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A Bull Case for Bitcoin, Tariffs, Recession, and More!
Don’t miss this week’s content and interviews!
After Trump’s tariffs, crypto looks shaky, but Seth Ginns, managing partner at CoinFund, says the bigger picture is far more bullish.
Tariffs were back on the table, and then they weren’t. Last week, the Trump administration stunned markets with an announcement of sweeping new tariffs, including a 10% blanket rate and a 125% tariff on Chinese imports. But within days, most of those tariffs were put on a 90-day pause.
The result? A rollercoaster in equities, credit, and crypto… and plenty of questions about what’s really next.
Seth Ginns, managing partner at CoinFund, is watching all of this closely. He says the data is flashing stress, but underneath, something else is building.
In this episode, Seth breaks down:
Why tariffs hit crypto harder than most investors expected
The metrics that could signal the next macro moves and their impact on digital assets
Why he’s still cautiously bullish, even amid volatility
Whether an altcoin season is coming
Why Bitcoin’s safe haven narrative might finally be tested
Why the Trump administration’s policies, despite the turbulence, boost crypto
Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform.
What if the worst-case scenario isn’t just priced in—it hasn’t even started?
The markets are rattled. Tariffs are rising. Investors are pulling back.
In this week’s Bits + Bips, the panel digs into what’s really driving the selloff, why the Fed may be stuck, and how Trump’s tariff logic could trigger deeper economic shocks than anyone expects.
Plus:
Whether Bitcoin becomes a safe haven
What makes this downturn different from 2022 and 2020
Why a potential recession still isn’t priced in
Whether Congress can take the tariff button away from Trump
And yes, Ram coins a new term: FAFO tariffs 😀
Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform.
Following Trump’s tariffs, Arthur Hayes expects a “fiat liquidity bonanza.” Plus, he reveals how his pardon came about.
TradFi and DeFi markets are in motion, responding to Trump’s tariffs, but a giant injection of liquidity could be on the way.
Maelstrom CIO Arthur Hayes provides his expertise on economic policy, macro movements, and political implications, delving into a variety of topics, including:
Trump’s rationale for tariffs
The possibility of a “fiat liquidity bonanza” and what it means for crypto
What the Hyperliquid brouhaha reveals about decentralization dreams
How Ethena might be an attack on Ethereum
The value prop of Circle’s IPO
Future price expectations for BTC, ETH, and SOL
Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform.
Jeff’s $200K BTC Prediction, Ripple Buys Hidden Road, and Circle Stalls Its IPO.
In this episode, the crew is joined by Jeff Park, Alpha Liaison at Bitwise, for a deep dive into the chaos gripping global markets and what it all means for crypto.
With tariffs ripping through equities and whispers of stagflation on the rise, Jeff breaks down why Bitcoin might still be headed for $200K – and why MicroStrategy might be the new altcoin.
They also unpack Circle’s delayed IPO, Ripple’s $1.25B acquisition, and whether capital markets are finally warming up to crypto.
Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform.
In Case You Missed It 👀
Here are some articles you will probably want to read:
The $5.86 billion industry has expanded 21% since the tariff saga began. But industry insiders aren’t running victory laps yet.
Crypto is going through a bull market breakup. And now it’s every blockchain for itself.
Colin McLaren will be leaving “dark money” group Cedar Innovation Foundation that has ties to Coinbase and Ripple.
Also, the value of the Trump family’s holdings in World Liberty Financial has plummeted.
Market reversals can lead to buying opportunities for brave investors. Here’s what the heads of two prominent firms say are deals.
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