Bits + Bips: How Bitcoin Treasuries Are and Aren't Like the SPAC Bubble - Ep. 845
A distressed crypto fund, global supply chain shocks, and a treasury craze that might just pop … The Bits + Bips crew breaks it down.
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Show Notes
The Bitcoin Conference in Vegas is getting more political. Crypto treasury companies are exploding across the globe. And macro markets are flashing mixed signals, with geopolitics entering the chat.
In this episode of Bits + Bips, the panel dives into:
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Key takeaways from Bitcoin 2025
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The possible bubble forming around Bitcoin treasuries
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How the SEC is fighting back against staking in ETFs
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Whether Ethereum is finally catching up
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How Ukraine just redefined trade risks
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Why ETFs have seen so much inflows since the market bottom
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How AI will impact growth and the job market
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And … why James hates Las Vegas 😀
Thank you to our sponsor!
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James Seyffart, Research Analyst at Bloomberg Intelligence
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Joe McCann, Founder, CEO, and CIO of Asymmetric
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Ram Ahluwalia, CFA, CEO and Founder of Lumida
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Noelle Acheson, Author of the “Crypto Is Macro Now” Newsletter
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WSJ: Bitcoin Goes All In on MAGA, Shedding Its Antigovernment Slant
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Unchained:
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Decrypt: Another Bitcoin Buyer? Nasdaq-Listed Reitar Logtech Plans $1.5 Billion BTC Purchase
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The Defiant: Trump Media Closes Roughly $2.4 Billion Financing to Establish Corporate Bitcoin Treasury
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Bloomberg: SEC Flags Concerns on Crypto ETFs Offering Staking Rewards
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The Guardian: Ukraine launches major drone attack on Russian bombers, security official says
Timestamps:
0:00 👋 Intro
2:02 🎰 - Why James hates Vegas, but was impressed with Bitcoin 2025
4:48 🐘 - Has bitcoin moved too far right politically?
10:02 📈📉 - If bitcoin treasuries are all the rage, why isn’t the price moving?
13:26 🌍 - One big reason why the treasury bubble differs from SPACs
18:26 📉 - Are these companies destined to implode?
22:55 🤔 - One big (but hidden) opportunity to profit from this market
34:23 🏦 - How some ETF issuers tried (and failed) to pull one over on the SEC
43:19 🤐 - Why James sees one quiet, but bullish, trend in ETF flows
47:48 🌎 - Why Noelle thinks that numbers don’t matter - it's all about geopolitics
58:10 🐂 - Ram sees a secretly bullish setup. Here’s how he says to play it
1:07:33 💻 - How AI is going to eat the world, and turn markets upside down
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