š New episode of Bits + Bips is live! ā¬ļø
Bits + Bips: Why ETH Is Soaring and How Long the Rally Can Continue
On this weekās @bitsandbips, @krugermacro, @ramahluwalia, @Steven_Ehrlich & Mapleās @syrupsid cover:
š¹ Why ETH keeps ripping
š How Fed cuts widen crypto yields
š„ Is the market misreading the next chair?
Andā¦ š Is @EricTrump the Nancy Pelosi of Ethereum?
Timestamps:
š¬ 0:00 Intro
š 2:52 Why $ETH has been rallying so aggressively
šŖ 10:14 Why Alex says the ETH rally will continue
š 12:53 How BitMine and SBET ended up with such wildly different mNAVs
š§¾ 14:07 How treasury companies are planning to deploy their crypto onchain
šļø 18:45 What TradFi institutions are looking for in Maple and other onchain finance apps
š 28:07 What Alex is watching to signal the next breakout in crypto prices
āļø 32:57 Who really makes money during this new gold rush?
š„ 42:15 Why $SOL could be on the verge of a big announcement
š§ 44:58 What Ethereumās core purpose is in this new market cycle
š 47:34 How macro indicators are sending mixed signals
š¤ 54:31 What the $NVDA and $AMD revenue shares with the U.S. government mean for the future of capitalism could mean for the broader market
š 58:13 Who stands to win big in crypto if the Fed cuts rates
šµ 1:03:26 What Circleās earnings reveal about its business model right now
š”ļø 1:04:33 Whether Custodia Bankās patent could block big banks from launching stablecoins
š 1:11:35 Why markets might be totally mispricing the Fedās next moves
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