Bits + Bips: DATs Are Crypto's Biggest Trend. So Why Aren't They Boosting Markets? - Ep. 865

In this episode of Bits and Bips, Steve Ehrlich hosts Joe McCann, Ram Ahluwalia, and Rob Hadick to discuss the potential impact of Trump's proposed tariffs on various countries, with a focus on Japan and the implications for the U.S. dollar and inflation. The panel explores the fragility of the current market, the bifurcation in crypto between Bitcoin and altcoins, and the shift of volatility to public equities, particularly crypto treasury stocks. They also delve into tokenized equities, the potential for stablecoins, and the recent acquisition of Core Scientific by CoreWeave, touching on the competition between Bitcoin mining and AI for infrastructure and energy, and the divergence between AI tokens and AI stocks. The discussion concludes with contrarian takes on the market's direction, the strength of the U.S. dollar, and the need for institutional-grade products in the tokenized equity space.