Why Bitcoin Is a Leveraged Bet on Global Liquidity: Bits + Bips

Is Bitcoin’s price all about global liquidity? The gang weighs in on liquidity cycles, Solana token unlocks, the Fed’s surprising rate cuts, and bitcoin ETF options. 🔥 EPISODE LINK 🔥 CHECK OUT THE EPISODE LINKS AND DETAILS HERE 👉 unchainedcrypto.com/bits-bips/... 👈 In this episode of Bits + Bips, hosts James Seyffart, Alex Kruger, and Joe McCann are joined by Sam Callahan of The NewsBlock to explore how macroeconomic factors and liquidity conditions are driving Bitcoin’s price. They dive into the Federal Reserve's recent rate cuts, the impact of Solana's token unlocks, and why many investors are concerned about a potential liquidity crunch. Plus, the panel discusses whether Bitcoin’s price is increasingly dependent on global M2 money supply, and how BlackRock’s Bitcoin ETF options could impact the market. Is Bitcoin simply a leveraged macro bet? And could Solana’s unlocks cause a price squeeze? Show highlights: 🔹 Alex and Joe’s takeaways from Token 2049 and Solana Breakpoint 🔹 Why there’s so little attention on Bitcoin at these conferences 🔹 The SOL vs. ETH trade debate 🔹 Why Sam thinks that the Fed cut rates to help the Treasury 🔹 Whether they think inflation will persist 🔹 How China's rate cuts aim to boost its economy amidst export challenges 🔹 How Bitcoin's correlation with global liquidity can break down during speculative bull runs, despite its typical sensitivity to liquidity conditions 🔹 The pros and cons of the approval of Bitcoin ETF options 🔹 Why fears about BlackRock and Coinbase's bitcoin holdings are unfounded, according to James Sponsors: ➡️ Gemini http:/gemini.com/unchained ➡️ Stellar http:/stellar.org Hosts: ⭐️ James Seyffart, Research Analyst at Bloomberg Intelligence ⭐️ Alex Kruger, Founder of Asgard ⭐️ Joe McCann, Founder, CEO, and CIO of Asymmetric Guest: ⭐️ Sam Callahan, Current Free Agent Analyst & Scribe of the NewsBlock Timestamps: 00:00 Intro 02:55 Takeaways from Token 2049 and Solana Breakpoint 07:14 Little Bitcoin interest at conferences 12:23 The SOL vs. ETH trade debate 17:32 Sam’s view on the Fed’s rate cuts 28:55 Will inflation persist? 41:14 China’s rate cuts and economic boost 49:44 Bitcoin’s correlation with global liquidity 1:02:43 Pros and cons of Bitcoin ETF options 1:13:23 BlackRock and Coinbase Bitcoin holdings fears _______________________________________________________ #bitcoin #ethereum #crypto #cryptocurrencies ++++++++++++++++++++++++++++++++++++++++++++++++ Subscribe to our channel! CHECK OUT THE CRYPTOPIANS → www.youtube.com/watch?v=DFzunC... WEBSITE → unchainedcrypto.com UNCHAINED DAILY NEWSLETTER → unchainedcrypto.substack.com LAURA'S TWITTER → twitter.com/laurashin UNCHAINED TWITTER → twitter.com/unchained_pod FACEBOOK → www.facebook.com/unchainedwith... INSTAGRAM → www.instagram.com/laurashin/?h... LINKEDIN → www.linkedin.com/in/laurashin MERCHANDISE → unchainedpodcast.company.site ++++++++++++++++++++++++++++++++++++++++++++++++ NEW EPISODES OF UNCHAINED EVERY TUESDAY AND FRIDAY! ALONG WITH BITS & BIPS AND THE CHOPPING BLOCK Apple → podcasts.apple.com/us/podcast/... Spotify → open.spotify.com/show/1cJrrfGY... RSS Feed → feeds.megaphone.fm/LSHML476194... YOUR NO-HYPE RESOURCE FOR ALL THINGS CRYPTO!