Sell the Tariffs, Buy the Dip

In this ABCD Roundup, we discuss how tariff tensions can reshape global markets and drive a flight to financial quality. We also discuss the potential broader impact of U.S.– China tariffs on AI infrastructure buildouts and capital spending. We then highlight Bitcoin's relative stability and the growing role of stablecoins. We connect the dots to MoonPay's acquisition of Iron and why infrastructure around onramps matters more than ever. Finally, we explore the surge in on-chain real-world assets (RWAs), with a spotlight on tokenized private credit.  

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This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.