Show notes
The crypto markets are at a crossroads. While macro chaos — tariff whiplash, rising yields, and inflation fears — continues to dominate headlines, bitcoin has barely budged. And some say that’s exactly the signal.In this episode, Matt Hougan of Bitwise and Matthew Sheffield of FalconX join Laura to unpack the tension between short-term volatility and long-term conviction. They explore why this cycle may look very different from previous ones, how institutional capital is navigating crypto, and whether we’re entering a new era defined by fundamentals, not just narratives.Plus: Why bitcoin might hit $200K, what Ethereum needs to reclaim momentum, and the real potential of DeFi under this new administration.Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.comThank you to our sponsors!BitwiseHuman Rights FoundationGuest:Matt Hougan, CIO of BitwisePrevious appearances on Unchained:How Small Bitcoin ETF Issuers Will Compete With the Likes of BlackRockWhy a Spot Bitcoin ETF Will Probably Launch No Later Than January 10Matthew Sheffield, Senior Trader at FalconXLinksSubscribe to our new crypto + macro newsletter! https://bitsandbips.beehiiv.com/subscribeRecent coverage of Unchained on the economy and tariffs: Why CoinFund Believes There’s Still a Strong Bull Case for Bitcoin and CryptoArthur Hayes on Why Tariffs Will Be Good for Bitcoin and CryptoBits + Bips: Why a U.S. Recession May Be Coming — And Still Isn’t Priced InBits + Bips: Trump’s Tariffs Are Causing Mayhem, But Will They Revive U.S. Manufacturing?Trump Tariffs Sink Crypto, BlackRock Pumps Bitcoin’s BagsWhy Trump-Induced Stagflation Could Finally Make Bitcoin a Safe HavenIn Market Crash, What Should You Buy? Crypto VCs Are Making These BetsBitcoin Tops $83,000 as Tariff Pause Sends Markets SoaringCrypto Traders See Another $1B Liquidated Amid Tariff Turbulence Recession incoming?Ray Dalio’s remarks on Meet the PressTimestamps:📍 🧠 ⚖️ 🔍 🐻 🏛️ 📉 📊 📈 💵 🚀 🌊 🔄 📈 ⚖️ Learn more about your ad choices. Visit megaphone.fm/adchoices
