Unchained

Bits + Bips: AI Jobs Wipeout, Bitcoin as a Risk-Off Asset and Few Rate Cuts - Ep. 765


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This week, Bloomberg’s James Seyffart, Lumida’s Ram Ahluwalia, and guest Tom Dunleavy explore whether the “Fed pivot” is officially dead, how AI will impact the job market, and what Tether’s move to El Salvador means for U.S. stablecoin policy.

They also debate whether bitcoin could ever be a risk-off asset, how sovereign nations might already be accumulating BTC, and what the Coinbase legal win against the SEC signals for the future.

Plus, why volatility is still king in crypto and what lies ahead for the global markets.

Show highlights:
  • 02:12 Whether the “Fed pivot” is officially dead and whether rate cuts are coming
  • 08:37 What the impact of AI will be on the jobs market
  • 13:27 Why the markets have been chopping so much and whether it’s the bottom
  • 18:00 What Trump could achieve for the crypto industry in his first 100 days
  • 23:02 Whether the US sold the Silk Road bitcoin
  • 25:27 Why bitcoin will not be a risk-off asset in the near term according to Tom and Ram
  • 31:08 Whether sovereign nations have already started buying bitcoin
  • 36:49 Why Tether moving to El Salvador is a loss to the U.S., according to Ram
  • 40:26 How the L.A. fires will have an impact on the political landscape in the U.S.
  • 52:06 How Coinbase just achieved a “huge win” against the SEC
  • Sponsors:

    • Stellar Build Better

    • Hosts:
      • James Seyffart, Research Analyst at Bloomberg Intelligence
      • Ram Ahluwalia, CFA, CEO and Founder of Lumida
        Guest:
        Tom Dunleavy, Partner at Master Ventures

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        UnchainedBy Laura Shin

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