War Broke Out. Markets Reacted… Strangely

Описание: 📣FIGURE | CRYPTO-BACKED LOANS & ~9% RWA YIELD
https://bankless.cc/Figure

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Ryan and David break down a week where war hit markets, and the safe-haven playbook broke down. Oil spiked, gold failed, bonds sold off, the dollar caught the flight to safety, and crypto somehow bounced right through it. Then they unpack Trump’s public pressure campaign against banks over stablecoin yield, Kraken’s historic Fedwire breakthrough, and why crypto is starting to look less like an outsider and more like part of the financial core. Plus: Anthropic vs. the Pentagon, Erik Voorhees’ private AI push with Venice, fresh Aave governance drama, ZachXBT helping catch the $46M government crypto thief, and the New York Times calling crypto dead right on schedule.

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TIMESTAMPS & RESOURCES

0:00 Intro

2:54 Wartime Markets: US / Israel vs Iran + Market Reaction
https://x.com/WhiteHouse/status/20282...
https://x.com/KobeissiLetter/status/2...
https://x.com/BullTheoryio/status/202...
https://x.com/KobeissiLetter/status/2...
https://www.coingecko.com/en/coins/bi...
https://www.coingecko.com/en/coins/et...
https://alternative.me/crypto/fear-an...

12:33 Polymarket Becomes the Biggest Winner
https://x.com/PolymarketStory/status/...
https://polymarket.com/event/will-the...
https://polymarket.com/event/will-rez...

15:20 Pentagon vs Anthropic: AI is Military Tech
https://x.com/KobeissiLetter/status/2...
https://x.com/WatcherGuru/status/2027...
https://x.com/BullTheoryio/status/202...
https://x.com/ns123abc/status/2028642...
https://app.ventuals.com/trade/anthropic

23:57 Kraken Gets Fedwire Access (First Crypto Bank)
https://x.com/krakenfx/status/2029206...
https://x.com/SenLummis/status/202919...
https://x.com/dgt10011/status/2029241...
https://bpi.com/bpi-statement-on-krak...
https://x.com/jespow/status/202926237...
https://x.com/mikeippolito_/status/20...

31:37 Trump vs Banks Over Stablecoin Yield
https://x.com/KobeissiLetter/status/2...
https://x.com/EricTrump/status/202930...
https://x.com/coinbureau/status/20290...
https://polymarket.com/event/clarity-...
https://x.com/RonwHammond/status/2028...
https://x.com/intangiblecoins/status/...

40:03 Private AI + Crypto: Erik Voorhees’ Venice
https://x.com/ErikVoorhees/status/202...
https://x.com/ErikVoorhees/status/202...
https://www.coingecko.com/en/coins/ve...
https://x.com/steipete/status/2028578...
https://x.com/ErikVoorhees/status/202...

47:30 Aave Governance Drama
https://governance.aave.com/t/aci-is-...
https://governance.aave.com/t/temp-ch...

50:11 TradFi Moves Into Crypto (NYSE + OKX)
https://www.theblock.co/post/392397/n...

51:10 Million Bitcoin Milestone
https://x.com/JoeConsorti/status/2028...

52:09 X Money (Elon’s Payments Wallet) & SpaceX Bitcoin Treasury
https://x.com/abskoop/status/20290882...
https://x.com/dagaadit/status/2029256...
https://www.coindesk.com/markets/2026...

54:42 ZachXBT Catches $46M Crypto Thief
https://x.com/BecauseBitcoin/status/2...
https://x.com/zachxbt/status/20295773...
https://x.com/zachxbt/status/20146852...

58:13 South Korean Police Leak Crypto Wallet Seed
https://gizmodo.com/south-korean-poli...

1:00:33 NYTimes Says “Crypto Is Dead” Again
https://www.nytimes.com/2026/02/26/op...
https://x.com/RyanSAdams/status/20273...

1:02:10 Closing & Disclaimers

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