Transcript preview
Preview only
Hey, all. Just a heads up that this episode was live streamed Monday at 04:30PM eastern. Bits and bips will be live streamed every week going forward now on Mondays at that time after the markets close. Be sure to join us on x or YouTube. We're
probably not gonna see a big pivot from the White House on tariffs in the next week. So for me, the song remains, the same. You're supposed to be avoiding assets that are, at the center of the storm, which are really large cap US equities and favoring, assets, that benefit from this sort of stagflationary environment. And for me, that is scarce commodities, gold, copper, and most importantly, Bitcoin. I mean, for me, this is really Bitcoin's moment, and, and, you know, it's exactly the type of reason why, you know, macro people, get involved in, in the in the Bitcoin trade is for because, we a
Hi, everyone. Welcome to Bits and Bits, exploring how crypto and macro collide one basis point at a time. I'm your host today, Steven Ehrlich, high scribe of the unchained kingdom, and I'm here with Alex Krueger, Krueger macro of House Asgard, Protector of the realm, Ram Aluwalia, maestro of wealth, leader of Lumida, and our special guest, Zach Handel, truth seeker of the asset realms at Grayscale Investments. Welcome everybody. And, Zach, why don't you just take a minute to introduce yourself?
Thanks, Steven. Great to be on on the show. Zach Pandell, head of research at, Grayscale. I've been a markets analyst for for twenty years. Prior to full time crypto, I was an economist and macro strategist on on Wall Street covering all masses. And, yeah, I I, you know, discovered Bitcoin and became convinced that of all the macro assets out there, Bitcoin had the most compelling outlook, of anything on on the board. And I just needed to, you know, be be fully in the crypto, for the rest of my career. So abandoned the, full time macro and, and joined the GreyScout. And it turns out, fortunate
Yeah. You're officially not one of us. So we're here to discuss the latest stories in the worlds of crypto and macro. Just remember that nothing we say is investment advice. Check Unchained.com back slash bit.
Alice were right. That isn't best of True. Alice were right. That isn't best of advice. You
can give us full credit at that point.
Okay. But before we begin, let's just take a quick minute to hear from the sponsors who make the show possible.
Crypto moves fast. It's why Bitwise launched the weekly CIO memo, a jargon free summary of what's moving crypto markets written by one of the best in the business, CIO, Matt Hogan. Get up speed in five minutes or less. Check it out at bitwiseinvestments.com/ci0memo. Carefully consider the extreme risks associated with crypto before investing. Big news. Unchained just launched a brand new newsletter, Bits and Bits. Just like this podcast, it's all about how crypto and macro collide one basis point at a time. Get expert analysis, market insights, and the biggest stories shaping both worlds strai
Keep exploring with a free account.
A free account preserves the short preview. Upgrade to Pro for the full transcript and episode chat.