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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
Polymarket
Tokenization
Macroeconomics
Delphi Information Markets
Elon Musk
Terafab
Stock Market
On-Chain Repo

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.

PublishesDailyEpisodes57Foundeda year ago
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Artwork for Bits + Bips

Latest Episodes

A new presidential memo lets private firms hack foreign cybercriminals — a plan Chris Perkins helped pitch. Plus a Trump-family bank charter and a rule that could push Tether offshore.

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• ⁠⁠⁠⁠⁠Visit 1inch.com to swap tokenized securities, ... more

Bitcoin's barely budged in weeks, but Katie Stockton says the charts are flashing a long-term oversold signal that has preceded past turnarounds.

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

An Ethereum proposal to zero out staking yield has the community in revolt. Seth Ginns of Franklin Crypto weighs in on whether it solves a real problem. Plus, the Clarity delay.

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• ⁠⁠⁠Visit 1inch.com to swap tokenized securities, crypto an... more

Galaxy Digital's Alex Thorn joins Austin, Ram, and Chris on the Coldcard firmware bug that's drained over $100M from cold storage — plus why the researchers chasing the next hack are stuck on Chinese AI models.

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• ⁠⁠Cape⁠⁠: Your biggest cr... more

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Recent Guests

Alex Thorn
Head of Research at Galaxy Digital
Galaxy Digital
Episode: Chinese AI Models Are Defending Bitcoin Wallets Because US Models Won't
Chris Galipeau
Head Market Strategist at the Franklin Templeton Institute
Franklin Templeton Institute
Episode: Why Wall Street's AI Earnings Verdict Split Meta From Microsoft
Lorenzo Valente
Raider of ARK Invest, Director of Research
ARK Invest
Episode: Why RWAs Just Out-Traded Crypto on Hyperliquid for the First Time
Cole Kennelly
CEO and founder of Volmex Labs
Volmex Labs
Episode: Why Bitcoin's Vol Index Is Already Pricing In the Odds of the Clarity Act Passing
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

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 19 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.

Why Bitcoin's Vol Index Is Already Pricing In the Odds of the Clarity Act Passing
Q: Do you expect a big run up into the 100K by the end of the year, and how does your model view volatility across that horizon?
While models don't target price forecasts, they show that volatility could rise if regulatory clarity drives more participation, with the term structure suggesting shifts in near-term expectations rather than a guaranteed directional move.
Why Bitcoin's Vol Index Is Already Pricing In the Odds of the Clarity Act Passing
Q: Essentially, you know, Volmex and Polymarket have a collaboration. Our indices are available to trade on Polymarket. Can you walk me through the terms of that partnership?
The indices are tradable on Polymarket with monthly and yearly tenors, enabling traders to express views on volatility in a simple prediction-market format, which lowers barriers compared to trading more complex options.
Why Wall Street's AI Earnings Verdict Split Meta From Microsoft
Q: How should investors think about evaluating big tech investments like Microsoft vs. Meta in the AI era?
Focus on concrete operational metrics such as Azure growth and CAPEX discipline for Microsoft, versus capex guidance and revenue clarity for Meta; the key is to assess how efficiently each company translates AI spend into earnings power and free cash flow.
Why Wall Street's AI Earnings Verdict Split Meta From Microsoft
Q: What is driving the current market resilience despite geopolitical tensions and oil spikes?
The guest attributes resilience to earnings power and the fact that earnings growth has remained strong across major tech names, with price action aligning with profits rather than being driven solely by macro headlines.
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.

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?

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 57 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 Thorn
2. Chris Galipeau
3. Lorenzo Valente
4. Cole Kennelly
5. Alex Wilson
6. Andy Baehr
7. Sam Lyman
8. Niklas Kunkel

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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