Unchained

Bits + Bips: Bitcoin in Geopolitics, ETH’s Momentum, SOL ETFs & China’s Crypto Pivots? - Ep. 748

Listen Later

In this episode of Bits + Bips, hosts James Seyffart, Ram Ahluwalia, and Noelle Acheson are joined by Jamie Coutts to analyze Ethereum’s breakout and its improving fundamentals, how China’s “moderately loose” policy stance is changing the global liquidity landscape, and the pro-market implications of Paul Atkins leading the SEC. 

They also explore Jerome Powell’s and Putin’s takes on Bitcoin, the controversial CBOE withdrawal of the Solana ETF filing, and the role of Bitcoin in geopolitics.

Show highlights:
  • How the employment data showed some mixed reactions in regard to next steps for the Fed
  • Whether China will start a new era of augmented liquidity 
  • Why the U.S. dollar getting stronger is bad for crypto prices
  • How bitcoin is not a competitor to the U.S. dollar
  • The significance of David Sacks as Crypto & AI Czar
  • Why everyone believes that Atkins in the SEC is very positive for markets
  • Whether China will pivot and adopt friendlier crypto regulation 
  • Putin’s remarks on the role of bitcoin
  • Why CBOE withdrew its SOL ETF filing
  • Jamie’s analysis on how liquidity affects prices and where we’ll see a top 
  • Why Ram thinks that MSTR has peaked
  • Why Jamie believes that ETH will continue its momentum and perform better than the broader market
  • Why Microsoft and Amazon might adopt bitcoin on their balance sheet
  • Whether the breakthrough in quantum computing will disrupt Bitcoin
  • How Solana’s daily fees have grown to a significant percentage of the L1 landscape
    • Hosts:
    • James Seyffart, Research Analyst at Bloomberg Intelligence
    • Ram Ahluwalia, CFA, CEO and Founder of Lumida
    • Noelle Acheson, Author of the “Crypto Is Macro Now” Newsletter 
      Guest:
      Jamie Coutts, Chief Crypto Analyst at Real Vision


      Links

      China Rally:

      • China Politburo policy shift spurs surge in stocks, bonds | Reuters
      • China Eases Overall Monetary Policy Stance for First Time in 14 Years

        • Fed and Powell:

        • Decrypt: Fed Chair Jerome Powell Likens Bitcoin to Gold, Says It’s Not Dollar Rival


        Timestamps:

        • 00:00 Intro
        • 01:42 Mixed signals from employment data and the Fed’s next steps
        • 07:33 China’s “moderately loose” policy and its liquidity impact
        • 13:32 Why a stronger U.S. dollar spells trouble for crypto
        • 23:49 Bitcoin’s role alongside the U.S. dollar, not against it
        • 27:49 David Sacks as Crypto & AI Czar: What it means for the industry
        • 29:40 Why Paul Atkins at the SEC is a win for markets
        • 34:00 Whether China could adopt a pro-crypto stance
        • 37:53 Putin’s surprising take on Bitcoin’s geopolitical role
        • 41:39 What’s behind the SOL ETF filings
        • 43:25 Jamie’s take on crypto’s potential upside
        • 46:49 Why Ram believes MSTR may have peaked
        • 49:59 Jamie’s bullish outlook on ETH outperforming the market
        • 56:26 Could Microsoft and Amazon add Bitcoin to their balance sheets?
        • 59:05 The quantum computing breakthrough
        • 1:01:05 Solana’s fees climb significantly—what does it mean?

          • Learn more about your ad choices. Visit megaphone.fm/adchoices

          ...more
          View all episodesView all episodes
          Download on the App Store
          UnchainedBy Laura Shin
          • 4.6
          • 4.6
          • 4.6
          • 4.6
          • 4.6

          4.6

          1,173 ratings

          More shows like Unchained

          View all
          Real Vision: Finance & Investing by Real Vision Podcast Network

          Real Vision: Finance & Investing

          908 Listeners

          The Peter McCormack Show by Peter McCormack

          The Peter McCormack Show

          2,164 Listeners

          CoinDesk Podcast Network by CoinDesk

          CoinDesk Podcast Network

          642 Listeners

          The Pomp Podcast by Anthony Pompliano

          The Pomp Podcast

          1,833 Listeners

          The Breakdown by Nathaniel Whittemore

          The Breakdown

          739 Listeners

          On The Brink with Castle Island by Castle Island Ventures

          On The Brink with Castle Island

          288 Listeners

          Markets Daily Crypto Roundup by CoinDesk

          Markets Daily Crypto Roundup

          132 Listeners

          Bankless by Bankless

          Bankless

          1,027 Listeners

          The Wolf Of All Streets by Scott Melker

          The Wolf Of All Streets

          218 Listeners

          Empire by Blockworks

          Empire

          167 Listeners

          Supply Shock by Blockworks

          Supply Shock

          115 Listeners

          Coin Stories by Natalie Brunell

          Coin Stories

          398 Listeners

          Raoul Pal: The Journey Man by Real Vision Podcast Network

          Raoul Pal: The Journey Man

          131 Listeners

          The Milk Road Show by The Milk Road Show

          The Milk Road Show

          34 Listeners

          web3 with a16z crypto by a16z crypto, Sonal Chokshi, Chris Dixon

          web3 with a16z crypto

          56 Listeners