Crypto doesn’t reward fundamentals. It rewards attention. So what does that say about how investors, like Warren Buffett, would fare today?
In this week’s Bits + Bips, the crew dissects what’s really behind this rally, why Ethereum’s sentiment problem may run deeper than roadmap delays, and how the stablecoin bill turned into a political tug of war.
Plus:
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Apple and NFTs: why this matters more than people think
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Whether tariffs are about politics or actual policy
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Why Bessent is “the best” in the Trump administration
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And why Buffett’s era may be ending, with Portnoy rising in his place 😬
Sponsor:
Macro
ETH pivot
Stablecoin bill:
Timestamps:
🚪 0:00 Intro
👋 1:01 Katalin’s background
📦 3:40 The real motive behind tariffs, according to Katalin
😬 11:43 What the market is forgetting to price in
🇪🇺 18:57 How Europe views Trump’s trade moves
🤝 21:33 Trump thinking that U.S. companies are cutting bad deals with China
🧠 26:04 Why Bessent’s op-ed made waves, and why Alex calls him the smartest in Trump’s crew
📉 29:13 The collapse in U.S. manufacturing employment, despite a surge in production
🧓 33:12 Buffett’s exit and his old-school take on tariffs in a new-school market
🌀 39:46 Will Ethereum’s pivot actually improve the price?
⚖️ 51:28 The impact of the political mess around the stablecoin bill
💸 53:53 Ripple’s attempted Circle acquisition and why Ram wouldn’t touch XRP
🍎 1:00:43 Importance of Apple quietly opening the door to NFTs and crypto sales
💱 1:03:34 What’s up with the Taiwanese dollar
💻 1:06:05 Why adding tariffs to chips could backfire big time
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