Are Crypto Markets Bottoming, or Is There More Pain Ahead? - Bits + Bips

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DATs may be collapsing, AI agents may be overhyped, but Omid Malekan thinks the strongest case for crypto has nothing to do with either. 🔥 EPISODE LINK 🔥 👉 https://unchainedcrypto.com/bits-bips/bits-bips-are-crypto-markets-bottoming-or-is-there-more-pain-ahead 👈 ======================================================================= Thank you to our sponsors: 👉 Fuse: The Energy Network - http://fuseenergy.com/energy-network 👉 Get off $100 off your taxes with Crypto Tax Girl - https://cryptotaxgirl.com/blog/interview-with-unchained-laura-shin/ ======================================================================= Digital asset treasuries are under pressure, and the debate over whether crypto markets are bottoming or breaking down is splitting the hosts. Ram is skeptical of institutional demand when he looks at the 13F data from institutions filing SEC reports. Chris is on the phone with institutions all day and is bullish. Omid Malekan, adjunct professor at Columbia Business School, comes in with a longer lens: he admits he contributed to the DAT hype cycle, has doubts about agentic commerce that remind him of the metaverse in 2021, and thinks the strongest argument for crypto is not a product or a token but a fact about how nation-states treat their own citizens. The conversation also covers tokenized bank deposits, the SEC's updated broker-dealer guidance on stablecoins, and what it means that the Supreme Court just struck down Trump's tariffs. ======================================================================= Hosts: ⭐️ Ram Ahluwalia, CFA, CEO and Founder of Lumida ⭐️ Austin Campbell, NYU Stern professor and founder and managing partner of Zero Knowledge Consulting ⭐️ Christopher Perkins, Managing Partner and President of CoinFund Guest: ⭐️ Omid Malekan, Adjunct Professor at Columbia Business School - https://x.com/malekanoms Timestamps: 🚀 0:00 Introduction 💀 2:50 Why Ram thinks DATs are in a death spiral and what kills them 🎈 5:52 What the Gemini IPO reveals about the whole DAT experiment 🏦 14:57 Is "institutions buying bitcoin" a myth? 🤖 25:27 Why Omid thinks AI agents in crypto have 2021 metaverse vibes 🧑‍⚖️ 33:22 The impact of the Supreme Court decision on Trump’s tariffs 🌍 35:31 How Iran proves why the world actually needs crypto right now 💵 42:53 Why stablecoin dollarization hurts corrupt regimes, not people 📋 47:19 How the SEC just quietly made stablecoins par with money markets 🏛️ 57:35 Why Omid thinks the entire levered banking system is a bad idea #bitcoin #ethereum #crypto #cryptocurrencies ++++++++++++++++++++++++++++++++++++++++++++++++ Subscribe to our channel! CHECK OUT THE CRYPTOPIANS → https://www.youtube.com/watch?v=DFzunCFXrv4 WEBSITE → https://unchainedcrypto.com UNCHAINED DAILY NEWSLETTER → https://unchainedcrypto.beehiiv.com/subscribe/ LAURA'S TWITTER → https://x.com/laurashin UNCHAINED TWITTER → https://x.com/unchained_pod FACEBOOK → https://www.facebook.com/unchainedwithlaurashin INSTAGRAM → https://www.instagram.com/laurashin/?hl=en LINKEDIN → https://www.linkedin.com/in/laurashin/ MERCHANDISE → https://unchainedpodcast.company.site/ ++++++++++++++++++++++++++++++++++++++++++++++++ NEW EPISODES: Apple Podcasts → https://podcasts.apple.com/us/podcast/unchained/id1123922160 Spotify → https://open.spotify.com/show/1cJrrfGY1SKBIRn5noKSAf RSS Feed → https://feeds.megaphone.fm/LSHML4761942757 YOUR NO-HYPE RESOURCE FOR ALL THINGS CRYPTO!