12 of the best
2:33.5	Ethereum speakers. That's kind of Ethereum coded, which makes sense for DevConnect. It's like TED Talks. We got Donkrad, Tamash from the EF, Justin Drake. Actually, I'm not sure if Justin Drake is actually going to be there, but he might be. Who knows? He could make a surprise appearance. Anyway, you can find out more about this. There's a link in the show notes.
	...

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