Unchained Bits + Bips: ETH Makes a Comeback While Crypto’s Animal Spirits Revive - Ep. 876
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Jul 29, 2025 
Katalin Tischhauser, Head of Research at Sygnum Bank, and Jake Ostrovskis, Head of Sales Trading at Wintermute, dive into the reasons behind Ethereum's recent surge and its implications for the crypto market. They discuss how corporate treasuries and shifting ETF flows are reshaping crypto dynamics. The duo also tackles the impact of rising tariffs and the Federal Reserve's monetary policy, while exploring how tokenization could revolutionize the US dollar and the broader financial landscape.
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Ethereum's Rally Ignites Market
- Ethereum's recent rally sparked renewed market enthusiasm and headlines.
- This created reflexivity driving asset allocation shifts and counter-trend stock picking in crypto.
Animal Spirits Return Strongly
- Animal spirits are back as equities and crypto miners rally strongly.
- Retail and institutions show renewed risk appetite creating more idiosyncratic stock movements.
Tariffs' Market Impact Limited So Far
- Tariffs are priced in by markets and cause importers margin pressure.
- Long-term inflation impact depends on whether these costs pass through to consumers.