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Bits + Bips

Unchained
Bitcoin
Artificial Intelligence
Iran
Defi
Ethereum
Prediction Markets
Crypto
IRGC
Gas Price
Strait Of Hormuz
Federal Reserve
Tokenization
Macroeconomics
Polymarket
Delphi Information Markets
Elon Musk
Terafab
Stock Market
Anthropic Mythos
Crypto Markets

Exploring how crypto and macro collide one basis point at a time. Hosted by Ram Ahluwalia, Austin Campbell and Chris Perkins. Livestream: Every Monday at 4:30 pm ET.

PublishesDailyEpisodes45Foundeda year ago
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BusinessNewsBusiness NewsInvesting

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Artwork for Bits + Bips

Latest Episodes

Fear and greed says panic. The options market says something else. David Lawant of Anchorage Digital walks through the signals that matter right now.

Sponsors

Fidelity: Fidelity has been building in crypto and DeFi since 2014 — now they're hir... more

Bitcoin logged its worst ETF month on record, and the hosts debate whether Strategy has become the marginal seller dragging the whole market down.

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Thank you to our sponsors:

⁠⁠⁠Fidelity⁠⁠⁠: Fidelity has been building in crypto and DeFi since 2... more

Carmen Li is bringing GPU futures to the CME while crypto perp venues court her index. She lays out which financial wrappers actually fit which assets.

Sponsors

Fidelity: Fidelity has been building in crypto and DeFi since 2014 — now they're h... more

Coinbase is tokenizing US stocks for the rest of the world — but what makes a token 'real,' and who owns it? Plus: the AI trade wobbles and the CME sues its own regulator.

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Thank you to our sponsors:

⁠⁠Fidelity⁠⁠: Fidelity has been building in ... more

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Recent Guests

Zach Pandl
Head of Research at Grayscale; former senior economist at Goldman Sachs
Grayscale
Episode: The Fed Is Turning Hawkish. What Does That Mean for Bitcoin and Strategy?
Sam Enzer
Lawyer deep into the crypto world, CahillNXT
CahillNXT
Episode: Why the Anthropic Export Ban Should Worry the Crypto Industry
Luke Leasure
Head of Research at Blockworks
Blockworks
Episode: How the Kelp rsETH Hack Left Aave With $193M in Bad Debt
Shaunda Devens
Research Analyst at Blockworks
Blockworks
Episode: How the Kelp rsETH Hack Left Aave With $193M in Bad Debt
Carlos Gonzalez Campo
Researcher at Blockworks
Blockworks
Episode: How the Kelp rsETH Hack Left Aave With $193M in Bad Debt
Parker White
Founding contributor to Apyx
Apyx
Episode: Strategy's Preferred Stock Is Now a Stablecoin. And DeFi Has a Security Problem.
Michael Bentley
Lord Protector of Euler
Euler
Episode: Strategy's Preferred Stock Is Now a Stablecoin. And DeFi Has a Security Problem.
Josh Lim
Co-Global Head of Markets at FalconX
FalconX
Episode: Bits + Bips: Why Josh Lim Is Optimistic on the Dynamics He's Seeing in Bitcoin
Kavita Gupta
Founder and General Partner at Delta Blockchain Fund
Delta Blockchain Fund
Episode: Bitcoin's Geopolitical Upturn and the $100K Question

Hosts

Austin Campbell
Host of Bits + Bips
Ram Ahluwalia
Host of Bits + Bips
Chris Perkins
Co-host, host on Bits + Bips

Reviews

4.3 out of 5 stars from 18 ratings
  • No episodes

    No episodes

    Apple Podcasts
    1
    bct101
    United States5 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners likely value data-backed, topic-diverse conversations; guests with hands-on experience in DeFi and crypto risk get traction.
Discussions mix macro context with crypto infrastructure details, helpful for industry decision-makers.
Guest experts provide practical crypto risk insights useful for sponsorship pitches.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

The Fed Is Turning Hawkish. What Does That Mean for Bitcoin and Strategy?
Q: What's your view on whether the Fed will actually hike this year given the dot plots and inflation signals?
There appears to be a meaningful portion of policymakers signaling a potential rate hike this year, which adds uncertainty and implies a tougher stance for risky assets going forward.
The Fed Is Turning Hawkish. What Does That Mean for Bitcoin and Strategy?
Q: Zach, with the FOMC statement out, how do you see the impact on crypto and risk assets in the near term?
Higher rates or a hawkish tone tend to be negative for risk assets like crypto in the short term, though the longer-term fundamentals and policy path will matter for how quickly that influence fades.
$5B On-Chain Credit: What's Actually Working and What's Still Missing
Q: Is there a central backstop for liquidity, or can on-chain markets work without it?
Liquidity gaps persist, but the consensus is that a communal, cross-institutional backstop is less critical as on-chain liquidity pools and secondary markets mature, though some central coordination may still help.
$5B On-Chain Credit: What's Actually Working and What's Still Missing
Q: What role do traditional concepts like repos play in crypto, and how do you document these on-chain?
Repo agreements require careful translation to ensure they are truly repurchase agreements; some structures can be treated as term repos, while others blend loan and repo characteristics, with tax and regulatory considerations influencing the approach.
$5B On-Chain Credit: What's Actually Working and What's Still Missing
Q: How is on-chain private credit being used today beyond simply borrowing for margin?
Multiple use cases exist, including yield strategies with receipt tokens, traditional private credit strategies adapted on-chain, and access to a broader range of assets like treasury bonds and CLOs via on-chain vehicles.

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Frequently Asked Questions About Bits + Bips

What is Bits + Bips about and what kind of topics does it cover?

Bit + Bips blends crypto market color with macro analysis, often weighing how traditional finance dynamics, DeFi tooling, and regulatory developments shape crypto pricing and liquidity. Recent episodes showcase debates on Bitcoin as an inflation hedge, on-chain credit and repo mechanisms, AI market dynamics, stablecoins and yield arcs, and the evolving role of major players in crypto markets. The show's strength lies in data-driven, cross-domain conversations that move between technical DeFi detail, macro context, and policy implications, often featuring practical use cases and forward-looking productization ideas. A notable edge is the conversational pace across a wide range of topics—from on-chain infrastructure to AI-driven narratives—wh... more

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Which podcasts are similar to Bits + Bips?

These podcasts share a similar audience with Bits + Bips:

1. Unchained
2. The DeFi Report
3. Empire
4. On The Brink with Castle Island
5. Bankless

How many episodes of Bits + Bips are there?

Bits + Bips launched a year ago and published 45 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Bits + Bips?

Recent guests on Bits + Bips include:

1. Zach Pandl
2. Sam Enzer
3. Luke Leasure
4. Shaunda Devens
5. Carlos Gonzalez Campo
6. Parker White
7. Michael Bentley
8. Josh Lim

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