How Bitcoin and Crypto Will React to Trump’s Inauguration: Bits + Bips

Bitcoin’s strong start to 2025 raises questions about its sustainability as Trump’s inauguration, macro trends and Fed decisions shape the road ahead. Plus, James, Alex and guest Charles Edwards discuss whether AI agents will someday hire people.
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Bitcoin crossed the $100,000 mark, only to slump back down on Tuesday, sparking debates about what’s next for the crypto markets. In this episode, James Seyffart and Alex Kruger are joined by Charles Edwards of quant fund Capriole Investments to break down the macro trends shaping Bitcoin’s trajectory. From Trump’s inauguration to the Fed’s looming decisions on quantitative tightening, they analyze the key factors influencing risk assets. Plus, they unpack the premium on MicroStrategy’s BTC holdings, the future of AI agents in crypto and whether AI agent swarms might someday hire humans, and their bold predictions —supercycle? SOL ETFs?—for 2025.

Hosts:
⭐️ James Seyffart, Research Analyst at Bloomberg Intelligence
⭐️ Alex Kruger, Founder of Asgard
Guest:
⭐️ Charles Edwards, founder of Capriole Investments

Timestamps:
00:00 Intro
01:54 Bitcoin’s brief surge past $100K and what caused the breakdown 🚀
07:28 Market reactions to Trump’s inauguration as President 🏛️
19:09 Key factors shaping the Fed’s next rate decision 💰
26:38 Insights into the premium on MicroStrategy’s BTC holdings 📊
34:37 Why they dislike the current iteration of AI agents 🤖
43:19 Charles’ perspective on Ethena and ENA 💡
45:49 Bold predictions for crypto in 2025 🔮
50:01 Lessons from market corrections and their implications 📉
57:34 Will the Solana spot ETF get approved this year? 🌞

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#bitcoin #ethereum #crypto #cryptocurrencies
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[astrosbadhabits]

kind of wild how only a couple days will change so much -- drop the pods sooner pls guys!

[Gutenmorgenside]

Excellent, enjoyed the discussion. Charles was a good guest. Hopefully he'll be back.

[jasonhikida]

I’m always shocked at how much prisoners of the moment. Its especially striking when I watch a 1 day old YouTube video where the price of crypto fluctuates so significantly and a moderator seems to declare that because of the time of recording the price has shot up, that we are now expected to see this trend continue. Having watched this video a few days after your recording the price has inevitably dipped and i think we should just resign to the fact that, I have no clue where the price may be tomorrow…

[jBuck]

would be great if you would allways sai in the beginningwhat date the episode was recorded, so its better to have context

[pianches]

Man, what a difference a couple days make for BTC price

[simrans]

I like listening to Alex's takes - good guy :-)

[Molecularjewelry]

excellent & accurate understanding on AI Agent sector

[chefse]

What is this video worth. It's old. We are at 92.

[bearwolffish]

_If you take out a portion of the illegal immigrants and assume half of them are unemployed._ Sounds like some bullshit math honestly.

On separate note, do love the show but does feel a bit inconsistent and hard to get in to routine of watching. As other mention this space moves so quickly that it does feel a bit outdated already, would be good to get them up and out in a more timely fashion. Much love happy, new year.

[patmurphey]

A few days late and a good reminder these guys have no idea where the market is going.

[overarch]

whatever AI coins these call trash will send lol

[RobustApe]

Poor Barbers going broke Mucho beard club

[Carol-rcbl]

Please realize that your eyes show you are reading and looking everywhere but at the persons watching. Please learn how to elevate your script to "eye level" and learn to read it without moving your eyes from side to side. This presentation looks like Junior High.

[alanryan]

This aged well, Bitcoin went back to 90k 😀