Episode Details

Bitcoin dropped under $69K even as the SEC and CFTC create more clarity for crypto, and agentic commerce looks like it will reshape the sector.

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Thank you to our sponsor, MultiChain Advisors

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Bitcoin dropped under $69K after the Fed, ECB, and Bank of England all held rates steady this week, while Australia hiked. Kaiko's Laurens Fraussen joins to explain what's actually happening beneath the surface, from collapsing liquidity to a quiet geographic shift in who's buying.

He also makes the case that agentic commerce could reshape how crypto payments work entirely and we break down why the market mostly shrugged at the latest crypto guidance from the SEC and CFTC.

Host:

• ⁠⁠⁠⁠⁠Steven Ehrlich⁠, Host of Bits + Bips: The Interview

Guest:

• ⁠Laurens Fraussen, Research Analyst at Kaiko

Links:

Bitcoin, Markets, and the Iran Conflict

Bitcoin Holding at $70,000 as Iran War Stokes Inflation Concerns — Bloomberg

These 3 Charts Show Bitcoin’s War-Linked Selloff Keeps Shrinking as Iran Conflict Worsens — CoinDesk

What Bitcoin’s Falling Hash Rate Might Mean for Prices — CoinDesk

What’s Next for Bitcoin Price Amid Iran War and Oil Prices Surge — DL News

Central bank rate decisions

Fed Interest Rate Decision March 2026: Holds Rates Steady — CNBC

Fed Meeting Recap: Powell Says Inflation Isn’t Coming Down as Much as ‘Hoped’ — CNBC

Bank Rate Maintained at 3.75%, March 2026 — Bank of England

ECB, BOE, Swiss National Bank, Riksbank Interest Rate Decisions — CNBC

ECB Holds Rates, Predicts 2.6% Inflation for 2026 — Central Banking

SEC/CFTC Interpretive Guidance

SEC Clarifies the Application of Federal Securities Laws to Crypto Assets — SEC.gov

Joint Interpretation From the SEC and CFTC on Certain Types of Crypto Assets — Free Writings & Perspectives

SEC Names Bitcoin, Ether, Solana and 13 More Crypto Assets Digital Commodities — FinTech Weekly