Fed Hawkishness, Nvidia Earnings Implications, and Tokenization Risks
May 26, 2026•25 min•Ep. 175
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
We cover how the April Fed minutes challenged the one-way cut narrative, why Nvidia’s strong earnings and the broader AI CapEx cycle are supporting equities without necessarily lifting crypto, and how bitcoin has absorbed meaningful ETF outflows without breaking down. We also discuss the latest roadblock for tokenized equities.
Main sections
- (01:25 - 06:50) Fed minutes and rates repricing
- (06:50 - 13:50) Nvidia earnings implications and equity resilience
- (13:50 - 19:08) Bitcoin ETF outflows and absorption
- (19:08 - 24:26) Tokenized equities and regulatory concerns
Speakers
Colin Basco - Quantitative Strategist, Coinbase (X: https://x.com/colin_basco)
Josh Pack - Senior Trader, Prime Trading Desk
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
For the best experience, listen in Metacast app for iOS or Android