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Bits + Bips

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

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.

PublishesTwice weeklyEpisodes67Foundeda year ago
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Artwork for Bits + Bips

Latest Episodes

Banks are blocking AI agents in the name of safety. Jim Bianco asks who they are really protecting, and what $4 trillion in zero-yield deposits has to do with it.

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The chip index fell 11.4% and the KOSPI had its worst week since 2008, yet Bitcoin finished flat. Coinbase's John D'Agostino and Agora's Nick van Eck join the Bits + Bips crew to explain why.

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An Ethereum Foundation researcher says AI-driven math could break crypto keys in months, worst case. Austin Campbell and Chris Perkins weigh the real risk.

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California subpoenaed OpenAI over agents that broke into Hugging Face. Ram Ahluwalia calls it a "media stunt." David Z. Morris sees an AI safety blind spot.

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Accepts Guests
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Recent Guests

John D'Agostino
Head of Institutional Strategy at Coinbase
Coinbase
Episode: Why Crypto Is Holding Up as the AI Trade Starts to Crack
Nick van Eck
CEO and co-founder of Agora
Agora
Episode: Why Crypto Is Holding Up as the AI Trade Starts to Crack
David Morris
Guest analyst invited onto the show
Episode: Is OpenAI's Agent Breach a Rogue AI Problem or a Basic Security Failure?
Jordi Visser
Founder of Visser Labs
Visser Labs
Episode: OpenAI Says It Cracked a Millennium Prize Problem. Why Is Anthropic Hitting the Brakes?
Andy Ross
Head of institutional at Kalshi
Kalshi
Episode: Why the Kalshi-Nevada Ruling Could Land at the Supreme Court
Gordon Grant
Portfolio Manager, Head of Derivatives at Bitwise
Bitwise
Episode: CME vs. Kalshi. Is Washington Picking a Winner in Prediction Markets?
Luana Lopes Lara
Co-founder of Kalshi
Kalshi
Episode: CME vs. Kalshi. Is Washington Picking a Winner in Prediction Markets?
Terry Duffy
CME Chairman
CME
Episode: CME vs. Kalshi. Is Washington Picking a Winner in Prediction Markets?
Mike Selig
Chair of the CFTC
CFTC
Episode: CME vs. Kalshi. Is Washington Picking a Winner in Prediction Markets?

Hosts

Ram Ahluwalia
Co-host of Bits and Bips with crypto market and macro analysis focus
Austin Campbell
Host with cross-crypto and market structure insights
Chris Perkins
Co-host and crypto market commentator

Reviews

4.2 out of 5 stars from 27 ratings
  • No episodes

    No episodes

    Apple Podcasts
    1
    bct101
    United States9 months ago

Listeners Say

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

Listeners likely value practical market insights and real-time policy context.
Guests with research depth and industry contacts are highly valued.
Consistency in episode cadence appears important for retention.
Sponsorships are seen as credible when tied to concrete tools or platforms.
Some episodes show a strong debate tone, which can be polarizing but engaging.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Why Crypto Is Holding Up as the AI Trade Starts to Crack
Q: What do we think is going on in this space?
Discussing AI credit and infrastructure financing, John D'Agostino says the scale of expected borrowing is difficult to fund and debt markets are growing cautious. Nick van Eck says capital markets for startups may freeze as yields rise and investors question AI economics.
Why Crypto Is Holding Up as the AI Trade Starts to Crack
Q: Did crypto trade on its own drivers or did it just take losses earlier?
John D'Agostino says Bitcoin's relative resilience reflects liquidity conditions and treasury-company buying, while Nick van Eck sees an apathy phase and expects crypto markets to benefit if AI releases liquidity.
Is OpenAI's Agent Breach a Rogue AI Problem or a Basic Security Failure?
Q: What practical steps should companies take when deploying AI agents to manage risk?
Adopt standard cybersecurity practices, ensure strict sandboxed environments, control API keys, consider on-prem deployments, and maintain governance around data prompts and model access to curb privacy and security risks.
Is OpenAI's Agent Breach a Rogue AI Problem or a Basic Security Failure?
Q: Is this a fundamental rogue AI problem or primarily a cybersecurity failure?
The guests and hosts largely argue it is a cybersecurity and governance problem at heart, with misinterpretations around alignment; proper sandboxing, access controls, and on-prem options are key to preventing agent misbehavior.
OpenAI Says It Cracked a Millennium Prize Problem. Why Is Anthropic Hitting the Brakes?
Q: What do you think about Jordi's thesis on compute and regulatory dynamics?
The panel largely agrees that compute power and capital intensity are central; regulation and liability will shape who leads, with a bias toward larger players who can withstand compliance costs, while the frontier models remain a function of ongoing huge CapEx and debt management.

Audience Metrics

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Frequently Asked Questions About Bits + Bips

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

A show at the intersection of crypto markets, macroeconomics, and policy, with a rotating trio of hosts who dive into how regulatory developments, asset tokenization, AI-driven changes, and market structure ripple through digital assets. Episodes frequently feature research-focused guests, macro investors, and industry operators discussing topics like staking economics, RWAs (real-world assets), stablecoins, DeFi tooling, and crypto regulation. Notable nuances include sponsor integrations and a practical, trading- and policy-oriented lens suitable for professional listeners such as hedge funds, family offices, and fintechs evaluating crypto exposure or partnership opportunities. The format tends to blend timely market analysis with hands-on... more

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Which podcasts are similar to Bits + Bips?

These podcasts share a similar audience with Bits + Bips:

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

How many episodes of Bits + Bips are there?

Bits + Bips launched a year ago and published 67 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. John D'Agostino
2. Nick van Eck
3. David Morris
4. Jordi Visser
5. Andy Ross
6. Gordon Grant
7. Luana Lopes Lara
8. Terry Duffy

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