Why CoinFund Believes There’s Still a Strong Bull Case for Bitcoin and Crypto - Ep. 816
Unchained11 Apr 2025

Why CoinFund Believes There’s Still a Strong Bull Case for Bitcoin and Crypto - Ep. 816

Tariffs were back on the table, and then they weren’t. Last week, the Trump administration stunned markets with an announcement of sweeping new tariffs, including a 10% blanket rate and a 125% tariff on Chinese imports. But within days, most of those tariffs were put on a 90-day pause. The result? A rollercoaster in equities, credit, and crypto… and plenty of questions about what’s really next. Seth Ginns, managing partner at CoinFund, is watching all of this closely. He says the data is flashing stress, but underneath, something else is building. In this episode, Seth breaks down: Why tariffs hit crypto harder than most investors expected The metrics that could signal the next macro moves and their impact on digital assets Why he’s still cautiously bullish, even amid volatility Whether an altcoin season is coming Why Bitcoin’s safe haven narrative might finally be tested Why the Trump administration’s policies, despite the turbulence, boost crypto Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com Thank you to our sponsors! BitKey: Use code UNCHAINED for 20% off FalconX Mantle Guest Seth Ginns, Managing Partner at CoinFund Links Subscribe to our new crypto + macro newsletter! https://bitsandbips.beehiiv.com/subscribe Recent coverage of Unchained on the economy and tariffs: Arthur Hayes on Why Tariffs Will Be Good for Bitcoin and Crypto Bits + Bips: Why a U.S. Recession May Be Coming — And Still Isn’t Priced In Bits + Bips: Trump’s Tariffs Are Causing Mayhem, But Will They Revive U.S. Manufacturing? Trump Tariffs Sink Crypto, BlackRock Pumps Bitcoin’s Bags Why Trump-Induced Stagflation Could Finally Make Bitcoin a Safe Haven In Market Crash, What Should You Buy? Crypto VCs Are Making These Bets Bitcoin Tops $83,000 as Tariff Pause Sends Markets Soaring Crypto Traders See Another $1B Liquidated Amid Tariff Turbulence Timestamps: 👋 0:00 Intro 🔁 3:23 Why Trump reversed course on the sweeping tariff announcement 📉 6:33 How tariffs ripple through crypto harder than most expect 🔍 8:38 What CoinFund is watching in macro — and where the silver linings might be ⚖️ 13:48 Why Seth urges short-term caution but sees long-term tailwinds 🚀 16:14 Could altcoins actually run? Here’s how Seth defines a real “alt season” 🏦 19:13 Is this the moment Bitcoin becomes a true safe haven asset? 💰 21:56 Will new stimulus hinge on tariffs — or something else entirely? ✅ 25:11 Why Seth is surprisingly optimistic about Trump’s crypto policy so far 📰 28:27 News Recap Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(1138)

How Microsoft Won the OpenAI Fight as Markets Rally on Iran

How Microsoft Won the OpenAI Fight as Markets Rally on Iran

One side wins the OpenAI-Microsoft divorce, Ram calls a 19% earnings growth year 'bananas,' and Chris wants the US to hack back against DeFi exploiters. Here is the full rundown. --- Heads up! If y...

29 Apr 57min

How Microsoft Won in Its Revised Deal With OpenAI

How Microsoft Won in Its Revised Deal With OpenAI

Microsoft restructured its agreement with OpenAI, and Ram Ahluwalia has a clear verdict: Microsoft won.  In this segment from Bits + Bips, Ram explains the three things Microsoft secured from the new...

29 Apr 3min

How Morpho Survived a $300M DeFi Hack With Only $1M Exposure

How Morpho Survived a $300M DeFi Hack With Only $1M Exposure

People think of Aave and Morpho as competitors. But Morpho only lost $1 million when North Korea drained $300M from a DeFi protocol. The architecture explains why. ===================================...

29 Apr 37min

Bits + Bips: How the Kelp rsETH Hack Left Aave With $193M in Bad Debt

Bits + Bips: How the Kelp rsETH Hack Left Aave With $193M in Bad Debt

Luke Leasure and Shaunda Devens of Blockworks Research explain how three compounding failures, Kelp's one-of-one bridge signer, Layer Zero's permissive default settings, and Aave's failure to flag it ...

28 Apr 9min

Arbitrum Froze $70M From North Korea? Griff Green on the Decision + Miguel Morel on the Hack

Arbitrum Froze $70M From North Korea? Griff Green on the Decision + Miguel Morel on the Hack

KelpDAO’s hackers left telltale signs pointing to one culprit, North Korea. Then, in a surprise move, the Arbitrum Security Council decided to fight back. ============================================...

26 Apr 1h 7min

Did Arbitrum Violate DRPK's Property Rights? No, Because It Wasn't Their Property

Did Arbitrum Violate DRPK's Property Rights? No, Because It Wasn't Their Property

The $300M KelpDAO exploit became a watershed moment for DeFi, and the Arbitrum Security Council voted froze $70M worth of stolen funds. Is this a slippery slope or learning from history? Thank you...

24 Apr 1h 20min

DEX in the City: KelpDAO vs. LayerZero: Who Is Liable When a DeFi Protocol Is Hacked?

DEX in the City: KelpDAO vs. LayerZero: Who Is Liable When a DeFi Protocol Is Hacked?

A $300M bridge exploit is forcing the question DeFi has been avoiding: when users lose money, who is actually responsible — the protocol, the infrastructure provider, or both? Thanks to our sponsor...

24 Apr 47min

The Chopping Block: Kelp DAO Hack Fallout, DeFi Socialized Losses & Arbitrum’s “Reverse Hack”

The Chopping Block: Kelp DAO Hack Fallout, DeFi Socialized Losses & Arbitrum’s “Reverse Hack”

The Chopping Block crew and guest Monet Supply break down the $200M Kelp DAO bridge exploit, finger-pointing between LayerZero, Kelp DAO, and Aave, the wild “reverse hack” Arbitrum bailout, and what i...

23 Apr 1h 1min

Populært innen Politikk og nyheter

giver-og-gjengen-vg
aftenpodden
aftenpodden-usa
forklart
stopp-verden
popradet
nokon-ma-ga
rss-gukild-johaug
fotballpodden-2
lydartikler-fra-aftenposten
det-store-bildet
dine-penger-pengeradet
aftenbla-bla
hanna-de-heldige
rss-ness
rss-espen-lee-usensurert
rss-dannet-uten-piano
rss-utenrikskomiteen-med-bogen-og-grasvik
e24-podden
frokostshowet-pa-p5