Bitcoin and SOL are flirting with all time highs, Ethereum is lagging behind, and the next six months could define the trajectory of crypto markets. In this episode of Bits + Bips, James Seyffart, Alex Kruger, and guest David Grider unravel the key stories driving the space: What could a meeting between Trump and Coinbase’s Brian Armstrong mean for crypto policy? Could a new Treasury Secretary pick become the industry’s biggest ally? And is Ethereum’s underperformance hiding a major comeback?Plus, what crypto categories might be winners in the near future.Show highlights:What the potential meeting of Trump with Brian Armstrong showsWhich pick for the Treasury Secretary position would be most positive for cryptoWhether Michael Saylor has been driving the bitcoin marketWhether rate cuts are coming in December and what impact it’s having on the marketsHow tariffs are not as bad as people think, but massive deportation is, according to AlexWhy a potential Treasury General Account (TGA) rundown would be bullish for the marketsWhether traders will be taking profits at the $90,000 bitcoin levelHow ETH has been underperforming and why David sees a silver liningHow the lack of institutional interest in ETH has changed dramatically since the electionWhy David is so optimistic about restaking across different ecosystemsWhat the outlook for crypto regulation looks like in the near future and what will benefit the industryWhy James believes that we’ll have in-kind creations and redemptions for bitcoin ETFs under new SEC leadershipWhat the future trajectory of bitcoin’s price is and the role of a strategic bitcoin reserveHow different categories within crypto will perform in the marketsHosts:James Seyffart, Research Analyst at Bloomberg IntelligenceAlex Kruger, Founder of AsgardGuest:David Grider, Partner at Finality CapitalLinksTrump and politics:Unchained: Donald Trump to Meet Coinbase CEO Brian Armstrong: ReportTruth Social in Talks to Acquire Crypto Platform BakktWho Might Trump Pick for S.E.C. Chair? This Is Who Jay Clayton Hopes to SeeThe Trump-Connected Brad Bondi Is a New SEC Chair Contender and Pro-CryptoA Degen Administration? Why the Crypto Czar May Be Allowed to Own TokensMarkets:Unchained: Spot Ether ETFs See Record $515 Million Weekly InflowsSolana dApps See Massive Fees Amid Memecoin FrenzyBitcoin ETF options:Unchained: Bitcoin Hits New All Time High as IBIT’s First-Day Volume Nears $1.9 Billion Why Bitcoin ETF Options Could Unlock Massive Amounts of Capital for CryptoTimestamps: Learn more about your ad choices. Visit megaphone.fm/adchoices