Under Trump, the First Crypto President, Where Will Markets Go? - Ep. 732

With a friendlier regulatory environment in sight, will crypto finally get its moment?
Jeff Park, head of alpha strategies at Bitwise, joins Unchained to break down what a pro-crypto approach in Washington could mean for the industry, why DeFi tokens such as UNI are thriving, and whether Bitcoin has a place as a strategic national asset.
Plus, Park shares insights into how China will respond to Trump’s economic measures and explains what he means by the “radical portfolio” thesis.
Tune in to find out how this new political era could set the stage for crypto’s long-awaited breakout.
Show highlights:

Jeff’s main takeaways from the intersection of crypto and politics this cycle

Whether crypto has become a partisan issue

Why Jeff highlights the usefulness of Polymarket to track the chances of each candidate

Why Uniswap’s token UNI outperformed the broader market

What sectors of the industry could boom with more regulatory clarity

Whether the idea of using bitcoin as a strategic reserve is feasible

How China will respond to Trump’s economic measures

What is the “radical portfolio” thesis and what’s bitcoin’s role in it

Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com
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Polkadot

Mantle’s FBTC

Guest

Jeff Park, Head of Alpha Strategies at Bitwise

The Radical Portfolio Theory

Links
Unchained:

Ether Breaks Past $2,800 to 3-Month High Following Trump’s Victory

DeFi Tokens Jump on Hopes That Trump Will Provide Crypto Regulatory Clarity

Bitcoin Just Gained $100 Billion in Market Cap Overnight. Is it Time to Take Profits?

Bitcoin Hits New All-Time High of $75,000

What Gary Gensler Could Still Do Against Crypto in His Remaining Days as SEC Chair

Haralabos Voulgaris’s tweets on gambling:

Expressing concern about gambling addiction

Contrasting gambling now vs. when he started

His opposition to how much gambling is promoted

Timestamps:

00:00 Intro

01:13 Key takeaways on crypto’s role in politics

02:38 Has crypto become a partisan issue?

06:47 Why Polymarket is crucial for tracking election odds

09:29 Why UNI is outperforming the market

11:56 Which sectors could thrive with regulatory clarity?

15:07 Could Bitcoin become a national strategic reserve?

18:32 How might China respond to Trump’s economic policies?

20:17 What is the “radical portfolio” thesis?

29:57 Crypto News Recap

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