Bull Market or Fakeout Top? Haseeb’s Crypto Cycle Take

Haseeb and Ryan dig into whether the crypto rally is truly over or just catching its breath before AI steals the show—covering Bitcoin’s wild 10/10 crash, hidden leverage, and the “silent IPO” consolidation thesis.

They also unpack the $128 M Balancer hack, the decentralization vs. centralization tug-of-war in DeFi, vanity metrics on Layer-2s, Brian Armstrong’s prediction-market stunt under CFTC scrutiny, and Peter Thiel’s hot take that Bitcoin’s turning into a BlackRock coin.

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