ROLLUP: The Bull Market Test | Clarity Dies | SEC Opens the Door | Hyperliquid Comes Onshore

Crypto just shrugged off a Fed hike and the death of the Clarity Act. Ryan and David break down the early-bull signal, the SEC’s tokenized-stock breakthrough, the coming options race, and Hyperliquid’s path into the U.S. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔓 NEAR | TRADE CONFIDENTIALLY, GET 20% BACK https://bankless.cc/near2026 🎯 THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 👑 BANKLESS CONTENT MCP https://www.bankless.com/premium --- TIMESTAMPS & RESOURCES 0:00 Intro 0:26 Bull Market Signals: BTC, Zcash & Altcoins https://x.com/econoar/status/2099874713539604734 https://x.com/TrustlessState/status/2100286172253815281 https://x.com/AviFelman/status/2100288435474825301 https://x.com/NEARProtocol/status/2099968050405495246 https://x.com/NEARProtocol/status/2099883498848784778 8:39 Macro: Tom Lee, Bonds & the Fed Hike https://x.com/StockMKTNewz/status/2100267546683543913 https://x.com/geiger_capital/status/2099503989364609340 https://x.com/CNBC/status/2100284014221295770 https://www.bloomberg.com/news/videos/2026-09-16/fed-chairman-warsh-calls-rate-hike-a-sober-decision-video https://www.cnbc.com/2026/09/16/trump-fed-interest-rate-warsh.html 23:43 Clarity Act Falls Apart https://x.com/CoinDesk/status/2099429197034766830 https://x.com/tradfi/status/2099319531168731528 https://x.com/Polymarket/status/2099529644596731950 https://x.com/EleanorTerrett/status/2100389230874689650 26:27 Regulators Fill the Gap: SEC & Tokenized Stocks https://x.com/chairmanselig/status/2100232064259735589 https://x.com/SECPaulSAtkins/status/2100256253645668860 https://x.com/hosseeb/status/2100274788170162522 https://x.com/SECPaulSAtkins/status/2100572313334821271 https://x.com/Bankless/status/2100582318335275190 https://x.com/NateGeraci/status/2100581006004691453 42:31 The Crypto Options Race https://thedefireport.io/research/the-watch-list-derive-drv https://www.bankless.com/podcast/crypto-is-ready-for-onchain-options-nick-forster-ceo-of-derive https://x.com/TrustlessState/status/2100297485147406766 45:46 Hyperliquid Comes Onshore https://x.com/Payward/status/2100178016617869710 https://www.payward.com/press-release/payward-hyperliquid-onchain-perpetual-futures 48:38 Arc Chain Launches https://x.com/arc/status/2100170550857404852 50:50 OpenZeppelin Joins S&P Global https://x.com/OpenZeppelin/status/2100557026438848568 --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures