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Hosts Ram Ahluwalia, Austin Campbell, and Chris Perkins dig into why interest rates may not fall as quickly as markets hope, why oil demand could surprise to the upside, and how retail keeps buying every dip—even while consumer confidence hits new lows.

The trio also breaks down the growing collision between TradFi and crypto: whether banks can compete with blockchain-native distribution, how BlackRock’s staked ETH ETF filing could reshape the market, and how yields on Ethereum and Solana represent a brand-new financial primitive.

Plus, they examine Ripple’s controversial raise, Citadel’s push to regulate DeFi, and why major incumbents are now in a frantic race to choose their crypto “dance partners.”

Hosts:

• • Ram Ahluwalia, CFA, CEO and Founder of Lumida
  • Austin Campbell, NYU Stern professor and founder and managing partner of Zero Knowledge Consulting
  • Christopher Perkins, Managing Partner and President of CoinFund

Links

• • Unchained:
    • BlackRock Files S-1 for Staked ETH ETF
    • Berachain Kept Secret a $25 Million Refund Right to a Brevan Howard Fund

• • CoinDesk:  Citadel Challenges DeFi Framework in Letter to SEC, Sparking Industry Outrage

• • Bloomberg:
    • Wall Street Hedged Big Crypto Bet in $500 Million Ripple Deal (XRP)
    • Bitcoin Options Show Traders Hunkering Down for Crypto Winter