Bitcoin broke its all-time high. Meanwhile, stablecoin legislation is about to pass. And the macro picture is a powder keg.
In this episode of Bits + Bips, Steve Ehrlich, Ram Ahluwalia, and Noelle Acheson are joined by Austin Campbell to break down whatâs really driving markets, and what could break them. From the GENIUS Act reshaping stablecoins to tariffs putting pressure on the Fed, to the Pump.fun ICO and memecoin mania, nothing is off limits.
And with crypto ripping, is it time to ride the rally, or take some risk off the table?
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Guest:
Timestamps:
đŹ 0:00 Intro
đ 2:22 Why bitcoin is hitting new highs and whatâs really driving it
đ§ââď¸ 5:29 Why Noelle says market complacency canât last forever
đ 9:06 The surprising way bitcoin looks when you stop measuring it in USD
âď¸ 11:49 Whether this is the moment to de-risk your crypto exposure
âď¸ 16:50 How bitcoin mining stocks are made to be traded, not held, according to Ram
đ 18:57 Austinâs thoughts on the odds of crypto legislation passing this summer
đ 20:48 Who the winners and losers will be if the GENIUS Act becomes law
đł 24:51 Whether payment giants like Visa are under threat from stablecoins
đ§ 29:15 What kinds of firms could actually disrupt the U.S. financial system
đ° 34:00 The pros and cons of deposit tokens compared to stablecoins
đ 37:06 How stablecoin legislation could reshape global macro and finance
𧪠44:32Whether Pump.funâs ICO was extractive or necessary
đď¸ 56:55 Why Grayscale wants to go public and what that move could unlock
đŚ 1:04:15 Whether traditional banks have the talent to win the stablecoin race
đ 1:08:15 Why Stellar might be the blockchain dark horse in this cycle
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