Unchained Bits + Bips: Why TradFi Knows It Needs Crypto More Than Ever to Stay Relevant - Ep. 973
24 snips
Dec 9, 2025 Hosts dive into the intriguing dynamics between traditional finance and crypto. They debate the future of interest rates and dissect the unexpected rise in oil demand. The conversation steers toward the implications of BlackRock's staked ETH ETF and the emergence of decentralized staking rates. Ripple's strategic funding round raises eyebrows, while Citadel's push for DeFi regulation sparks industry discussions. The frantic quest for crypto partnerships among major players reveals a rapidly evolving financial landscape.
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Rates Depend On Disinflation And Tariffs
- Disinflation could still lead to lower short- and long-term rates, but tariffs and reshoring keep upward pressure.
- Markets expect cuts, yet Fed internal views remain split and outcomes are uncertain.
Energy Is AI's Binding Constraint
- Energy access, especially natural gas, is the binding constraint for AI infrastructure today.
- Electrification and nuclear won't scale fast enough, so gas-fired solutions dominate near-term capacity builds.
Convergence Favors Incumbents
- Convergence advantages incumbents because they control distribution and can white‑label crypto tech.
- Super apps and major banks can integrate tokenization, making user relationship ownership decisive.
