This podcast episode explores the movement in long rates and bonds, the necessity of a regulated futures market for launching spot ETFs in the crypto industry, the potential for a Solana ETF, the speculation surrounding Solana's price increase, the uncertainty surrounding the Biden administration and the possibility of Biden stepping down, the delayed launch of an ETF, the potential volatility in the markets due to the release of the nonfarm payrolls report, the rise of populism in France and its impact on currency markets, the performance of Solana and meme coins in Q2, the current state of Bitcoin ETFs, and the potential impact of the election on financial markets. It also discusses the impact of interest rates on different asset classes and the importance of the Fed's long-term direction.
