Bits + Bips
@bitsandbips
Part of @unchained_pod Newsletter by @Steven_Ehrlich Podcast hosts: @JSeyff, @krugermacro, @joemccann, @ramahluwalia & @noelleinmadrid
Will $PUMP pump?
📉 $PUMP tanked after its ICO. But @YanLiberman thinks the selloff doesn’t match the facts. Is this the kind of mismatch where real opportunity hides? 👇
The GENIUS Act is a turning point for crypto legislation. But who really benefits? @Steven_Ehrlich, @ramahluwalia, @NoelleInMadrid, and @cosmo_jiang break down the winners and losers of the bill, covering stablecoins, banks, DeFi, and more. youtu.be/8Jsm1cjfqWI?si…
😳 Even talking about firing Powell is enough to hurt markets. @NoelleInMadrid on why Trump’s threats are already doing damage 🇺🇸📉
💰 Stablecoins will hit trillions. But who actually wins? Pantera’s @cosmo_jiang asks the hard question: where are the new profit pools?
💥 Stablecoin law = passed But @NoelleInMadrid says the next steps will be much more significant 👇
🎙️ New episode! Crypto’s stablecoin bill is law, but what’s next? @NoelleInMadrid, @ramahluwalia, @Steven_Ehrlich + @cosmo_jiang break down: ⚔️ TradFi winners vs losers 💣 Trump threatens Fed independence 📊 Digital treasuries are booming (but for how long?)…
WHY TRUMP'S FED THREATS MEAN HIGHER RATES @NoelleInMadrid: "Trump keeps saying he’ll fire Powell to get lower rates. But these threats are backfiring; rate cuts are now less likely. Just talking about firing the Fed chair makes investors nervous about Fed independence. That…
Me catching up on crypto and macro with @bitsandbips' livestream (Mondays 4:30 EST) 🦭 ❤️
🚨 @bitsandbips is LIVE today at 4:30 ET/1:30 PT! 🚨 Tune in here on X and YouTube for the latest in crypto and macro with hosts @NoelleInMadrid, @Steven_Ehrlich, and @ramahluwalia, along with our guest, @PanteraCapital's @cosmo_jiang!
🎰 “Peak gamified financial nihilism.” @CampbellJAustin says he thinks pump.fun’s token sale might’ve just been a smart (and extractive) exit 👀
Big day for crypto! 🎉 All 3 crypto bills have passed the House!
🏛️ The GENIUS Act is coming…and it could hand the stablecoin game to the big banks. @CampbellJAustin on the real mechanics: collateral, repo markets, and scale.
Think we’ve got more time in this Bitcoin rally? Maybe. But @ramahluwalia says the signals are shifting—and traders should stay sharp. ⚠️