Bits + Bips: How to Reignite Market Confidence Amid Tariff Turmoil - Ep. 818
Unchained16 Apr 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

Episoder(1094)

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

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 Mar 1h 13min

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

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 Mar 59min

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

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 Mar 52min

The Chopping Block: Erik Voorhees on AI Privacy, Agentic Payments, and Crypto x Memecoin Mayhem

The Chopping Block: Erik Voorhees on AI Privacy, Agentic Payments, and Crypto x Memecoin Mayhem

Crypto OG Erik Voorhees joins The Chopping Block crew to dissect the future of agentic payments, the eternal war for privacy, memecoin-fueled AI drama on Moltbook, and why your next DeFi user might ju...

12 Mar 1h 1min

Bits + Bips: Why This U.S. General Believes Iran Could Be a Huge Opportunity

Bits + Bips: Why This U.S. General Believes Iran Could Be a Huge Opportunity

A U.S. Army Major-General on what markets got wrong about Iran, whether the Strait was ever really at risk, and what the new U.S. strike doctrine signals to China. --- Bits + Bips is spreading its w...

11 Mar 55min

Why the Crypto Markets Seem So Broken and How They Get Fixed After 10/10

Why the Crypto Markets Seem So Broken and How They Get Fixed After 10/10

Rob Hadick and Gracy Chen dig into Bitget's universal exchange shift as more crypto exchanges look to become an “everything app.” Plus, Gracy lets slip details of U.S. plans and how it ties to its tra...

10 Mar 1h 6min

Why It's Easy to Pitch TradFi on Ethereum: 'It's the Only Game in Town'

Why It's Easy to Pitch TradFi on Ethereum: 'It's the Only Game in Town'

Joseph Chalom and Danny Ryan discuss the institutional outlook on Ethereum and why it is “the only game in town.” Bits + Bips is spreading its wings Starting soon, new episodes will only be publishe...

7 Mar 54min

Uneasy Money: Why the Aave DAO Collapse Could Be Good for Aave

Uneasy Money: Why the Aave DAO Collapse Could Be Good for Aave

The Aave DAO collapsed — but might that be good for Aave? (But bad for the token?) Plus, how the feud between the U.S. government and Anthropic helped the AI company. Thank you to our sponsors! ...

6 Mar 1h 15min

Populært innen Politikk og nyheter

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