What’s fueling crypto’s market surge?
This week on Bits + Bips, Ethereum’s rally has reignited market energy, triggering fresh questions about the return of alt season, and whether Bitcoin’s dominance will continue to fall.
With special guests Katalin Tischhauser from Sygnum Bank and Wintermute’s Jake Ostrovskis, we dive deep into how corporate treasuries, tokenized assets, and shifting ETF flows are reshaping crypto’s microstructure.
Plus, we dissect the macro impact of rising tariffs, the Fed’s delicate dance with Trump, and whether tokenization could breathe new life into the US dollar.
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Guests:
Links
Markets:
DATs:
Trump and Powell
Timestamps:
🎬0:00 Intro
🔥 6:03 Why ETH’s comeback is reigniting crypto markets
🧠 11:23 Why Ram says “animal spirits are back”
💸 15:06 When tariffs could finally start pushing prices higher
📉 18:06 Whether BTC dominance is fading—and if alt season is finally here
🏭 22:27 How tariffs are already hurting some businesses
⚖️ 27:49 Whether Strategy’s new preferred share class adds risky complexity
🏚️ 32:32 Why many new treasury-backed projects might not survive
📊 38:29 Whether these digital asset treasuries (DATs) are trading at unsustainable premiums
🔮 51:28 What the real endgame is for all these DATs
⚔️ 59:00 How the Powell-Trump tension could shake up markets
🔗 1:12:44 Why tokenization is gaining momentum across finance
📈 1:18:55 Whether stablecoins could revive global demand for the US dollar
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