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The chip index lost 11.4% in a week and South Korea’s KOSPI had its worst week since 2008, yet Bitcoin finished roughly flat. Is crypto trading on its own drivers, or did it just take its losses earlier?

John D’Agostino, Head of Institutional Strategy at Coinbase, and Nick van Eck, CEO and co-founder of Agora, join Austin Campbell and Chris Perkins to sort it out. D’Agostino points to low liquidity and treasury company buying, while van Eck says the next year could be significantly bullish.

They also weigh whether frontier labs like Anthropic can build a moat, what CoreWeave’s 25% drop and Anthropic’s reported junk rating say about AI credit, and why 3.7% CPI and a 10-year that touched 5.33% leave the Fed boxed in. Van Eck calls the debt math “the generational pump and dump.”

The question underneath it all: can the US grow its way out?

Hosts:

    • Austin Campbell – Host of Bits + Bips, Founder of Zero Knowledge Group, and Adjunct Professor at NYU Stern
    • Chris Perkins – Co-host of Bits + Bips and Head of Franklin Crypto

Guests:

    • John D’Agostino – Head of Institutional Strategy at Coinbase
    • Nick van Eck – CEO and Co-founder of Agora