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2025-06-04
Bits + Bips: How Bitcoin Treasuries Are and Aren't Like the SPAC Bubble
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About the episode

The Bitcoin Conference in Vegas is getting more political. Crypto treasury companies are exploding across the globe. And macro markets are flashing mixed signals, with geopolitics entering the chat.
In this episode of Bits + Bips, the panel dives into:
Key takeaways from Bitcoin 2025
The possible bubble forming around Bitcoin treasuries
How the SEC is fighting back against staking in ETFs
Whether Ethereum is finally catching up
How Ukraine just redefined trade risks
Why ETFs have seen so much inflows since the market bottom
How AI will impact growth and the job market
And … why James hates Las Vegas 😀

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