Unchained16 Huhti 2025

Bits + Bips: How to Reignite Market Confidence Amid Tariff Turmoil - Ep. 818

Markets are nervous, liquidity is drying up, and political messaging is inconsistent at best. In this week’s Bits + Bips, the crew unpacks the shifting mood across capital markets and what it will take to bring back the risk-on energy. From Trump’s high-stakes tariff strategy to whispers of deregulation, tax cuts, and even capital flooding, the stakes are rising. Plus: What would trigger a “Trump put” Will crypto finally benefit from the global chaos? Whether the devaluation of the yuan could be a big moment And how animal spirits might return… if they’re properly incentivized Show highlights: Sponsors: Bitwise Hosts: James Seyffart, Research Analyst at Bloomberg Intelligence Joe McCann, Founder, CEO, and CIO of Asymmetric Ram Ahluwalia, CFA, CEO and Founder of Lumida Noelle Acheson, Author of the “Crypto Is Macro Now” Newsletter Links Newsweek: Steve Bannon's 'Flood the Zone' Strategy Explained Amid Trump Policy Blitz Cointelegraph: Senator Tim Scott is confident market structure bill passed by August CoinDesk: Donald Trump's Memecoin Faces Massive $320M Token Unlock Amid Record Low Price Decrypt: Canada to Launch 'World First' Spot Solana ETFs With Staking This Week: Balchunas YouTube: The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein Bloomberg: Investors Fear Another Big Blowup of Basis Trade as Treasuries Lose Haven Status Wall Street Journal: China’s March Lending Jumped on Government Stimulus Push CoinTelegraph: Bitcoin Shows Growing Strength During Market Downturn — Wintermute Timestamps: 👋0:00 Intro 🥊 1:54 Who won the All-In Sacks vs. Summers debate? 🌍 8:01 Why Trump’s 130-country strategy might reshape global trade 💧 18:32 Does the market have a creeping liquidity crisis? 📈 26:15 What might actually make Trump pivot before the midterms 📉 32:18 How hedge funds are quietly bracing for more chaos 🥇 36:52 Why gold and crypto are standing out in this macro mess 🎭 40:15 How Trump’s love of media attention impacts his strategy 🚀 48:02 What might finally reignite serious crypto interest 🧠 53:01 Can investor confidence return without real economic momentum? 💣 1:08:27 Why the yuan’s devaluation could be a major crypto inflection point 🐉 1:14:02 Ram’s strategy to disrupt China’s power plays Learn more about your ad choices. Visit megaphone.fm/adchoices

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Jaksot(1147)

Bits + Bips: How Stocks May Decouple From Bitcoin—and Why TradFi Should Love a HYPE DAT - Ep. 972

In this special double-feature episode of Bits + Bips, Unchained executive editor Steve Ehrlich brings listeners two of the clearest investor perspectives on where the crypto markets may be headed nex...

5 Joulu 20251h 25min

Is Strategy's Model Unraveling? What is Driving the Recent Rout and Where It Can Go From Here - Ep. 971

Michael Saylor's Strategy has not had the year it hoped for. Amid an explosion of copycats and Bitcoin price weakness, the company has seen its valuation and so-called mNAV crash. In this special epi...

5 Joulu 202549min

Uneasy Money: Did Solana Dapp Kamino Break the Golden Rule of DeFi? - Ep. 970

Thank you to our Sponsor, Uniswap! Ethereum Fusaka is live, Infinex has embarked on its token sale, Hyperliquid is bolstering its HIP-3 markets and there is drama in Solana’s DeFi land. In this epis...

4 Joulu 202559min

The Chopping Block: Token Launch Hype, L1 Wars & Prediction Market Breakouts - Ep. 969

Welcome to The Chopping Block — where Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner cover crypto’s biggest moments. This week we’re joined by Kevin from the Monad Foundation as we dig ...

4 Joulu 20251h 3min

Cheaper Fees and No More Free Lunch for Layer 2s? Inside Ethereum's Fusaka Upgrade - Ep. 966

Ethereum for the first time ever has rolled out a second major upgrade within a year. Fusaka has gone live less than six months after Pectra. In this Unchained podcast episode, Offchain Labs Prysm Te...

3 Joulu 202551min

DEX in the City: Class Actions in Crypto Are on the Rise. Are They More Dangerous Than SEC Enforcement?- Ep. 968

Thank you to our sponsor, Uniswap! Class action lawsuits targeting crypto firms are on the rise. While observers often brush off the cases as opportunistic, they may be more of an existential threat ...

3 Joulu 202550min

Bits + Bips: Vanguard's Crypto U-Turn, Tether/MSTR FUD & Picking Future Winners - Ep. 967

Monday’s selloff rattled the entire market—Bitcoin, equities, commodities, you name it. But beneath the volatility, something more structural may be happening. In this week’s Bits + Bips, Austin Cam...

2 Joulu 20251h

The Chopping Block: In Defense of Exponentials – Haseeb Reads His Viral Essay - Ep. 965

Welcome to The Chopping Block — where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This episode is a special one: Haseeb reads h...

29 Marras 202514min