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Bitcoin and SOL are flirting with all time highs, Ethereum is lagging behind, and the next six months could define the trajectory of crypto markets.

In this episode of Bits + Bips, James Seyffart, Alex Kruger, and guest David Grider unravel the key stories driving the space: What could a meeting between Trump and Coinbase’s Brian Armstrong mean for crypto policy? Could a new Treasury Secretary pick become the industry’s biggest ally? And is Ethereum’s underperformance hiding a major comeback?

Plus, what crypto categories might be winners in the near future.

Show highlights:

  • What the potential meeting of Trump with Brian Armstrong shows
  • Which pick for the Treasury Secretary position would be most positive for crypto
  • Whether Michael Saylor has been driving the bitcoin market
  • Whether rate cuts are coming in December and what impact it’s having on the markets
  • How tariffs are not as bad as people think, but massive deportation is, according to Alex
  • Why a potential Treasury General Account (TGA) rundown would be bullish for the markets
  • Whether traders will be taking profits at the $90,000 bitcoin level
  • How ETH has been underperforming and why David sees a silver lining
  • How the lack of institutional interest in ETH has changed dramatically since the election
  • Why David is so optimistic about restaking across different ecosystems
  • What the outlook for crypto regulation looks like in the near future and what will benefit the industry
  • Why James believes that we’ll have in-kind creations and redemptions for bitcoin ETFs under new SEC leadership
  • What the future trajectory of bitcoin’s price is and the role of a strategic bitcoin reserve
  • How different categories within crypto will perform in the markets.

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