In this week’s episode of Bits + Bips, the panel digs into why Tron’s rumored IPO is more than a headline, what Wall Street’s quiet shift into stablecoins signals, and how exchanges are racing to control token flow, even as regulation hangs in the balance.

They also explore:

What the Israel–Iran conflict means for global markets, oil prices, and crypto positioning
Whether banks can adopt stablecoins without threatening their own deposits
If regulatory clarity will come fast enough to shape the next crypto phase
How to tell if ETH’s revival has staying power

Sponsors:

Bitwise

Hosts:

Ram Ahluwalia, CFA, CEO and Founder of Lumida

Steve Ehrlich, Executive Editor at Unchained

Guests:

Christopher Perkins, President of CoinFund

- Vishal Gupta, Cofounder and CEO of True Markets.
Links

Tron and Justin Sun

Israel - Iran

WSJ:

Stablecoins and TradFi

Unchained:

Bloomberg: Bessent Says $2 Trillion Reasonable for Dollar Stablecoin Market.
WSJ: Walmart and Amazon are considering launching U.S. dollar-pegged stablecoins
Reuters: French Societe Generale became the first major bank to launch a dollar-pegged stablecoin
The Information: Financial markets giant DTCC is exploring a stablecoin, according to The Information

Regulation

Unchained: White House Rejects Ban on Conflicts of Interest in Crypto’s CLARITY Act

Timestamps:

🎬 0:00 Intro

📰 4:18 Why Tron’s potential IPO creates a dilemma for investors, and how Justin Sun’s Trump ties play into it

🛡️ 15:58 Should exchanges like Coinbase let investors trade whatever they want?

🏦 20:47 The reason why crypto treasury companies even exist

📊 25:59 What is driving the fierce competition among exchanges

💵 34:18 Can JPMorgan, Bank of America, and other TradFi giants succeed with stablecoins?

🤔 37:58 Will stablecoins cannibalize banks’ own deposit bases?

🌍 45:51 How the Iran–Israel conflict could shake macro markets and crypto sentiment

🚀 55:37 Why Ram and Chris are calling for an ETH breakout

📜 57:47 What are the risks if crypto regulation fails?

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