Bits + Bips: Will Rate Cuts and Trump's Policies Spark a Bitcoin Supercycle? - Ep. 737
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Bitcoin and SOL are flirting with all time highs, Ethereum is lagging behind, and the next six months could define the trajectory of crypto markets. 

In this episode of Bits + Bips, James Seyffart, Alex Kruger, and guest David Grider unravel the key stories driving the space: What could a meeting between Trump and Coinbase’s Brian Armstrong mean for crypto policy? Could a new Treasury Secretary pick become the industry’s biggest ally? And is Ethereum’s underperformance hiding a major comeback?

Plus, what crypto categories might be winners in the near future.

Show highlights:

What the potential meeting of Trump with Brian Armstrong shows

• Which pick for the Treasury Secretary position would be most positive for crypto

• Whether Michael Saylor has been driving the bitcoin market

• Whether rate cuts are coming in December and what impact it’s having on the markets

• How tariffs are not as bad as people think, but massive deportation is, according to Alex

• Why a potential Treasury General Account (TGA) rundown would be bullish for the markets

• Whether traders will be taking profits at the $90,000 bitcoin level

• How ETH has been underperforming and why David sees a silver lining

• How the lack of institutional interest in ETH has changed dramatically since the election

• Why David is so optimistic about restaking across different ecosystems

• What the outlook for crypto regulation looks like in the near future and what will benefit the industry

• Why James believes that we’ll have in-kind creations and redemptions for bitcoin ETFs under new SEC leadership

• What the future trajectory of bitcoin’s price is and the role of a strategic bitcoin reserve

• How different categories within crypto will perform in the markets

Hosts:

- James Seyffart), Research Analyst at Bloomberg Intelligence

- Alex Kruger), Founder of Asgard

Guest:

- David Grider), Partner at Finality Capital

Links

Trump and politics:

• Unchained:

Donald Trump to Meet Coinbase CEO Brian Armstrong: Report)

Truth Social in Talks to Acquire Crypto Platform Bakkt)

Who Might Trump Pick for S.E.C. Chair? This Is Who Jay Clayton Hopes to See)

The Trump-Connected Brad Bondi Is a New SEC Chair Contender and Pro-Crypto)

A Degen Administration? Why the Crypto Czar May Be Allowed to Own Tokens)

Markets:

• Unchained:

Spot Ether ETFs See Record $515 Million Weekly Inflows)

Solana dApps See Massive Fees Amid Memecoin Frenzy)

Bitcoin ETF options:

• Unchained:

Bitcoin Hits New All Time High as IBIT’s First-Day Volume Nears $1.9 Billion )

Why Bitcoin ETF Options Could Unlock Massive Amounts of Capital for Crypto)

Timestamps:

• 00:00 Intro

• 02:31 What a Trump-Brian Armstrong meeting means for crypto

• 07:36 Who could be crypto’s biggest ally as Treasury Secretary

• 12:43 Is Michael Saylor driving bitcoin’s rally?

• 14:46 Whether December rate cuts will shake the markets

• 19:33 Tariffs vs. deportation: What’s worse for crypto?

• 26:03 Whether a Treasury General Account rundown would be bullish for markets

• 30:19 Whether traders will take profits at $90K Bitcoin

• 35:50 Why ether’s underperformance might hide a comeback

• 47:15 Whether institutional interest in ETH has turned around

• 51:49 Why David is bullish on restaking across ecosystems

• 54:09 What’s next for crypto regulation and industry growth

• 1:06:55 Whether new SEC leadership would greenlight better bitcoin ETF structures

• 1:09:10 Whether strategic Bitcoin reserves could drive its price higher

• 1:17:25 Which crypto categories could lead the next rally

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