Crypto assets and blockchain technology are about to transform every trust-based interaction of our lives, from financial services to identity to the Internet of Things. In this podcast, host Laura Shin, an independent journalist covering all things crypto, talks with industry pioneers about how crypto assets and blockchains will change the way we earn, spend and invest our money. Tune in to find out how Web 3.0, the decentralized web, will revolutionize our world. Disclosure: I'm a nocoiner.
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Crypto assets and blockchain technology are about to transform every trust-based interaction of our lives, from financial services to identity to the Internet of Things. In this podcast, host Laura Shin, an independent journalist covering all things crypto, talks with industry pioneers about how crypto assets and blockchains will change the way we earn, spend and invest our money. Tune in to find out how Web 3.0, the decentralized web, will revolutionize our world. Disclosure: I'm a nocoiner.
Bits + Bips: Why the Stock Market Wipeout Might Not Achieve What Trump Wanted - Ep. 802
Unchained
1 hour 19 minutes
1 month ago
Bits + Bips: Why the Stock Market Wipeout Might Not Achieve What Trump Wanted - Ep. 802
The financial market is getting wrecked, inflation is still a problem, and bitcoin isn’t acting like the hedge that it’s supposed to be. Is this a real economic shift, or just noise?
With tariffs, stagflation fears, and fiscal dominance taking center stage, hosts James Seyffart, Joe McCann, Ram Ahluwalia and Noelle Acheson break down:
Why markets are struggling—and whether a recession or stagflation is coming
Whether the Fed has become irrelevant
How the stablecoin bill could rescue sales of treasuries
Why bitcoin isn’t following gold’s rally
The factors that could kickstart the next crypto boom
The latest on all the dozens of crypto ETFs in the works
Sponsors:
Bitwise
Hosts:
James Seyffart, Research Analyst at Bloomberg Intelligence
Joe McCann, Founder, CEO, and CIO of Asymmetric
Ram Ahluwalia, CFA, CEO and Founder of Lumida
Noelle Acheson, Author of the “Crypto Is Macro Now” Newsletter
Links
The stagflation trade
Bloomberg: Stagflation Trade Emerges as Rare Winner in US Stock Market Rout
Reuters: Fed's Powell gets chance to address trade war, stagflation fears
Tweet by Noah Smith
Budget bill
Wharton: The FY2025 House Budget reconciliation and Trump Administration Tax Proposals: Budgetary, Economic, and Distributional Effects
Stablecoin bill:
Unchained: Stablecoin Bills Could Squeeze Out $140 Billion Tether
CoinDesk: U.S. Senate Takes First Big Step to Advance Stablecoin Bill
Solana futures
Cointelegraph: Solana futures finish first trading day on CME
Solana ad
Unchained: Solana Deletes ‘Cringe’ Ad After Crypto Community Backlash
Timestamps:
👋 0:00 Intro
📉 1:39 Stagflation fears and which tariffs actually matter for the economy
🌎 6:11 Why the outlook for commodities is so uncertain
📊 10:49 Is the Trump administration sabotaging itself?
🐶 16:57 Why DOGE’s role in the market is bigger than you think
📉 23:51 Why the 10-year yield isn’t dropping as expected
💰 28:04 Will shrinking liquidity grind the market to a halt?
🏛️ 32:37 Why the Fed has become irrelevant
🔄 36:53 Is quantitative tightening (QT) ending? Plus, one key thing crypto investors don’t get
⚠️ 41:13 Why a recession is not a foregone conclusion
🥇 48:25 Gold is hitting all-time highs—so why isn’t bitcoin following?
🏦 51:24 How the stablecoin bill could save US government finances
🚀 1:01:47 How bitcoin gets its next rally
📉 1:07:16 The hidden benefit of CME SOL futures
✅ 1:12:15 The latest on pending crypto ETF approvals
📣 1:17:26 Reactions to the controversial Solana ad
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Unchained
Crypto assets and blockchain technology are about to transform every trust-based interaction of our lives, from financial services to identity to the Internet of Things. In this podcast, host Laura Shin, an independent journalist covering all things crypto, talks with industry pioneers about how crypto assets and blockchains will change the way we earn, spend and invest our money. Tune in to find out how Web 3.0, the decentralized web, will revolutionize our world. Disclosure: I'm a nocoiner.
