Fed Hawkishness, Nvidia Earnings Implications, and Tokenization Risks

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

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