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)

Could a Non-Crypto Hedge Fund Have Pulled a Bitcoin ‘Big Short'?

Could a Non-Crypto Hedge Fund Have Pulled a Bitcoin ‘Big Short'?

Thank you to our sponsors! Figure Crypto Tax Girl What happened to Bitcoin on Feb. 5? And why does the apex crypto continue to underperform? DeFi Development Corp investment chief Parker W...

12 Feb 47min

Bits + Bips: Could Blackrock Someday Feel Compelled to 'Fire' Bitcoin Core Devs?

Bits + Bips: Could Blackrock Someday Feel Compelled to 'Fire' Bitcoin Core Devs?

Listen to the episode on Apple Podcasts, Spotify, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform. Figure is giving away $25,000 in USDC. Deposit into Democ...

11 Feb 1h 6min

How Zero Blockchain Cracked 2M TPS Without Sacrificing Decentralization

How Zero Blockchain Cracked 2M TPS Without Sacrificing Decentralization

Thank you to our sponsors! Figure Crypto Tax Girl LayerZero Labs is making bold promises with its coming Zero Blockchain. 2 million transactions per second per node. A thousandth of a penny per tra...

10 Feb 41min

Want to Hire an AI Agent? Check Their Reputation Via ERC-8004

Want to Hire an AI Agent? Check Their Reputation Via ERC-8004

The ERC-8004 standard for trustless AI agent interactions is finally live on mainnet! In this Unchained episode, Ethereum Foundation AI Lead Davide Crapis joins to explain what the standard is, how i...

8 Feb 1h 3min

Uneasy Money: How the Increasingly Better AI Agents Are Being Used Onchain

Uneasy Money: How the Increasingly Better AI Agents Are Being Used Onchain

Thank you to our sponsors! Fuse: The Energy Network MultiChain Advisors Vitalik Buterin just dropped a bombshell: the L2 vision no longer makes sense. Meanwhile, AI coding agents are going ...

7 Feb 1h 22min

When AI Agents Take Over, What Does a Post-Human Economy Look Like?

When AI Agents Take Over, What Does a Post-Human Economy Look Like?

Thank you to our sponsors! Fuse In one week, OpenClaw agents have gotten their own social networking platform, launched cryptocurrency tokens and built a site to rent humans. In this episode of Unc...

7 Feb 59min

DEX in the City: Why AI Agents Are Good for Crypto and Stablecoins

DEX in the City: Why AI Agents Are Good for Crypto and Stablecoins

If you’re looking for help with crypto taxes, Crypto Tax Girl is offering $100 off for Unchained listeners. They provide personalized crypto tax reports and tax returns, and availability before April...

6 Feb 50min

Why Bitcoin Is Down, Plus the Rare Bright Spot in Crypto: Hyperliquid

Why Bitcoin Is Down, Plus the Rare Bright Spot in Crypto: Hyperliquid

Thank you to our sponsor! Fuse Bitcoin's collapse is accelerating. Continuing a descent that began last week, the asset this week has all the price progress made under the Trump administration. The ...

6 Feb 31min

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