Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform.

While it’s been a calmer week in the markets (thank God!), there’s a lot to talk about!

This week on Bits + Bips, hosts James Seyffart, Ram Ahluwalia, and Steven Ehrlich, along with guest Charles Edwards of Capriole Investments, dive into:

• Whether it’s time to be bullish on all crypto assets
• Whether a Trump put actually exists
• The risks behind bitcoin treasury companies like the new Twenty One Capital
• Why Solana ETFs might not be the smash success people expect
• The controversial invite to the White House for $TRUMP holders
• Why there’s a big disconnect in the markets

Sponsors:

• Bitwise

Hosts:

• James Seyffart, Research Analyst at Bloomberg Intelligence
• Ram Ahluwalia, CFA, CEO and Founder of Lumida
• Steven Ehrlich, Executive Editor at Unchained

Guest:

• Charles Edwards, Founder of Capriole Investments

Links

Twenty One:

• Recent coverage of Unchained on Twenty One:
  • Why Twenty One Capital Is More About Volatility Than Bitcoin
  • Twenty One Aims to Buy as Much Bitcoin as Possible. Can It Succeed?

• Press Release: Tether, SoftBank Group, and Jack Mallers Launch Twenty One, a Bitcoin-native Company, Through a Business Combination With Cantor Equity Partners

Does The Market Still Control Trump?

• Donald Trump’s chaos has left investors with frayed nerves

4 of the Mag7 Reporting This Week

• Big Tech’s Earnings Problem Is Estimates May Be Way Too High

$TRUMP

• Trump’s Meme Coin Dinner Contest Earns Insiders $900,000 in Two Days

Other: 

• ​​Apollo slides