ROLLUP: Bull Market? | Inflation Cools, War Heats | Robinhood Flips Base | ETH’s Fee Problem

Inflation cooled, war intensified, and crypto climbed anyway. Ryan and David ask if the bottom is in, unpack Robinhood Chain’s surge past Base, and debate who benefits from Ethereum’s L2 boom.

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TIMESTAMPS

0:00 Intro

0:29 Cycle Bottom Watch

https://x.com/TrustlessState/status/2077774313726304659

https://x.com/goodalexander/status/2077031311664197738

https://x.com/brian_armstrong/status/2076857638059720736

5:24 Inflation Cools, War Heats

https://x.com/kobeissiletter/status/2077008212994253025

https://x.com/geiger_capital/status/2077011477580451983

14:56 Crypto Outperforms Stocks

https://x.com/saylor/status/2076638696053276748

https://x.com/TrustlessState/status/2076647130572235017

https://x.com/TrustlessState/status/2077197119207756098

22:34 Robinhood Chain Breaks Out

https://x.com/donnoh_eth/status/2075890751834071189

https://dune.com/entropy_advisors/robinhood-chain-network-overview

https://www.coindesk.com/business/2026/07/15/the-launchpad-that-fueled-robinhood-chain-s-memecoin-boom-just-gave-away-all-its-revenue

https://dune.com/adam_tehc/the-robinhood-trenches

29:31 Base Pivots to Trading

https://x.com/jessepollak/status/2077427261586997745

https://x.com/jessepollak/status/2077550728416256489

https://x.com/austincampbell/status/20775453