Markets are nervous, liquidity is drying up, and political messaging is inconsistent at best.

In this week’s Bits + Bips, the crew unpacks the shifting mood across capital markets and what it will take to bring back the risk-on energy. From Trump’s high-stakes tariff strategy to whispers of deregulation, tax cuts, and even capital flooding, the stakes are rising.

Plus:

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 Timestamps:

👋0:00 Intro

🥊 1:54 Who won the All-In Sacks vs. Summers debate?

🌍 8:01 Why Trump’s 130-country strategy might reshape global trade

💧 18:32 Does the market have a creeping liquidity crisis?

📈 26:15 What might actually make Trump pivot before the midterms

📉 32:18 How hedge funds are quietly bracing for more chaos

🥇 36:52 Why gold and crypto are standing out in this macro mess

🎭 40:15 How Trump’s love of media attention impacts his strategy

🚀 48:02 What might finally reignite serious crypto interest

🧠 53:01 Can investor confidence return without real economic momentum?

💣 1:08:27 Why the yuan’s devaluation could be a major crypto inflection point

🐉 1:14:02 Ram’s strategy to disrupt China’s power plays

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