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Bits + Bips
962 posts
Bits + Bips
@bitsandbips
Crypto meets macro podcast.
Livestreams at 4:30pm ET every Monday.
Part of @unchained_pod
- The SEC just gave crypto ETFs a major upgrade, quietly approving in-kind creations and redemptions. It may sound technical, but this is huge. Here’s why ETF insiders are celebrating 👇
- $ETH is on fire. 💰 Spot ETH ETFs had their biggest day ever: $1.01B inflows 🏦 Corporates + ETFs now hold ~8% of supply (5% in ETFs alone) 📈 Price up 45% in 30 days, with exchange balances at a 9-year low Institutions didn’t miss Bitcoin twice. They’re piling into Ethereum.
- Every cycle has its craze. Right now, it’s crypto treasury companies They’ve raised $22B this year alone, turning balance sheets into leveraged bets on crypto The twist? They’re no longer just HODLing… a thread on what could go wrong 🧵
- BREAKING: Trump will sign an executive order to open up 401(k)s to crypto, private equity, and real estate. $12.5 trillion in retirement savings is now in play. MASSIVE WIN for the industry.
- Ethereum ETFs saw $461M in net inflows on Aug 8 — more than Bitcoin’s $404M. 📏 Adjusted for market cap (BTC ≈ 4× ETH), that’s the equivalent of ~$2B in BTC inflows. ETH just had a monster day.
- JUST IN: eToro will soon offer tokenized US stocks as ERC20 tokens on Ethereum. This is part of a broader push toward a tokenized future: – 24/5 trading on 100 top US stocks & ETFs – Spot-quoted futures launched w/ CME – Tokenized equities = 24/7 access, onchain custody
- BREAKING: Powell hints at rate cuts as soon as next month “The balance of risks appears to be shifting.” Markets are RIPPING: 📈 ETH up 6%, reclaiming $4,500 💵 Dollar sinks 📉 10yr yields fall The Fed is signaling it may prioritize jobs over inflation
- The market’s in the red today But yesterday @Steven_Ehrlich heard from analysts who believe certain DeFi tokens could be positioned to shine when sentiment flips Here’s who they’re watching, and why (a thread full of alpha)
- NOW: 🚨 Circle is launching Arc — an open, EVM-compatible L1 built for enterprise-grade stablecoin payments, FX, and capital markets. USDC will be the native gas token. Public testnet coming this fall. Stripe yesterday. Circle today. Who's next?
- The smartest investors in crypto agree: the easy money era is over 🚫💸 No more billion-dollar “ideas” with no revenue This shift matters because the next wave will be real businesses with fundamentals 🧵
- Coinbase’s Q2 was weak, but is the long-term setup still bullish? @Oppenheimer's Owen Lau explains: 📉 Why trading dropped despite a crypto rally 🏛️ How JPM + PNC could make Coinbase the backend for TradFi 📦 Why the Deribit deal + Q3 rebound could be underpriced Timestamps:
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