ROLLUP: Gold & BTC ATH | AI Bubble or Debasement Trade? | BNB Surge | $2B Polymarket Deal

Listen to this episode from Bankless on Spotify. Gold shatters $4,000, Bitcoin quietly hits new all-time highs, and Wall Street just made its biggest bet yet on prediction markets. In this week's Weekly Rollup, we break down why the debasement trade is heating up, how the AI bubble is shaping markets, and what it all means for crypto's next move. We cover BNB's explosive run to the #3 spot, ICE's $2B investment in Polymarket, and ETH staking ETFs officially going live. Plus, Solana ETF approval looks imminent, Asian capital rotates onchain, and Galaxy steps back into retail with a familiar face at the helm. ------ TIMESTAMPS & RESOURCES 0:00 Intro 2:31 Markets https://www.theblock.co/post/373369/bitcoin-hits-new-all-time-high-crosses-125000-for-the-first-time-as-uptober-momentum-builds https://x.com/RayDalio/status/1973766977421275598 https://x.com/BTC_Archive/status/1975562328377528702 https://x.com/jvb_xyz/status/1975047567852671125 https://x.com/matthew_sigel/status/1976251057421647886 https://www.coinglass.com/bull-market-peak-signals https://x.com/Grayscale/status/1975147923387363421 https://x.com/Grayscale/status/1975262626377834938 https://x.com/joechalom/status/1975251314117648420 https://x.com/TheCryptoLark/status/1975147566351237315 https://x.com/EricBalchunas/status/1976037299373646270 18:08 Gold ATH, Equities at ATH and PTJ is calling out the AI bubble! https://www.tradingview.com/symbols/XAUUSD/ https://x.com/elerianm/status/1975782709084500136 https://companiesmarketcap.com/assets-by-market-cap/#google_vignette https://x.com/Geiger_Capital/status/1975944193999806973 https://x.com/SpencerHakimian/status/1975608283751981521 https://x.com/elerianm/status/1976237139185574170 https://x.com/charliebilello/status/1975552094649417749 https://x.com/FluentInFinance/status/1975704684808560774 https://x.com/lisaabramowicz1/status/1975121018428809484 https://imgur.com/a/bBx2RwY https://x.com/noahkaufmanmd/status/1975930839201702195 https://x.com/1MarkMoss/status/1973775891626164276 https://thedefireport.io/research/does-bitcoin-follow-gold#correlation-analysis https://www.google.com/finance/beta/quote/QQQ:NASDAQ?hl=en&window=YTD&comparison=SPY%3ANYSEARCA&type=line https://x.com/esaagar/status/1975290951787745581 https://x.com/spikedoanz/status/1975806155470635429 https://x.com/MauiBoyMacro/status/1975589846971523102 https://x.com/pumatheuma/status/1976085531500200220?s=46 https://www.cnbc.com/2025/10/06/cnbc-transcript-tudor-investments-founder-cio-paul-tudor-jones-on-squawk-box-today.html https://x.com/AltcoinDaily/status/1975363814167380090 https://x.com/dgt10011/status/1975353090128638415 https://x.com/RyanSAdams/status/1975560592166355425 37:58 Why is BNB pumping! https://imgur.com/a/4d6Pnb3 https://x.com/cz_binance/status/1975595775540257262 https://defillama.com/chain/bsc https://x.com/RyanSAdams/status/1975601864423940288 https://x.com/TheCryptoDog/status/1975602134189285606 https://x.com/mattyboomboom/status/1975888004074922144 https://x.com/RyanSAdams/status/1975909116431515777 https://x.com/eltrade/status/1975948682702017024 https://x.com/eltrade/status/1975963898215059856 https://www.binance.com/en/square/post/20741536898114? https://www.coingecko.com/en/coins/mantle https://x.com/eugenegeu/status/1975110416876577133 https://finance.yahoo.com/news/cz-returns-binance-speculations-getting-105754644.html 42:46 ICE - NYSE parent company is investing into Polymarket & Distributing Polymarket - $2 billion https://x.com/polymarket/status/1975528768039985449?s=46 https://x.com/CoinDesk/status/1975935472586125456 https://x.com/shayne_coplan/status/1975534265698812046 https://x.com/shayne_coplan/status/1975994093529690405?s=46 44:48 Galaxy launched Galaxy One https://x.com/galaxyhq/status/1975173116428234999 https://x.com/GalaxyOneZac/status/1975140872753999932 https://www.tradingview.com/chart/1CDu50yK/?symbol=NASDAQ%3AGLXY https://x.com/solspacecadet/status/1975262934797353010 49:39 Monad Airdrop Claim Portal incoming Tuesday Oct 14th https://x.com/monad/status/1976279260869619994 https://dropstab.com/coins/monad 51:08 3 things Ryan is excited about: https://x.com/RyanSAdams/status/1976044336111341719 https://x.com/Jrag0x/status/1976180218814660675 https://x.com/brian_armstrong/status/1975948961845538985 https://x.com/maxbranzburg/status/1975214629552091239 https://blog.ethereum.org/2025/10/08/privacy-commitment https://notes.ethereum.org/@niard/KohakuRoadmap https://beta.walletbeat.eth.limo/wallet/summary/ 55:46 Moment of Zen https://x.com/cocothecorncob/status/1975373485410033673 56:13 Closing & Disclaimers ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠