Why CoinFund Believes There’s Still a Strong Bull Case for Bitcoin and Crypto - Ep. 816
Unchained
Shownotes Transcript
Tariffs were back on the table, and then they weren’t. Last week, the Trump administration stunned markets with an announcement of sweeping new tariffs, including a 10% blanket rate and a 125% tariff on Chinese imports. But within days, most of those tariffs were put on a 90-day pause.
The result? A rollercoaster in equities, credit, and crypto… and plenty of questions about what’s really next.
Seth Ginns, managing partner at CoinFund, is watching all of this closely. He says the data is flashing stress, but underneath, something else is building.
In this episode, Seth breaks down:
Why tariffs hit crypto harder than most investors expected
The metrics that could signal the next macro moves and their impact on digital assets
Why he’s still cautiously bullish, even amid volatility
Whether an altcoin season is coming
Why Bitcoin’s safe haven narrative might finally be tested
Why the Trump administration’s policies, despite the turbulence, boost crypto
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Guest
- Seth Ginns), Managing Partner at CoinFund
Links
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**Recent coverage of Unchained on the economy and tariffs: **
Arthur Hayes on Why Tariffs Will Be Good for Bitcoin and Crypto)
Bits + Bips: Why a U.S. Recession May Be Coming — And Still Isn’t Priced In)
Bits + Bips: Trump’s Tariffs Are Causing Mayhem, But Will They Revive U.S. Manufacturing?)
Why Trump-Induced Stagflation Could Finally Make Bitcoin a Safe Haven)
In Market Crash, What Should You Buy? Crypto VCs Are Making These Bets)
Bitcoin Tops $83,000 as Tariff Pause Sends Markets Soaring)
Crypto Traders See Another $1B Liquidated Amid Tariff Turbulence )
Timestamps:
👋 0:00 Intro
🔁 3:23 Why Trump reversed course on the sweeping tariff announcement
📉 6:33 How tariffs ripple through crypto harder than most expect
🔍 8:38 What CoinFund is watching in macro — and where the silver linings might be
⚖️ 13:48 Why Seth urges short-term caution but sees long-term tailwinds
🚀 16:14 Could altcoins actually run? Here’s how Seth defines a real “alt season”
🏦 19:13 Is this the moment Bitcoin becomes a true safe haven asset?
💰 21:56 Will new stimulus hinge on tariffs — or something else entirely?
✅ 25:11 Why Seth is surprisingly optimistic about Trump’s crypto policy so far
📰 28:27 News Recap
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