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In this first episode of Bits + Bips, hosts James Seyffart, Alex Kruger, and Joe McCann explain why the macroeconomics could point to the markets actually being in a crypto supercycle.\nThey discuss the recent Federal Reserve meeting and its impact on the markets, as well as the irony that leveraged Ethereum futures ETFs will likely be approved while spot Ethereum ETFs will likely not. James also reveals his pet theory on where the SEC is going with its investigation into ETH. They cover why the bottoming of emerging market currencies in Asia is good for Bitcoin, dismiss the recent Wells notice issued to Robinhood, and speculate that Tether may be the most profitable company per employee in the world.\xa0\nAgreeing that the current market cycle is different, Seyffart and McCann suggest that there is still a long way to go, and assert that the market may be underweighting the possibility that crypto goes to a $10 trillion market cap in the next few years.\xa0\nShow highlights:\n\nThe Fed's recent decisions and how they lower the chances of more rate hikes\n\nThe importance of global liquidity in the performance of risk assets like Bitcoin and crypto assets\n\nWhy a bottoming in the value of the yen, yuan and other emerging markets currencies is good for Bitcoin and crypto, according to Joe\n\nThe irony that leveraged Ethereum futures ETFs are likely to be approved but spot ETFs are not\n\nJames\u2019s pet theory about how the SEC will rule on whether\xa0ETH is a security\xa0\n\nWhether trading in Hong Kong's crypto ETFs shows how little interest there would be in an ETH ETF compared to spot BTC ETFs\n\nGrayscale\u2019s Bitcoin Mini Trust ETF\n\nWhether people are underweight on a \u201ccrazy bonkers rise\u201d in crypto\n\nWhy Robinhood's Wells Notice is a "minor story," according to Alex\n\nWhether Tether is the most profitable business per employee in the world\xa0\n\nWhy James believes that it's not a good idea for the US Congress to be against stablecoins\n\nCZ's sentence and whether it's a "good ending for the story"\n\nHosts:\n\n\nJames Seyffart, Research Analyst at Bloomberg Intelligence\n\n\nAlex Kruger, Founder of Asgard\n\n\nJoe McCann, Founder, CEO, and CIO of Asymmetric\n\n\nLearn more about your ad choices. Visit megaphone.fm/adchoices