
In this episode, we focus on three of the biggest crypto stories of the week: Circle’s Q1 results and ARC token announcement, Bitcoin’s more nuanced setup after strong ETF demand ran into a hotter CPI print, and Ethereum’s increasingly important staking and float dynamics. Main sections (01:21 - 10:17) Circle’s Q1 results & ARC token (10:17 - 19:16) Bitcoin after CPI (19:16 - 23:12) The macro framework for crypto (23:12 - 32:18) Ethereum’s setup Speakers Colin Basco — Quantitative Strategist (X: https://x.com/colin_basco) Greg Sutton — Head of Prime Trading Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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