Unchained

Bits + Bips: Why Bitcoin Was Strong Amid the DeepSeek Selloff But a Drop May Be Coming - Ep. 774

Listen Later

From AI shaking up Big Tech to bitcoin’s role in the macro landscape, Jim Bianco delivers insights on the DeepSeek-triggered market selloff, memecoins, and the challenges facing traditional systems. In this episode, the macro strategist shares why DeepSeek’s AI model is reshaping competition, how crypto reserves might evolve, and what happens to MicroStrategy if bitcoin’s price takes a hit. Plus, hear his take on why stablecoins are a threat to banks, and why memecoins could be more than speculation.

Show highlights:What of crypto attracted Jim so much
  • 0:49 What of crypto attracted Jim so much
  • 6:15 Why the DeepSeek new model was so disruptive
  • 12:47 Whether the biggest loser is OpenAI, not all the Mag 7
  • 16:14 Whether we’ll see a major macro response from U.S. companies and government
  • 26:06 What will happen next with the price of bitcoin
  • 28:54 What would happen to MSTR if bitcoin goes 30% lower
  • 34:11 How Trump was able to move so fast since the inauguration
  • 39:30 Why the Fed should not do QE, according to Jim
  • 49:02 How memecoins could be designed to be much more than speculative assets
  • 53:03 Why James hopes the SEC doesn’t approve all the memecoin ETF applications
  • 58:06 Whether banks will start onboarding crypto companies
  • 1:05:52 Why stablecoins poise an existential threat to the current banking system
  • 1:11:19 Whether it’s a bad idea for the U.S. to acquire other cryptos that are not bitcoin


    • 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:
      Jim Bianco, President and Macro Strategist at Bianco ResearchLinks
      • CNN Business: Trump announces a $500 billion AI infrastructure investment in the US
      • Unchained: Tuttle Capital Files for 10 Leveraged Crypto ETFs
      • CoinDesk: Nasdaq Files for In-Kind Redemptions for BlackRock Spot Bitcoin ETF
      • Reuters: US, Colombia reach deal on deportations; tariff, sanctions put on hold


        • 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

        914 Listeners

        CoinDesk Podcast Network by CoinDesk

        CoinDesk Podcast Network

        646 Listeners

        The Breakdown by Blockworks

        The Breakdown

        741 Listeners

        The Pomp Podcast by Anthony Pompliano

        The Pomp Podcast

        1,842 Listeners

        On The Brink with Castle Island by Castle Island Ventures

        On The Brink with Castle Island

        288 Listeners

        What Bitcoin Did by Danny Knowles

        What Bitcoin Did

        268 Listeners

        Markets Outlook by CoinDesk

        Markets Outlook

        136 Listeners

        The Wolf Of All Streets by Scott Melker

        The Wolf Of All Streets

        243 Listeners

        Empire by Blockworks

        Empire

        168 Listeners

        Supply Shock by Blockworks

        Supply Shock

        109 Listeners

        Coin Stories by Natalie Brunell

        Coin Stories

        438 Listeners

        Raoul Pal: The Journey Man by Real Vision Podcast Network

        Raoul Pal: The Journey Man

        135 Listeners

        Forward Guidance by Blockworks

        Forward Guidance

        276 Listeners

        The Milk Road Show by The Milk Road Show

        The Milk Road Show

        51 Listeners

        Limitless Podcast by Limitless by Bankless

        Limitless Podcast

        66 Listeners