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The crypto markets are at a crossroads. While macro chaos — tariff whiplash, rising yields, and inflation fears — continues to dominate headlines, bitcoin has barely budged. And some say that’s exactly the signal.
In this episode, Matt Hougan of Bitwise and Matthew Sheffield of FalconX join Laura to unpack the tension between short-term volatility and long-term conviction. They explore why this cycle may look very different from previous ones, how institutional capital is navigating crypto, and whether we’re entering a new era defined by fundamentals, not just narratives.
Plus: Why bitcoin might hit $200K, what Ethereum needs to reclaim momentum, and the real potential of DeFi under this new administration.
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EPISODE TRANSCRIPTGuest:
- Matt Hougan, CIO of Bitwise
- Previous appearances on Unchained:
- Matthew Sheffield, Senior Trader at FalconX
Links
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Recent coverage of Unchained on the economy and tariffs:
- Why CoinFund Believes There’s Still a Strong Bull Case for Bitcoin and Crypto
- Arthur Hayes on Why Tariffs Will Be Good for Bitcoin and Crypto
- Bits + Bips: Why a U.S. Recession May Be Coming — And Still Isn’t Priced In
- Bits + Bips: Trump’s Tariffs Are Causing Mayhem, But Will They Revive U.S. Manufacturing?
- Trump Tariffs Sink Crypto, BlackRock Pumps Bitcoin’s Bags
- Why Trump-Induced Stagflation Could Finally Make Bitcoin a Safe Haven
- In Market Crash, What Should You Buy? Crypto VCs Are Making These Bets
- Bitcoin Tops $83,000 as Tariff Pause Sends Markets Soaring
- Crypto Traders See Another $1B Liquidated Amid Tariff Turbulence
Recession incoming?
