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Bitcoin’s ripping—but for how long? 📈
On Bits + Bips, hosts @Steven_Ehrlich, @ramahluwalia and @noelleinmadrid, are joined by @CampbellJAustin to discuss:
📉 Is BTC near the top?
🪙 What the GENIUS Act means for stablecoins
🏦 Why big banks may quietly win
💣 Is Pumpfun strip-mining the community?
Timestamps:
🎬 0:00 Intro
🚀 2:22 Why bitcoin is hitting new highs and what’s really driving it
🧘♀️ 5:29 Why Noelle says market complacency can’t last forever
🌍 9:06 The surprising way bitcoin looks when you stop measuring it in USD
⚖️ 11:49 Whether this is the moment to de-risk your crypto exposure
⛏️ 16:50 How bitcoin mining stocks are made to be traded, not held, according to Ram
📜 18:57 Austin’s thoughts on the odds of crypto legislation passing this summer
🏆 20:48 Who the winners and losers will be if the GENIUS Act becomes law
💳 24:51 Whether payment giants like Visa are under threat from stablecoins
🚧 29:15 What kinds of firms could actually disrupt the U.S. financial system
💰 34:00 The pros and cons of deposit tokens compared to stablecoins
🌐 37:06 How stablecoin legislation could reshape global macro and finance
🧪 44:32 Whether Pumpfun’s ICO was extractive or necessary
🏛️ 56:55 Why Grayscale wants to go public and what that move could unlock
🏦 1:04:15 Whether traditional banks have the talent to win the stablecoin race
🌠 1:08:15 Why Stellar might be the blockchain dark horse in this cycle
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