Investors are still licking their wounds from this month’s corrections. But just as Trump’s tariffs are about to move into full-force, our experts are seeing silver linings and causes for optimism.

With conflicting signals coming from all corners of the map, hosts Noelle Acheson, Ram Ahluwalia, Alex Kruger, and Felix Jauvin break down:

• Bitwise

Incoming Trump Tariffs

FOMC Meeting

Animal Spirits Return

BlackRock

Fidelity Tokenization

• CoinDesk: Fidelity Files for Onchain U.S. Treasury Fund, Joining the Asset Tokenization Race

Timestamps:

👋 0:00 Intro

📉 2:16 Why investors are nervous about April 2nd

🌎 4:40 Two ways to think about tariffs

☯️ 6:56 The difference between retail and professional traders

🏦 8:44 Why the Fed is predicting a worst-case scenario

📈 12:08 Why the correction is largely done

💰 19:20 How the Mag7 got its groove back

🏛️ 20:42 Are Bessent and Powell more aligned than thought?

🚀 22:54 BlackRock says a recession is good for bitcoin?

🥇 24:54 Altcoin ETF race about to start?

🎌 28:41 Why Japan is irrelevant right now

🐂 30:42 Why animal spirits are back

⛓️ 35:03 The great financial unshackling

📈 38:02 Is ether ready for a comeback?

✅ 42:09 Why Fidelity is tokenizing on Ethereum

📈📉 44:32 Are pump and dumps over?

🇪🇺 49:32 Dumb money coming to Europe?

🐙 52:35 Why Kraken made a smart buy this week

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