Episode Details
Back to EpisodesSell the Tariffs, Buy the Dip
Description
In this ABCD Roundup, we discuss how tariff tensions can reshape global markets and drive a flight to financial quality. We also discuss the potential broader impact of U.S.– China tariffs on AI infrastructure buildouts and capital spending. We then highlight Bitcoin's relative stability and the growing role of stablecoins. We connect the dots to MoonPay's acquisition of Iron and why infrastructure around onramps matters more than ever. Finally, we explore the surge in on-chain real-world assets (RWAs), with a spotlight on tokenized private credit.
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