Bits + Bips: Reasons to Be Optimistic After Bitcoin Falls Toward $100K - Ep. 938
Description
Bitcoin has fallen below $102,000. “Uptober” ended in blood.
But while retail traders are terrified, institutional conversations are heating up.
In this episode of Bits + Bips, hosts Austin Campbell, Ram Ahluwalia, and Chris Perkins are joined by Teddy Fusaro, President of Bitwise, to unpack the week’s market turmoil.
They dig into why institutions are finally comfortable allocating to bitcoin, how Ripple is building an ecosystem that can’t be ignored, and whether Tether’s staggering $500 billion valuation makes sense.
Plus: the shrinking odds of the CLARITY Act, the merging of TradFi and crypto rails, and why the competition in the payments space is so hot.
Sponsors:
Hosts:
Ram Ahluwalia, CFA, CEO and Founder of Lumida
Austin Campbell, NYU Stern professor and founder and managing partner of Zero Knowledge Consulting
Christopher Perkins, Managing Partner and President of CoinFund
Guest:
Teddy Fusaro, President of Bitwise
Links:
Unchained:
Ripple Hits $4B Investment Milestone With Palisade Deal
Extreme Fear Returns to Market as Bitcoin Breaks $104k Support
Solana ETFs Draw $44 Million as Bitcoin Funds Bleed $191 Million
Stablecoin Volume on Ethereum Breaks $2.8 Trillion Record in October
Bitcoin ETFs Record $470 Million Outflows Amid Fed Rate Decision
DL News: Clarity Act has 80% chance of passing by 2026: Bitwise
The Block: Tether's annual profits top $10 billion as Treasury holdings swell
Timestamps:
🎬 0:00 Intro
📈 3:03 Why Ram is still bullish on markets despite recent carnage
💧 6:03 Why a slingshot economy will soon send liquidity back into risk assets
🏦 9:18 How institutional sentiment now differs sharply from crypto Twitter
🚀 16:43 Inside Bitwise’s clever move to launch BSOL
🌊 21:20 Why Chris says “you can’t sleep on Ripple”
🔗 25:28 How TradFi and crypto rails are starting to merge
💳 29:38 Why every company suddenly wants to own the payments layer
💣 30:53 Exlporing Tether’s biggest challenge —and whether it’s worth $500B
📊 39:52 ETFs vs. digital asset treasuries: Teddy’s take
⚖️ 46:48 Why the CLARITY Act is unlikely to pass in 2025
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