Bits + Bips: AI Jobs Wipeout, Bitcoin as a Risk-Off Asset and Few Rate Cuts - Ep. 765

Unchained

Laura Shin

Tech News, Business News, News

4.6 • 1.3K Ratings

🗓️ 15 January 2025

⏱️ 66 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

This week, Bloomberg’s James Seyffart, Lumida’s Ram Ahluwalia, and guest Tom Dunleavy explore whether the “Fed pivot” is officially dead, how AI will impact the job market, and what Tether’s move to El Salvador means for U.S. stablecoin policy. They also debate whether bitcoin could ever be a risk-off asset, how sovereign nations might already be accumulating BTC, and what the Coinbase legal win against the SEC signals for the future. Plus, why volatility is still king in crypto and what lies ahead for the global markets. Show highlights: 02:12 Whether the “Fed pivot” is officially dead and whether rate cuts are coming 08:37 What the impact of AI will be on the jobs market 13:27 Why the markets have been chopping so much and whether it’s the bottom 18:00 What Trump could achieve for the crypto industry in his first 100 days 23:02 Whether the US sold the Silk Road bitcoin 25:27 Why bitcoin will not be a risk-off asset in the near term according to Tom and Ram 31:08 Whether sovereign nations have already started buying bitcoin 36:49 Why Tether moving to El Salvador is a loss to the U.S., according to Ram 40:26 How the L.A. fires will have an impact on the political landscape in the U.S. 52:06 How Coinbase just achieved a “huge win” against the SEC Sponsors: Stellar Build Better Hosts: James Seyffart, Research Analyst at Bloomberg Intelligence Ram Ahluwalia, CFA, CEO and Founder of Lumida Guest: Tom Dunleavy, Partner at Master Ventures Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	I'm sure he'll get executive orders in to stop selling crypto. But I think the ambition of the
0:07.2	eight items that Joe noted in his report versus the reality of what's priced in the markets,
0:13.2	I think there's a gulf. So markets need time to cool and reset for a few more months before we
0:18.7	move higher. Hi, everyone. Welcome the bits and bips, exploring how crypto and macro collide one basis point at a time.
0:24.7	I'm your host, James Sefert, Tradfi Archmaister, Lord of Bloomberg's End.
0:28.8	Here with Rob Al-Alawalia, maister of wealth, leader of Lumida.
0:32.3	Happy New Year.
0:33.4	Today, we're also joined by Tom Dunlevy, Guardian of the Capital Thrones at MV Capital.
0:38.3	We're here to discuss the latest stories in the world of crypto and macro.
0:42.3	Just remember that nothing we stay here is investment advice.
0:44.3	Please check UnchainCrypto.com slash bips and bips for more disclosures.
0:48.3	Did you know the stellar blockchain already powers over 550 million tokenized assets in 180 countries. Join the Build Better
0:57.1	Movement at BetterOn. Stellar.org. All right. Before we get into it, Tom, why don't you
1:02.7	give our listeners a little background on who you are and what you do in the space and we can get
1:07.9	into it? Yeah. Thanks, James. Appreciate having me. Appreciate having a noble title. It flatters me. It's fantastic.
1:15.6	So briefly on me, I spent 10 years in TradFi managing traditional portfolios, worked at
1:21.2	D.HC. Global Advisors, a number of other investment houses.
1:26.2	Moved over to Masari at the perfect time in 2021 as everything was collapsing.
1:32.1	It's been a few years there as a senior analyst before moving over to my current role,
1:36.2	MV, running the investment side of our business.
1:39.6	MV has been investing, building, and incubating businesses in crypto since 2019. We've invested in over
1:46.7	250 individual pre-seed and seed stage companies that I run the investing and fund side of our
	...

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