Episode
ROLLUP: Korea Gets Liquidated | The AI Trade Unwinds | Crypto Holds Firm | Warsh Holds Rates
- Podcast
- Bankless
- Published
- Jul 31, 2026
- Duration seconds
- 3249
- Processing state
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Summary
Korea’s leveraged stock boom imploded and the AI trade found a forced seller, but crypto held firm. Ryan and David unpack whether the winds are shifting toward BTC and ETH, Warsh’s hawkish Fed debut, and Ethereum’s 11th birthday. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK https://bankless.cc/near-pod 📊BITGET | TOKENIZED STOCKS 2.0 https://bankless.cc/bitget-stocks 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 👑BANKLESS PREMIUM | AD-FREE & BONUS EPISODES https://bankless.cc/spotify-premium --- TIMESTAMPS 0:00 Intro 0:17 Korea & AI Liquidation https://x.com/kobeissiletter/status/2082463897387257895 https://x.com/KobeissiLetter/status/2082792020993536283 https://www.noahpinion.blog/p/why-did-south-korean-stocks-just https://www.noahpinion.blog/p/the-ai-bust-scenario-that-no-one https://x.com/tbpn/status/2082849965102219677 https://www.cnbc.com/2026/07/30/leopold-aschenbrenners-hedge-fund-is-facing-steep-ai-losses.html https://x.com/amitisinvesting/status/2082860784242049407 14:39 Crypto Holds Firm https://x.com/micro2macr0/status/2081868142230286664 https://x.com/cryptunez/status/2081893515223535625 https://x.com/blknoiz06/status/2082560475951251789 20:27 Warsh, Rates & Global Liquidity https://x.com/YahooFinance/status/2082538170533519741 https://www.theblock.co/post/410092/fed-holds-rates-steady-three-officials-push-hike-crypto-market-stays-flat https://thedefireport.io/research/can-the-economy-handle-rate-hikes https://x.com/AlexCorrino/status/2082667540090859698 https://x.com/Barchart/status/2082683129681092931 https://x.com/wallstengine/status/2082551083583541287 https://capitalwars.substack.com/p/global-liquidity-and-cryptocurre…