Bits + Bips: Bitcoin Brushes Off Another War & Will Powell Relent on Rates? - Ep. 857
As tensions flare between Iran and Israel, investors are watching oil, gold, and, of course, crypto. In this episode of Bits + Bips, the panel digs into the market response to war risk, the chances the Fed will actually cut rates, and how Circle’s IPO is being treated more like a meme stock than a fintech play.
Plus:
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Why Scaramucci says we’re all living in a surveillance state
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Whether stablecoins are being kneecapped by U.S. regulation
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When altcoin ETFs are coming
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And what BlackRock’s Larry Fink secretly told Scaramucci about Bitcoin in 2021 👀
Sponsor:
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James Seyffart, Research Analyst at Bloomberg Intelligence
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Alex Kruger, Founder of Asgard
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Noelle Acheson, Author of the “Crypto Is Macro Now” Newsletter
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Anthony Scaramucci, Founder of SkyBridge
US-Iran-Israel war
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Polymarket: Will Iran close the Strait of Hormuz before July?
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WSJ: What Israel’s Soaring Markets Are Saying About the Iran War
Macro
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WSJ: Fed’s Bowman Says She Could Support a July Interest-Rate Cut
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CNBC: Fed Governor Waller says central bank could cut rates as early as July
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FT: Jay Powell to push back on calls for Federal Reserve rate cuts as soon as July
Stablecoins
ETFs
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James upped the odds on a bunch of altcoin spot ETFs
Timestamps:
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🎬 0:00 Intro
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🌍 2:51 Are there lessons in how the markets shrugged off the Iran-Israel conflict?
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🔥 9:37 What flashpoints in the Middle East could ignite next
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🛢️ 14:40 Will oil supplies remain safe?
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💸 22:13 Are cracks finally forming in the Fed’s resistance to rate cuts?
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📉 28:08 Why Anthony believes that Fed Chair Powell is playing politics with rates
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🇺🇸 33:55 Whether TACO Trump or tough Trump will show up on tariff day
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🎯 36:26 What Anthony says that people get wrong about Trump’s economic strategy
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🏦 43:52 Why Circle’s IPO feels more meme than fintech and what Larry Fink once secretly told Anthony about bitcoin 👀
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🚫 50:27 One thing that Anthony HATES about the GENIUS Act
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📊 56:17 Why James is upping his odds on a wave of altcoin ETFs, but doesn’t expect many to be successful products
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En liten tjänst av I'm With Friends. Finns även på engelska.