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Bits + Bips
@bitsandbips
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Exploring how crypto and macro collide one basis point at a time. Part of @unchained_pod. Hosted by @JSeyff, @krugermacro and @joemccann.
Crypto Twitter
Joined May 2024
RT @laurashin: How to Play the โTrump Tradeโ in Crypto After the Assassination Attempt In this episode of @bitsandbips, hosts @JSeyff, @krโฆ
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The third episode of Bits + Bips is out. Watch it here, on YouTube, or listen to it on your favorite podcast platform!
Bits + Bips: Is This the Real Reason the SEC Approved the Ethereum ETFs? In this episode of @bitsandbips, hosts @JSeyff, @krugermacro, and @joemccann are joined by @NorthRockLP to explore: ๐ต๏ธโโ๏ธ An alternative theory as to why the SEC approved the ETH ETFs ๐ด How to pitch the ETH spot ETF to boomers ๐ฎ The impact of the Trump conviction and Bidenโs veto ๐ Hong Kong approving 11 crypto exchanges: is this a test for China? ๐ Predictions on ETH/BTC ๐ Roaring Kitty: legal or illegal? Timestamps: 01:59 Why Biden vetoed the repeal of SAB 121 and whether it was priced in 08:43 The recent political change around crypto and whether this particular Gen Z celeb could swing the U.S. presidential election 12:07 The impact of the Trump conviction on the crypto industry 15:38 Whether Bitcoin ETF buyers will rotate to Ethereum, and when the ETH ETFs will launch 25:53 How the ETH ETF will or should be pitched to TradFi 31:02 Why Alex thinks ETH/BTC will go up 32:48 How Hong Kong is trying to become the Wall Street of crypto, according to Joe 36:27 The recent macroeconomic indicators in the U.S. and their implications for crypto 45:15 The massive glitches in the NYSE that showed Berkshire Hathaway going down 99% 49:26 Whether what Roaring Kitty is doing with the GME stock is illegal
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The second episode of Bits + Bips is live! ๐ฅ
ETH ETFs are likely to be approved! ๐ Join @JSeyff, @krugermacro and @joemccann on @BitsandBips as they delve into: โฉ๏ธ The political forces behind this reversal ๐ ETH heading to all-time highs? ๐ณ๏ธ Impact on US elections ๐ค Is SOL next? Timestamps: 01:40 Why the chances of an ETH ETF suddenly reversed 09:13 Why Alex believes that ETH is heading to all-time highs 11:22 Whether there's institutional demand for ether 16:46 The political pressure that led to this change 28:46 The broader macroeconomic conditions and how Alex thinks heโll trade the US elections 35:51 How US dollar-pegged stablecoins promote USD hegemony 40:01 The debate about high FDV, low float coins, and whether there is a solution 49:52 Whether new crypto spot ETFs will be approved
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