Bits + Bips: Trump Won and the Question Is: Do You Have Enough Crypto? - Ep. 731

Donald Trump is headed back to the White House, and the crypto markets are surging in response.
This episode of Bits + Bips dives into what the election means for crypto, the potential crypto IPOs coming soon, why DeFi tokens are outperforming, and what changes in U.S. regulation could mean for investors. Ram Ahluwalia and Noelle Acheson join to explore this unprecedented moment in crypto and how inflation and policy changes may boost Bitcoin and the broader ecosystem.
Show highlights:

Everyone’s initial reactions to Trump’s win

How some crypto companies could have their IPO soon

Whether it’s time to take profits after the substantial run

Why DeFi tokens have been the biggest winners

What the next crypto spot ETF will be and whether we’ll see staking rewards for ETH

Why mainstream media didn’t see the Trump win coming

Why Ram and Alex believe that Kamala Harris was not the right candidate

How Trump won the appeal of the lower class in the U.S.

Whether immigration was key to sustaining the GDP and avoiding a “hard landing”

Crypto’s massive win in Congress

How much impact Elon Musk had in the outcome of the elections

How Polymarket has become a “new source of truth,” according to Ram

Why the Fed doesn’t have a need to accelerate rate cuts

Whether Trump’s policies will be inflationary and whether he’ll go forward with tariffs

Whether the 10-year bond will reach new highs

Thanks to Gemini for sponsoring this episode of Bits + Bips.

Hosts:

James Seyffart, Research Analyst at Bloomberg Intelligence

Alex Kruger, Founder of Asgard

Guests:

Ram Ahluwalia, CFA, CEO and Founder of Lumida

Noelle Acheson, Author of the “Crypto Is Macro Now” Newsletter

Timestamps:

00:00 Intro

01:57 Reactions to Trump’s election win

03:13 Which crypto companies might IPO soon?

09:28 Is it time to take profits in crypto?

17:30 Why are DeFi tokens surging?

20:31 What’s next for crypto ETFs and ETH staking rewards?

28:00 Why mainstream media missed Trump’s victory

33:44 Ram’s thoughts on Kamala Harris’s candidacy

43:52 How Trump gained appeal with lower-income voters

45:41 Did immigration help sustain GDP?

53:11 Crypto’s big win in Congress

56:53 Elon Musk’s influence on the election outcome

1:04:10 Is Polymarket becoming a “new source of truth”?

1:10:30 Why the Fed may not need faster rate cuts

1:13:26 Will Trump’s policies drive inflation?

1:17:08 Will the 10-year bond hit new highs?

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