On @bitsandbips, GSR’s @baehr says the market is still ambivalent, not convicted, even after its best week in months. 🤔

Timestamps:

🌡️ 02:56 CPI cools to 3.5%. Does crypto’s rally finally have real legs?

🎯 07:29 Peak hawkishness hasn’t hit yet, Baehr explains why under Kevin Warsh

📊 11:53 Mag 7 vs Russell 2000: the surprising reason CoinDesk 80 beat Bitcoin in Q2

🏦 17:32 What actually powered Ether’s 2025 rally, Baehr’s pro-DAT case

💧 22:20 Stablecoin supply is shrinking and Strategy stopped buying. So who’s left to buy?

📈 25:35 Aave lending rates near the risk free rate. What that says about appetite to lever up

🏛️ 34:46 Vaults, curators, and the fiduciary…