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Artwork for Bits + Bips

Bits + Bips

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

PublishesDailyEpisodes41Foundeda year ago
Number of ListenersCategories
Business NewsInvestingNewsBusiness

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Artwork for Bits + Bips

Latest Episodes

The Fed dropped its easing bias and half the FOMC penciled in rate hikes. Zach Pandl on what Kevin Warsh's first meeting means for Bitcoin, gold, and Strategy.

Sponsors

Fidelity: Fidelity has been building in crypto and DeFi since 2014 — now t... more

A Friday-night directive banned Anthropic's Fable 5 with no public explanation — Sam Enzer on what it means for AI, crypto, and who controls the national security card next.

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Thank you to our sponsors:

⁠Fidelity⁠: Fidelity has been building in ... more

Strategy owes $3.4 billion over two years on its preferreds. Austin maps the three exits: issue more stock, sell Bitcoin, or suspend dividends. None are good.

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Thank you to our sponsors:

Fidelity: Fidelity has been building in crypto and DeFi s... more

Strategy sold Bitcoin in May and disclosed the sale via SEC filing in June. The Polymarket market on that sale resolved to no sale in May, with tens of millions of dollars on one question: does the trade date control, or the disclosure date?

Sam Enz... 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

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 States4 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

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Talking Points

Recent interactions between the hosts and their guests.

$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?

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 41 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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