Despite the tariff markets turmoil, two executives dealing with institutional players believe the next leg of the crypto bull run is brewing.
The crypto markets are at a crossroads. While macro chaos—tariff whiplash, rising yields, and inflation fears—continues to dominate headlines, bitcoin has barely budged. And some say that’s exactly the signal.
In this episode, Matt Hougan of Bitwise and Matthew Sheffield of FalconX join Laura to unpack the tension between short-term volatility and long-term conviction. They explore why this cycle may look very different from previous ones, how institutional capital is navigating crypto, and whether we’re entering a new era defined by fundamentals, not just narratives.
Plus: Why bitcoin might hit $200K, what Ethereum needs to reclaim momentum, and the real potential of DeFi under this new administration.