Why Crypto Has 'a Good Setup' for the Long Term Right Now: Bits + Bips

Description

A major war broke out in the Middle East, but Bitcoin didn’t break. One veteran investor says that price action reveals something important about where crypto stands today. ========================================================================= Bits + Bips is spreading its wings Subscribe to the new YouTube channel: https://www.youtube.com/channel/UCuKiSkbYrUOOEEiYQEVPniQ ========================================================================= The U.S. and Israel have struck Iran, killing Ayatollah Khamenei, and markets are still calibrating. Oil is climbing toward $100, yields are confounding textbook expectations, and when news first broke, Bitcoin dropped to around $63,000 before recovering to roughly $70,000 during Monday's session. Equity futures that opened sharply lower also reversed, ending roughly flat vs. Friday's close. What does that price action actually mean? Is the crypto bounce a sign of structural resilience, or is it moving in lockstep with a broader risk recovery? In this episode, Steven Ehrlich sits down with Rob Hadick, General Partner at Dragonfly Capital, a veteran crypto venture investor managing hundreds of millions of dollars to work through what the Iran conflict actually means for digital assets. They also get into the stalled Clarity Act that could be crypto's biggest catalyst of the year, the rise of on-chain derivatives markets, and why one of the largest crypto-focused funds believes now is one of the best moments in history to be building in this space. Host: ⭐️ Steve Ehrlich, Host of Bits + Bips: The Interview Guest: ⭐️ Rob Hadick, General Partner, Dragonfly Timestamps: 0:00 Introduction 🌍 01:00 — What crypto's price action through the Iran strikes actually revealed 📈 04:09 — The confusing rate signal: what it means that yields went up while the dollar rises ₿ 07:44 — Why Rob says crypto's long-term outlook is the best it's ever been 🕯️ 18:48 — Downside protection: is the market mispricing Iran risk, and what can traders actually do? 📊 21:59 — How tokenized assets and 24/7 markets are reshaping weekend trading 📺 26:49 — One or two markets or signals to watch over the next few days 🏙️ 29:58 — What the war means for crypto hub Dubai, with Token2049 on the horizon 🏛️ 34:13 — Whether banks can ever accept a yield compromise on stablecoins for the Clarity Act 🗳️ 45:52 — Whether any provisions for ethics will make it into the bill 💼 48:05 — Why Dragonfly raised $650 million now and what they’re betting on ========================================================================= #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 OF UNCHAINED EVERY TUESDAY AND FRIDAY! ALONG WITH BITS & BIPS AND THE CHOPPING BLOCK Apple → https://podcasts.apple.com/us/podcast/id1123922160?ls=1 Spotify → https://open.spotify.com/show/1cJrrfGY1SKBIRn5noKSAf?si=6SI4qIcRTEO7EhOe0V9n4w RSS Feed → https://feeds.megaphone.fm/LSHML4761942757 YOUR NO-HYPE RESOURCE FOR ALL THINGS CRYPTO!