Bits + Bips: How to Reignite Market Confidence Amid Tariff Turmoil - Ep. 818
Markets are nervous, liquidity is drying up, and political messaging is inconsistent at best.
In this week’s Bits + Bips, the crew unpacks the shifting mood across capital markets and what it will take to bring back the risk-on energy. From Trump’s high-stakes tariff strategy to whispers of deregulation, tax cuts, and even capital flooding, the stakes are rising.
Plus:
- What would trigger a “Trump put”
- Will crypto finally benefit from the global chaos?
- Whether the devaluation of the yuan could be a big moment
- And how animal spirits might return… if they’re properly incentivized
Show highlights:
Sponsors:
Hosts:
- James Seyffart, Research Analyst at Bloomberg Intelligence
- Joe McCann, Founder, CEO, and CIO of Asymmetric
- Ram Ahluwalia, CFA, CEO and Founder of Lumida
- Noelle Acheson, Author of the “Crypto Is Macro Now” Newsletter
Links
- Newsweek: Steve Bannon's 'Flood the Zone' Strategy Explained Amid Trump Policy Blitz
- Cointelegraph: Senator Tim Scott is confident market structure bill passed by August
- CoinDesk: Donald Trump's Memecoin Faces Massive $320M Token Unlock Amid Record Low Price
- Decrypt: Canada to Launch 'World First' Spot Solana ETFs With Staking This Week: Balchunas
- YouTube: The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein
- Bloomberg: Investors Fear Another Big Blowup of Basis Trade as Treasuries Lose Haven Status
- Wall Street Journal: China’s March Lending Jumped on Government Stimulus Push
- CoinTelegraph: Bitcoin Shows Growing Strength During Market Downturn — Wintermute
Timestamps:
👋0:00 Intro
🥊 1:54 Who won the All-In Sacks vs. Summers debate?
🌍 8:01 Why Trump’s 130-country strategy might reshape global trade
💧 18:32 Does the market have a creeping liquidity crisis?
📈 26:15 What might actually make Trump pivot before the midterms
📉 32:18 How hedge funds are quietly bracing for more chaos
🥇 36:52 Why gold and crypto are standing out in this macro mess
🎭 40:15 How Trump’s love of media attention impacts his strategy
🚀 48:02 What might finally reignite serious crypto interest
🧠 53:01 Can investor confidence return without real economic momentum?
💣 1:08:27 Why the yuan’s devaluation could be a major crypto inflection point
🐉 1:14:02 Ram’s strategy to disrupt China’s power plays
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