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Tariffs were back on the table, and then they weren’t. Last week, the Trump administration stunned markets with an announcement of sweeping new tariffs, including a 10% blanket rate and a 125% tariff on Chinese imports. But within days, most of those tariffs were put on a 90-day pause.
The result? A rollercoaster in equities, credit, and crypto… and plenty of questions about what’s really next.
Seth Ginns, managing partner at CoinFund, is watching all of this closely. He says the data is flashing stress, but underneath, something else is building.
In this episode, Seth breaks down:
- Why tariffs hit crypto harder than most investors expected
- The metrics that could signal the next macro moves and their impact on digital assets
- Why he’s still cautiously bullish, even amid volatility
- Whether an altcoin season is coming
- Why Bitcoin’s safe haven narrative might finally be tested
- Why the Trump administration’s policies, despite the turbulence, boost crypto
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EPISODE TRANSCRIPTGuest
- Seth Ginns, Managing Partner at CoinFund
Links
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Recent coverage of Unchained on the economy and tariffs:
-
- Arthur Hayes on Why Tariffs Will Be Good for Bitcoin and Crypto
- Bits + Bips: Why a U.S. Recession May Be Coming — And Still Isn’t Priced In
- Bits + Bips: Trump’s Tariffs Are Causing Mayhem, But Will They Revive U.S. Manufacturing?
- Trump Tariffs Sink Crypto, BlackRock Pumps Bitcoin’s Bags
- Why Trump-Induced Stagflation Could Finally Make Bitcoin a Safe Haven
- In Market Crash, What Should You Buy? Crypto VCs Are Making These Bets
