Market Dynamics and Political Strategies: The Influence of Tariffs

While it’s been a calmer week in the markets (thank God!), there’s a lot to talk about!

This week on Bits + Bips, hosts James Seyffart, Ram Ahluwalia, and Steven Ehrlich, along with guest Charles Edwards of Capriole Investments, dive into:

• Whether it’s time to be bullish on all crypto assets

• Whether a Trump put actually exists

• The risks behind bitcoin treasury companies like the new Twenty One Capital

• Why Solana ETFs might not be the smash success people expect

• The controversial invite to the White House for $TRUMP holders

• Why there’s a big disconnect in the markets

• Bitwise

• James Seyffart, Research Analyst at Bloomberg Intelligence

• Ram Ahluwalia, CFA, CEO and Founder of Lumida

• Steven Ehrlich, Executive Editor at Unchained

Guest:

• Charles Edwards, Founder of Capriole Investments

Twenty One:

• Recent coverage of Unchained on Twenty One: 

• Why Twenty One Capital Is More About Volatility Than Bitcoin

• Twenty One Aims to Buy as Much Bitcoin as Possible. Can It Succeed?

• Press Release: Tether, SoftBank Group, and Jack Mallers Launch Twenty One, a Bitcoin-native Company, Through a Business Combination With Cantor Equity Partners

Does The Market Still Control Trump?

• Donald Trump’s chaos has left investors with frayed nerves

4 of the Mag7 Reporting This Week

• Big Tech’s Earnings Problem Is Estimates May Be Way Too High

$TRUMP

• Trump's Meme Coin Dinner Contest Earns Insiders $900,000 in Two Days

Other: 

• ​​Apollo slides

Timestamps:

• 👋 0:00 Introductions

• 🧠 3:22 Is the market controlling Trump or is Trump controlling the market?

• 📈 8:51 Can investors trust it if there’s a positive earnings season?

• 🚚 14:13 How tariffs are hitting supply chains and consumer goods

• 🏛️ 19:25 Is Twenty One Capital a threat to MicroStrategy?

• ⛏️ 31:19 What is the future of bitcoin miners?

• ⚡ 34:42 Will the Bitcoin corporate flywheel eventually break?

• 🔥 43:31 Can Solana holding companies follow MSTR? 

• 🇨🇦 48:19 Wen Solana ETFs? \Poor early trading trends in Canada

• 🤔 53:50 Is there a silver lining to $TRUMP?

• 📊 1:06:30 Bitcoin strength: time to be bullish?

• 🌍 1:14:24 Macro wrap-up with tariffs, rate cuts, and global market risks

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