ROLLUP: Prediction Market Bill | Solana DEX ATH | ETH Stablecoins ATH | Zcash Implodes | Vitalik “Trilemma Solved”

Prediction markets are turning into real-time intelligence, and policymakers are already reacting. In this week’s Weekly Rollup, Ryan and David unpack the Venezuela “Maduro” trade, the debate over fairness vs. public signal, and Polymarket’s expansion into real estate markets. They also cover Bitcoin’s lowest-vol year ever, Solana’s DEX surge, Ethereum’s stablecoin settlement ATH, Morgan Stanley’s crypto ETF filings, Zcash’s governance blowup, Lighter’s massive $LIT airdrop, Vitalik’s “trilemma solved” claim, Wyoming’s state stablecoin, and Strategy’s path toward major indices. --- 📣ZAMA | $ZAMA PUBLIC AUCTION  https://bankless.cc/zama-auction --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast 👑BANKLESS PREMIUM | AD-FREE & BONUS EPISODES https://bankless.cc/spotify-premium 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://bankless.cc/the-defi-report 💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES https://bankless.cc/ico-watch --- TIMESTAMPS & RESOURCES 0:00 Intro 2:49 Markets https://www.linkedin.com/pulse/2025-ray-dalio-kaf8e/ https://x.com/dampedspring/status/2008568524046991733 https://www.coinglass.com/pro/i/bl https://www.dlnews.com/articles/regulation/bitcoin-least-volatile-year/ https://x.com/NTmoney/status/2007111582317215767 https://x.com/KobeissiLetter/status/2007167084980044071 https://x.com/smyyguy/status/2009282261384888407 https://x.com/Cointelegraph/status/2007980573365502161 https://x.com/ericbalchunas/status/2008527564550156315 https://x.com/WatcherGuru/status/2008926447205843202 https://x.com/Matt_Hougan/status/2008542347425149247 14:03 Did Polymarket reveal the Venezuela invasion hours prior the announcement? https://www.war.gov/News/News-Stories/Article/Article/4370431/trump-announces-us-militarys-capture-of-maduro/ https://x.com/JoePompliano/status/2007455311351718118 https://x.com/0xKelle/status/2008099287851561262 https://x.com/JakeSherman/status/2007497192974459372 https://x.com/QuiverQuant/status/2008029132484206664 https://x.com/WatcherGuru/status/2008245382539882784 https://x.com/zoomerfied/status/2008184924377960502 25:41 Polymarket Market of the Week 27:42 ZEC dump and resignation  https://x.com/solidintel_x/status/2009172254496870816 https://x.com/DefiIgnas/status/2009235841751613660 31:05 Lighter launched the Lighter Infrastructure Token https://x.com/Lighter_xyz/status/2005862682608472263 https://x.com/bubblemaps/status/2006296418622001313 https://defillama.com/protocol/perps/lighter-perps https://x.com/Lighter_xyz/status/2008309047787753497 35:27 Has Ethereum resolved the blockchain trilemma?  https://x.com/VitalikButerin/status/2007559523528233041 https://x.com/ralexstokes/status/2008707458563535022 https://x.com/VitalikButerin/status/2008174642066845778 https://x.com/dankrad/status/2008466291913265443 45:49 SEC Commissioner Caroline Crenshaw resigned https://x.com/EleanorTerrett/status/2007195935403847868 46:32 Major US retailers are accepting crypto payments https://finance.yahoo.com/news/walmart-starbucks-more-accepting-crypto-202205775.html 48:14 Wyoming launches first US state-issued stablecoin https://x.com/WatcherGuru/status/2008958574962028924 50:00 MSCI decided not to exclude DATs from their indexes https://www.msci.com/indexes/index-resources/index-announcements 51:28 Closing & Disclaimers  --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures