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

Avsnitt(1088)

Uneasy Money: Why the AI Singularity May Already Be Out of Our Hands

Uneasy Money: Why the AI Singularity May Already Be Out of Our Hands

MegaETH's Namik Muduroglu joins the Uneasy Money crew to discuss how the industry can fix token incentives, the continued escalation of the Aave civil war and more. Thank you to our sponsors! ⁠⁠...

28 Feb 1h 12min

Can Solana Edge Out Ethereum to Win the AI Agent & RWA Race?

Can Solana Edge Out Ethereum to Win the AI Agent & RWA Race?

Tushar Jain and Mike Ippolito make the bull case for Solana as competition heats up. Thank you to our sponsors! Fuse: The Energy Network – Shift your energy use and earn rewards. MultiChai...

27 Feb 1h 23min

DEX in the City: Why Everyone Is Overreacting About the Terra v. Jane Street Lawsuit

DEX in the City: Why Everyone Is Overreacting About the Terra v. Jane Street Lawsuit

Robinhood's Coy Garrison and Seong Seog Lee join the crew to unpack the Robinhood Chain launch strategy. Thank you to our sponsors!  ⁠MultiChain Advisors Robinhood's proposed chain for the tra...

27 Feb 58min

The Chopping Block: AI's Role in Crypto, Agentic Coding, & Citrini Financial Crisis

The Chopping Block: AI's Role in Crypto, Agentic Coding, & Citrini Financial Crisis

Explore how AI could reshape crypto and finance, redefining traditional systems and introducing new threats. As AI-powered agents promise efficiency, Haseeb, Tom, Tarun, and guest Illia Polosukhin cri...

27 Feb 1h 1min

Bits + Bips: Are Crypto Markets Bottoming, or Is There More Pain Ahead?

Bits + Bips: Are Crypto Markets Bottoming, or Is There More Pain Ahead?

DATs may be collapsing, AI agents may be overhyped, but Omid Malekan thinks the strongest case for crypto has nothing to do with either. Thank you to our sponsors: ⁠⁠Fuse: The Energy Network⁠ ...

26 Feb 1h 8min

How Virtuals' New AI Accelerator Will Bring Humanoid Robots to the Real World

How Virtuals' New AI Accelerator Will Bring Humanoid Robots to the Real World

Jansen Teng announces  Virtuals’ new humanoid robotics accelerator. Is this the next frontier for the AI agent meta? Thank you to our sponsors! ⁠⁠⁠⁠Figure⁠⁠⁠⁠ ⁠⁠⁠⁠Crypto Tax Girl⁠⁠⁠⁠ V...

23 Feb 1h 4min

Is Nic Carter Exaggerating Bitcoin's Quantum Risk? Yes, Says One Core Dev

Is Nic Carter Exaggerating Bitcoin's Quantum Risk? Yes, Says One Core Dev

Matt Corallo says “the community that exists at the time” will make decisions on how Bitcoin deals with the threat of quantum computing. Thank you to our sponsors! ⁠Figure⁠ ⁠Crypto Tax Gir...

22 Feb 1h 18min

Uneasy Money: Why Peter Steinberger and Non-Crypto People Hate the Crypto Mob

Uneasy Money: Why Peter Steinberger and Non-Crypto People Hate the Crypto Mob

LayerZero’s Bryan Pellegrino joins to unpack Base's decision to leave the OP Stack, Zora's migration to Solana and more. Thank you to our sponsors! ⁠Fuse: The Energy Network – Shift your energy...

20 Feb 1h 23min

Populärt inom Politik & nyheter

aftonbladet-krim
svenska-fall
rss-krimstad
fordomspodden
p3-krim
blenda-2
flashback-forever
motiv
aftonbladet-daily
rss-sanning-konsekvens
olyckan-inifran
svd-ledarredaktionen
grans
spar
rss-vad-fan-hande
dagens-eko
politiken
spotlight
kungligt
rss-frandfors-horna