Why CoinFund Believes There’s Still a Strong Bull Case for Bitcoin and Crypto - Ep. 816

Tariffs were back on the table, and then they weren’t. Last week, the Trump administration stunned markets with an announcement of sweeping new tariffs, including a 10% blanket rate and a 125% tariff on Chinese imports. But within days, most of those tariffs were put on a 90-day pause.
The result? A rollercoaster in equities, credit, and crypto… and plenty of questions about what’s really next.
Seth Ginns, managing partner at CoinFund, is watching all of this closely. He says the data is flashing stress, but underneath, something else is building.
In this episode, Seth breaks down:

Why tariffs hit crypto harder than most investors expected

The metrics that could signal the next macro moves and their impact on digital assets

Why he’s still cautiously bullish, even amid volatility

Whether an altcoin season is coming

Why Bitcoin’s safe haven narrative might finally be tested

Why the Trump administration’s policies, despite the turbulence, boost crypto

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Guest

Seth Ginns, Managing Partner at CoinFund
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Recent coverage of Unchained on the economy and tariffs:

Arthur Hayes on Why Tariffs Will Be Good for Bitcoin and Crypto

Bits + Bips: Why a U.S. Recession May Be Coming — And Still Isn’t Priced In

Bits + Bips: Trump’s Tariffs Are Causing Mayhem, But Will They Revive U.S. Manufacturing?

Trump Tariffs Sink Crypto, BlackRock Pumps Bitcoin’s Bags

Why Trump-Induced Stagflation Could Finally Make Bitcoin a Safe Haven

In Market Crash, What Should You Buy? Crypto VCs Are Making These Bets

Bitcoin Tops $83,000 as Tariff Pause Sends Markets Soaring
Crypto Traders See Another $1B Liquidated Amid Tariff Turbulence

Timestamps:
👋 0:00 Intro
🔁 3:23 Why Trump reversed course on the sweeping tariff announcement
📉 6:33 How tariffs ripple through crypto harder than most expect
🔍 8:38 What CoinFund is watching in macro — and where the silver linings might be
⚖️ 13:48 Why Seth urges short-term caution but sees long-term tailwinds
🚀 16:14 Could altcoins actually run? Here’s how Seth defines a real “alt season”
🏦 19:13 Is this the moment Bitcoin becomes a true safe haven asset?
💰 21:56 Will new stimulus hinge on tariffs — or something else entirely?
✅ 25:11 Why Seth is surprisingly optimistic about Trump’s crypto policy so far
📰 28:27 News Recap
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