Bits + Bips: Why ETH Is Soaring and How Long the Rally Can Continue On this week’s @bitsandbips, @krugermacro, @ramahluwalia, @Steven_Ehrlich & Maple’s @syrupsid cover: 💹 Why ETH keeps ripping 📉 How Fed cuts widen crypto yields 🔥 Is the market misreading the next chair? And… 😆 Is @EricTrump the Nancy Pelosi of Ethereum? Timestamps: 🎬 0:00 Intro 🚀 2:52 Why $ETH has been rallying so aggressively 💪 10:14 Why Alex says the ETH rally will continue 📉 12:53 How BitMine and SBET ended up with such wildly different mNAVs 🧾 14:07 How treasury companies are planning to deploy their crypto onchain 🏛️ 18:45 What TradFi institutions are looking for in Maple and other onchain finance apps 📊 28:07 What Alex is watching to signal the next breakout in crypto prices ⛏️ 32:57 Who really makes money during this new gold rush? 🔥 42:15 Why $SOL could be on the verge of a big announcement 🧠 44:58 What Ethereum’s core purpose is in this new market cycle 🌍 47:34 How macro indicators are sending mixed signals 🤖 54:31 What the $NVDA and $AMD revenue shares with the U.S. government mean for the future of capitalism could mean for the broader market 🏆 58:13 Who stands to win big in crypto if the Fed cuts rates 💵 1:03:26 What Circle’s earnings reveal about its business model right now 🛡️ 1:04:33 Whether Custodia Bank’s patent could block big banks from launching stablecoins 📉 1:11:35 Why markets might be totally mispricing the Fed’s next moves