Crypto doesnât reward fundamentals. It rewards attention. So what does that say about how investors, like Warren Buffett, would fare today?
In this weekâs Bits + Bips, the crew dissects whatâs really behind this rally, why Ethereumâs sentiment problem may run deeper than roadmap delays, and how the stablecoin bill turned into a political tug of war.
Plus:
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Apple and NFTs: why this matters more than people think
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Whether tariffs are about politics or actual policy
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Why Bessent is âthe bestâ in the Trump administration
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And why Buffettâs era may be ending, with Portnoy rising in his place đŹ
Sponsor:
Macro
ETH pivot
Stablecoin bill:
Timestamps:
đȘ 0:00 Intro
đ 1:01 Katalinâs background
đŠ 3:40 The real motive behind tariffs, according to Katalin
đŹ 11:43 What the market is forgetting to price in
đȘđș 18:57 How Europe views Trumpâs trade moves
đ€ 21:33 Trump thinking that U.S. companies are cutting bad deals with China
đ§ 26:04 Why Bessentâs op-ed made waves, and why Alex calls him the smartest in Trumpâs crew
đ 29:13 The collapse in U.S. manufacturing employment, despite a surge in production
đ§ 33:12 Buffettâs exit and his old-school take on tariffs in a new-school market
đ 39:46 Will Ethereumâs pivot actually improve the price?
âïž 51:28 The impact of the political mess around the stablecoin bill
đž 53:53 Rippleâs attempted Circle acquisition and why Ram wouldnât touch XRP
đ 1:00:43 Importance of Apple quietly opening the door to NFTs and crypto sales
đ± 1:03:34 Whatâs up with the Taiwanese dollar
đ» 1:06:05 Why adding tariffs to chips could backfire big time
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