📊 This rally may not last much longer… Crypto may be momentum, not value. And the market’s changing fast. On @bitsandbips: Ethereum’s roadblock, Trump’s tariff calculus, the stablecoin bill meltdown, and … Buffett vs. Portnoy? Spoiler: it’s not looking good for value investors. Timestamps: 🚪 0:00 Intro 👋 1:01 Katalin’s background 📦 3:40 The real motive behind tariffs, according to Katalin 😬 11:43 What the market is forgetting to price in 🇪🇺 18:57 How Europe views Trump’s trade moves 🤝 21:33 Trump thinking that U.S. companies are cutting bad deals with China 🧠 26:04 Why Bessent’s op-ed made waves, and why Alex calls him the smartest in Trump’s crew 📉 29:13 The collapse in U.S. manufacturing employment, despite a surge in production 🧓 33:12 Buffett’s exit and his old-school take on tariffs in a new-school market 🌀 39:46 Will Ethereum’s pivot actually improve the price? ⚖️ 51:28 The impact of the political mess around the stablecoin bill 💸 53:53 Ripple’s attempted Circle acquisition and why Ram wouldn’t touch XRP 🍎 1:00:43 Importance of Apple quietly opening the door to NFTs and crypto sales 💱 1:03:34 What’s up with the Taiwanese dollar 💻 1:06:05 Why adding tariffs to chips could backfire big time Thank you to @BitwiseInvest for sponsoring this episode!