Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Laura Shin. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Laura Shin or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Bits + Bips: How Wall Street Could Make a Killing off the Next Crypto Winter - Ep. 908

1:01:39
 
Share
 

Manage episode 508028658 series 1822984
Content provided by Laura Shin. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Laura Shin or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Markets had a flood of liquidations on Monday, and traders lost over $1.5 billion in positions. So, why are liquidations spiking? Is this a warning or a blip?

Also, could a flood of DAT issuance be setting the stage for not just a crypto winter, but a crypto “nuclear” winter? If so, hedge funds and market structure could accelerate the pain.

This week on Bits + Bips, Steven Ehrlich, Ram Ahluwalia, Austin Campbell, and Vinny Lingham talk about why mNAVs could compress and whether even MicroStrategy’s stack is more fragile than it looks.

They debate the bull case for gold (yes, even at these ATHs), how tokenized stocks and changing reporting cadences could open new insider edges, and what the U.S. macro picture looks like.

Thank you to our sponsors!

  • Walrus: Scalable storage that lets you publish, deliver, and program any data, onchain.

  • Xapo: Where Global Banking Meets Bitcoin

Hosts:

Guests:

Timestamps:

🎬 0:00 Intro

💥7:39 Why Monday’s liquidations spiked and what triggered $1.5B in losses

📊 11:18 How a shift away from quarterly reporting could change markets

🕵️ 14:16 How tokenized stocks might hand insiders a massive edge

🐻 22:05 Why Vinny is bearish right now and why Ram disagrees

🥇 24:25 Why gold might still have upside, even at record highs

📉 28:59 Whether the flood of DATs will end in brutal consolidation

⚡ 35:49 Could even MicroStrategy blow up under market stress?

✅ 48:17 What SEC clearing the path for ETFs really signals for crypto

📈 54:23 Ram’s stock picks in this environment

⚠️ 56:00 Why Austin sees a looming breakdown in the U.S. economy

😌 58:02 Why Vinny doesn’t feel the need to take big risks right now

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

967 episodes

Artwork
iconShare
 
Manage episode 508028658 series 1822984
Content provided by Laura Shin. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Laura Shin or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Markets had a flood of liquidations on Monday, and traders lost over $1.5 billion in positions. So, why are liquidations spiking? Is this a warning or a blip?

Also, could a flood of DAT issuance be setting the stage for not just a crypto winter, but a crypto “nuclear” winter? If so, hedge funds and market structure could accelerate the pain.

This week on Bits + Bips, Steven Ehrlich, Ram Ahluwalia, Austin Campbell, and Vinny Lingham talk about why mNAVs could compress and whether even MicroStrategy’s stack is more fragile than it looks.

They debate the bull case for gold (yes, even at these ATHs), how tokenized stocks and changing reporting cadences could open new insider edges, and what the U.S. macro picture looks like.

Thank you to our sponsors!

  • Walrus: Scalable storage that lets you publish, deliver, and program any data, onchain.

  • Xapo: Where Global Banking Meets Bitcoin

Hosts:

Guests:

Timestamps:

🎬 0:00 Intro

💥7:39 Why Monday’s liquidations spiked and what triggered $1.5B in losses

📊 11:18 How a shift away from quarterly reporting could change markets

🕵️ 14:16 How tokenized stocks might hand insiders a massive edge

🐻 22:05 Why Vinny is bearish right now and why Ram disagrees

🥇 24:25 Why gold might still have upside, even at record highs

📉 28:59 Whether the flood of DATs will end in brutal consolidation

⚡ 35:49 Could even MicroStrategy blow up under market stress?

✅ 48:17 What SEC clearing the path for ETFs really signals for crypto

📈 54:23 Ram’s stock picks in this environment

⚠️ 56:00 Why Austin sees a looming breakdown in the U.S. economy

😌 58:02 Why Vinny doesn’t feel the need to take big risks right now

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

967 episodes

모든 에피소드

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play