Podcast Episode Details

Bits + Bips: Why Warren Buffett's Strategy Would Lose Big Time in Crypto

Episode 830

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

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  Published on 7 months, 2 weeks ago