Bits + Bips: Trump Will Soon Be President. Where Will Bitcoin and Crypto Prices Go? - Ep. 761
Unchained8 Jan 2025

Bits + Bips: Trump Will Soon Be President. Where Will Bitcoin and Crypto Prices Go? - Ep. 761

Bitcoin crossed the $100,000 mark, only to slump back down on Tuesday, sparking debates about what’s next for the crypto markets. In this episode, James Seyffart and Alex Kruger are joined by Charles Edwards of quant fund Capriole Investments to break down the macro trends shaping Bitcoin’s trajectory. From Trump’s inauguration to the Fed’s looming decisions on quantitative tightening, they analyze the key factors influencing risk assets. Plus, they unpack the premium on MicroStrategy’s BTC holdings, the future of AI agents in crypto and whether AI agent swarms might someday hire humans, and their bold predictions —supercycle? SOL ETFs?—for 2025. Show highlights: 01:54 Why bitcoin broke the $100K level again 07:28 How the markets will react to the inauguration of Donald Trump as President 19:09 What factors will affect the Fed’s next decision on rates 26:38 What the premium of MSTR to its BTC holdings should be 34:37 Why they all hate the current version of AI agents 43:19 Why Charles likes Ethena and ENA 45:49 Alex’s and Charles’ thoughts on what to expect in 2025: supercycle incoming? 50:01 Alex’s analysis on the market corrections and what they teach us 57:34 Whether James believes the spot Solana ETF will be approved this year Hosts: James Seyffart, Research Analyst at Bloomberg Intelligence Alex Kruger, Founder of Asgard Guest: Charles Edwards, founder of Capriole Investments Links Capriole Investments | Update #58 MicroStrategy just bought another $100m in Bitcoin on path to $2bn spree – DL News With AI Agents Now Trading Crypto, What Does Their Future Look Like? Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(1094)

Q-Day Is Imminent. Can Bitcoin Survive the Quantum Threat?

Q-Day Is Imminent. Can Bitcoin Survive the Quantum Threat?

Thank you to our sponsors! Walrus Post-quantum era focused blockchain builder Project Eleven has just raised $20 million from the industry's heavy hitters as concerns over Bitcoin's quantum readines...

18 Jan 40min

Uneasy Money: In a World of AI, Are Dino Privacy Coins a Good Bet?

Uneasy Money: In a World of AI, Are Dino Privacy Coins a Good Bet?

Thank you to our sponsor, MultiChain Advisors! Privacy is back on the radar as Monero gets compared to silver. Meanwhile, Vitalik wants Ethereum to ossify, former New York City Mayor Eric Adams’ NYC ...

18 Jan 54min

Polygon's Big Pivot: Why the Network Is Pivoting to Payments and What It Means for POL

Polygon's Big Pivot: Why the Network Is Pivoting to Payments and What It Means for POL

Thank you to our sponsor, Figure! Ethereum scaling network Polygon is charting a new course. Polygon on Jan. 13 announced that it was becoming a “regulated U.S. payments platform” following the acqui...

17 Jan 32min

Why Bitcoin Has Fallen Behind Gold & What Could Come Next

Why Bitcoin Has Fallen Behind Gold & What Could Come Next

Thank you to our sponsor, Figure! As tensions between the Trump administration and the Federal Reserve rise, gold and silver have surged to record highs. Bitcoin, meanwhile, has struggled to keep pac...

17 Jan 51min

Bits + Bips: How AI and Energy Prices Will Force the Fed’s Hand

Bits + Bips: How AI and Energy Prices Will Force the Fed’s Hand

Thank you to our sponsor, Uniswap! If trust in central banks erodes, what replaces it? This week’s Bits + Bips connects AI, energy, inflation, and Bitcoin. In this episode of Bits + Bips, hosts Aust...

15 Jan 53min

DEX in the City: Why the Market Structure Bill May Not Be Good for DeFi

DEX in the City: Why the Market Structure Bill May Not Be Good for DeFi

Thank you to our sponsor, Mantle! After months of anticipation, U.S. Senators have unveiled draft crypto market structure legislation. In this episode of DEX in the City, hosts Jessi Brooks, Katheri...

15 Jan 52min

The Chopping Block: Venezuela Sanctions Drama + Polymarket Insider Trading + Zcash Foundation Exodus

The Chopping Block: Venezuela Sanctions Drama + Polymarket Insider Trading + Zcash Foundation Exodus

The Chopping Block breaks down the Kontigo Venezuela sanctions scandal, poly market insider trading drama around Maduro's capture, and the explosive Zcash governance crisis that has the entire Electri...

14 Jan 49min

How Venezuela Shows Why Bitcoin, Crypto and Stablecoins Help Everyday People

How Venezuela Shows Why Bitcoin, Crypto and Stablecoins Help Everyday People

Thank you to our sponsors, Uniswap and Figure Markets! Amid several years of economic challenges, Venezuela boasts a long and intriguing relationship with crypto. Following the capture of President N...

13 Jan 58min

Populært innen Politikk og nyheter

giver-og-gjengen-vg
aftenpodden
aftenpodden-usa
stopp-verden
forklart
popradet
lydartikler-fra-aftenposten
det-store-bildet
rss-gukild-johaug
fotballpodden-2
rss-ness
dine-penger-pengeradet
i-retten
nokon-ma-ga
hanna-de-heldige
aftenbla-bla
frokostshowet-pa-p5
grasoner-den-nye-kalde-krigen
rss-dannet-uten-piano
e24-podden