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As tensions flare between Iran and Israel, investors are watching oil, gold, and, of course, crypto. In this episode of Bits + Bips, the panel digs into the market response to war risk, the chances the Fed will actually cut rates, and how Circle’s IPO is being treated more like a meme stock than a fintech play.
Plus:
- Why Scaramucci says we’re all living in a surveillance state
- Whether stablecoins are being kneecapped by U.S. regulation
- When altcoin ETFs are coming
- And what BlackRock’s Larry Fink secretly told Scaramucci about Bitcoin in 2021 👀
Sponsor:
Hosts:
- James Seyffart, Research Analyst at Bloomberg Intelligence
- Alex Kruger, Founder of Asgard
- Noelle Acheson, Author of the “Crypto Is Macro Now” Newsletter
Guest:
- Anthony Scaramucci, Founder of SkyBridge
Links
US-Iran-Israel war
- Polymarket: Will Iran close the Strait of Hormuz before July?
- WSJ: What Israel’s Soaring Markets Are Saying About the Iran War
Macro
- WSJ: Fed’s Bowman Says She Could Support a July Interest-Rate Cut
- CNBC: Fed Governor Waller says central bank could cut rates as early as July
- FT: Jay Powell to push back on calls for Federal Reserve rate cuts as soon as July
Stablecoins
- WSJ: Stablecoin World Opens Up to Main Street Banks
- The Block: Circle’s post-IPO stock surge pushes market cap near Coinbase and USDC
ETFs
- James upped the odds on a bunch of altcoin spot ETFs
