Bits + Bips: How to Reignite Market Confidence Amid Tariff Turmoil - Ep. 818

Markets are nervous, liquidity is drying up, and political messaging is inconsistent at best.
In this week’s Bits + Bips, the crew unpacks the shifting mood across capital markets and what it will take to bring back the risk-on energy. From Trump’s high-stakes tariff strategy to whispers of deregulation, tax cuts, and even capital flooding, the stakes are rising.
Plus:

What would trigger a “Trump put”

Will crypto finally benefit from the global chaos?

Whether the devaluation of the yuan could be a big moment

And how animal spirits might return… if they’re properly incentivized

Show highlights:
Sponsors:

Bitwise

Hosts:

James Seyffart, Research Analyst at Bloomberg Intelligence

Joe McCann, Founder, CEO, and CIO of Asymmetric

Ram Ahluwalia, CFA, CEO and Founder of Lumida

Noelle Acheson, Author of the “Crypto Is Macro Now” Newsletter

Links

Newsweek: Steve Bannon's 'Flood the Zone' Strategy Explained Amid Trump Policy Blitz

Cointelegraph: Senator Tim Scott is confident market structure bill passed by August

CoinDesk: Donald Trump's Memecoin Faces Massive $320M Token Unlock Amid Record Low Price

Decrypt: Canada to Launch 'World First' Spot Solana ETFs With Staking This Week: Balchunas

YouTube: The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein

Bloomberg: Investors Fear Another Big Blowup of Basis Trade as Treasuries Lose Haven Status

Wall Street Journal: China’s March Lending Jumped on Government Stimulus Push

CoinTelegraph: Bitcoin Shows Growing Strength During Market Downturn — Wintermute

Timestamps:
👋0:00 Intro
🥊 1:54 Who won the All-In Sacks vs. Summers debate?
🌍 8:01 Why Trump’s 130-country strategy might reshape global trade
💧 18:32 Does the market have a creeping liquidity crisis?
📈 26:15 What might actually make Trump pivot before the midterms
📉 32:18 How hedge funds are quietly bracing for more chaos
🥇 36:52 Why gold and crypto are standing out in this macro mess
🎭 40:15 How Trump’s love of media attention impacts his strategy
🚀 48:02 What might finally reignite serious crypto interest
🧠 53:01 Can investor confidence return without real economic momentum?
💣 1:08:27 Why the yuan’s devaluation could be a major crypto inflection point
🐉 1:14:02 Ram’s strategy to disrupt China’s power plays
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