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.
Show highlights:
01:54 Why bitcoin broke the $100K level again
07:28 How the markets will react to the inauguration of Donald Trump as President
19:09 What factors will affect the Fed’s next decision on rates
26:38 What the premium of MSTR to its BTC holdings should be
34:37 Why they all hate the current version of AI agents
43:19 Why Charles likes Ethena and ENA
45:49 Alex’s and Charles’ thoughts on what to expect in 2025: supercycle incoming?
50:01 Alex’s analysis on the market corrections and what they teach us
57:34 Whether James believes the spot Solana ETF will be approved this year
Hosts:
James Seyffart, Research Analyst at Bloomberg Intelligence
Alex Kruger, Founder of Asgard
Guest:
Charles Edwards, founder of Capriole Investments
Links
Capriole Investments | Update #58
MicroStrategy just bought another $100m in Bitcoin on path to $2bn spree – DL News
With AI Agents Now Trading Crypto, What Does Their Future Look Like?
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