Markets give back last week’s gains as Trump reignites tariff threats — this time targeting the EU over Greenland access (rare earths + strategic Arctic control). BTC/ETH chop back to low end of the range, vol stays subdued (no major spike), but put skew ticks higher as call buying fades. Macro backdrop remains supportive (soft CPI, ongoing Fed liquidity drip, SLR tweaks), but Japan’s bond/yen pressure + geopolitical noise keep risk appetite cautious. Guest JM Mognetti (CoinShares CEO) joins Imran & Dave via video link: shares CoinShares journey from early hedge fund to today’s European ETF powerhouse + US NASDAQ listing push. Discusses tokenization as the next big convergence play, regulatory hurdles (Europe over-regulates, US catching up fast), and why Bitcoin’s long-term thesis remains intact despite short-term frustration. Like and subscribe for more!
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