Episode Details

This week on Bits + Bips, the panel tackles the biggest themes driving crypto: Circle’s triumphant IPO, ETH’s institutional tailwinds, and the fast-shrinking Bitcoin supply on exchanges. Plus, what Gemini’s IPO ambitions tell us about the state of exchanges, and whether Ram’s call for a BTC breakout is about to hit.

Also on the docket:

• Is Circle really worth its sky-high valuation?

• Why exchange fees are stuck in the 1970s

• ETH: the quiet trade that might be heating up

Oh, and yes, they talk about the Trump–Elon feud too 😅

Sponsors:

• Bitwise
  

• James Seyffart, Research Analyst at Bloomberg Intelligence

• Ram Ahluwalia, CFA, CEO and Founder of Lumida

• Steve Ehrlich, Executive Editor at Unchained

Guest:

• Sal Ternullo, Managing Partner at A100x Ventures

• The Conversation: The blow-up between Elon Musk and Donald Trump has been entertaining, but how did things go so bad, so fast?

• Unchained:

• Stablecoin Giant Circle Raises $1.1 Billion in Its IPO

• Early Circle Backer Slams IPO in Expletive-Filled Letter 

• BlackRock’s IBIT Becomes Fastest-Ever ETF to Top $70B 

• Blockworks: Gemini files confidential S-1 with SEC in road to IPO

• The Block: 

• Trump’s Truth Social files S-1 with SEC for Bitcoin ETF

• 15-day streak brings Ethereum ETFs to record high cumulative inflow value

• Metaplanet unveils $5.4B equity raise plan to accelerate bitcoin accumulation

• Cointelegraph: Bitcoin supply shock? Percentage of BTC on exchanges nears 2018 levels

• CoinDesk: 

• MSTR Boosts Stack Again

• Strategy to Raise Nearly $1B With STRD Preferred Stock Offering to Accumulate BTC

• Bloomberg: Metaplanet’s shares surged 22% after unveilin