Bits + Bips: ETH Makes a Comeback While Crypto’s Animal Spirits Revive - Ep. 876
Unchained29 Juli

Bits + Bips: ETH Makes a Comeback While Crypto’s Animal Spirits Revive - Ep. 876

What’s fueling crypto’s market surge? This week on Bits + Bips, Ethereum’s rally has reignited market energy, triggering fresh questions about the return of alt season, and whether Bitcoin’s dominance will continue to fall. With special guests Katalin Tischhauser from Sygnum Bank and Wintermute’s Jake Ostrovskis, we dive deep into how corporate treasuries, tokenized assets, and shifting ETF flows are reshaping crypto’s microstructure. Plus, we dissect the macro impact of rising tariffs, the Fed’s delicate dance with Trump, and whether tokenization could breathe new life into the US dollar. Check out the sponsors who make this show possible! Bitwise Mantle Hosts: Steve Ehrlich, Executive Editor at Unchained Ram Ahluwalia, CFA, CEO and Founder of Lumida Guests: Katalin Tischhauser, Head of Research at Sygnum Bank Jake Ostrovskis, Head of Sales Trading (OTC) at Wintermute Links Markets: Unchained: Spot Ether ETFs Extend 16-Day Inflow Streak With $453 Million DATs: Cointelegraph: Tron Inc. seeks $1B to grow TRX holdings as stock rallies CoinDesk: Crypto Treasury Fever Spreads to Ethena as $360M SPAC Deal Targets ENA Accumulation CEA Industries Inc. Press Release: CEA Industries and 10X Capital, with the support of YZi Labs, announce $500 Million Private Placement to Establish Largest Publicly-Listed $BNB Treasury Company in the World The Block: Specialty finance company Mill City announces $450 million offering to establish corporate Sui treasury Barron's: MicroStrategy to Offer Preferred Stock With a Twist That Could Yield 10% Trump and Powell Fortune: Jerome Powell had a surprise visit from Trump. He's poised to leave interest rates unchanged anyway CNBC: Trump spars with Powell over renovation costs during Fed visit, but backs off firing threats Timestamps: 🎬0:00 Intro 🔥 6:03 Why ETH’s comeback is reigniting crypto markets 🧠 11:23 Why Ram says “animal spirits are back” 💸 15:06 When tariffs could finally start pushing prices higher 📉 18:06 Whether BTC dominance is fading—and if alt season is finally here 🏭 22:27 How tariffs are already hurting some businesses ⚖️ 27:49 Whether Strategy’s new preferred share class adds risky complexity 🏚️ 32:32 Why many new treasury-backed projects might not survive 📊 38:29 Whether these digital asset treasuries (DATs) are trading at unsustainable premiums 🔮 51:28 What the real endgame is for all these DATs ⚔️ 59:00 How the Powell-Trump tension could shake up markets 🔗 1:12:44 Why tokenization is gaining momentum across finance 📈 1:18:55 Whether stablecoins could revive global demand for the US dollar Learn more about your ad choices. Visit megaphone.fm/adchoices

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Chain's Adam Ludwin On Who Is Best Poised To Benefit From Blockchain Technology

Chain's Adam Ludwin On Who Is Best Poised To Benefit From Blockchain Technology

As blockchain technology remakes financial services, some companies will be better positioned than others, says Adam Ludwin, CEO of Chain, which has partnered with incumbents like Visa, Citi and Nasdaq. Ludwin describes which types of firms will emerge winners and the mindset of the executives who really get it. He also explains why he is certain central banks will one day issue digital currency. Learn more about your ad choices. Visit megaphone.fm/adchoices

26 Juli 201652min

Want to Diversify Your Portfolio? Try Bitcoin, Say ARK's Chris Burniske And Coinbase's Adam White

Want to Diversify Your Portfolio? Try Bitcoin, Say ARK's Chris Burniske And Coinbase's Adam White

Invest in oil and gold? In this episode, the co-authors of a compelling white paper explain the four reasons why they believe you may soon be investing in digital oil and digital gold instead. Find out why their analysis prompted Burniske to say of bitcoin, "That's an investor's dream," why White mentioned the saying, "On the blockchain, no one knows you're a refrigerator," and how well ARK's investment in bitcoin has performed. Learn more about your ad choices. Visit megaphone.fm/adchoices

12 Juli 201646min

MaiTai Global's Bill Tai On Why Blockchain Is The 6th Wave Of Technology

MaiTai Global's Bill Tai On Why Blockchain Is The 6th Wave Of Technology

Bill Tai, a venture capitalist who got his start as a computer chip designer in the 1980s, places blockchain in the context of the broader technological revolution of the last three decades. He also reveals how Bitfury, a company in which he's an investor and board member, built a more efficient chip though the designers had never been formally trained; what blockchain advocacy group was founded in Sir Richard Branson's hot tub; and how he formed MaiTai Global, a series of kiteboarding-and-tech events in some of the most glamorous destinations around the world. Learn more about your ad choices. Visit megaphone.fm/adchoices

28 Juni 201649min

Bloq's Matt Roszak on Necker Island: Connecting Multiple Blockchains, China and Tech Cooperatives

Bloq's Matt Roszak on Necker Island: Connecting Multiple Blockchains, China and Tech Cooperatives

Matt Roszak, a venture capitalist for 20 years, discusses how his new company Bloq, cofounded with former Bitcoin core developer Jeff Garzik (from talks they began on Necker Island last year), serves enterprise clients and envisions a multi-chain future in which different blockchains can connect with each other. He also gives his thoughts on business models in a decentralized future and the influence China will play on the development of Bitcoin and blockchain technology. Plus, we find out what happened in his tennis game against Sir Richard Branson. Learn more about your ad choices. Visit megaphone.fm/adchoices

14 Juni 201652min

BitPesa's Elizabeth Rossiello on Necker Island

BitPesa's Elizabeth Rossiello on Necker Island

Elizabeth Rossiello talks about how she went from being a credit ratings analyst for microfinance investors to heading up an "international mobile money" company for sub-Saharan Africa that uses Bitcoin's rails. Along the way she reveals how convoluted, expensive and unreliable the movement of money into and out of Africa can be -- many people sending money in envelopes via regional buses and even traditional banks having to send money from Africa to Asia via North America. With BitPesa's fast and inexpensive international solution, companies are opening up new markets and people sending remittances no longer have to pay exorbitant charges. Learn more about your ad choices. Visit megaphone.fm/adchoices

14 Juni 201648min

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