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Hosts Ram Ahluwalia, Austin Campbell, and Chris Perkins dig into why interest rates may not fall as quickly as markets hope, why oil demand could surprise to the upside, and how retail keeps buying every dip—even while consumer confidence hits new lows.
The trio also breaks down the growing collision between TradFi and crypto: whether banks can compete with blockchain-native distribution, how BlackRock’s staked ETH ETF filing could reshape the market, and how yields on Ethereum and Solana represent a brand-new financial primitive.
Plus, they examine Ripple’s controversial raise, Citadel’s push to regulate DeFi, and why major incumbents are now in a frantic race to choose their crypto “dance partners.”
Hosts:
Links:
Timestamps:
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👏 0:00 Intro
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📉 2:06 Whether there’s any real path to lower rates
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🛢️ 5:07 Why Ram is bullish on oil demand
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🤖 6:12 The biggest constraint on AI adoption
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🇯🇵 7:02 Is Japan raising rates still a “nothing burger”?
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🛍️ 9:57 How retail keeps buying every dip
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🏦 12:21 Can crypto beat banks’ entrenched distribution?
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📉 18:00 Why Ram thinks you should “sell the Bitcoin rallies”
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📼 20:13 Are we reliving the 1970s?
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⛓️ 24:47 How BlackRock’s staked ETH ETF filing could reshape the market
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⚖️ 30:28 How staking yields will trade against Fed short rates
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💼 38:59 Ripple’s controversial “raise” — and the unusual protections granted to Citadel and Fortress
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🛡️ 47:52 How Citadel is fighting DeFi to defend its moat
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