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Unchained

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

Apr 30, 2025 · 1 hr 26 min · Episode 827
0:00-1:26:45

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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:

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

  • Whether a Trump put actually exists

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

  • Why Solana ETFs might not be the smash success people expect

  • The controversial invite to the White House for $TRUMP holders

  • Why there’s a big disconnect in the markets

Guest:

Twenty One:

Does The Market Still Control Trump?

4 of the Mag7 Reporting This Week

$TRUMP

Other: 

Timestamps:

  • 👋 0:00 Introductions

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

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

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

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

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

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

  • 🔥 43:31 Can Solana holding companies follow MSTR? 

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

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

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

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


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