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

Ryan and guest co-host Haseeb dive into whether the crypto bull run is on hold or really done, unpacking Bitcoin’s dramatic “10/10 crash,” hidden leverage under the hood, and the “Bitcoin silent IPO” thesis. They also break down this year’s biggest DeFi breach—a $128 million Balancer hack—argue over how decentralized DeFi really is, and call out vanity metrics on Layer 2 networks.

On top of that, they debate Brian Armstrong’s prediction-market maneuver and why Peter Thiel thinks Bitcoin is turning into a “BlackRock coin.” It’s a whirlwind tour of market drama, from the latest on RWA expansion in Ethereum L2s to the flashing red lights in crypto’s infrastructure.

Watch on YouTube