Why CoinFund Believes There’s Still a Strong Bull Case for Bitcoin and Crypto - Ep. 816

Unchained

Laura Shin

News, Tech News, Business News

4.5 • 1.3K Ratings

🗓️ 11 April 2025

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Tariffs were back on the table, and then they weren’t. Last week, the Trump administration stunned markets with an announcement of sweeping new tariffs, including a 10% blanket rate and a 125% tariff on Chinese imports. But within days, most of those tariffs were put on a 90-day pause. The result? A rollercoaster in equities, credit, and crypto… and plenty of questions about what’s really next. Seth Ginns, managing partner at CoinFund, is watching all of this closely. He says the data is flashing stress, but underneath, something else is building. In this episode, Seth breaks down: Why tariffs hit crypto harder than most investors expected The metrics that could signal the next macro moves and their impact on digital assets Why he’s still cautiously bullish, even amid volatility Whether an altcoin season is coming Why Bitcoin’s safe haven narrative might finally be tested Why the Trump administration’s policies, despite the turbulence, boost crypto Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com Thank you to our sponsors! BitKey: Use code UNCHAINED for 20% off FalconX Mantle Guest Seth Ginns, Managing Partner at CoinFund Links Subscribe to our new crypto + macro newsletter! https://bitsandbips.beehiiv.com/subscribe Recent coverage of Unchained on the economy and tariffs: Arthur Hayes on Why Tariffs Will Be Good for Bitcoin and Crypto Bits + Bips: Why a U.S. Recession May Be Coming — And Still Isn’t Priced In Bits + Bips: Trump’s Tariffs Are Causing Mayhem, But Will They Revive U.S. Manufacturing? Trump Tariffs Sink Crypto, BlackRock Pumps Bitcoin’s Bags Why Trump-Induced Stagflation Could Finally Make Bitcoin a Safe Haven In Market Crash, What Should You Buy? Crypto VCs Are Making These Bets Bitcoin Tops $83,000 as Tariff Pause Sends Markets Soaring Crypto Traders See Another $1B Liquidated Amid Tariff Turbulence Timestamps: 👋 0:00 Intro 🔁 3:23 Why Trump reversed course on the sweeping tariff announcement 📉 6:33 How tariffs ripple through crypto harder than most expect 🔍 8:38 What CoinFund is watching in macro — and where the silver linings might be ⚖️ 13:48 Why Seth urges short-term caution but sees long-term tailwinds 🚀 16:14 Could altcoins actually run? Here’s how Seth defines a real “alt season” 🏦 19:13 Is this the moment Bitcoin becomes a true safe haven asset? 💰 21:56 Will new stimulus hinge on tariffs — or something else entirely? ✅ 25:11 Why Seth is surprisingly optimistic about Trump’s crypto policy so far 📰 28:27 News Recap Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Hey all, a quick announcement. Since the markets are moving so quickly, Bits and Bips will now live stream episodes on Mondays at 4.30 p.m. ET, starting Monday, April 14th. If you'd like to join hosts James Safert, Alex Kruger, Joe McCann, Noel Adjison, and Ram Al-Alawalia live to hear about how the worlds of crypto and
0:22.3	macro are colliding, please tune in on YouTube or X. Again, we'll start at 4.30 p.m. ET after the
0:29.4	markets close. See you there.
0:32.0	Two key messages that we got out of the last few days. Stimulus is coming and there is a Trump put on the market,
0:40.8	new information for both of those. And when we combine that with the fact that policy has been
0:46.5	so positive for crypto year to date, obviously with macro clouds kind of not letting that
0:53.5	positive policy shine through quite yet
0:56.2	in prices and then fundamentals, institutional engagement and adoptions really starting to come
1:02.0	together. I think we can kind of see the light at the end of the tunnel in the medium to long
1:09.5	term, but you don't need to rush there, right?
1:12.5	Let the dust settle. Let the actual tariff implementation come into play. See what comes out
1:20.3	of these bilateral negotiations.
1:27.1	Hi, everyone. Welcome to Unchained. You no-hype resource for all things Crypto. I'm your host, Laura Shin.
1:33.0	We are now featuring quotes from listeners on the show. Today, we have a comment responding to Arthur Hay's spicy take on Circles IPO filing on a recent episode of Unchained.
1:43.3	On X, Satoshi Katamoto says, quote, given his public
1:47.4	comments on the matter, his private thoughts about some people in this space would be worth
1:51.3	the price of admission. To have your comment featured, write a review of the podcast overall,
1:56.1	or leave a comment on our video on YouTube, X, or Farcaster. This is the April 11th, 2025 episode of Unchained.
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	...

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