Intro

After the U.S. and China announced a 90-day pause on tariffs, signaling a massive de-escalation of the trade wars, markets rallied. 

In this week’s Bits + Bips, the panel covers the biggest macro and crypto forces in motion right now:

• Will US-China tariff reset reshape the global economy, or just kick the can down the road?

• America’s ballooning deficit and why politicians are spending like it’s wartime.

• Why some think ETH has a unique lane to outperform.

• How policymakers ignore the power of the crypto community at their own risk.

• Plus: Saylor copycats, Solana’s risk-reward balance, and whether stagflation or recession is still in the cards.

Sponsors:

• Bitwise
  

• Ram Ahluwalia, CFA, CEO and Founder of Lumida

• Steve Ehrlich, Executive editor at Unchained

Guests:

• Peter Tchir, Head of Macro Strategy at Academy Securities

• Zach Pandl, Head of research at Grayscale

• POLITICO: Trump: The EU is ‘nastier than China’

• David Bailey and Bitcoin-Native Holding Company Nakamoto Announce Merger with KindlyMD® to Establish Bitcoin Treasury

• Unchained: Michael Saylor Copycats Rush to Win the Solana Rat Race. Can Lightning Strike Twice?

• Reuters: Brokerages Scale Back Recession Odds After U.S.-China Trade Truce

• White House: Joint Statement on U.S.-China Economic and Trade Meeting in Geneva

• McKinsey: Chinese Consumption Amid the New Reality

• CBS: U.S. Could Face Default by August if Congress Doesn't Address Debt Ceiling, Bessent Says

Stablecoin bill drama

• Unchained:

• Why the Senate Stablecoin Bill Stalled & What It Means for Crypto

• Tether in the Clear? Yes, Under This New Republican-Led Senate Stablecoin Bill 

• Stablecoin Bill Stalls in Senate as GOP Cries Foul Over Dem Resistance

• A House Hearing on Crypto? More Like a Big, Partisan Fight

Timestamps:

👋 0:00 Intro

🇨🇳🇺🇲 3:27 The significance of the U.S.-China tariff pause

🌎 8:55 Is this a global economic reset or just kicking the can down the road?

🧑‍💼 20:23 Has Bessent beaten Navarro in the Trump trade tug of war?

💔 23:11 Whether the U.S.-China relationship is heading for a permanent split

🏦 30:22 Is the U.S. heading for a debt default in August?

🎭 38:37 Why more are copying Strategy’s bitcoin playbook

🚀 44:53 ETH’s explosive short squeeze caught traders off guard. Can it continue?

🏛️ 52:47 How stablecoin policy suddenly became major political battleground

⚠️ 1:00:20 Are there still stagflation and recession risks?

Hosts:Links

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