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Unchained
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Bitcoin crossed the $100,000 mark, only to slump back down on Tuesday, sparking debates about what’s next for the crypto markets. In this episode, James Seyffart and Alex Kruger are joined by Charles Edwards of quant fund Capriole Investments to break down the macro trends shaping Bitcoin’s trajectory. From Trump’s inauguration to the Fed’s looming decisions on quantitative tightening, they analyze the key factors influencing risk assets. Plus, they unpack the premium on MicroStrategy’s BTC holdings, the future of AI agents in crypto and whether AI agent swarms might someday hire humans, and their bold predictions —supercycle? SOL ETFs?—for 2025.
Bits + Bips: AI Jobs Wipeout, Bitcoin as a Risk-Off Asset and Few Rate Cuts
How New Stablecoin Startup Bridge Got Acquired by Stripe for $1.1 Billion
Why Travis Kling Thinks Not Looking at AI Agents Would Be 'a Big Mistake'
The Chopping Block: Debanking Drama, Crowdsales, and the Future of Crypto Regulation