Show notes
A strategic crypto reserve for the U.S. economy? That’s Trump’s latest proposal (or directive?)—and the reaction from the industry has been… let’s just say, mixed. Would it even work? And does it create more problems than it solves?Meanwhile, the White House is hosting a crypto roundtable—but not everyone is convinced it’s going to be productive. Who will be in the room, what will actually be discussed, and will it help or hurt the industry?On this episode of Bits + Bips, hosts James Seyffart and Noelle Acheson together with guests Steve Hou and Steven Ehrlich break it all down. Will tariffs and macro factors keep weighing on crypto? What’s driving the explosion in new ETFs? And what happens if banks start issuing their own stablecoins?Plus: What could be the real next catalyst for the crypto market.Show highlights:Thank you to our sponsors!RockWalletBitwiseHosts:James Seyffart, Research Analyst at Bloomberg IntelligenceNoelle Acheson, Author of the “Crypto Is Macro Now” Newsletter Guests:Steve Hou, Quantitative Researcher at Bloomberg LP Steven Ehrlich, Executive Editor at UnchainedLinksCrypto reserve:Unchained: Why Trump May Have Chosen This Week to Announce a Strategic Crypto ReserveBloomberg: Bitcoin Reserve Is Likely to Come First From States, Senator Lummis SaysCrypto roundtable: CoinDesk: Trump to Host First Crypto Roundtable at White House Next WeekCrypto Czar David Sacks says he sold crypto holdings before administration beganMemecoins:SEC: Staff Statement on Meme CoinsETFs: SOL: CME Group to launch Solana futures on March 17 as ETF momentum buildsBlackRock Adds Its Bitcoin ETF to Model Portfolio for First Time Macro:Trump’s tariff post on Truth SocialAtlanta’s negative 2.8% GDP projectionCNBC: 10-year Treasury yield falls to lowest since December on latest signs of slowing economyReuters: Inflation, growth may be in conflict but Fed seen restarting cuts in JuneUS weekly jobless claims post largest gain in five months; weather blamedStablecoins:CoinDesk: Bank of America CEO Says Bank Will Likely Launch Its Own Stablecoin Learn more about your ad choices. Visit megaphone.fm/adchoices