Market Volatility, Stablecoin Regulation, and Saylor’s Next Move | Roundup
Episode publishedPodcast: Bell CurveBell Curve
Transcript preview
Preview only
I think Tether is gonna be the biggest financial institution on the planet, and there's really not much that anybody can do to stop that because a lot of the growth is coming from overseas. And, like, it's gonna be interesting to see what happens, but I I think diversifying cash is smart, and I think the circle IPO is gonna be a big tell on, you know, what exactly is happening under the hood of both these companies.
This episode is brought to you by Ares Markets. To learn more about Ares Markets, follow the link in the show notes below. Hey, everyone. Quick disclaimer before we get into today's episode. Nothing said on bell curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and the views expressed by anyone on the show are solely our opinions, not financial advice. Our guests and I may hold positions in the companies, funds, or projects discussed. Alright, Welcome back to another Bell Corp Roundup. Got me and Vince this week. Vince, how you doin
doing well. How you doing?
Jim, doing well, man. Doing well. Alright. We got a lot of stuff to cover, but before we get into it, I wanna give a quick shout out to Aave. Aave is one of the largest and most trusted oldest protocols in all of DeFi. They've got about $20,000,000,000 worth of TVL. You know, you can head over there, borrow, you can lend, you could swap, you can do whatever. And, yeah, definitely go check them out and, yeah, tell them that I sent you. So thanks, Albert, for making this possible. Alright. Let's get on with it. We got a bunch of stuff to cover this week. Q five is finally here. We're gonna be ta
Yeah. I mean, it's been a volatile, like, eight days. Like, January 31, we do our we do our month our marks monthly. So we're looking at this last night. It was, like, you know, Bitcoin was at, like, a hundred and 5 and, like, ETH was at, like, 34 and, like, there was that massive wick. And, like, the rumor floating around is that some, you know, OTC desk somewhere got basically carded out on, like, a $400,000,000 ETH long that Yeah. Liquidation price of, like, $21.50. And, like, you look at the Bybit, you look at the Bybit Bybit liquidation chart, and it's like like, the literal exact bottom
Yeah. With the big exception of of Bitcoin here, obviously, which has been super strong. But we can talk about that a little bit when we start talking about micro strategy or strategy, I guess, as they rebranded to. But, you know, in terms of the actual tariffs, I think the thing that the market is trying to get a sense of, is this a Trump negotiation tactic, or does he actually want to lobby these tariffs? And I think Scott Bessen actually proposed something like a blanket 2.5% tariff or, like, a an attempted global tariff or something like that. Trump has gone for a more targeted strategy, w
think he just has to do them because he said he would. I don't know if his heart's really in it as much. And, you know, like, if you apply tariffs to China, Mexico, and Canada, that's, like, 3,000,000,000,000 of goods a year. And let's say you put a 25% tariff on everyone, which is, like, potentially extraordinarily disruptive to the global economy, that's, like, 750,000,000,000 of revenue. That helps plug the plug the gap a little bit. You know, it'd be like an additional 20% of revenue for The US, which is not nothing. But at the same time, like, Elon is roughly on pace to cut a billion a da
think it is too. I'd have to agree. I think it's hard. You know, people like to talk about the four year cycle for crypto in general. I think, CMS Holdings
Keep exploring with a free account.
A free account preserves the short preview. Upgrade to Pro for the full transcript and episode chat.