Bits + Bips: Why ETH Is Soaring and How Long The Rally Can Continue

Episode 886

Ethereum’s rally has captivated the market, but is it really about the GENIUS Act and stablecoins, or just raw flows?

In this episode of Bits + Bips, Alex Kruger, Ram Ahluwalia, Steven Ehrlich, and special guest Sid Powell of Maple Finance, dive deep into what’s driving ETH, the macro forces shaping crypto’s next leg up, and whether traders are completely wrong about the Fed’s next moves.

From the potential flood of TradFi capital onto the blockchain, to the battle for stablecoin dominance, to whether Solana is about to get a major boost, the conversation dissects the signals in today’s market.

Hosts:

Alex Kruger, Founder of Asgard
Ram Ahluwalia, CFA, CEO and Founder of Lumida
Steven Ehrlich, Executive Editor at Unchained

Guest:

Sid Powell, CEO & Co-Founder of Maple Finance

Links:

CoinDesk.

Timestamps:

🎬 0:00 Intro

🚀 2:52 Why ETH has been rallying so aggressively

💪 10:14 Why Alex says the ETH rally will continue

📉 12:53 How BitMine and SBET ended up with such wildly different mNAVs

🧾 14:07 How treasury companies are planning to deploy their crypto onchain

🏛️ 18:45 What TradFi institutions are looking for in Maple and other onchain finance apps

📊 28:07 What Alex is watching to signal the next breakout in crypto prices

⛏️ 32:57 Who really makes money during this new gold rush?

🔥 42:15 Why SOL could be on the verge of a big announcement

🧠 44:58 What Ethereum’s core purpose is in this new market cycle

🌍 47:34 How macro indicators are sending mixed signals

🤖 54:31 What the NVDA and

Published on 2 weeks ago

Podcast Episode Details

Bits + Bips: Why ETH Is Soaring and How Long The Rally Can Continue