ROLLUP: 2025 Market Outlook | Inauguration Impact | Gary Gensler's Parting Gift | Sony Censors Ethereum?

Bankless

This week’s episode dives into the evolving landscape of crypto as we approach a new administration. We discuss Donald Trump’s upcoming presidency and what it could mean for markets, analyze the recent market turmoil despite positive economic indicators, and break down the SEC’s case against Elon Musk. We also explore Sony’s controversial L2 launch and Tether’s move to El Salvador. Finally, some an exciting new privacy tool teams up with Coinbase.

------ 📣 0x | Start building with 0x v2 https://bankless.cc/0x ------

BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax

🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty

⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo

🎮RONIN | THE FUTURE OF WEB3 GAMING https://bankless.cc/Ronin

----- ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/17?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

------ TIMESTAMPS & RESOURCES

00:00:00 Start

00:02:34 Markets https://macromostly.substack.com/p/bls-jobs-report-recap-december-95c https://business.bofa.com/en-us/content/market-strategies-insights/weekly-market-recap-report.html https://www.cnbc.com/2025/01/15/cpi-inflation-december-2024-.html

00:11:45 Strong Jobs Report https://imgur.com/MxHgOOe

00:18:28 SEC Sues Elon Musk https://x.com/WatcherGuru/status/1879305674594865284 https://x.com/elonmusk/status/1879322286291054653 https://x.com/GOPMajorityWhip/status/1879319142303498579 https://decrypt.co/301226/sec-appeals-ripple-ruling-seeks-reversal-on-xrp-classification

00:29:26 3 Days Until Trump Takes Office https://x.com/Polymarket/status/1879957585748734158 https://blockworks.co/news/trump-assembles-2025-cabinet https://x.com/QuintenFrancois/status/1879093846493012042

00:36:24 What If Kamala Won? https://x.com/BillHughesDC/status/1877740571831193697 https://x.com/katiebiber/status/1877783826442723365

00:41:59 Sony Launches ETH L2 https://soneium.org/en/blog/soneium-mainnet-is-live https://x.com/a1lon9/status/1879038646231429332 https://x.com/0xKawz/status/1879032105767928026 https://x.com/donnoh_eth/status/1879210463952818472? t=jlmQ8W1KoPgZSEzfP9oq4g&s=19 https://x.com/0xbreadguy/status/1879176334372401191?s=43&t=2ZINVXJQKx6xO_6Wiiu_2g https://x.com/VitalikButerin/status/1879560670150017068

00:51:30 Coinbase uses Morpho for Bitcoin Loans https://x.com/coinbase/status/1879902780564951530 https://www.coinbase.com/blog/now-get-a-USDC-loan-without-selling-your-bitcoin

00:53:58 Aevo Moves To EigenDA https://x.com/aevoxyz/status/1879728286093479947

00:56:22 Veil.Cash Uses Coinbase https://x.com/Veildotcash/status/1877827571926053220

01:03:05 An Update From RSA https://blockworks.co/news/berachain-pre-launch-liquidity https://tether.io/news/tether-licensed-in-el-salvador-strengthening-focus-on-emerging-markets-and-innovation/

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠