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Bits + Bips

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

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.

PublishesDailyEpisodes51Foundeda year ago
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Artwork for Bits + Bips

Latest Episodes

Cole Kennelly says Bitcoin's volatility index is already pricing in the Clarity Act, weeks before the Senate even votes on it.

Sponsors

• ⁠Cape⁠: Your biggest crypto vulnerability isn't your wallet, it's your phone number. Cape is America's priva... more

Cyclops founder Alex Wilson on why PayPal 'chose to fail' at stablecoins, and what Stripe's $53 billion bid really means for the payment wars. Plus: the Clarity Act's last shot before recess.

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Thank you to our sponsors:

⁠⁠⁠⁠⁠Cape⁠⁠⁠⁠⁠: Your big... more

YouTube

Crypto just had its best week in months. GSR's Andy Baehr explains why he is not calling it a real rally yet, and what would actually change his mind.

Sponsors

• Cape: Your biggest crypto vulnerability isn't your wallet, it's your phone number. C... more

Sam Lyman says a Shanghai-based network is quietly blocking billions in AI data centers. Austin, Ram, and Chris also debate Clarity odds and stablecoins.

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Thank you to our sponsors:

⁠⁠⁠⁠Cape⁠⁠⁠⁠: Your biggest crypto vulnerability isn't your wal... more

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Recent Guests

Alex Wilson
Founder of Cyclops; former head of Crypto and stablecoins at Shift4; co-founder of The Giving Block
Cyclops; Shift4; The Giving Block
Episode: Stripe Bid $53B for PayPal: Who Actually Wins Stablecoin Payments?
Andy Baehr
Managing Director of Asset Management
GSR
Episode: Bitcoin and ETH Are Up. But This Crypto Rally Still Lacks Conviction.
Sam Lyman
Head of Research at the Bitcoin Policy Institute
Bitcoin Policy Institute
Episode: How China May Be Interfering in Local US Politics to Block AI Data Center Progress
Niklas Kunkel
Founder of Chronicle Labs, oracle provider specializing in tokenized assets
Chronicle Labs
Episode: Why Any DeFi Protocol 'Lives and Dies by Its Oracle' and How to Strengthen Them
David Lawant
Head of Research at Anchorage
Anchorage
Episode: Anchorage’s David Lawant Explains Why Bitcoin's Options Market Isn't Panicking: Bits + Bips
Laura Shin
Founder of Unchained, crypto journalist
Unchained
Episode: Why Bitcoin May Not Run Until Saylor "Gets Blown Up": Bits + Bips
Carmen Li
CEO of Silicon Data and Compute Exchange
Silicon Data; Compute Exchange
Episode: Why a Perp Exchange Asked Carmen Li to Make a Market in Her Own Index
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

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 States6 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

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

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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1. Unchained
2. The DeFi Report
3. Empire
4. Bankless
5. 1000x

How many episodes of Bits + Bips are there?

Bits + Bips launched a year ago and published 51 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. Alex Wilson
2. Andy Baehr
3. Sam Lyman
4. Niklas Kunkel
5. David Lawant
6. Laura Shin
7. Carmen Li
8. Zach Pandl

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