Kavita Gupta

“I feel like this particular cycle has been very different than in the past cycles of every time we have a world political situation or the economy situation moving in. We have seen crypto going down. But right now, we are in a sort of a cease file... the first impact is on crypto market as soon as the oil prices went down or expected to go down.”

“Eth, picking Eth actually has outperformed in last forty eight hours with around 6.7 to 7%, then Bitcoin jump, which is great because as you know, I won't call myself eat maxi, but I'm a big eat believer. Said that, I feel like this particular cycle has been very different than in the past cycles.”

“I am like, this is not the first time I feel like PolyMarkets has been PolyMarkets has been highlighting that there are multiple times when it comes to Trump administration, from his VP pick to then going into this genius act, to, like, multiple things, like, exactly before, doing the first missile into Iran, etcetera etcetera. We have been seeing this so called insider trading.”

“But I don't know how much of this is institutional waiting that they're putting money aside and let's bring in so much on ETF, which we saw, like, a huge amount of money coming into ETFs. I just really don't know how much was it wait and watch versus, oh, this is this is an asset we have to go in sort of a thing.”

“And if the Clarity Act passes without allowing yield-bearing stablecoins, has the banking lobby won? Kavita Gupta, founder and general partner at Delta Blockchain Fund, sits down with Steven Ehrlich to work through a week of whipsawing markets, fragile geopolitics, and structural shifts that could define where crypto goes from here.”