The government’s about to reopen, but the debt problem hasn’t gone anywhere. Plus, DATs are trading below par and stablecoins dream of a $3 trillion market.
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The government’s about to reopen, but the economic cracks aren’t healing.
From runaway debt to DATs trading below NAV, markets are feeling the strain of unsolved macro problems.
In this week’s Bits + Bips, hosts Austin Campbell and Chris Perkins are joined by Matt Zhang of Hivemind Capital and Felix Jauvin, head of content at Blockworks and host of Forward Guidance, to unpack what happens when policy meets reality.
They discuss why a $2,000 “tariff dividend” could ignite inflation, how America’s ballooning debt is constructive for crypto, and why DATs could still have plenty of potential, despite already showing cracks.
Plus: the Bank of England’s £20K stablecoin proposal, whether $3 trillion is too low a target for the sector, and a final provocation: is XRP worth more than Ripple equity?