# ROLLUP: David Sold His ETH | EF Exodus | Hyperliquid’s Breakout | Stagflation Fears

Page: https://stenobird.com/podcast/bankless-357756/rollup-david-sold-his-eth-ef-exodus-hyperliquid-s-breakout-stagflation-fears
Text version: https://stenobird.com/podcast/bankless-357756/rollup-david-sold-his-eth-ef-exodus-hyperliquid-s-breakout-stagflation-fears.md
Podcast: [Bankless](https://stenobird.com/podcast/bankless-357756)
Published: 2026-05-22T10:30:00+00:00
Episode link: https://episode.flightcast.com/01KS758WFYAEGWEFRC5QCT52AB.mp3
Audio file: https://episode.flightcast.com/01KS758WFYAEGWEFRC5QCT52AB.mp3
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JSON: https://stenobird.com/v1/public/podcasts/bankless-357756/episodes/rollup-david-sold-his-eth-ef-exodus-hyperliquid-s-breakout-stagflation-fears
Duration seconds: 4285

## Resource

Crypto’s old leaders are struggling, but new winners are breaking out. Ryan and David unpack the rise of HYPE, Zcash, and Venice, the macro bear fuel markets are ignoring, the EF talent exodus, and why David selling his last ETH may mark a new era for Ethereum and Bankless. --- 📣METAMASK | $100,000 ONDO GM CHALLENGE https://bankless.cc/OndoOnMetaMask --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast 🟦 COINBASE ONE | MEMBER MONTH https://bankless.cc/coinbase-one 🧭OKX | TRADE, EARN, PAY to OKX | 120M+ USERS WORLDWIDE https://app.okx.com/join/USBANKLESS 🦊 METAMASK | DOWNLOAD NOW https://go.metamask.io/BL-Pod-Download 🌐BRIX | EMERGING MARKET YIELD https://bankless.cc/brix --- TIMESTAMPS & RESOURCES 0:00 Intro 3:28 Bear Fuel for Markets & Pockets of Bullishness in Crypto https://x.com/KobeissiLetter/status/2056184339390419205 https://x.com/Barchart/status/2056350919139500364 https://x.com/JesseCohenInv/status/2056297490366837184 https://imgur.com/YqnyoBc https://x.com/KobeissiLetter/status/2056556783221502060 https://polymarket.com/event/how-many-fed-rate-cuts-in-2026 https://thedefireport.io/research/signs-of-a-cycle-bottom#macro-update https://www.cnbc.com/2026/05/21/iran-war-us-peace-talks-trump-hormuz.html https://polymarket.com/event/us-x-iran-permanent-peace-deal-by 21:27 Hyperliquid, HYPE, and Pre-IPO Price Discovery https://x.com/Matt_Hougan/status/2056720926234882533 https://polymarket.com/event/openai-ipo-closing-market-cap https://www.coindesk.com/markets/2026/05/20/elon-musk-s-spacex-holds-18-712-bitcoin-at-fair-value-of-usd1-29-billion-ipo-filing-shows https://www.reuters.com/legal/government/sec-readies-plan-trading-crypto-versions-stocks-bloomberg-news-reports-2026-05-18/ https://www.coindesk.com/markets/202…

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## Transcript

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