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Markets are nervous, liquidity is drying up, and political messaging is inconsistent at best.
In this week’s Bits + Bips, the crew unpacks the shifting mood across capital markets and what it will take to bring back the risk-on energy. From Trump’s high-stakes tariff strategy to whispers of deregulation, tax cuts, and even capital flooding, the stakes are rising.
Plus:
What would trigger a “Trump put”
Will crypto finally benefit from the global chaos?
Whether the devaluation of the yuan could be a big moment
And how animal spirits might return… if they’re properly incentivized

Bits + Bips: Who Wins If the GENIUS Act Passes, and Is Bitcoin’s Rally Over?

Pump.fun Just Raised $600M. What Does This Mean for DeFi, Solana & Social Media?

The Chopping Block: Paul Grewal on Regulation, Tokenization, and Crypto’s Next Legal Frontier

Why Phantom Is Launching Perps + Why Bit Digital Ditched BTC for ETH