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Has anything changed in your reviews over the last few weeks on inflation, where rates are going, or any of that? Everything's changed.
I'm becoming more convinced we're not gonna see rate cuts this year. I
agree with that. Maybe the maybe in the last quarter, but certainly nothing imminent. Hi,
everyone. Welcome to Bits and Bips, exploring how crypto and macro collide one basis point at a time. Today, we'll talk about consensus '20 '20 '5, Trump as usual, some news around Coinbase, some news around Circle, the stable coin bill, which is the biggest news of the day today. And then, also, we obviously have to get into The US credit downgrade by Moody. But first, some quick intros. I'm your host, James Safer, trad by archmaester, lord of Bloomberg's end. I'm here with Alex Kruger, Kruger macro of house Asgard, protector of the realm. Hi,
everyone.
Also joined by Noelle Acheson, high seer and keeper of the crypto with MacroNow newsletter. Hello, everyone. Finally, last but not least, Ram Auralia, mister of wealth, leader of Lumida. Good
afternoon.
And a last second, happy belated birthday to Ram, actually. Oh,
thanks. Thanks. Appreciate it. I saw plenty of years five years ago, but Brian Johnson, and I'm gonna do reverse aging, hopefully, here on out. We're
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