Episode Details

Crypto doesn’t reward fundamentals. It rewards attention. So what does that say about how investors, like Warren Buffett, would fare today?

In this week’s Bits + Bips, the crew dissects what’s really behind this rally, why Ethereum’s sentiment problem may run deeper than roadmap delays, and how the stablecoin bill turned into a political tug of war.

Plus:

• Apple and NFTs: why this matters more than people think

• Whether tariffs are about politics or actual policy

• Why Bessent is “the best” in the Trump administration

• And why Buffett’s era may be ending, with Portnoy rising in his place 😬

Sponsor:

• Bitwise

• James Seyffart, Research Analyst at Bloomberg Intelligence

• Alex Kruger, Founder of Asgard

• Ram Ahluwalia, CFA, CEO and Founder of Lumida

• Katalin Tischhauser, Head of Research at Sygnum Bank

Macro 

• Bloomberg: Trump Suggests Some Trade Deals May Come as Soon as This Week - 

• Asymmetric Market Update™️ #29

• May 2025 Newsletter: A Trade Breakdown - Lyn Alden

• Stagflation bears are wrong?

• Reuters: Dollar slips as Taiwan dollar surge sparks revaluation talk

• WSJ: 

• Tariffs Threaten Semiconductor Supply Chains, Chip-Equipment Maker Warns

• Bessent’s oped: Trump’s Three Steps to Economic Growth

• Buffett on Tariffs

• Buffet: The Natural Course of Government is to make Currency worth less overtime

ETH pivot

• Unchained: 

• Ethereum Gave Away Too Much for Too Long. Will Its Pivot Be Enough?

• Ethereum Ecosystem Shifts Toward User Focus

• Ethereum Developers Vote EOF Out of Fusaka Hard Fork

• Vitalik Buterin Proposes Replacing Ethereum Virtual Machine

• Th