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Bits + Bips

Unchained
Bitcoin
Iran
Ethereum
Defi
Artificial Intelligence
IRGC
Gas Price
Strait Of Hormuz
Tokenization
Macroeconomics
Crypto
Elon Musk
Terafab
Stock Market
Anthropic Mythos
Crypto Markets
Bloomberg
Asymmetric
Asgard
Crypto Is Macro Now

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.

PublishesDailyEpisodes28Founded10 months ago
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Business NewsNewsInvestingBusiness

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Latest Episodes

Paul Tudor Jones called Bitcoin the best inflation hedge the same day it broke through 80 while equities sold off. The Bits + Bips crew debates whether he’s right — and what comes next for the store of value.

Ram Ahluwalia sees quantum-resistant suc... more

Why does Delphi call itself an information market instead of a prediction market? Ben Fielding, CEO of Gensys, says the difference is the direction of the question. On Polymarket, users cannot create markets — only suggest them. On Delphi, anyone can... more

How does a decentralized AI network compete with companies spending hundreds of billions on data centers? Ben Fielding, CEO of Gensys, says the question misunderstands what scale actually means. The big AI labs are building walled gardens, exactly th... more

One side wins the OpenAI-Microsoft divorce, Ram calls a 19% earnings growth year 'bananas,' and Chris wants the US to hack back against DeFi exploiters. Here is the full rundown.

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Recent Guests

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
Jim Ferraioli
Director of Crypto Strategy and Research at Charles Schwab
Charles Schwab
Episode: How Bitcoin Is Both a Risk Asset and a Hedge Against Debasement
James Seifert
Journalist, Bloomberg
Bloomberg
Episode: Bits + Bips Trailer

Hosts

Ram Ahluwalia
Co-host with a background in crypto and macro analysis; associated with live show segments and guests.
Austin Campbell
Co-host focusing on macro and crypto market implications.
Chris Perkins
Co-host providing crypto market insight and moderating discussions.

Reviews

4.2 out of 5 stars from 17 ratings
  • No episodes

    No episodes

    Apple Podcasts
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    bct101
    United States3 months ago

Listeners Say

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Listeners appreciate the mix of macro context with crypto specifics and real-world pilots.
Some listeners seek more actionable, outcome-focused insights in episodes.
Guests from both traditional finance media and crypto-native firms provide credible, diverse viewpoints.

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Talking Points

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Strategy's Preferred Stock Is Now a Stablecoin. And DeFi Has a Security Problem.
Q: How do you view the regulatory landscape affecting distribution to non-US investors vs. US-based users?
The panel discusses Reg S for non-US issuances, potential future US-friendly regimes, and the tension between offering yield-bearing instruments to US users versus non-US investors; a path to broader on-chain access depends on regulatory clarity and possible sandbox approaches.
Strategy's Preferred Stock Is Now a Stablecoin. And DeFi Has a Security Problem.
Q: What are the main risk factors you see for investors in this APY USD basket, and how does overcollateralization help?
The risk factors include vendor risk, governance risk, diversification risk, and DeFi-specific exposure; overcollateralization reduces some volatility and provides a buffer, while the basket design and yield from the underlying assets help support yield, though risks remain if STRC or the basket underperforms.
Strategy's Preferred Stock Is Now a Stablecoin. And DeFi Has a Security Problem.
Q: Parker, can you explain what STRC is and how a stablecoin can be backed by it?
Parker describes STRC as a strategy's preferred equity instrument traded on NASDAQ; the stablecoin is backed by this instrument plus some cash, enabling a yield-backed on-chain asset with transparent on-chain collateral and diversification across multiple asset streams.
Bitcoin's Geopolitical Upturn and the $100K Question
Q: What shifts are you seeing in market structure and how might that affect future investments, especially around liquid tokens, ETFs, and institutional adoption?
Kavita outlines a bifurcation between liquid adoption (ETFs, institutional flows) and core decentralized technologies, with growth in tokenized assets and AI-related infrastructure driving the next phase of institutional engagement.
Bitcoin's Geopolitical Upturn and the $100K Question
Q: What has it been like trading the last 48, 72 hours with so much whipsawing and the ceasefire talk?
Kavita describes the high volatility and the sense that markets are parsing geopolitical signals, with predictions markets offering a way to gauge sentiment, while acknowledging insider dynamics and regulatory uncertainties around prediction markets.

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Frequently Asked Questions About Bits + Bips

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

The show collaborates with guests from crypto, finance, and macro circles to explore how digital assets intersect with traditional markets, policy shifts, and real-world pilots. Episodes balance high-level themes—agentic or autonomous payments, crypto market dynamics, and macro risk—with practical questions about pricing, security, and adoption. A standout pattern is multi-guest discussions that merge traditional finance media perspectives with crypto-native viewpoints, often tying insights to tangible use cases and pilot programs. The format regularly surfaces actionable signals for builders and investors while maintaining a data-informed, cautious tone about the evolving crypto landscape.

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Which podcasts are similar to Bits + Bips?

These podcasts share a similar audience with Bits + Bips:

1. Unchained
2. On The Brink with Castle Island
3. Empire
4. Bankless
5. Limitless: An AI Podcast

How many episodes of Bits + Bips are there?

Bits + Bips launched 10 months ago and published 28 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. Luke Leasure
2. Shaunda Devens
3. Carlos Gonzalez Campo
4. Parker White
5. Michael Bentley
6. Josh Lim
7. Kavita Gupta
8. Jim Ferraioli

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