Bits + Bips: Why It’s Time to Be More Bullish on Bitcoin - Ep. 827

Unchained

Laura Shin

News, Tech News, Business News

4.5 • 1.3K Ratings

🗓️ 30 April 2025

⏱️ 87 minutes

🔗️ Recording | iTunes | RSS

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Summary

While it’s been a calmer week in the markets (thank God!), there’s a lot to talk about! This week on Bits + Bips, hosts James Seyffart, Ram Ahluwalia, and Steven Ehrlich, along with guest Charles Edwards of Capriole Investments, dive into: Whether it’s time to be bullish on all crypto assets Whether a Trump put actually exists The risks behind bitcoin treasury companies like the new Twenty One Capital Why Solana ETFs might not be the smash success people expect The controversial invite to the White House for $TRUMP holders Why there’s a big disconnect in the markets Bitwise James Seyffart, Research Analyst at Bloomberg Intelligence Ram Ahluwalia, CFA, CEO and Founder of Lumida Steven Ehrlich, Executive Editor at Unchained Guest: Charles Edwards, Founder of Capriole Investments Twenty One: Recent coverage of Unchained on Twenty One: Why Twenty One Capital Is More About Volatility Than Bitcoin Twenty One Aims to Buy as Much Bitcoin as Possible. Can It Succeed? Press Release: Tether, SoftBank Group, and Jack Mallers Launch Twenty One, a Bitcoin-native Company, Through a Business Combination With Cantor Equity Partners Does The Market Still Control Trump? Donald Trump’s chaos has left investors with frayed nerves 4 of the Mag7 Reporting This Week Big Tech’s Earnings Problem Is Estimates May Be Way Too High $TRUMP Trump's Meme Coin Dinner Contest Earns Insiders $900,000 in Two Days Other: Apollo slides Timestamps: 👋 0:00 Introductions 🧠 3:22 Is the market controlling Trump or is Trump controlling the market? 📈 8:51 Can investors trust it if there’s a positive earnings season? 🚚 14:13 How tariffs are hitting supply chains and consumer goods 🏛️ 19:25 Is Twenty One Capital a threat to MicroStrategy? ⛏️ 31:19 What is the future of bitcoin miners? ⚡ 34:42 Will the Bitcoin corporate flywheel eventually break? 🔥 43:31 Can Solana holding companies follow MSTR? 🇨🇦 48:19 Wen Solana ETFs? \Poor early trading trends in Canada 🤔 53:50 Is there a silver lining to $TRUMP? 📊 1:06:30 Bitcoin strength: time to be bullish? 🌍 1:14:24 Macro wrap-up with tariffs, rate cuts, and global market risks Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Hey everyone, thank you for supporting Unchained, where we do our best to help you stay on top of
0:05.8	crypto news. If you enjoy the show, we'd really appreciate it if you could take a moment right now
0:11.4	to leave us a five-star review. This helps other listeners discover Unchained. And who knows,
0:17.5	you may hear me read your review on an upcoming episode. I don't think I could be, at this point where we are in a cycle, I'd normally be pretty
0:25.6	conservative and quite worried, but I don't think I could have to be any more bullish right
0:30.9	now, to be honest, given where we are and the data I'm seeing.
0:35.4	Is that Bitcoin or broad risk assets you're talking about?
0:38.2	Bitcoin, possibly other assets.
0:40.9	Hi, everyone.
0:41.5	Welcome to Bits and Bips, exploring how crypto and macro collide one basis point at a time.
0:46.1	Today we'll talk about a whole bunch of different things from what's going on in crypto markets
0:49.3	and other macro events.
0:50.9	But first, some quick intros.
0:52.5	I'm your host, James Safer, Tradfai Archmaster, Lord of
0:55.2	Bloomberg's End, here with Steve Erlich, high scribe of the Unchained Kingdom, and Rahmalaala,
1:00.6	maister of wealth, leader of Lumida. Today we're also joined by Charles Edwards,
1:05.7	sage of strategy and sovereign of Capriol. Noel Atchison was actually supposed to co-host with us today,
1:11.6	but for anyone who's been paying attention to the news,
1:13.6	there's a lot of power outages and issues going on in Spain,
1:17.6	where Noel is based and a few other things,
1:19.6	so unfortunately we don't have her today,
1:21.6	but we're lucky enough to have Steve join us,
	...

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