Show notes
Crypto doesn’t reward fundamentals. It rewards attention. So what does that say about how investors, like Warren Buffett, would fare today?In this week’s Bits + Bips, the crew dissects what’s really behind this rally, why Ethereum’s sentiment problem may run deeper than roadmap delays, and how the stablecoin bill turned into a political tug of war.Plus: Apple and NFTs: why this matters more than people think Whether tariffs are about politics or actual policy Why Bessent is “the best” in the Trump administration And why Buffett’s era may be ending, with Portnoy rising in his place 😬Sponsor: Bitwise James Seyffart, Research Analyst at Bloomberg Intelligence Alex Kruger, Founder of Asgard Ram Ahluwalia, CFA, CEO and Founder of Lumida Katalin Tischhauser, Head of Research at Sygnum BankMacro Bloomberg: Trump Suggests Some Trade Deals May Come as Soon as This Week - Asymmetric Market Update™️ #29 May 2025 Newsletter: A Trade Breakdown - Lyn Alden Stagflation bears are wrong? Reuters: Dollar slips as Taiwan dollar surge sparks revaluation talk WSJ: Tariffs Threaten Semiconductor Supply Chains, Chip-Equipment Maker Warns Bessent’s oped: Trump’s Three Steps to Economic Growth Buffett on Tariffs Buffet: The Natural Course of Government is to make Currency worth less overtimeETH pivot Unchained: Ethereum Gave Away Too Much for Too Long. Will Its Pivot Be Enough? Ethereum Ecosystem Shifts Toward User Focus Ethereum Developers Vote EOF Out of Fusaka Hard Fork Vitalik Buterin Proposes Replacing Ethereum Virtual Machine The Block: Vitalik and new Ethereum Foundation co-executive directors outline updated board structure, mission Vitalik Buterin- and StarkWare-backed Kakarot reveals alternative Ethereum ZK stack, targeting real-time STARK proofs on Layer 1 by end of 2025 CoinDesk: Ethereum Could Supercharge Transaction Speed to 2,000 TPS Thanks to Bold New Proposal Simplifying the L1 by Vitalik ButerinStablecoin bill: POLITICO: Why the Senate crypto bill is in turmoil Latest on the Senate's "GENIUS Act" by Alex Thorn, head of research at Galaxy Timestamps:🚪 👋 📦 😬 🇪🇺 🤝 🧠 📉 🧓 🌀 ⚖️ 💸 🍎 💱 💻 Learn more about your ad choices. Visit megaphone.fm/adchoices