The final Fed meeting of 2025 delivered a surprise rate cut, but the real story is how the market is reacting. In this week’s Weekly Rollup, Ryan and David unpack what the new policy shift means for crypto liquidity, why regulators across the SEC, CFTC, and OCC are suddenly embracing onchain markets, and how Tom Lee’s massive ETH accumulation is reshaping sentiment.

We also get into Ethereum’s growing momentum from ZK advancements and blob upgrades, the ZKsync Atlas rollout, Base’s bridge drama with Solana, and Farcaster’s pivot away from social. Plus, the rise of tokenization, new prediction market rails, and whether this week marks the first real cycle turn for Ethereum.

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TIMESTAMPS & RESOURCES

0:00 Intro

5:01 Markets

https://x.com/EricBalchunas/status/1998424357232922883

https://www.theblock.co/post/381737/bitmine-13-2-billion-holdings-eth-treasury-expands-november-slowdown

https://x.com/RyanWatkins_/status/1998529576331522334

https://x.com/MikeIppolito_/status/1998495400869900626

https://www.cnbc.com/2025/12/10/fed-interest-rate-decision-december-2025-.html

https://x.com/jameslavish/status/1998835306800505140

https://x.com/KobeissiLetter/status/1998407015756964343

https://x.com/JustDeauIt/status/1998905919577452765

24:52 Farcaster is pivoting to a wallet

https://farcaster.xyz/dwr/0xd29fe760

https://x.com/DefiIgnas/status/1997915182073626802

https://x.com/eth_call/status/1998406182092906534

http://x.com/nic_carter/status/1998813611997745386

https://x.com/TrustlessState/status/1999134280757235767

37:11 ZK … early stage of unleashing Ethereum’s vision

https://x.com/zksync/status/1996678308214264145
https://x.com/zksync/status/1996678311997853752
https://x.com/StaniKulechov/status/1996990055043223659
https://x.com/zksync/status/1998405700637356056
https://x.com/Celo/status/1998780366988128562

47:06 Did Base launch a vampire attack on Solana’s liquidity?

https://x.com/jessepollak/status/1996750308933091359
https://x.com/vibhu/status/1996698682545107247
https://x.com/0xyoussea/status/1997763313909092415
https://x.com/solana/status/1999035191323759024

52:30 Ethereum's first Blob Parameter Only (BPO) fork is now live on the network

https://x.com/i/status/1998936032314523977

https://dune.com/hildobby/blobs

56:17 Regulators are doing a complete 180

https://x.com/OndoFinance/status/1998015670278148283

https://x.com/coinbureau/status/1997128653650657338

https://www.coindesk.com/policy/2025/12/08/cftc-launches-digital-assets-pilot-allowing-bitcoin-ether-usdc-as-collateral

https://x.com/joechalom/status/1998421401049710686

https://x.com/WatcherGuru/status/1998379541132402987

https://www.fdic.gov/news/inactive-financial-institution-letters/2023/fil23001.html

https://x.com/USComptroller/status/1998793576663187561

https://www.whitehouse.gov/presidential-actions/2025/08/guaranteeing-fair-banking-for-all-americans/

https://occ.gov/news-issuances/news-releases/2025/nr-occ-2025-123a.pdf

https://www.bankless.com/read/news/occ-calls-out-americas-largest-banks-for-politicized-and-unlawful-debanking-behaviors

https://www.theblock.co/post/381815/sen-moreno-calls-crypto-bill-talks-decently-frustrating-as-senate-races-toward-year-end-goal-posts

1:05:03 The New York Times put out an anti-stablecoin explainer piece

https://x.com/0xDeployer/status/1997754736158900440

https://x.com/nic_carter/status/1997866686439928004

1:06:50 Gemini can now offer prediction markets in the US - Stock Surges Nearly 14%

https://x.com/gemini/status/1998880024401973615

https://x.com/gondorfi/status/1998754620416344483

https://gondor.fi/

1:07:49 Meme of the Week

https://x.com/Bankless/status/1998064876892442788

1:09:36 Closing & Disclaimers

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