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This week on @bitsandbips →
💵 Stablecoins are now official
📉 Powell’s job under political threat
📈 ETH rallies, but is the structure fragile?
🚨 Regional banks, Visa & MasterCard under pressure
@ramahluwalia, @noelleinmadrid, @steven_ehrlich & Pantera’s @cosmo_jiang break it all down 👇
Timestamps:
🚀 3:01 Why Noelle believes the stablecoin law is just the beginning
😒 5:25 How Ram explains his disappointment with the market’s reaction
💳 11:31 Whether Visa and Mastercard survive the stablecoin disruption
🏆 17:00 Who stands to gain the most from the new stablecoin law
🏦 20:08 How tokenization could hurt investment banking
📉 22:26 Whether regional banks are on the brink
📈 27:42 What’s fueling ETH’s latest rally
🧠 31:08 Why Cosmo credits the Ethereum Foundation’s leadership for the momentum
💥 36:14 Where markets are heading as retail FOMO ramps up
💼 37:56 How Cosmo is evaluating the surge in digital asset treasury companies
🥱 43:52 Why Ram is spotting signs of market fatigue
📊 45:15 Whether upcoming crypto IPOs can match early successes
💸 47:21 Why VC activity is still lagging despite bullish narratives
🧨 51:03 How Trump’s threat to fire Powell is shaking macro sentiment
🧃 58:08 Everyone’s unexpected or contrarian take this week
Thank you to our sponsors!
@BitwiseInvest
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