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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