Unchained

Bits + Bips: Markets Are Down Bad. When Will Crypto Recover? - Ep. 790

Listen Later

Crypto markets are down bad—but is this just a rough patch, or are we looking at something bigger?

After a brutal sell-off in Solana, the $1.5 billion Bybit hack, and macro uncertainty weighing on Bitcoin, investors are searching for answers. Some think the worst is over, while others believe more pain is coming before the market turns around.

In this episode of Bits + Bips, Noelle Acheson, Alex Kruger, and Ram Ahluwalia are joined by Eliézer Ndinga of 21Shares to break it all down. They discuss how institutions are approaching this downturn, why Solana has been hit harder than the rest, and what catalysts could bring crypto back to life.

Is this the start of a new accumulation phase, or are we in for another leg down?

Show highlights:
  • 2:36 How the ByBit team responded so well to the hack
  • 17:43 Why the market selloff was not specific to crypto
  • 29:09 How institutions have become more sophisticated about crypto
  • 31:10 Why SOL has been down so much and whether it has bottomed
  • 34:37 Whether tariffs keep having an effect on the markets
  • 37:23 Why the state of the markets makes Eliézer think the crypto asset class has matured
  • 41:27 Whether bitcoin can be a safe haven and the role of diversification
  • 45:26 What the next catalysts for crypto are
  • 49:33 Why Eliézer is so optimistic about the long-term outlook of crypto
  • 53:33 Alex’s spicy opinion on DOGE and Elon Musk


    • Sponsors:
    • Somnia Network
    • RockWallet
    • Bitwise
      • Hosts:
      • Noelle Acheson, Author of the “Crypto Is Macro Now” Newsletter 
      • Alex Kruger, Founder of Asgard
      • Ram Ahluwalia, CFA, CEO and Founder of Lumida
        Guest: 
        Eliézer Ndinga, Head of Strategy and Business Development at 21.co; the parent company of 21SharesLinks
        • Unchained: North Korean Hackers Are Winning. Is the Crypto Industry Ready to Stop Them?
        • Reuters: Trump says Canada, Mexico tariffs on schedule despite border, fentanyl efforts

          • 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

          1,185 ratings

          More shows like Unchained

          View all
          The a16z Show by Andreessen Horowitz

          The a16z Show

          1,105 Listeners

          Real Vision: Finance & Investing by Real Vision Podcast Network

          Real Vision: Finance & Investing

          905 Listeners

          CRYPTO 101 by Bryce Paul & Brendan Viehman

          CRYPTO 101

          36 Listeners

          The Breakdown by Blockworks

          The Breakdown

          738 Listeners

          The Pomp Podcast by Anthony Pompliano

          The Pomp Podcast

          1,833 Listeners

          Thinking Crypto News & Interviews by Tony Edward

          Thinking Crypto News & Interviews

          249 Listeners

          What Bitcoin Did by Danny Knowles

          What Bitcoin Did

          277 Listeners

          Bankless by Bankless

          Bankless

          1,046 Listeners

          The Wolf Of All Streets by Scott Melker

          The Wolf Of All Streets

          242 Listeners

          All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

          All-In with Chamath, Jason, Sacks & Friedberg

          10,254 Listeners

          Empire by Blockworks

          Empire

          165 Listeners

          Coin Stories with Natalie Brunell by Natalie Brunell

          Coin Stories with Natalie Brunell

          446 Listeners

          Raoul Pal: The Journey Man by Real Vision Podcast Network

          Raoul Pal: The Journey Man

          127 Listeners

          Forward Guidance by Blockworks

          Forward Guidance

          273 Listeners

          Bell Curve by Blockworks

          Bell Curve

          35 Listeners