Bits + Bips: Why Investors Are Looking at the Jobs Data All Wrong - Ep. 882

In this episode of Bits and Bits, Steve Ehrlich, Noelle Acheson, and Ram Ahluwalia, along with guest Ben Werkman, delve into the week's consequential macro and crypto events. They dissect the FOMC meeting, the implications of Trump's actions regarding the BLS commissioner, and the potential impact on market trust. The discussion extends to the earnings reports of crypto treasury companies like MicroStrategy, Coinbase, and Robinhood, highlighting MicroStrategy's strategic shift towards preferred shares and the competitive landscape between Coinbase and Robinhood. The panel also explores the regulatory landscape, including the President's Working Group on Digital Asset Markets and Project Crypto, and the potential for super apps in finance. They touch on the future of stablecoins, government adoption of Bitcoin, and potential catalysts for the next crypto boom, while also sharing contrarian views and insights on market opportunities.