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cover of episode Bits + Bips: Why It’s Time to Be More Bullish on Bitcoin - Ep. 827

Bits + Bips: Why It’s Time to Be More Bullish on Bitcoin - Ep. 827

2025/4/30
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While it’s been a calmer week in the markets (thank God!), there’s a lot to talk about!

This week on Bits + Bips, hosts James Seyffart, Ram Ahluwalia, and Steven Ehrlich, along with guest Charles Edwards of Capriole Investments, dive into:

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Whether it’s time to be bullish on all crypto assets

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Whether a Trump put actually exists

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The risks behind bitcoin treasury companies like the new Twenty One Capital

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Why Solana ETFs might not be the smash success people expect

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The controversial invite to the White House for $TRUMP holders

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Why there’s a big disconnect in the markets

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Bitwise)

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James Seyffart), Research Analyst at Bloomberg Intelligence

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Ram Ahluwalia), CFA, CEO and Founder of Lumida

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Steven Ehrlich), Executive Editor at Unchained

Guest:

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Charles Edwards), Founder of Capriole Investments

Twenty One:

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Recent coverage of Unchained on Twenty One: 

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Why Twenty One Capital Is More About Volatility Than Bitcoin)

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Twenty One Aims to Buy as Much Bitcoin as Possible. Can It Succeed?)

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Press Release: Tether, SoftBank Group, and Jack Mallers Launch Twenty One, a Bitcoin-native Company, Through a Business Combination With Cantor Equity Partners)

Does The Market Still Control Trump?

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Donald Trump’s chaos has left investors with frayed nerves)

4 of the Mag7 Reporting This Week

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Big Tech’s Earnings Problem Is Estimates May Be Way Too High)

$TRUMP

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Trump's Meme Coin Dinner Contest Earns Insiders $900,000 in Two Days)

**Other: **

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​​Apollo slides)

Timestamps:

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👋 0:00 Introductions

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🧠 3:22 Is the market controlling Trump or is Trump controlling the market?

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📈 8:51 Can investors trust it if there’s a positive earnings season?

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🚚 14:13 How tariffs are hitting supply chains and consumer goods

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🏛️ 19:25 Is Twenty One Capital a threat to MicroStrategy?

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⛏️ 31:19 What is the future of bitcoin miners?

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⚡ 34:42 Will the Bitcoin corporate flywheel eventually break?

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🔥 43:31 Can Solana holding companies follow MSTR? 

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🇨🇦 48:19 Wen Solana ETFs? \Poor early trading trends in Canada

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🤔 53:50 Is there a silver lining to $TRUMP?

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📊 1:06:30 Bitcoin strength: time to be bullish?

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🌍 1:14:24 Macro wrap-up with tariffs, rate cuts, and global market risks

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