ROLLUP: The Bull Market is On? | Zcash & NEAR | Kalshi Wash Trading | BlackRock Goes Onchain

About this episode

The bull market may be back, but Bitcoin might not be leading it. Ryan and David break down the early-bull signals, Zcash and NEAR’s surge, rising yields, Kalshi’s wash-trading controversy, and BlackRock’s expanding crypto push. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔓 NEAR | TRADE CONFIDENTIALLY, GET 20% BACK https://bankless.cc/near2026 🎯 THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 👑 BANKLESS CONTENT MCP https://www.bankless.com/premium --- TIMESTAMPS & RESOURCES 0:00 Intro 0:28 Early Bull Confirmed https://thedefireport.io/research/early-bull-confirmed https://x.com/benjamincowen/status/2102007452057079986 https://x.com/benjamincowen/status/2102572123185107151 https://x.com/saylor/status/2102011709808353551 13:23 New Bull Market Leaders https://www.bankless.com/read/this-is-not-bitcoin-s-cycle https://x.com/Delphi_Digital/status/2064430003731804517 https://www.coingecko.com/en/coins/zcash https://www.coingecko.com/en/coins/near https://x.com/TrustlessState/status/2100789397960704285 https://x.com/TrustlessState/status/2102787878552015357 https://x.com/CosimoCapital/status/2102886894115696978 33:18 Rising Yields & the Debasement Trade https://x.com/Geiger_Capital/status/2103118843061182872 https://www.tradingview.com/symbols/TVC-US10Y/ https://www.tradingview.com/chart/KZYJV3ef/ https://www.oaktreecapital.com/insights/memo/shall-we-repeal-the-laws-of-economics---part-iii 42:29 Kalshi Wash Trading Drama https://x.com/icobeast/status/2101358009477632410 https://x.com/beniduboss/status/2101459048247808010 https://news.kalshi.com/p/the-facts-behind-kalshi-s-perpetuals-volume https://cointelegraph.com/news/kalshi-says-cftc-hasnt-contacted-it-over-unusual-5b-trading-activity 47:57 Vitalik Backs Trueo https://www.coingecko.com/en/coins/true https://trueo.com/ https://x.com/VitalikButerin/status/2102143283493507554 https://x.com/Trueo_/article/2102123554162561272 54:37 New Tokens & Institutional Crypto Expansion https://x.com/variational_io/status/2102929439063765192 https://x.com/Ondo/status/2103106602593087575 https://x.com/WSJmarkets/status/2103092730880569691 https://x.com/BlackRock/status/2102409739175141458 https://www.blackrock.com/us/individual/literature/whitepaper/the-machine-native-economy.pdf https://www.theblock.co/news/business/2026-09-22-binance-takes-100-million-circle-stake-alongside-five-year-usdc-deal-416042 https://www.blockhead.co/2026/09/22/coinbase-opens-ipo-share-allocations-to-us-retail-customers-starting-with-smart-ring-maker-oura/ --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures