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Bits + Bips: ETH Makes a Comeback While Crypto’s Animal Spirits Revive What’s fueling crypto’s market surge?
This week on Bits + Bips, Ethereum’s rally has reignited market energy, triggering fresh questions about the return of alt season, and whether Bitcoin’s dominance will continue to fall.
With special gues
Tiempo: 1:23:53
What’s fueling crypto’s market surge?
This week on Bits + Bips, Ethereum’s rally has reignited market energy, triggering fresh questions about the return of alt season, and whether Bitcoin’s dominance will continue to fall.
With special guests Katalin Tischhauser from Sygnum Bank and Wintermute’s Jake Ostrovskis, we dive deep into how corporate treasuries, tokenized assets, and shifting ETF flows are reshaping crypto’s microstructure.
Plus, we dissect the macro impact of rising tariffs, the Fed’s delicate dance with Trump, and whether tokenization could breathe new life into the US dollar.
Check out the sponsors who make this show possible!
Bitwise
Mantle
Hosts:
Steve Ehrlich, Executive Editor at Unchained
Ram Ahluwalia, CFA, CEO and Founder of Lumida
Guests:
Katalin Tischhauser, Head of Research at Sygnum Bank
Jake Ostrovskis, Head of Sales Trading (OTC) at Wintermute
Links
Markets:
Unchained: Spot Ether ETFs Extend 16-Day Inflow Streak With $453 Million
DATs:
Cointelegraph: Tron Inc. seeks $1B to grow TRX holdings as stock rallies
CoinDesk: Crypto Treasury Fever Spreads to Ethena as $360M SPAC Deal Targets ENA Accumulation
Press Release: CEA Industries and 10X Capital, with the support of YZi Labs, announce $500 Million Private Placement to Establish Largest Publicly-Listed $BNB Treasury Company in the World
The Block: Specialty finance company Mill City announces $450 million offering to establish corporate Sui treasury
Barron's: MicroStrategy to Offer Preferred Stock With a Twist That Could Yield 10%
Trump and Powell
Fortune: Jerome Powell had a surprise visit from Trump. He's poised to leave interest rates unchanged anyway
CNBC: Trump spars with Powell over renovation costs during Fed visit, but backs off firing threats
Timestamps:
🎬0:00 Intro
🔥 6:03 Why ETH’s comeback is reigniting crypto markets
🧠 11:23 Why Ram says “animal spirits are back”
💸 15:06 When tariffs could finally start pushing prices higher
📉 18:06 Whether BTC dominance is fading—and if alt season is finally here
🏭 22:27 How tariffs are already hurting some businesses
⚖️ 27:49 Whether Strategy’s new preferred share class adds risky complexity
🏚️ 32:32 Why many new treasury-backed projects might not survive
📊 38:29 Whether these digital asset treasuries (DATs) are trading at unsustainable premiums
🔮 51:28 What the real endgame is for all these DATs
⚔️ 59:00 How the Powell-Trump tension could shake up markets
🔗 1:12:44 Why tokenization is gaining momentum across finance
📈 1:18:55 Whether stablecoins could revive global demand for the US dollar
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GUID: 92e03e94-6ca1-11f0-956d-3369c5bb66c0
Fecha de lanzamiento: 29/7/2025 22:00:00
