Crypto prices are down, but the most important players are still building. In this week’s Weekly Rollup, Ryan and David break down Coinbase’s push to become a financial super app, JPMorgan’s first tokenized money market fund on Ethereum, and why regulators are quietly opening the door for onchain settlement through DTCC pilots.
They also unpack Solana’s Firedancer finally going live, the growing fight over tokenholder rights at Aave and what Uniswap’s unification proposal gets right, and why tokenization and prediction markets are advancing faster than prices suggest.
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TIMESTAMPS & RESOURCES
0:00 Intro
2:14 Markets
https://www.google.com/finance/beta/quote/BTC-USD?hl=en&window=1Y&comparison=SOL-USD%2CETH-USD&type=line
https://www.coindesk.com/markets/2025/12/12/barclays-sees-down-year-for-crypto-in-2026-without-big-catalysts
https://www.nbcnews.com/business/economy/cpi-november-inflation-rate-rcna249847
https://x.com/0xNonceSense/status/2000561186497233247
https://x.com/leshka_eth/status/2000738467953967362
12:38 Bankless Announcements
https://x.com/Bankless/status/2001694903084937469
https://www.bankless.com/ico-watch/
https://x.com/JustDeauIt/status/2001380424329892009
20:12 Coinbase System Update
https://x.com/i/broadcasts/1BRJjgWpwwpxw
https://www.coinbase.com/ccm
https://dune.com/entropy_advisors/robinhood-stock-tokens
https://www.coinbase.com/prediction-markets
https://app.morpho.org/base/borrow
https://swap.cow.fi/#/1/swap/0xA0b86991c6218b36c1d19D4a2e9Eb0cE3606eB48/GOOGLON
37:50 Aave Drama, v4 & the 2026 Master Plan
https://governance.aave.com/t/aave-cowswap-integration-tokenholder-questions/23530
https://x.com/aave/status/1996591393817473247
https://x.com/DefiIgnas/status/1999728596626342177
https://www.circle.com/blog/circle-signs-agreement-to-acquire-interop-labs-team-intellectual-property
https://x.com/howdymerry/status/1991932582938943798
https://x.com/haydenzadams/status/2001566377656602705
https://x.com/StaniKulechov/status/2001036446098919461
https://x.com/RyanSAdams/status/2001303903447466476
47:20 Solana BreakPoint
https://x.com/solana/status/1999399841957576741
https://x.com/phantom/status/1999442547039756491
https://x.com/jerallaire/status/2000926577727562023
https://x.com/theoneandomsy/status/1999654845607710749
52:48 SEC says DTCC can tokenize stocks
https://x.com/Snapcrackle/status/1999389068321300814
https://www.youtube.com/watch?v=CS5cDEyEf38
https://www.dtcc.com/news/2025/december/17/dtcc-and-digital-asset-partner-to-tokenize-dtc-custodied-us-treasury-securities
https://www.coingecko.com/en/coins/canton
57:06 JPMorgan launched their first ever tokenized money market fund - Ethereum
https://x.com/ethereum/status/2000665928598524014
57:56 Do Kwon was sentenced to 15 years in prison
https://x.com/zoomerfied/status/1999237162361888869
59:43 New York Times put out another anti-crypto piece
https://x.com/intangiblecoins/status/2000334663479447557
https://x.com/EricBalchunas/status/2000573428093341865
1:01:23 Netflix announced new Bitcoin comedy
https://x.com/BitcoinArchive/status/1999491003451867515
1:03:02 Closing & Disclaimers
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