In this episode of Bits + Bips, hosts James Seyffart, Ram Ahluwalia, and Noelle Acheson are joined by Jamie Coutts to analyze Ethereum’s breakout and its improving fundamentals, how China’s “moderately loose” policy stance is changing the global liquidity landscape, and the pro-market implications of Paul Atkins leading the SEC. They also explore Jerome Powell’s and Putin’s takes on Bitcoin, the controversial CBOE withdrawal of the Solana ETF filing, and the role of Bitcoin in geopolitics.Show highlights:How the employment data showed some mixed reactions in regard to next steps for the FedWhether China will start a new era of augmented liquidity Why the U.S. dollar getting stronger is bad for crypto pricesHow bitcoin is not a competitor to the U.S. dollarThe significance of David Sacks as Crypto & AI CzarWhy everyone believes that Atkins in the SEC is very positive for marketsWhether China will pivot and adopt friendlier crypto regulation Putin’s remarks on the role of bitcoinWhy CBOE withdrew its SOL ETF filingJamie’s analysis on how liquidity affects prices and where we’ll see a top Why Ram thinks that MSTR has peakedWhy Jamie believes that ETH will continue its momentum and perform better than the broader marketWhy Microsoft and Amazon might adopt bitcoin on their balance sheetWhether the breakthrough in quantum computing will disrupt BitcoinHow Solana’s daily fees have grown to a significant percentage of the L1 landscapeHosts:James Seyffart, Research Analyst at Bloomberg IntelligenceRam Ahluwalia, CFA, CEO and Founder of LumidaNoelle Acheson, Author of the “Crypto Is Macro Now” Newsletter Guest:Jamie Coutts, Chief Crypto Analyst at Real VisionLinksChina Rally:China Politburo policy shift spurs surge in stocks, bonds | ReutersChina Eases Overall Monetary Policy Stance for First Time in 14 YearsFed and Powell:Decrypt: Fed Chair Jerome Powell Likens Bitcoin to Gold, Says It’s Not Dollar Rival Timestamps: Learn more about your ad choices. Visit megaphone.fm/adchoices