Bankless(@Bankless):WEEKLY ROLLUP: The Debasement Trade Is Back Bitcoin may be entering a new cycle just as the Treasury starts pushing back on rising yields. @RyanSAdams and @hosseeb break down the Bessent Put, the return of the debasement trade, Coinbase’s tokenized stocks push, Ethena’s token reset, and whether AI is starting to consume the world’s capital. [TIMESTAMPS] 0:00 Intro 0:31 Crypto Energy Shift & Bitcoin’s New Cycle 5:55 The @SecScottBessent Put - @DeItaone - @CGasparino 14:11 Druckenmiller vs. Bessent - @NickTimiraos 23:31 Debasement Trade Returns - @TimmerFidelity - @fundstrat 30:03 @coinbase Tokenized Stocks - @base 41:14 Ethena’s Token Reset - @EthenaFndtn 53:59 AI Capital Hunger

2026.08.28 12:00

WEEKLY ROLLUP: The Debasement Trade Is Back Bitcoin may be entering a new cycle just as the Treasury starts pushing back on rising yields. @RyanSAdams and @hosseeb break down the Bessent Put, the return of the debasement trade, Coinbase’s tokenized stocks push, Ethena’s token reset, and whether AI is starting to consume the world’s capital. [TIMESTAMPS] 0:00 Intro 0:31 Crypto Energy Shift & Bitcoin’s New Cycle 5:55 The @SecScottBessent Put - @DeItaone - @CGasparino 14:11 Druckenmiller vs. Bessent - @NickTimiraos 23:31 Debasement Trade Returns - @TimmerFidelity - @fundstrat 30:03 @coinbase Tokenized Stocks - @base 41:14 Ethena’s Token Reset - @EthenaFndtn 53:59 AI Capital Hunger - @RaoulGMI

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