In this episode of Bits and Bips, Steven Ehrlich hosts Alex Kruger, Ram Ahluwalia, and Sid Powell to discuss current trends in crypto and macroeconomics. The panel analyzes Ethereum's recent surge, attributing it to stablecoin narratives and significant market flows driven by companies like Bitmain and SPET. They delve into the lending market, with Sid providing insights into Maple Finance's operations and the increasing interest from treasury companies in leveraging debt. The conversation shifts to Bitcoin, with a consensus that patience is key amidst market noise and contradictory signals. The panel also explores the emergence of treasury companies, potential opportunities in Solana, and the tokenization narrative benefiting Ethereum. Finally, they discuss the upcoming CPI print, potential Fed rate decisions, and the implications of tariffs on inflation, concluding with thoughts on Circle's earnings and the future of stablecoins.
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