
Bits + Bips
@bitsandbips
Exploring how crypto and macro collide one basis point at a time.
Part of @unchained_pod
Hosts: @JSeyff @krugermacro @joemccann @ramahluwalia & @noelleinmadrid
ID: 1788294000115404800
https://unchainedcrypto.com/bits-bips/ 08-05-2024 19:44:54
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💥 The dollar is cracking. And the reason might not be rate cuts, but trust. Ram Ahluwalia CFA, Lumida breaks down the soft data and sentiment shifts.



Markets drew blood, and Trump blinked. Charles Edwards says the “triple put” shows the Fed, politicians, and markets will step in faster than before 📈 Why this matters for Bitcoin investors 🎧

Easy debt. Sky-high premiums. Massive bitcoin buys. Steven Ehrlich says the Bitcoin corporate flywheel looks unstoppable … until reality hits.

.Charles Edwards is unusually bullish on Bitcoin right now, and it’s not based on hopium… From onchain to macro, the signals are aligning.

Crypto multiplies until it’s saturated, and then the storm comes. Ram Ahluwalia CFA, Lumida funny but honest take on the crypto cycles 🌊🎧

This was very interesting: the “triple put” Charles Edwards said we just watched the market discipline the White House. the tariff panic hit equities hard... and suddenly, the message changed. Trump, Bessent, and the Fed are all ready to intervene.

📈 The market’s been euphoric for almost 2 weeks. Alex Krüger’s not buying it. His advice? Bank some gains before reality hits.

🤔 Ethereum’s pivot was supposed to fix sentiment. But, no one’s buying the story… yet. Sygnum Bank’s Katalin Tischhauser breaks it down 🎧

🔄 Want to understand this market? Think like a meme: ✔️ Momentum ✔️ Attention ✔️ Liquidity flows Ram Ahluwalia CFA, Lumida drops a hard truth about how crypto actually works 🎧



After months (or years) of underperformance, Ethereum just staged a massive short squeeze. Zach Pandl says that may be a signal of bigger things to come, especially with institutions eyeing ETH again.

Nothing stops this train… Ram Ahluwalia CFA, Lumida says the U.S. deficit keeps growing, and politicians aren’t slowing down. Why that may be fueling the rally in stocks, crypto, and more 👇

Trump’s ‘trade deals’ have the U.S. back at square one, says Peter Tchir. Is the U.S. as disorganized as it looks? Is there a plan?


Despite fiscal stress and Fed flip-flops, Alex Krüger is clear: If you had to deploy capital now, it’s still Bitcoin. 💰

Will ultra-low ETF fees come for Coinbase’s revenue? James Seyffart is not so sure. Here’s why he’s says that he was wrong about Coinbase 👀

Spiraling debt + another ratings downgrade = ❓ Noelle Acheson says that the solution might be yield control as soon as this year.