Ethereum’s rally has captivated the market, but is it really about the GENIUS Act and stablecoins, or just raw flows?
In this episode of Bits + Bips, Alex Kruger, Ram Ahluwalia, Steven Ehrlich, and special guest Sid Powell of Maple Finance, dive deep into what’s driving ETH, the macro forces shaping crypto’s next leg up, and whether traders are completely wrong about the Fed’s next moves.
From the potential flood of TradFi capital onto the blockchain, to the battle for stablecoin dominance, to whether Solana is about to get a major boost, the conversation dissects the signals in today’s market.
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🎬 0:00 Intro
🚀 2:52 Why ETH has been rallying so aggressively
💪 10:14 Why Alex says the ETH rally will continue
📉 12:53 How BitMine and SBET ended up with such wildly different mNAVs
🧾 14:07 How treasury companies are planning to deploy their crypto onchain
🏛️ 18:45 What TradFi institutions are looking for in Maple and other onchain finance apps
📊 28:07 What Alex is watching to signal the next breakout in crypto prices
⛏️ 32:57 Who really makes money during this new gold rush?
🔥 42:15 Why SOL could be on the verge of a big announcement
🧠 44:58 What Ethereum’s core purpose is in this new market cycle
🌍 47:34 How macro indicators are sending mixed signals
🤖 54:31 What the NVDA and AMD revenue shares with the U.S. government mean for the future of capitalism could mean for the broader market
🏆 58:13 Who stands to win big in crypto if the Fed cuts rates
💵 1:03:26 What Circle’s earnings reveal about its business model right now
🛡️ 1:04:33 Whether Custodia Bank’s patent could block big banks from launching stablecoins
📉 1:11:35 Why markets might be totally mispricing the Fed’s next moves
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