ROLLUP: Bitcoin’s Confidence Game | Bitmine’s ETH Bet | Token Rotation | U.S. Perps | Bankless

Bitcoin is bleeding, STRC is off peg, and Saylor’s “never sell” machine is facing its first real confidence test. David and Haseeb unpack whether Strategy can survive without selling BTC, why Bitmine’s ETH play may be stronger but riskier, and what select token strength, U.S. perps, and Coinbase’s Ethena deal reveal about crypto’s next phase.
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TIMESTAMPS & RESOURCES
0:00 Intro
1:37 Saylor & Strategy Confidence Test
https://x.com/zerohedge/status/2061418482344849785 (https://x.com/zerohedge/status/2061418482344849785)
https://x.com/KobeissiLetter/status/2062475802252365980
https://x.com/glxyresearch/status/2062518531128746000
https://x.com/TrustlessState/status/2062499179239215390
13:26 DATs Underwater & Bitmine Preferred Offering
https://x.com/lookonchain/status/2062011412965405059
https://x.com/zoomerfied/status/2062288919853490553
34:19 Major Weakness & Select Token Strength
40:45 U.S. Perps Get Greenlit
https://www.coindesk.com/policy/2026/05/28/u-s-cftc-opens-crypto-perp-door-with-approval-of-first-regulated-firm
53:41 Coinbase Invests in Ethena
https://www.theblock.co/post/403403/coinbase-invests-ethena-open-market-purchase-ena-flags-new-partnership (https://www.theblock.co/post/403403/coinbase-invests-ethena-open-market-purchase-ena-flags-new-partnership)
57:13 Closing & Disclaimers
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Episode link: https://play.headliner.app/episode/33641146?utm_source=youtube

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