Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform.
Donald Trump is headed back to the White House, and the crypto markets are surging in response.
This episode of Bits + Bips dives into what the election means for crypto, the potential crypto IPOs coming soon, why DeFi tokens are outperforming, and what changes in U.S. regulation could mean for investors. Ram Ahluwalia and Noelle Acheson join to explore this unprecedented moment in crypto and how inflation and policy changes may boost Bitcoin and the broader ecosystem.
Show highlights:
- Everyone’s initial reactions to Trump’s win
- How some crypto companies could have their IPO soon
- Whether it’s time to take profits after the substantial run
- Why DeFi tokens have been the biggest winners
- What the next crypto spot ETF will be and whether we’ll see staking rewards for ETH
- Why mainstream media didn’t see the Trump win coming
- Why Ram and Alex believe that Kamala Harris was not the right candidate
- How Trump won the appeal of the lower class in the U.S.
- Whether immigration was key to sustaining the GDP and avoiding a “hard landing”
- Crypto’s massive win in Congress
- How much impact Elon Musk had in the outcome of the elections
- How Polymarket has become a “new source of truth,” according to Ram
- Why the Fed doesn’t have a need to accelerate rate cuts
- Whether Trump’s policies will be inflationary and whether he’ll go forward with tariffs
- Whether the 10-year bond will reach new highs
Thanks to Gemini for sponsoring this episode of Bits + Bips.
Hosts:
- James Seyffart, Research Analyst at Bloomberg Intelligence
- Alex Kruger, Founder of Asgard
Guests:
- Ram Ahluwalia, CFA, CEO and Founder of Lumida
- Noelle Acheson, Author of the “Crypto Is Macro Now” Newsletter