Bits + Bips: What Iran, Oil Shocks, and No Rate Cuts Mean for Crypto

The podcast explores Bitcoin's role as a safe haven asset amidst geopolitical tensions and volatile energy markets, featuring Laurens Fraussen, a research analyst at Keiko. Fraussen discusses the drop in market liquidity since October, leading to more volatile price movements and reduced trading volumes. The conversation covers the stabilization of institutional flows around the $60,000 mark due to positive ETF flows, and the shifting geographical dynamics with Asia buying while the US and EU are selling. Additionally, they examine the rise of agentic commerce, the potential for stablecoins, and the debate between permissioned versus permissionless blockchains. The podcast further analyzes the muted market reaction to the CFTC and SEC's interpretive guidance.