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

          1,184 ratings

          More shows like Unchained

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

          Real Vision: Finance & Investing

          902 Listeners

          CoinDesk Podcast Network by CoinDesk

          CoinDesk Podcast Network

          644 Listeners

          The Breakdown by Blockworks

          The Breakdown

          742 Listeners

          The Pomp Podcast by Anthony Pompliano

          The Pomp Podcast

          1,833 Listeners

          On The Brink with Castle Island by Castle Island Ventures

          On The Brink with Castle Island

          293 Listeners

          What Bitcoin Did by Danny Knowles

          What Bitcoin Did

          275 Listeners

          Markets Outlook by CoinDesk

          Markets Outlook

          137 Listeners

          The Wolf Of All Streets by Scott Melker

          The Wolf Of All Streets

          250 Listeners

          Empire by Blockworks

          Empire

          166 Listeners

          Coin Stories with Natalie Brunell by Natalie Brunell

          Coin Stories with Natalie Brunell

          444 Listeners

          Raoul Pal: The Journey Man by Real Vision Podcast Network

          Raoul Pal: The Journey Man

          134 Listeners

          Forward Guidance by Blockworks

          Forward Guidance

          277 Listeners

          The Milk Road Show by The Milk Road Show

          The Milk Road Show

          51 Listeners

          a16z crypto podcast by a16z crypto, Robert Hackett, Sonal Chokshi

          a16z crypto podcast

          60 Listeners

          Limitless Podcast by Limitless by Bankless

          Limitless Podcast

          76 Listeners