Bits + Bips: Why Tron’s IPO Matters & How Crypto Exchanges Will Win - Ep. 853
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In this week’s episode of Bits + Bips, the panel digs into why Tron’s rumored IPO is more than a headline, what Wall Street’s quiet shift into stablecoins signals, and how exchanges are racing to control token flow, even as regulation hangs in the balance.

They also explore:

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What the Israel–Iran conflict means for global markets, oil prices, and crypto positioning

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Whether banks can adopt stablecoins without threatening their own deposits

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If regulatory clarity will come fast enough to shape the next crypto phase

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How to tell if ETH’s revival has staying power

Sponsors:

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Bitwise)

Hosts:

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Ram Ahluwalia), CFA, CEO and Founder of Lumida

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Steve Ehrlich), Executive Editor at Unchained

Guests:

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Christopher Perkins), President of CoinFund

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- Vishal Gupta), Cofounder and CEO of True Markets.

Links

Tron and Justin Sun

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FT: Crypto group Tron to go public after US pauses probe into billionaire founder)

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Unchained: Eric Trump Claims No Public Involvement in Tron’s Nasdaq Entity)

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The Guardian: Crypto entrepreneur eats banana art he bought for $6.2m)

Israel - Iran

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WSJ: 

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Israel Takes Control of Iran’s Skies—a Feat That Still Eludes Russia in Ukraine)

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How Israel’s Mossad Smuggled Drone Parts to Attack Iran From Within)

Stablecoins and TradFi

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Unchained: 

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JPMorgan Files ‘JPMD’ Trademark, Hints at Bigger Crypto Offering)

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Coinbase and Amex Team Up on Bitcoin Card as Exchange Reveals Broad Expansion Plans)

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Bloomberg: Bessent Says $2 Trillion Reasonable for Dollar Stablecoin Market).

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WSJ: Walmart and Amazon are considering) launching U.S. dollar-pegged stablecoins 

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Reuters: French Societe Generale became) the first major bank to launch a dollar-pegged stablecoin

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The Information: Financial markets giant DTCC is exploring) a stablecoin, according to The Information)

Regulation

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Unchained: White House Rejects Ban on Conflicts of Interest in Crypto’s CLARITY Act)

Timestamps:

🎬 0:00 Intro

📰 4:18 Why Tron’s potential IPO creates a dilemma for investors, and how Justin Sun’s Trump ties play into it

🛡️ 15:58 Should exchanges like Coinbase let investors trade whatever they want?

🏦 20:47 The reason why crypto treasury companies even exist

📊 25:59 What is driving the fierce competition among exchanges

💵 34:18 Can JPMorgan, Bank of America, and other TradFi giants succeed with stablecoins?

🤔 37:58 Will stablecoins cannibalize banks’ own deposit bases?

🌍 45:51 How the Iran–Israel conflict could shake macro markets and crypto sentiment

🚀 55:37 Why Ram and Chris are calling for an ETH breakout

📜 57:47 What are the risks if crypto regulation fails?

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