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In this episode of the Crypto Rundown, Tevo and Brendan break down the latest Ethereum drama after Bankless sold its ETH and Vitalik responded with a long defense of Ethereum’s mission. They discuss whether the negativity around Ethereum is a capitulation signal, especially as Bitmine and SharpLink continue accumulating and prepare for potential Russell index inclusion. The conversation also covers Bitcoin ETF resilience, the rise of the DRAM/AI chip trade, and why capital rotation may eventually flow back into crypto. They close with updates on the Strategic Bitcoin Reserve narrative, Ondo founder Nathan Allman’s passing, and why Bitcoin’s recent technical rejection is pushing the market back toward fear.
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Chapters
0:00 Intro
03:20 - Ethereum drama takes over the timeline
05:20 - Bankless sells ETH and sparks debate
07:40 - Vitalik responds to Ethereum criticism
09:50 - Ethereum Foundation influence explained
13:25 - Is Bankless selling a bottom signal?
15:40 - Bitmine and SharpLink gain index momentum
18:30 - AI chip ETF beats Bitcoin ETF record
24:30 - Bitcoin ETF flows remain surprisingly strong
26:40 - Strategic Bitcoin Reserve rumors return
32:10 - Crypto fear rises after Bitcoin rejection
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