As tensions flare between Iran and Israel, investors are watching oil, gold, and, of course, crypto. In this episode of Bits + Bips, the panel digs into the market response to war risk, the chances the Fed will actually cut rates, and how Circle’s IPO is being treated more like a meme stock than a fintech play.Plus: Why Scaramucci says we’re all living in a surveillance state  Whether stablecoins are being kneecapped by U.S. regulation  When altcoin ETFs are coming And what BlackRock’s Larry Fink secretly told Scaramucci about Bitcoin in 2021 👀Sponsor: Bitwise James Seyffart, Research Analyst at Bloomberg Intelligence Alex Kruger, Founder of Asgard Noelle Acheson, Author of the “Crypto Is Macro Now” Newsletter  Anthony Scaramucci, Founder of SkyBridgeUS-Iran-Israel war Unchained: Bitcoin Dips Below $100K as U.S.–Iran Tensions Trigger $627M in Liquidations Polymarket: Will Iran close the Strait of Hormuz before July? WSJ: What Israel’s Soaring Markets Are Saying About the Iran WarMacro WSJ: Fed’s Bowman Says She Could Support a July Interest-Rate Cut CNBC: Fed Governor Waller says central bank could cut rates as early as July FT: Jay Powell to push back on calls for Federal Reserve rate cuts as soon as JulyStablecoins WSJ: Stablecoin World Opens Up to Main Street Banks The Block: Circle's post-IPO stock surge pushes market cap near Coinbase and USDCETFs James upped the odds on a bunch of altcoin spot ETFsTimestamps: 🎬 🌍 🔥 🛢️ 💸 📉 🇺🇸 🎯 🏦 🚫 📊 Learn more about your ad choices. Visit megaphone.fm/adchoices