Last week, the U.S. passed its first major piece of crypto legislation. Stablecoins now have a legal home, and that could open the floodgates for adoption, disruption, and regulation.
But is this just the beginning?
In this episode of Bits + Bips, Ram Ahluwalia, Noelle Acheson, Steve Ehrlich, and guest Cosmo Jiang of Pantera dive into what the stablecoin law actually means, who it helps, who it threatens, and why Wall Street and crypto startups alike are positioning fast.
They also cover Ethereum’s rally, what’s fueling it, and whether the boom in digital asset treasury companies is sustainable. Plus, they unpack Trump’s latest threats against the Fed and what it means for markets, inflation, and interest rates.
Sponsors:
Guest:
Links
Stablecoins
Digital Asset Treasuries
Timestamps:
🎬 0:00 Intro
🚀 3:01 Why Noelle believes the stablecoin law is just the beginning
😒 5:25 How Ram explains his disappointment with the market’s reaction
💳 11:31 Whether Visa and Mastercard survive the stablecoin disruption
🏆 17:00 Who stands to gain the most from the new stablecoin law
🏦 20:08 How tokenization could hurt investment banking
📉 22:26 Whether regional banks are on the brink
📈 27:42 What’s fueling ETH’s latest rally
🧠 31:08 Why Cosmo credits the Ethereum Foundation’s leadership for the momentum
💥 36:14 Where markets are heading as retail FOMO ramps up
💼 37:56 How Cosmo is evaluating the surge in digital asset treasury companies
🥱 43:52 Why Ram is spotting signs of market fatigue
📊 45:15 Whether upcoming crypto IPOs can match early successes
💸 47:21 Why VC activity is still lagging despite bullish narratives
🧨 51:03 How Trump’s threat to fire Powell is shaking macro sentiment
🧃 58:08 Everyone’s unexpected or contrarian take this week
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