Show notes
Donald Trump is headed back to the White House, and the crypto markets are surging in response. This episode of Bits + Bips dives into what the election means for crypto, the potential crypto IPOs coming soon, why DeFi tokens are outperforming, and what changes in U.S. regulation could mean for investors. Ram Ahluwalia and Noelle Acheson join to explore this unprecedented moment in crypto and how inflation and policy changes may boost Bitcoin and the broader ecosystem.Show highlights:Everyone’s initial reactions to Trump’s winHow some crypto companies could have their IPO soonWhether it’s time to take profits after the substantial runWhy DeFi tokens have been the biggest winners What the next crypto spot ETF will be and whether we’ll see staking rewards for ETHWhy mainstream media didn’t see the Trump win comingWhy Ram and Alex believe that Kamala Harris was not the right candidateHow Trump won the appeal of the lower class in the U.S.Whether immigration was key to sustaining the GDP and avoiding a “hard landing”Crypto’s massive win in CongressHow much impact Elon Musk had in the outcome of the electionsHow Polymarket has become a “new source of truth,” according to RamWhy the Fed doesn’t have a need to accelerate rate cutsWhether Trump’s policies will be inflationary and whether he’ll go forward with tariffsWhether the 10-year bond will reach new highsThanks to Gemini for sponsoring this episode of Bits + Bips.Hosts:James Seyffart, Research Analyst at Bloomberg IntelligenceAlex Kruger, Founder of AsgardGuests:Ram Ahluwalia, CFA, CEO and Founder of LumidaNoelle Acheson, Author of the “Crypto Is Macro Now” Newsletter Timestamps: Learn more about your ad choices. Visit megaphone.fm/adchoices



