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Bits + Bips

Unchained
Bitcoin
Iran
Defi
Artificial Intelligence
Ethereum
IRGC
Gas Price
Strait Of Hormuz
Tokenization
Macroeconomics
Delphi Information Markets
Crypto
Elon Musk
Stock Market
Terafab
Prediction Markets
Anthropic Mythos
Crypto Markets
On-Chain Repo
De-Leveraging

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.

PublishesDailyEpisodes35Founded10 months ago
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NewsBusinessInvestingBusiness News

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Artwork for Bits + Bips

Latest Episodes

What does Pope Leo's first AI encyclical have to do with the Bitcoin white paper?

Arjun Sethi, co-CEO of Kraken, traces a philosophical thread from Augustine's City of God through Catholic social teaching's subsidiarity principle to Satoshi's moneta... more

Kevin Warsh is confirmed as Fed chair today. He says he wants a smaller balance sheet, fewer dot plots, less forward guidance, and new ways to measure inflation. In this clip, Noelle Acheson tells Steve Ehrlich why the bond market will veto the balan... more

The TACO trade — the assumption that Trump will always walk back market damage — is temporary. The BLISS trade is not. In this clip, Noelle Acheson explains Gita Gopinath's thesis from the Financial Times: no government, regardless of political party... more

If the risk is the same, why would any rational agent choose a stablecoin that pays nothing over a money market fund that does?

In this clip, Chris Perkins puts the question directly to Circle’s Gordon Liao, who walks through USYC — Circle's yield-b... more

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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

4.3 out of 5 stars from 18 ratings
  • No episodes

    No episodes

    Apple Podcasts
    1
    bct101
    United States4 months ago

Listeners Say

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

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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$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.
$5B On-Chain Credit: What's Actually Working and What's Still Missing
Q: Let's turn to the on-chain market. Matteo, what does on-chain credit look like right now?
Matteo explains that the market is in an early but progressing phase, with a professionalizing underwriting layer and increasing participation from institutional counterparties, while the market's infrastructure and funding liquidity are still catching up.
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.

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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. CoinDesk Podcast Network

How many episodes of Bits + Bips are there?

Bits + Bips launched 10 months ago and published 35 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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