Unchained13 Maalis 2025

The Chopping Block: The Macro Special – Trump’s Trade War, Bitcoin Reserve & Market Chaos - Ep. 799

Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner break down the biggest stories in crypto. This week, we’re joined by special guest Quinn Thompson, Master of Macro at Lekker Capital, to dissect Trump’s Bitcoin Reserve. The US government is now officially hodling Bitcoin —Trump’s executive order creates a BTC reserve using seized funds. But markets didn’t buy the hype. Bitcoin tanked, and traders are still questioning what this means for crypto’s future. Meanwhile, the global macro picture is a disaster—stocks are down, trade wars are escalating, and recession fears are mounting.Is this controlled demolition of the economy, or just a side effect of Trump’s economic agenda? And most importantly, what does this mean for crypto? Let’s dive in. Show highlights 🔹 Trump’s Bitcoin Reserve Announcement – The US government officially holds BTC, but it’s not buying more. No new demand—just a change in optics. 🔹 Digital Asset Stockpile – XRP, ADA, SOL? Treasury isn’t sure what it owns, and no guarantee these altcoins stay on the balance sheet. 🔹 Market Reactions – Bitcoin pumped, then crashed. No net buying pressure, just an end to government auctions of seized BTC. 🔹 Trade War Fallout – Tariffs hit Mexico, Canada, EU, and China—S&P 500 posts worst day since 2022, losing $1.4T in market cap. 🔹 Trump’s Endgame? – Is this a controlled demolition of asset prices, or just chaos in motion? 🔹 Crypto’s Liquidity Crunch – The Fed isn’t stepping in (yet), but the macro backdrop is grim. Rate cuts may be the only way out. Hosts ⭐️Haseeb Qureshi, Managing Partner at Dragonfly ⭐️Tarun Chitra, Managing Partner at Robot Ventures ⭐️Tom Schmidt, General Partner at Dragonfly ⭐️Robert Leshner, CEO & Co-founder of Superstate Guest ⭐️Quinn Thompson, Founder & CIO at Lekker Capital Disclosures Timestamps 00:00 Intro 02:36 Trump’s Bitcoin Reserve 05:17 Bitcoin Tanks 14:30 How This Affects Crypto & Traditional Finance 19:36 Trade Wars Escalate 31:30 Corn Twitter Is Mad 35:16 Why Stocks & Crypto Are Dumping in Sync 41:39 Trump's Historical Stance on Tariffs 54:57 Government Spending and Crypto Market Learn more about your ad choices. Visit megaphone.fm/adchoices

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(1147)

DEX in the City: Why the Binance Case Against the WSJ ‘Is Probably Not a Winner’

The crew unpacks the Binance case against the Wall Street Journal. Is the lawsuit just for optics? Plus, why crypto can't turn a blind eye to one Aave user's $50 million loss. Nexo is the premier dig...

19 Maalis 52min

The Top Things Investors Need to Know Before Buying Crypto Tokens

Across Protocol wants to retire its token in exchange for equity. Is the DAO model structurally broken? Thank you to our sponsor! Adaptive Security With Across Protocol proposing to retire i...

19 Maalis 1h 8min

The Chopping Block: The Ethereum Foundation Manifesto + Who Really Runs Crypto?

Crypto insiders debate the Ethereum Foundation’s new “CROPS” mandate: is the EF losing touch with builders, why does Solana keep pulling startups away, and what will it actually take for Ethereum to s...

19 Maalis 1h 11min

Bits + Bips: Bitcoin Hits $75K as It Starts Catching Up to Gold

Ram is bearish on equities, oil is keeping the Fed frozen, and Bitcoin is holding up anyway. The hosts debate whether crypto has bottomed or whether worse is still ahead. --- Thanks to our sponsor, ...

18 Maalis 1h 2min

Bits + Bips: Bitcoin Finally Acted Like a Hedge. Will It Last?

For the first time in a geopolitical crisis, bitcoin held its ground while safe havens faltered. But can it keep holding if the VIX moves from yellow to red? --- Bits + Bips is spreading its wings ...

16 Maalis 48min

Is the DeFi Mullet Strategy the Best Way to Bring Finance Onchain?

Sid Powell and Paul Frambot on why Apollo, Cantor, and Coinbase are quietly building their financial products on DeFi rails, and what it means for lending. Nexo is the premier digital wealth platfor...

13 Maalis 1h 13min

Uneasy Money: How Hyperliquid Succeeded by Going Against Crypto's Ideology First Approach

The crew digs into Hyperliquid's phenomenal rise. How did the perp DEX become TradFi's 24/7 casino? Thank you to our sponsors! ⁠⁠⁠⁠Fuse: The Energy Network ⁠⁠⁠ – Shift your energy use and earn r...

12 Maalis 59min

DEX in the City: How Regulators Are Preparing for a World Without the Clarity Act

The crew discusses whether prediction markets enable “Bloomberg terminal espionage,,” wonder how to regulate markets that could be on anything, dive into why the OCC is saying no to stablecoin yield a...

12 Maalis 52min