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Crypto doesn’t reward fundamentals. It rewards attention. So what does that say about how investors, like Warren Buffett, would fare today?
In this week’s Bits + Bips, the crew dissects what’s really behind this rally, why Ethereum’s sentiment problem may run deeper than roadmap delays, and how the stablecoin bill turned into a political tug of war.
Plus:
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- Apple and NFTs: why this matters more than people think
- Whether tariffs are about politics or actual policy
- Why Bessent is “the best” in the Trump administration
- And why Buffett’s era may be ending, with Portnoy rising in his place 😬
Show highlights:
Sponsor:
Hosts:
- James Seyffart, Research Analyst at Bloomberg Intelligence
- Alex Kruger, Founder of Asgard
- Ram Ahluwalia, CFA, CEO and Founder of Lumida
Guest:
- Katalin Tischhauser, Head of Research at Sygnum Bank
Links
Macro
- Bloomberg: Trump Suggests Some Trade Deals May Come as Soon as This Week –
- Asymmetric Market Update™️ #29
- May 2025 Newsletter: A Trade Breakdown – Lyn Alden
- Stagflation bears are wrong?
- Reuters: Dollar slips as Taiwan dollar surge sparks revaluation talk
- WSJ:
- Buffett on Tariffs
- Buffet: The Natural Course of Government is to make Currency worth less overtime
ETH pivot
- Unchained:
- The Block:
- CoinDesk: Ethereum Could Supercharge Transaction Speed to 2,000 TPS Thanks to Bold New Proposal
- Simplifying the L1 by Vitalik Buterin
Stablecoin bill:
- POLITICO: Why the Senate crypto bill is in turmoil
- Latest on the Senate’s “GENIUS Act” by Alex Thorn, head of research at Galaxy