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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