Show notes
In this episode of Bits + Bips, hosts James Seyffart, Noelle Acheson, and Ram Ahluwalia are joined by Alex Thorn, head of research at Galaxy Digital, to discuss the surprising mainstream buzz around XRP’s latest rally, dubbed the “most hated rally in crypto.” They also analyze the new Treasury Secretary’s ambitious economic plan and what it could mean for inflation, fiscal discipline, and market stability. Meanwhile, Ethereum struggles to reclaim its narrative as the go-to blockchain, even as its ETH/BTC ratio shows signs of life.And in a moment that captures the personal side of crypto’s rise, the team reflects on Thanksgiving table conversations, where bitcoin and digital assets became unexpected stars. Show highlights:Why the newly appointed Treasury Secretary might be the right person for the jobWhether the December rates cut is unnecessaryHow Marc Andreessen brought Operation Chokepoint 2.0 to the spotlightHow Facebook’s project Libra would have benefited the US Dollar hegemonyWhether the U.S. Congress will pass stablecoin legislation in 2025Why Ram believes Ryan Selkis would be a good Crypto CzarHow people have been asking more about bitcoin during ThanksgivingWhether the XRP rally is a negative indicatorWhat James thinks about the filings for news ETFs, such as WisdomTree’s XRPWhy Alex thinks that ETH could continue its recent rallyThe impact of MicroStrategy being added to the Nasdaq-100, aka the QQQ ETFHosts:James Seyffart, Research Analyst at Bloomberg IntelligenceRam Ahluwalia, CFA, CEO and Founder of LumidaNoelle Acheson, Author of the “Crypto Is Macro Now” Newsletter Guest:Alex Thorn, Head of Firmwide Research at Galaxy DigitalLinksPoliticsUnchained: Trump Taps Hedge Fund Manager Scott Bessent to Be Treasury SecretaryThe Trump-Connected Brad Bondi Is A New SEC Chair Contender and Pro-CryptoInvesting: How Scott Bessent Plans to Reshape the US Economy with His 3-3-3 RuleMacroInvesting: US manufacturing improves in November as orders rebound, input price gains slowOperation Chokepoint 2.0Forbes: How ‘Debanking’ Tech And Crypto Companies Could Kill BusinessesMarc Andreessen and the CFPB: Debunking the Debanking Debunkers by Nic CarterUnchained: Regulators Are Limiting Banks Serving Crypto Clients. Does That Violate the Law? Unchained: Killed By Politics, Ex-Diem Boss Says of Meta’s StablecoinXRPUnchained: XRP Becomes the Top Traded Token on Binance and Coinbase, Hits Almost 7-Year HighXRP Rallies 70% in a Week to Top Solana, Tether Market CapThe Block: WisdomTree files with SEC for spot XRP ETFEthereumUnchained: Ether Gains 19% Against Bitcoin in a Week After Months of Underperformance Timestamps: Learn more about your ad choices. Visit megaphone.fm/adchoices



