Whatâs fueling cryptoâs market surge?
This week on Bits + Bips, Ethereumâs rally has reignited market energy, triggering fresh questions about the return of alt season, and whether Bitcoinâs dominance will continue to fall.
With special guests Katalin Tischhauser from Sygnum Bank and Wintermuteâs Jake Ostrovskis, we dive deep into how corporate treasuries, tokenized assets, and shifting ETF flows are reshaping cryptoâs microstructure.
Plus, we dissect the macro impact of rising tariffs, the Fedâs 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:
đŹ0:00 Intro
đĽ 6:03 Why ETHâs comeback is reigniting crypto markets
đ§ 11:23 Why Ram says âanimal spirits are backâ
đ¸ 15:06 When tariffs could finally start pushing prices higher
đ 18:06 Whether BTC dominance is fadingâand if alt season is finally here
đ 22:27 How tariffs are already hurting some businesses
âď¸ 27:49 Whether Strategyâs new preferred share class adds risky complexity
đď¸ 32:32 Why many new treasury-backed projects might not survive
đ 38:29 Whether these digital asset treasuries (DATs) are trading at unsustainable premiums
đŽ 51:28 What the real endgame is for all these DATs
âď¸ 59:00 How the Powell-Trump tension could shake up markets
đ 1:12:44 Why tokenization is gaining momentum across finance
đ 1:18:55 Whether stablecoins could revive global demand for the US dollar
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