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

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

Bitwise

James Seyffart, Research Analyst at Bloomberg Intelligence

Ram Ahluwalia, CFA, CEO and Founder of Lumida

Steven Ehrlich, Executive Editor at Unchained

Guest:

Charles Edwards, Founder of Capriole Investments

Twenty One:

Recent coverage of Unchained on Twenty One:

Why Twenty One Capital Is More About Volatility Than Bitcoin

Twenty One Aims to Buy as Much Bitcoin as Possible. Can It Succeed?

Press Release: Tether, SoftBank Group, and Jack Mallers Launch Twenty One, a Bitcoin-native Company, Through a Business Combination With Cantor Equity Partners

Does The Market Still Control Trump?

Donald Trump’s chaos has left investors with frayed nerves

4 of the Mag7 Reporting This Week

Big Tech’s Earnings Problem Is Estimates May Be Way Too High

$TRUMP

Trump's Meme Coin Dinner Contest Earns Insiders $900,000 in Two Days

Other:

​​Apollo slides

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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