Unchained

Bits + Bips: Why Tron’s IPO Matters & How Crypto Exchanges Will Win - Ep. 853

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In this week’s episode of Bits + Bips, the panel digs into why Tron’s rumored IPO is more than a headline, what Wall Street’s quiet shift into stablecoins signals, and how exchanges are racing to control token flow, even as regulation hangs in the balance.

They also explore:

  • What the Israel–Iran conflict means for global markets, oil prices, and crypto positioning

  • Whether banks can adopt stablecoins without threatening their own deposits

  • If regulatory clarity will come fast enough to shape the next crypto phase

  • How to tell if ETH’s revival has staying power

    Sponsors:

    • Bitwise


      Hosts:

      • Ram Ahluwalia, CFA, CEO and Founder of Lumida

        • Steve Ehrlich, Executive Editor at Unchained

          Guests:

          • Christopher Perkins, President of CoinFund

              • Vishal Gupta, Cofounder and CEO of True Markets.


                Links

                Tron and Justin Sun

                • FT: Crypto group Tron to go public after US pauses probe into billionaire founder

                • Unchained: Eric Trump Claims No Public Involvement in Tron’s Nasdaq Entity

                • The Guardian: Crypto entrepreneur eats banana art he bought for $6.2m

                  Israel - Iran

                  • WSJ: 

                    • Israel Takes Control of Iran’s Skies—a Feat That Still Eludes Russia in Ukraine

                    • How Israel’s Mossad Smuggled Drone Parts to Attack Iran From Within

                      Stablecoins and TradFi

                      • Unchained: 

                        • JPMorgan Files ‘JPMD’ Trademark, Hints at Bigger Crypto Offering

                        • Coinbase and Amex Team Up on Bitcoin Card as Exchange Reveals Broad Expansion Plans

                        • Bloomberg: Bessent Says $2 Trillion Reasonable for Dollar Stablecoin Market.

                        • WSJ: Walmart and Amazon are considering launching U.S. dollar-pegged stablecoins 

                        • Reuters: French Societe Generale became the first major bank to launch a dollar-pegged stablecoin

                        • The Information: Financial markets giant DTCC is exploring a stablecoin, according to The Information

                          Regulation

                          • Unchained: White House Rejects Ban on Conflicts of Interest in Crypto’s CLARITY Act


                            Timestamps:

                            🎬 0:00 Intro

                            📰 4:18 Why Tron’s potential IPO creates a dilemma for investors, and how Justin Sun’s Trump ties play into it

                            🛡️ 15:58 Should exchanges like Coinbase let investors trade whatever they want?

                            🏦 20:47 The reason why crypto treasury companies even exist

                            📊 25:59 What is driving the fierce competition among exchanges

                            💵 34:18 Can JPMorgan, Bank of America, and other TradFi giants succeed with stablecoins?

                            🤔 37:58 Will stablecoins cannibalize banks’ own deposit bases?

                            🌍 45:51 How the Iran–Israel conflict could shake macro markets and crypto sentiment

                            🚀 55:37 Why Ram and Chris are calling for an ETH breakout

                            📜 57:47 What are the risks if crypto regulation fails?


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                            UnchainedBy Laura Shin