ROLLUP: $120 Oil vs New Highs AI Boom Masks War IPO Top Signal DeFi Bailout

Markets are ripping despite $120 oil and an escalating war. Ryan and David break down why the AI boom is drowning out macro risks, whether a wave of trillion-dollar IPOs could mark the top, and how DeFi just bailed itself out after its biggest hack ever. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | PREDICTION MARKET 🟦 COINBASE ONE | GET 20% OFF 🧭OKX | TRADE, EARN, PAY 🦊 METAMASK | DOWNLOAD NOW 🌐BRIX | EMERGING MARKET YIELD 💰NEXO | Get your 30-day access to Wealth Club Premier --- TIMESTAMPS & RESOURCES 0:00 Intro 2:28 Oil War & $120 Oil Crisis 16:46 Markets Rally vs Reality (AI Boom) or AI Bubble & IPO Top Signal 27:22 Fed, Powell, Rising Inflation, Bitcoin Narrative & National Security 36:59 MegaETH Launch 40:33 DeFi Bailout (KelpDAO → DeFi United) 48:30 Polymarket Insider Trading Case 51:27 “Code Is Not a Crime” vs Reality 55:45 Stablecoins Go Mainstream (Visa + Meta) 58:50 Closing & Disclaimers --- Not financial or tax advice. See our investment disclosures here:

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ROLLUP: $120 Oil vs New Highs AI Boom Masks War IPO Top Signal DeFi Bailout is an episode from Bankless by Bankless.

This episode is 59:34 long.

This episode was published on May 1, 2026.

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