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Bankless · Friday · 1 hr 6 min

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. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK https://bankless.cc/near-pod 🔑BITKEY | GET 10% OFF USE CODE: BANKLESS | #bitkeypartner https://bankless.cc/bitkey ✈️COINBASE ONE CARD | EARN 5% BACK IN BITCOIN https://bankless.cc/coinbase-one-card 📊BITGET | TOKENIZED STOCKS 2.0 https://bankless.cc/bitget-stocks 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless --- 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 --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

0:00-1:06:57

transcript

No transcript — this publisher did not publish one.

show notes

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.

---

📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24

https://bankless.cc/spotify-premium


---

BANKLESS SPONSOR TOOLS:


🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK

https://bankless.cc/near-pod


🔑BITKEY | GET 10% OFF USE CODE: BANKLESS | #bitkeypartner

https://bankless.cc/bitkey


✈️COINBASE ONE CARD | EARN 5% BACK IN BITCOIN

https://bankless.cc/coinbase-one-card


📊BITGET | TOKENIZED STOCKS 2.0

https://bankless.cc/bitget-stocks


🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://thedefireport.io/bankless


---

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


---

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

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