This podcast episode discusses various topics related to the collision of crypto and macro. It explores the recent happenings around Bitcoin ETFs, the veto of SAB 121 by President Biden, the potential influence of the Biden administration on crypto regulations, the theories behind the approval of Bitcoin ETFs and the influence of Gen Z voters, the changing views of the Biden administration on crypto, the monetization of culturally significant events through memecoins, the potential flows in Bitcoin and Ethereum ETFs, the challenges of marketing Ethereum, the competition in the ETF market, Hong Kong's role in the crypto world, the relationship between Hong Kong and mainland China, the pricing in the markets and predictions for cuts in early 2025, travel discounts and their impact on the economy, glitches in the NYSE and settlement issues, the controversy surrounding Wall Street Bets and insider trading, and the impact of memes on stock prices and the rise of memecoins.
