Bits + Bips: How Stocks May Decouple From Bitcoin—and Why TradFi Should Love a HYPE DAT - Ep. 972

The podcast features two main interviews. The first is with Owen Lau, Head of FinTech Research at Clio Street, discussing the performance of crypto stocks beyond Bitcoin miners and DATs, focusing on companies like Coinbase, Circle, and Bullish. Key topics include the impact of macro and fundamental factors on crypto equities, the correlation between Bitcoin and these equities, and the strategic decisions companies are making during market volatility. The conversation also explores the potential of prediction markets and the regulatory landscape. The second interview is with Bob Diamond and David Shamus from Hyperliquid Strategies, who discuss the launch of their DAT, Hyperliquid, on NASDAQ. They delve into the reasons for choosing a DAT, the accessibility it provides to US investors, the mechanics of the deal, and the future growth opportunities within the Hyperliquid ecosystem, including real-world asset integration and competition in the DEX market.