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Listen "Bits + Bips: Elon vs. Trump, Bitcoin Supply Shock Brewing, Circle’s Wild Valuation - Ep. 849"
Episode Synopsis
This week on Bits + Bips, the panel tackles the biggest themes driving crypto: Circle’s triumphant IPO, ETH’s institutional tailwinds, and the fast-shrinking Bitcoin supply on exchanges. Plus, what Gemini’s IPO ambitions tell us about the state of exchanges, and whether Ram’s call for a BTC breakout is about to hit.
Also on the docket:
Is Circle really worth its sky-high valuation?
Why exchange fees are stuck in the 1970s
ETH: the quiet trade that might be heating up
Oh, and yes, they talk about the Trump–Elon feud too 😅
Sponsors:
Bitwise
James Seyffart, Research Analyst at Bloomberg Intelligence
Ram Ahluwalia, CFA, CEO and Founder of Lumida
Steve Ehrlich, Executive Editor at Unchained
Guest:
Sal Ternullo, Managing Partner at A100x Ventures
The Conversation: The blow-up between Elon Musk and Donald Trump has been entertaining, but how did things go so bad, so fast?
Unchained:
Stablecoin Giant Circle Raises $1.1 Billion in Its IPO
Early Circle Backer Slams IPO in Expletive-Filled Letter
BlackRock’s IBIT Becomes Fastest-Ever ETF to Top $70B
Blockworks: Gemini files confidential S-1 with SEC in road to IPO
The Block:
Trump’s Truth Social files S-1 with SEC for Bitcoin ETF
15-day streak brings Ethereum ETFs to record high cumulative inflow value
Metaplanet unveils $5.4B equity raise plan to accelerate bitcoin accumulation
Cointelegraph: Bitcoin supply shock? Percentage of BTC on exchanges nears 2018 levels
CoinDesk:
MSTR Boosts Stack Again
Strategy to Raise Nearly $1B With STRD Preferred Stock Offering to Accumulate BTC
Bloomberg: Metaplanet’s shares surged 22% after unveiling a record-setting $5.4 billion stock rights program aimed at growing its bitcoin holdings.
Timestamps:
👋 0:00 Intro
🧠 1:28 Why the market is ignoring the Trump-Elon “break up”
📈 16:47 Is there a reason for Circle’s eye-watering valuation? (And what it means for crypto VC)
🏦 30:25 Why Circle may struggle to compete with traditional banks
🚀 38:34 Why exchanges should rush to go public
🌐 46:40 Why Ram thinks that the market is immune from more bad news
🔥 57:16 The secret signs of a coming bitcoin supply shock
🧾 1:03:58 What’s behind the bitcoin and ether ETFs’ recent momentum and if it will last
Learn more about your ad choices. Visit megaphone.fm/adchoices
Also on the docket:
Is Circle really worth its sky-high valuation?
Why exchange fees are stuck in the 1970s
ETH: the quiet trade that might be heating up
Oh, and yes, they talk about the Trump–Elon feud too 😅
Sponsors:
Bitwise
James Seyffart, Research Analyst at Bloomberg Intelligence
Ram Ahluwalia, CFA, CEO and Founder of Lumida
Steve Ehrlich, Executive Editor at Unchained
Guest:
Sal Ternullo, Managing Partner at A100x Ventures
The Conversation: The blow-up between Elon Musk and Donald Trump has been entertaining, but how did things go so bad, so fast?
Unchained:
Stablecoin Giant Circle Raises $1.1 Billion in Its IPO
Early Circle Backer Slams IPO in Expletive-Filled Letter
BlackRock’s IBIT Becomes Fastest-Ever ETF to Top $70B
Blockworks: Gemini files confidential S-1 with SEC in road to IPO
The Block:
Trump’s Truth Social files S-1 with SEC for Bitcoin ETF
15-day streak brings Ethereum ETFs to record high cumulative inflow value
Metaplanet unveils $5.4B equity raise plan to accelerate bitcoin accumulation
Cointelegraph: Bitcoin supply shock? Percentage of BTC on exchanges nears 2018 levels
CoinDesk:
MSTR Boosts Stack Again
Strategy to Raise Nearly $1B With STRD Preferred Stock Offering to Accumulate BTC
Bloomberg: Metaplanet’s shares surged 22% after unveiling a record-setting $5.4 billion stock rights program aimed at growing its bitcoin holdings.
Timestamps:
👋 0:00 Intro
🧠 1:28 Why the market is ignoring the Trump-Elon “break up”
📈 16:47 Is there a reason for Circle’s eye-watering valuation? (And what it means for crypto VC)
🏦 30:25 Why Circle may struggle to compete with traditional banks
🚀 38:34 Why exchanges should rush to go public
🌐 46:40 Why Ram thinks that the market is immune from more bad news
🔥 57:16 The secret signs of a coming bitcoin supply shock
🧾 1:03:58 What’s behind the bitcoin and ether ETFs’ recent momentum and if it will last
Learn more about your ad choices. Visit megaphone.fm/adchoices
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