Bits + Bips: Bitcoin Keeps Smashing All-Time Highs, and MSTR Joins the Big Leagues - Ep. 752

Unchained

Laura Shin

Tech News, Business News, News

4.6 • 1.3K Ratings

🗓️ 18 December 2024

⏱️ 69 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Bitcoin’s 2024 rally has been explosive, but is the next phase just beginning? In this episode of Bits + Bips, hosts Noelle Acheson, Ram Ahluwalia, and Alex Kruger are joined by Ledn’s Mauricio di Bartolomeo to unpack the forces shaping the crypto market as the year comes to a close. Mauricio explains how Ledn has grown amidst regulatory and economic shifts, and shares insights on why the “Trump put” is creating a new trading setup for crypto. The panel dissects the undercurrents behind Bitcoin’s surge, explores how MicroStrategy’s presence on the NASDAQ creates unique market dynamics, and debates how much higher BTC could climb. But they warn not to expect “buy” ratings on MSTR. Plus, they dive into why Solana underperformed in recent weeks, how Bitcoin enables capital flight (and how they may be happening from China), and what 2025 could hold for crypto. Packed with data, opinions, and a few book recommendations (well, except from Alex), this episode offers sharp analysis as 2024, a pivotal year for crypto, wraps up. Show highlights: Mauricio’s background and how Venezuela’s regime led him to crypto How Ledn works and how it’s seen substantial growth since the elections What’s driving this wave of growth in the price of bitcoin How much higher BTC will go and what the effects of the end-of-year portfolio rebalancing will be What the risks are for the U.S. economy How BTC is the easiest way to trade the Trump bump Whether the Chinese macro matters for crypto How MicroStrategy has become a Trojan horse Why Alex likes XRP and ENA and why SOL has been underperforming recently 2024 wrap-up: what everyone was most surprised about Book recommendations from everyone, except Alex, who’s only focused on shitcoins Hosts: Noelle Acheson, Author of the “Crypto Is Macro Now” Newsletter Alex Kruger, Founder of Asgard Ram Ahluwalia, CFA, CEO and Founder of Lumida Guest: Mauricio di Bartolomeo, cofounder & CSO of Ledn Links Unchained: Bitcoin Hits New All-Time High MicroStrategy Joins Nasdaq-100, Expanding Bitcoin Exposure to Billions Trump’s Crypto Project Spent Nearly $45M Onchain in 2 Weeks FTX Distributions to Start in Under 2 Weeks Timestamps: 00:00 Intro 01:38 Mauricio’s journey from Venezuela to crypto 07:37 How Ledn thrived post-elections and saw major growth 15:16 Key drivers behind Bitcoin’s explosive rally 20:30 How high could BTC climb – and might year-end rebalancing affect the price? 25:22 Risks facing the U.S. economy heading into 2025 32:47 BTC as the go-to trade for the Trump bump 36:13 The significance of Chinese macro trends for crypto 47:32 MicroStrategy’s role as a Trojan horse for Bitcoin adoption 53:20 Why Alex likes XRP and ENA, but SOL is lagging 1:02:35 Biggest surprises from 2024’s crypto market 1:06:33 Book picks from everyone—except Alex, who’s all about shitcoins Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Trump couldn't essentially rug pull all these other emerging markets that are trying to control the capital flows of their people by embracing Bitcoin and digital assets.
0:09.2	It advances the policy.
0:11.1	Hi, everyone. Welcome to Bits and Bips, exploring how crypto and macro collide one basis point at a time.
0:18.3	I'm your host, Noel Acheson, author of the Crypto is Macro Now newsletter,
0:22.8	bravely filling in for James Seyfert, who is taking a well-earned break. I'm here with Alex Kruger,
0:28.3	Kruger Macpter of House Asgard, protector of the realm, and Ram Alualia, master of wealth,
0:34.6	leader of Lumida. Hi, guys. Today is a very special show, as it is the last
0:40.1	one of the year. The Bits and Bips team will be taking a break for the last over the holiday season.
0:46.1	We'll be back in early January. And so, as well as discussing the latest developments in macro
0:51.4	and crypto, today we're going going to be back and looking forward.
0:56.7	It's also a very special show because we are joined by special guest,
1:00.9	Mauricio de Bartolomeo, co-founder and CSO of Lennon,
1:04.9	a leading provider of crypto-back loans. Welcome, Mauritio.
1:08.9	Welcome, everybody. It's a pleasure to be here, a big fan of the show
1:12.2	and all of you guys, so happy to have this chat. I'm excited to have you here and such a good timing as
1:17.1	well. Now, before we dive in, I do need to remind everyone that nothing we say here should be considered
1:22.2	investment advice. Do please see Unchained.com slash bits and bips for more disclosures.
1:28.2	And, you know, with that, let's dive right in.
1:31.2	But first, Mauritio, I want to give you a chance to explain to our viewers that aren't familiar with Leden.
1:38.9	It's origin story, but also your origin story, how you got involved in crypto.
1:49.0	Sure, thanks. I'll try to keep this brief because it's a long story. And both my journey and Leiden's journey do somehow collide and one leads to the other.
1:55.0	But for those I'm familiar, my name is Mauricio, as you mentioned, I'm a co-founder of Leiden.
	...

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