In this episode of Bits + Bips, hosts James Seyffart, Ram Ahluwalia, and Noelle Acheson are joined by Jamie Coutts to analyze Ethereum’s breakout and its improving fundamentals, how China’s “moderately loose” policy stance is changing the global liquidity landscape, and the pro-market implications of Paul Atkins leading the SEC.

They also explore Jerome Powell’s and Putin’s takes on Bitcoin, the controversial CBOE withdrawal of the Solana ETF filing, and the role of Bitcoin in geopolitics.

Show highlights:

How the employment data showed some mixed reactions in regard to next steps for the Fed
Whether China will start a new era of augmented liquidity
Why the U.S. dollar getting stronger is bad for crypto prices
How bitcoin is not a competitor to the U.S. dollar
The significance of David Sacks as Crypto & AI Czar
Why everyone believes that Atkins in the SEC is very positive for markets
Whether China will pivot and adopt friendlier crypto regulation
Putin’s remarks on the role of bitcoin
Why CBOE withdrew its SOL ETF filing
Jamie’s analysis on how liquidity affects prices and where we’ll see a top
Why Ram thinks that MSTR has peaked
Why Jamie believes that ETH will continue its momentum and perform better than the broader market
Why Microsoft and Amazon might adopt bitcoin on their balance sheet
Whether the breakthrough in quantum computing will disrupt Bitcoin
How Solana’s daily fees have grown to a significant percentage of the L1 landscape

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:

Jamie Coutts, Chief Crypto Analyst at Real Vision

Links

China Rally:

Fed and Powell:

Decrypt: Fed Chair Jerome Powell Likens Bitcoin to Gold, Says It’s Not Dollar Rival

Timestamps:

00:00 Intro
01:42 Mixed signals from employment data and the Fed’s next steps
07:33 China’s “moderately loose” policy and its liquidity impact
13:32 Why a stronger U.S. dollar spells trouble for crypto
23:49 Bitcoin’s role alongside the U.S. dollar, not against it
27:49 David Sacks as Crypto & AI Czar: What it means for the industry
29:40 Why Paul Atkins at the SEC is a win for markets
34:00 Whether China could adopt a pro-crypto stance
37:53 Putin’s surprising take on Bitcoin’s geopolitical role
41:39 What’s behind the SOL ETF filings
43:25 Jamie’s take on crypto’s potential upside
46:49 Why Ram believes MSTR may have peaked
49:59 Jamie’s bullish outlook on ETH outperforming the market
56:26 Could Microsoft and Amazon add Bitcoin to their balance sheets?
59:05 The quantum computing breakthrough
1:01:05 Solana’s fees climb significantly—what does it mean?

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Applied Imagination

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