jimferraioli(@jimferraioli):As a long time listener of @Bankless it was awesome to join @TrustlessState for an episode. 0:00 Intro 3:15 Who Schwab Clients Are 5:42 First-Cycle Bitcoin Pain 8:45 Bitcoin Isn’t Digital Gold 15:46 Retail Gives Way to Institutions 20:27 ETF Flows and Allocations 22:59 Saylor, Strategy, and Bitcoin 28:23 Crypto’s Quiet Recession 36:38 Ether as Liquid VC 43:15 How ETH Price Rises 48:13 Perps, Hyperliquid, and Defense 54:05 Reading Crypto Signal

jimferraioli

@jimferraioli

Head of Crypto Research @CharlesSchwab and @SchwabResearch. Disclosures:

参加 January 2026

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jimferraioli@jimferraioli

2026.07.14 21:18

As a long time listener of @Bankless it was awesome to join @TrustlessState for an episode. 0:00 Intro 3:15 Who Schwab Clients Are 5:42 First-Cycle Bitcoin Pain 8:45 Bitcoin Isn’t Digital Gold 15:46 Retail Gives Way to Institutions 20:27 ETF Flows and Allocations 22:59 Saylor, Strategy, and Bitcoin 28:23 Crypto’s Quiet Recession 36:38 Ether as Liquid VC 43:15 How ETH Price Rises 48:13 Perps, Hyperliquid, and Defense 54:05 Reading Crypto Signal