Bitcoin and SOL are flirting with all time highs, Ethereum is lagging behind, and the next six months could define the trajectory of crypto markets.
In this episode of Bits + Bips, James Seyffart, Alex Kruger, and guest David Grider unravel the key stories driving the space: What could a meeting between Trump and Coinbase’s Brian Armstrong mean for crypto policy? Could a new Treasury Secretary pick become the industry’s biggest ally? And is Ethereum’s underperformance hiding a major comeback?
Plus, what crypto categories might be winners in the near future.
Show highlights:
What the potential meeting of Trump with Brian Armstrong shows
- Which pick for the Treasury Secretary position would be most positive for crypto
- Whether Michael Saylor has been driving the bitcoin market
- Whether rate cuts are coming in December and what impact it’s having on the markets
- How tariffs are not as bad as people think, but massive deportation is, according to Alex
- Why a potential Treasury General Account (TGA) rundown would be bullish for the markets
- Whether traders will be taking profits at the $90,000 bitcoin level
- How ETH has been underperforming and why David sees a silver lining
- How the lack of institutional interest in ETH has changed dramatically since the election
- Why David is so optimistic about restaking across different ecosystems
- What the outlook for crypto regulation looks like in the near future and what will benefit the industry
- Why James believes that we’ll have in-kind creations and redemptions for bitcoin ETFs under new SEC leadership
- What the future trajectory of bitcoin’s price is and the role of a strategic bitcoin reserve
- How different categories within crypto will perform in the markets
Hosts:
Guest:
Links
Trump and politics:
Markets:
Bitcoin ETF options:
Timestamps:
- 00:00 Intro
- 02:31 What a Trump-Brian Armstrong meeting means for crypto
- 07:36 Who could be crypto’s biggest ally as Treasury Secretary
- 12:43 Is Michael Saylor driving bitcoin’s rally?
- 14:46 Whether December rate cuts will shake the markets
- 19:33 Tariffs vs. deportation: What’s worse for crypto?
- 26:03 Whether a Treasury General Account rundown would be bullish for markets
- 30:19 Whether traders will take profits at $90K Bitcoin
- 35:50 Why ether’s underperformance might hide a comeback
- 47:15 Whether institutional interest in ETH has turned around
- 51:49 Why David is bullish on restaking across ecosystems
- 54:09 What’s next for crypto regulation and industry growth
- 1:06:55 Whether new SEC leadership would greenlight better bitcoin ETF structures
- 1:09:10 Whether strategic Bitcoin reserves could drive its price higher
- 1:17:25 Which crypto categories could lead the next rally
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