Bits + Bips: Will Rate Cuts and Trump's Policies Spark a Bitcoin Supercycle? - Ep. 737

Bitcoin and SOL are flirting with all time highs, Ethereum is lagging behind, and the next six months could define the trajectory of crypto markets. 

In this episode of Bits + Bips, James Seyffart, Alex Kruger, and guest David Grider unravel the key stories driving the space: What could a meeting between Trump and Coinbase’s Brian Armstrong mean for crypto policy? Could a new Treasury Secretary pick become the industry’s biggest ally? And is Ethereum’s underperformance hiding a major comeback?

Plus, what crypto categories might be winners in the near future.

Show highlights:

What the potential meeting of Trump with Brian Armstrong shows

• Which pick for the Treasury Secretary position would be most positive for crypto
• Whether Michael Saylor has been driving the bitcoin market
• Whether rate cuts are coming in December and what impact it’s having on the markets
• How tariffs are not as bad as people think, but massive deportation is, according to Alex
• Why a potential Treasury General Account (TGA) rundown would be bullish for the markets
• Whether traders will be taking profits at the $90,000 bitcoin level
• How ETH has been underperforming and why David sees a silver lining
• How the lack of institutional interest in ETH has changed dramatically since the election
• Why David is so optimistic about restaking across different ecosystems
• What the outlook for crypto regulation looks like in the near future and what will benefit the industry
• Why James believes that we’ll have in-kind creations and redemptions for bitcoin ETFs under new SEC leadership
• What the future trajectory of bitcoin’s price is and the role of a strategic bitcoin reserve
• How different categories within crypto will perform in the markets

Hosts:

• James Seyffart, Research Analyst at Bloomberg Intelligence
• Alex Kruger, Founder of Asgard

Guest:

• David Grider, Partner at Finality Capital

Links

Trump and politics:

• Unchained: 
• Donald Trump to Meet Coinbase CEO Brian Armstrong: Report
• Truth Social in Talks to Acquire Crypto Platform Bakkt
• Who Might Trump Pick for S.E.C. Chair? This Is Who Jay Clayton Hopes to See
• The Trump-Connected Brad Bondi Is a New SEC Chair Contender and Pro-Crypto
• A Degen Administration? Why the Crypto Czar May Be Allowed to Own Tokens

Markets:

• Unchained: 
• Spot Ether ETFs See Record $515 Million Weekly Inflows
• Solana dApps See Massive Fees Amid Memecoin Frenzy

Bitcoin ETF options:

• Unchained: 
• Bitcoin Hits New All Time High as IBIT’s First-Day Volume Nears $1.9 Billion 
• Why Bitcoin ETF Options Could Unlock Massive Amounts of Capital for Crypto

Timestamps:

• 00:00 Intro
• 02:31 What a Trump-Brian Armstrong meeting means for crypto
• 07:36 Who could be crypto’s biggest ally as Treasury Secretary
• 12:43 Is Michael Saylor driving bitcoin’s rally?
• 14:46 Whether December rate cuts will shake the markets
• 19:33 Tariffs vs. deportation: What’s worse for crypto?
• 26:03 Whether a Treasury General Account rundown would be bullish for markets
• 30:19 Whether traders will take profits at $90K Bitcoin
• 35:50 Why ether’s underperformance might hide a comeback
• 47:15 Whether institutional interest in ETH has turned around
• 51:49 Why David is bullish on restaking across ecosystems
• 54:09 What’s next for crypto regulation and industry growth
• 1:06:55 Whether new SEC leadership would greenlight better bitcoin ETF structures
• 1:09:10 Whether strategic Bitcoin reserves could drive its price higher
• 1:17:25 Which crypto categories could lead the next rally

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