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Home > Unchained > Bits + Bips: Why Rate Cuts Are Less Likely This Year, but Crypto's Outlook Is Positive - Ep. 839
Podcast: Unchained
Episode:

Bits + Bips: Why Rate Cuts Are Less Likely This Year, but Crypto's Outlook Is Positive - Ep. 839
Category: Society & Culture
Duration: 01:22:23
Publish Date: 2025-05-21 11:00:00
Description:

U.S. credit got downgraded. Fed policy expectations are flipping. And Coinbase hit the S&P 500 (while also being extorted).

But what does all of this mean for crypto?

On this week’s Bits + Bips, James Seyffart, Alex Kruger, Ram Ahluwalia, and Noelle Acheson break down:

  • Why the Moody’s downgrade doesn’t mean much for markets

  • Whether Fed rate cuts are now further off than expected

  • Why Alex says Coinbase is a “horrible product” despite S&P inclusion

  • How stablecoins tie into U.S. geopolitical strategy

  • Whether Circle should sell to Coinbase

  • And what the altcoin ETF delay really tells us

Plus: unemployment, yield curve control, the “Consensus vibes,” and Ram’s wild anecdote about workers gaming unemployment benefits.

Macro

Coinbase

Stablecoin bill


Timestamps:

0:00 Intro

2:18 A big reason why the U.S. credit downgrade matters for investors

7:49 Contrarian take: why souring U.S. debt could also hurt crypto

️ 15:30 Do tariffs work against the U.S. military and national security? 

20:14 Why the crew flipped on Fed rate cut expectations

28:35 Is the U.S. about to introduce yield curve control?
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