How Bad Will This Pullback Be? Will October Be Uptober or Downtober?

📣0G | CRYPTO X AI
https://bankless.cc/OGAI

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In this week’s Weekly Rollup, we break down “Downtemper” market moves as Bitcoin and Ethereum slide, and examine why Vitalik Buterin is calling low-risk DeFi Ethereum’s true backbone.

We highlight Tether’s ambitious $500B raise, Polymarket’s mainstream moment on South Park, and Gary Gensler’s testy CNBC appearance. We also cover Paul Atkins’ push for pro-crypto regulation, the heated debate over whether Base should be regulated like Nasdaq, and the surprising deletion of 86 million bank accounts in Vietnam as digital ID mandates expand.

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TIMESTAMPS & RESOURCES

0:00 Intro

4:16 Markets
https://x.com/PeterSchiff/status/1971...
https://x.com/tomleeupdates/status/19... 1041
https://x.com/TheOneandOmsy/status/19...

7:38 BitGo IPO
https://x.com/jseyff/status/196914376...

9:51 Tether $500B Raise
https://www.reuters.com/business/cryp...

17:06 Polymarket / South Park
https://x.com/Polymarket/status/19708...
https://x.com/aleximm/status/19710634...
https://x.com/Polymarket/status/19711...
https://x.com/martypartymusic/status/...

23:43 Gary Gensler / Paul Atkins / CFTC / Clarity Act
https://x.com/altcoindaily/status/196...
https://www.foxbusiness.com/video/637...
https://x.com/vronirwin/status/196977...
https://x.com/amandalfischer/status/1...
https://www.coindesk.com/policy/2025/...
https://x.com/BrianQuintenz/status/19...
https://www.theblock.co/post/371778/w...

39:25 Vitalik / DeFi / Coinbase
https://vitalik.eth.limo/general/2025...
https://x.com/RyanSAdams/status/19697...
   • Ethereum’s Future Is DeFi! Vitalik’s Histo...  
https://x.com/brian_armstrong/status/...

43:53 Synthetix Perp Dex
https://x.com/synthetix_io/status/197...
https://www.bankless.com/podcast/how-...

48:12 Base / Nasdaq Debate
https://thedefiant.io/newsletter/defi...
https://x.com/iampaulgrewal/status/19...
https://x.com/MaxResnick1/status/1970...
https://x.com/VitalikButerin/status/1...
https://x.com/jchervinsky/status/1970...
https://x.com/danrobinson/status/1970...

57:53 Coinbase + Cloudflare x402
https://x.com/CoinbaseDev/status/1970...
https://x.com/balajis/status/19525829...

59:19 Vietnam Bank Account Purge
https://x.com/alanvibe/status/1967643...
https://x.com/RyanSAdams/status/19693...

1:03:47 Closing & Disclaimers

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Not financial or tax advice. See our investment disclosures here:
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