Bits + Bips: What’s Really Driving Bitcoin—and Who’s Driving Crypto Onchain? - Ep. 919
Episode publishedPodcast: UnchainedUnchained
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Hi, everyone, and welcome to a special doubleheader edition of Bits and Bips. I'm Steve Ehrlich, executive editor of Unchained. In the first half of today's show, I'm joined by Ram Alawwalia from Lumida, Austin Campbell from Zero Knowledge Consulting, and Joshua Lim from FalconX. We break down what's really fueling this crypto rally. Is it the infamous debasement trade or something else entirely? We debate whether we've actually reached euphoria, how macro factors are shaping crypto prices, and what risks could be still lurking in the background. Then in the second half, I sit down with Ryan Y
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Are we actually at Euphoria, or is it an octave below Euphoria?
We're in a bull market. All bull markets, like, climb to some degree, both a wall of worry and certain levels of optimism. The point at which you know you're at euphoria is when all of the bears have capitulated that we're not there yet.
There is this sort of renewed interest on, like, the revenue meta of investing in crypto, which as as most stratified people just call investing.
Hi, everyone. Welcome to another episode of Bits and Bips, the show where we explore crypto and macro colliding one basis point at a time. I'm your host, Steve Ehrlich, high scribe of the Unchained Kingdom. I'm here with a few special guests. For one, returning Austin Campbell, the highest scholar of zero knowledge consulting, and a new guest, Joshua Lim, who is the high captain of the FalconX fleets. So welcome, Josh.
Thank you. Glad to be here. I'm enjoying my new title.
Yeah. Everyone all everyone always appreciates it the first time because they never know it's coming. That even goes for me the first time I joined. So, Josh, before we kind of get into everything, and I have some disclaimers to give as well, but why don't you just briefly share your bio with our audience?
Yeah, happy to be here. I run the trading business at FalconX, which is a global prime broker and trading shop. We provide liquidity across a broad range of markets, and also bilaterally, directly with counterparties, mostly consisting of hedge funds and venture firms, high net worth individuals, nowadays, a lot of corporate treasuries as well. But, yeah, most almost entirely institutional customers.
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