0
0
Podcast

ROLLUP: $100k BTC? | Gensler Resignation | Trump ‘Crypto Czar’ | Memecoin Rugs

Financial revolution or entertainment bubble?
0
0
Nov 22, 20243 min read

Mint the episode on Zora


The crypto world has had a wild ride this week, marked by record-breaking milestones, regulatory drama, and a dose of meme-worthy chaos. From Bitcoin’s all-time highs to a 13-year-old rug-pulling degens, the space continues to blur the lines between financial revolution and sheer spectacle.

Bitcoin’s ATH: A Bullish Surge with Big Institutional Buys

Bitcoin reached new all-time highs, fueled by massive institutional buys and fresh optimism in the market. MicroStrategy led the charge with its largest BTC purchase to date—51,780 BTC worth $4.6 billion—bringing its total holdings to 331,200 BTC. Companies like Semler Scientific, Marathon Digital, and Cosmos Health followed suit, adopting Bitcoin as a treasury reserve asset or doubling down on their existing strategies.

Even more bullish, BlackRock’s spot Bitcoin ETF options launched this week, trading nearly $1.9 billion in volume. As Bitcoin adoption becomes increasingly mainstream, major players like Genius Group and Metaplanet are jumping into the fray, underscoring Bitcoin’s growing role in corporate balance sheets and global finance.

Regulatory Chaos: Gensler Resigns, Trump Eyes a “Crypto Czar”

In a seismic regulatory shift, SEC Chair Gary Gensler announced his resignation, effective January 2025, aligning with the inauguration of President-elect Donald Trump. Gensler’s departure follows mounting criticism of the SEC’s enforcement-heavy approach to crypto, including lawsuits from 18 U.S. states alleging regulatory overreach.

Trump’s incoming administration is stirring excitement and speculation, teasing a new "Crypto Czar" position to oversee federal policy. Meanwhile, candidates for key roles like SEC Chair and Treasury Secretary are being vetted, with pro-crypto figures like Dan Gallagher and Summer Mersinger leading the pack. The industry is watching closely as Trump’s team assembles what could become the most crypto-friendly administration in U.S. history.

Meme Token Madness: A Teen’s Rug Pull and Degen Revenge

The lighter—and wilder—side of crypto played out in a saga involving a 13-year-old who rugged degens with a meme token, Gen Z Quant. The boy made $30,000 in minutes, only to provoke further chaos by cashing out another $12,000. The crypto community responded with creative vengeance, launching tokens like QUANT DAD, QUANT MOM, and even QUANT DOG, turning the incident into a meme war that captured the absurdity of the space.

Stablecoin Wars: Binance vs. Coinbase

Binance entered the stablecoin battlefield with the launch of BFUSD, offering an eye-popping 19.55% APY. The move directly challenges Coinbase’s USDC yield of 4.7%, sparking questions about the sustainability of such returns. While Binance claims BFUSD is a reward-bearing margin asset rather than a traditional stablecoin, the lack of clarity about yield sources has raised eyebrows in the community.

Solana’s ATH and NFT Crossovers

Solana hit new all-time highs, further cementing its position as a top blockchain for both developers and investors. In the NFT space, McDonald’s partnered with Doodles for holiday-themed collectibles, bridging Web3 innovation with mainstream consumer culture. The campaign includes animated content, digital apparel, and exclusive access to the Doodles universe, marking another step in the convergence of crypto and entertainment.

In regulatory news, DAO members face new challenges after a California judge ruled that Lido DAO qualifies as a general partnership, potentially exposing members to personal liability. The case underscores the importance of legal frameworks like Wyoming’s DUNA (Decentralized Unincorporated Nonprofit Association), which offers limited liability protections for DAOs.

A New Era of Tokenization

Tether announced its Hadron platform, aiming to tokenize assets ranging from equities to real estate. With built-in compliance tools for KYC, AML, and risk management, the platform seeks to bring tokenized assets into the mainstream, potentially revolutionizing finance.

The Road Ahead

As the crypto landscape evolves, the convergence of institutional adoption, regulatory shifts, and cultural phenomena continues to define the space. Whether it’s Bitcoin’s role as a treasury asset, the emergence of pro-crypto political leaders, or the creativity of degens responding to a teenage rug pull, one thing is clear: crypto is here to stay, and it’s as dynamic as ever.

Not financial or tax advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This newsletter is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here.

Account Light mode Log Out