Bits + Bips With Nic Carter: Trump’s Promises, Kamala’s Shift & ETH’s ‘Narrative Problem’ - Ep. 681
Episode publishedPodcast: UnchainedUnchained
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Alex: For me, to me, the most important thing is not the fed at this point is is the for for Bitcoin. Right? Not for equities. Is the the the Trump Kamala play. It's like who wins.
That's what really we we really care about the most, I think, till November.
James: Hi, everyone. Welcome to Bits and Bits, exploring how crypto and macro collide 1 basis point at a time. I'm your host, James Safer, tradfi archmaester, lord of Bloomberg's End, here with Alex Kruger, Kruger macro of house Asgard, protector of the realm, and Joe McCann, lord commander of asymmetric and master of bond. We're here to discuss the latest stories in the world of crypto and macro news. Just remember that nothing you say here is investment advice.
Please check unchainedcrypto.com/bitsandbits for more disclosures. Also joining us today is a man that needs no introduction, Nick Carter, Lord of Castle Island, distortative livers, karate combat influencer champion of the world. Nick, you really did need an introduction, but I'll see who you are real quick, and then we can, we can dive into talking about, the Bitcoin conference.
Nic: Thanks, James. Yeah. I'm, I'm a GP at Castle Island. We invest in on the equity side and, businesses in the crypto space. And, for some reason, I'm an amateur fighter now as well.
So undefeated, wanna know. Soon to be 2 and o. Cage fighter. So that's, it's a little thing about me too.
James: Don't worry, guys. We are gonna get into the karate combat fight, here. But first, let's let's dive into the Bitcoin conference key takeaways. I guess before even getting talking to Trump's speech, what what was there any key takeaways you guys had? I guess, turn it over to you, Alex.
What what was something you were watching or you noticed that you paid closest attention to?
Alex: Yeah. I mean, we I think I have, and we have so many takeouts, all of us. Right? I mean, this was, I think, was one of the most incredible moments in in in in history for for crypto, overall. We can go from, like, from from things Trump said to to the market's reaction to to people's reaction, which is not the same as the market.
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