Bits + Bips: Why Bitcoin Was Strong Amid the DeepSeek Selloff But a Drop May Be Coming

From AI shaking up Big Tech to bitcoin’s role in the macro landscape, Jim Bianco delivers insights on the DeepSeek-triggered market selloff, memecoins, and the challenges facing traditional systems. In this episode, the macro strategist shares why DeepSeek’s AI model is reshaping competition, how crypto reserves might evolve, and what happens to MicroStrategy if bitcoin’s price takes a hit. Plus, hear his take on why stablecoins are a threat to banks, and why memecoins could be more than speculation.

Show highlights:

What of crypto attracted Jim so much

• 0:49 What of crypto attracted Jim so much
• 6:15 Why the DeepSeek new model was so disruptive
• 12:47 Whether the biggest loser is OpenAI, not all the Mag 7
• 16:14 Whether we’ll see a major macro response from U.S. companies and government
• 26:06 What will happen next with the price of bitcoin
• 28:54 What would happen to MSTR if bitcoin goes 30% lower
• 34:11 How Trump was able to move so fast since the inauguration
• 39:30 Why the Fed should not do QE, according to Jim
• 49:02 How memecoins could be designed to be much more than speculative assets
• 53:03 Why James hopes the SEC doesn’t approve all the memecoin ETF applications
• 58:06 Whether banks will start onboarding crypto companies
• 1:05:52 Why stablecoins poise an existential threat to the current banking system
• 1:11:19 Whether it’s a bad idea for the U.S. to acquire other cryptos that are not bitcoin

Hosts:

• James Seyffart, Research Analyst at Bloomberg Intelligence
• Ram Ahluwalia, CFA, CEO and Founder of Lumida
• Noelle Acheson, Author of the “Crypto Is Macro Now” Newsletter 

Guest:

• Jim Bianco, President and Macro Strategist at Bianco Research

Links

• CNN Business: Trump announces a $500 billion AI infrastructure investment in the US
• Unchained: Tuttle Capital Files for 10 Leveraged Crypto ETFs
• CoinDesk: Nasdaq Files for In-Kind Redemptions for BlackRock Spot Bitcoin ETF
• Reuters: US, Colombia reach deal on deportations; tariff, sanctions put on hold

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