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After the U.S. and China announced a 90-day pause on tariffs, signaling a massive de-escalation of the trade wars, markets rallied.
In this week’s Bits + Bips, the panel covers the biggest macro and crypto forces in motion right now:
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- Will US-China tariff reset reshape the global economy, or just kick the can down the road?
- America’s ballooning deficit and why politicians are spending like it’s wartime.
- Why some think ETH has a unique lane to outperform.
- How policymakers ignore the power of the crypto community at their own risk.
- Plus: Saylor copycats, Solana’s risk-reward balance, and whether stagflation or recession is still in the cards.
Sponsors:
Hosts:
- Ram Ahluwalia, CFA, CEO and Founder of Lumida
- Steve Ehrlich, Executive editor at Unchained
Guests:
- Peter Tchir, Head of Macro Strategy at Academy Securities
- Zach Pandl, Head of research at Grayscale
Links
- POLITICO: Trump: The EU is ‘nastier than China’
- David Bailey and Bitcoin-Native Holding Company Nakamoto Announce Merger with KindlyMD® to Establish Bitcoin Treasury
- Unchained: Michael Saylor Copycats Rush to Win the Solana Rat Race. Can Lightning Strike Twice?
- Reuters: Brokerages Scale Back Recession Odds After U.S.-China Trade Truce
- White House: Joint Statement on U.S.-China Economic and Trade Meeting in Geneva
- McKinsey: Chinese Consumption Amid the New Reality
- CBS: U.S. Could Face Default by August if Congress Doesn’t Address Debt Ceiling, Bessent Says
Stablecoin bill drama
- Unchained:
