Andre Portilho is Head of Digital Assets at BTG Pactual, Latin America's largest investment bank. He joins host Aaron Stanley to dissect crypto's wild 2025 ride, from bitcoin's both Trump-slowdown to Ethereum's identity crisis to Solana's memecoin stress test.

While crypto markets recalibrate after Trump-era euphoria, Portilho reveals why Brazil is a global leader when it comes to integrating crypto and the Tradfi banking sector.

You can connect with Andre on ⁠Linkedin   / andre-portilho  00:03 - Andre's vision: "Every bank will become a crypto company"

01:51 - Market analysis: Trump administration impact and Twitter diplomacy

04:12 - Crypto's correlation with traditional risk assets

06:44 - The crypto community's echo chamber problem

10:32 - Bitcoin's decoupling and altcoin differentiation

13:48 - Analyzing Trump administration policies and market effects

18:50 - Strategic Bitcoin Reserve expectations vs. reality

23:25 - Bitcoin ETFs and Ethereum's struggles

29:10 - Value accrual challenges for L1s and L2s

31:31 - Solana's journey and the meme coin stress test

37:52 - Brazil's crypto regulation and banking integration

🚨 Brazil Crypto Report is excited to support Merge Buenos Aires March 25-26 as a media partner! You can learn more on their site https://www.mmerge.io/

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