In this episode of Bits and Bips, Austin Campbell, Chris Perkins, and Ram Ahluwalia are joined by Elisabeth Kirby from TradeWeb to discuss the latest developments in crypto and macro. The conversation begins with the delay of the Senate Banking Committee's market structure legislation, followed by a discussion on the SEC's approach to crypto regulation under the Biden administration, and the launch of JP Morgan's tokenized money market fund on Ethereum. The panel explores the potential of tokenization, the roles of different blockchains like Ethereum, Canton, and Solana, and the intertwined nature of AI and crypto. The episode concludes with a market analysis, discussing the shift from high beta assets to value investments and the potential for institutional involvement in the crypto space.
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