ROLLUP: The ETH Issuance War | $130M Coldcard Exploit | Saylor Sells Again | Uniswap Launchpad

Ethereum’s monetary policy is suddenly up for debate. Ryan and David unpack the issuance fight dividing researchers and DeFi builders, the Coldcard exploit that hit users who “did everything right,” Saylor’s latest Bitcoin sale, and markets ripping back to all-time highs.

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TIMESTAMPS

0:00 Intro

0:25 Markets, AI, and Bitcoin

https://x.com/bulltheoryio/status/2084634593836372202

https://www.vanityfair.com/story/anthropic-situational-awareness-wedding

6:31 Saylor’s Bitcoin Selloff

https://x.com/hedgeye/status/2084278278794117372

https://x.com/zerohedge/status/2084247862833971631

https://x.com/saylor/status/2084315637715763579

18:00 Ethereum Issuance Fight

https://x.com/zoomerfied/status/2084641592615256254

https://x.com/jdetychey/status/2084638778677751889

https://issuance.wtf/

https://x.com/TrustlessState/status/2084685295484633349

https://x.com/StaniKulechov/status/2084925768711213105

https://x.com/StaniKulechov/status/2084667208668467574

https://x.com/DCinvestor/status/2084971858311438688

https://x.com/MikeSilagadze/status/2084703078909907000

39:59 Coldcard Wallet Drain

https://x.com/itscoachgoodman/status/2083527082223563157

https://techcrunch.com/2026/08/04/hackers-steal-over-130-million-by-exploiting-bug-in-offline-hardware-wallets/

https://www.coindesk.com/tech/2026/08/05/coldcard-exploit-could-boost-demand-for-regulated-bitcoin-exposure-analysts-say

https://thedefiant.io/news/hacks/i-did-everything-right-coldcard-victims-recount-losing-life-savings

https://x.com/EpsilonTheory/status/2083642741075124680

https://x.com/lopp/status/2083575437599371321

https://x.com/AriDavidPaul/status/2083591462726361235

https://x.com/PeterMcCormack/status/2083631731052290261

52:00 Uniswap, Clarity, and Crypto Updates

https://x.com/Uniswap/status/2084678603812274275

https://polymarket.com/event/clarity-act-signed-into-law-in-2026/clarity-act-signed-into-law-in-2026

https://www.coindesk.com/policy/2026/07/27/u-s-senate-puts-off-crypto-clarity-act-for-now-as-it-focuses-limited-bandwidth-elsewhere

https://x.com/Cloudflare/status/2084648084131242402

https://x.com/NEARProtocol/status/2082879865385062520

https://x.com/zerohedge/status/2084614210118426971

https://x.com/arc/status/2084993791413678099

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