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Home > Unchained: Big Ideas From The Worlds Of Blockchain And Cryptocurrency > Bits + Bips: Stablecoins Just Went Legit, but That’s Only the First Step - Ep. 873


	Podcast:		Unchained: Big Ideas From The Worlds Of Blockchain And Cryptocurrency
	Episode:		Bits + Bips: Stablecoins Just Went Legit, but That’s Only the First Step - Ep. 873
	Category:		Business
	Duration:		01:02:51
	Publish Date:		2025-07-23 11:00:00
	Description:		Last week, the U.S. passed its first major piece of crypto legislation. Stablecoins now have a legal home, and that could open the floodgates for adoption, disruption, and regulation. But is this just the beginning? In this episode of Bits + Bips, Ram Ahluwalia, Noelle Acheson, Steve Ehrlich, and guest Cosmo Jiang of Pantera dive into what the stablecoin law actually means, who it helps, who it threatens, and why Wall Street and crypto startups alike are positioning fast. They also cover Ethereum’s rally, what’s fueling it, and whether the boom in digital asset treasury companies is sustainable. Plus, they unpack Trump’s latest threats against the Fed and what it means for markets, inflation, and interest rates. Sponsors: Bitwise Mantle Hosts: Ram Ahluwalia, CFA, CEO and Founder of Lumida Noelle Acheson, Author of the “Crypto Is Macro Now” Newsletter Steve Ehrlich, Executive Editor at Unchained Guest: Cosmo Jiang, General Partner and Portfolio Manager for Liquid Strategies at Pantera Capital Links Stablecoins Unchained: GENIUS Act Passes: Who Are the Winners, Losers, and What Comes Next? House Passes Landmark Crypto Legislation: GENIUS Act and Digital Asset Bills Trump to Unblock Crypto Access in America’s $9 Trillion 401(k) Market: Report The Block: GENIUS Act is helping Ethereum ‘have its moment,’ Bernstein says WSJ: Why Banks Are on High Alert About Stablecoins Digital Asset Treasuries WSJ: Blank-Check Company Strikes Cryptocurrency Deal Unchained: SBET to Raise Additional $5B to Grow ETH Position Bloomberg: Trump Media Buys $2 Billion in Bitcoin for Crypto Treasury Plan CoinDesk: DeFi Development Nears $200M Solana Treasury DeFi Dev Corp Press release: DeFi Dev Corp. Announces Global Expansion Through Strategic Treasury Franchising Model TLGY Acquisition Corp Press release: TLGY Acquisition Corp. Announces Business Combination and Approximately $360 Million PIPE Financing to Form StablecoinX, an Ethena Stablecoin-Focused Treasury Company The Block: Nasdaq-listed Sonnet BioTherapeutics agrees to $888 million merger to become Hyperliquid Strategies, launch HYPE treasury Timestamps: 0:00 Intro 3:01 Why Noelle believes the stablecoin law is just the beginning 5:25 How Ram explains his disappointment with the market’s reaction 11:31 Whether Visa and Mastercard survive the stablecoin disruption 17:00 Who stands to gain the most from the new stablecoin law 20:08 How tokenization could hurt investment banking 22:26 Whether regional banks are on the brink 27:42 What’s fueling ETH’s latest rally
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