Bits + Bips: Why Bitcoin Was Strong Amid the DeepSeek Selloff But a Drop May Be Coming - Ep. 774 from Unchained

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Laura Shin

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Bits + Bips: Why Bitcoin Was Strong Amid the DeepSeek Selloff But a Drop May Be Coming - Ep. 774

1 hour 19 minutes Posted Jan 29, 2025 at 5:00 pm.

What of crypto attracted Jim so much

Why the DeepSeek new model was so disruptive

Whether the biggest loser is OpenAI, not all the Mag 7

Whether we’ll see a major macro response from U.S. companies and government

What will happen next with the price of bitcoin

What would happen to MSTR if bitcoin goes 30% lower

How Trump was able to move so fast since the inauguration

Why the Fed should not do QE, according to Jim

How memecoins could be designed to be much more than speculative assets

Why James hopes the SEC doesn’t approve all the memecoin ETF applications

Whether banks will start onboarding crypto companies

Why stablecoins poise an existential threat to the current banking system

Whether it’s a bad idea for the U.S. to acquire other cryptos that are not bitcoin

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Show notes

From AI shaking up Big Tech to bitcoin’s role in the macro landscape, Jim Bianco delivers insights on the DeepSeek-triggered market selloff, memecoins, and the challenges facing traditional systems. In this episode, the macro strategist shares why DeepSeek’s AI model is reshaping competition, how crypto reserves might evolve, and what happens to MicroStrategy if bitcoin’s price takes a hit. Plus, hear his take on why stablecoins are a threat to banks, and why memecoins could be more than speculation.Show highlights:What of crypto attracted Jim so much

Hosts:

James Seyffart, Research Analyst at Bloomberg Intelligence

Ram Ahluwalia, CFA, CEO and Founder of Lumida

Noelle Acheson, Author of the “Crypto Is Macro Now” Newsletter

Guest:

Jim Bianco, President and Macro Strategist at Bianco ResearchLinks

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