Why Crypto Has a Good Long-Term Setup Right Now: Bits + Bips
Unchained4 Maalis

Why Crypto Has a Good Long-Term Setup Right Now: Bits + Bips

A major war broke out in the Middle East, but Bitcoin didn’t break. One veteran investor says that price action reveals something important about where crypto stands today. --- Bits + Bips is spreading its wings Starting soon, new episodes will only be published on our brand‑new feeds. What you need to do: Click the links below. YouTube Apple Spotify X Smash Follow or Subscribe. 🎉 Done. --- The U.S. and Israel have struck Iran, killing Ayatollah Khamenei, and markets are still calibrating. Oil is climbing toward $100, yields are confounding textbook expectations, and when news first broke, Bitcoin dropped to around $63,000 before recovering to roughly $70,000 during Monday's session. Equity futures that opened sharply lower also reversed, ending roughly flat vs. Friday's close. What does that price action actually mean? Is the crypto bounce a sign of structural resilience, or is it moving in lockstep with a broader risk recovery? In this episode, Steven Ehrlich sits down with Rob Hadick, General Partner at Dragonfly Capital, a veteran crypto venture investor managing hundreds of millions of dollars to work through what the Iran conflict actually means for digital assets. They also get into the stalled Clarity Act that could be crypto's biggest catalyst of the year, the rise of on-chain derivatives markets, and why one of the largest crypto-focused funds believes now is one of the best moments in history to be building in this space. Host: ⁠Steven Ehrlich⁠ Guest: Rob Hadick, General Partner, Dragonfly Learn more about your ad choices. Visit megaphone.fm/adchoices

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The Chopping Block: AI's Role in Crypto, Agentic Coding, & Citrini Financial Crisis

The Chopping Block: AI's Role in Crypto, Agentic Coding, & Citrini Financial Crisis

Explore how AI could reshape crypto and finance, redefining traditional systems and introducing new threats. As AI-powered agents promise efficiency, Haseeb, Tom, Tarun, and guest Illia Polosukhin cri...

27 Helmi 1h 1min

Bits + Bips: Are Crypto Markets Bottoming, or Is There More Pain Ahead?

Bits + Bips: Are Crypto Markets Bottoming, or Is There More Pain Ahead?

DATs may be collapsing, AI agents may be overhyped, but Omid Malekan thinks the strongest case for crypto has nothing to do with either. Thank you to our sponsors: ⁠⁠Fuse: The Energy Network⁠ ...

26 Helmi 1h 8min

How Virtuals' New AI Accelerator Will Bring Humanoid Robots to the Real World

How Virtuals' New AI Accelerator Will Bring Humanoid Robots to the Real World

Jansen Teng announces  Virtuals’ new humanoid robotics accelerator. Is this the next frontier for the AI agent meta? Thank you to our sponsors! ⁠⁠⁠⁠Figure⁠⁠⁠⁠ ⁠⁠⁠⁠Crypto Tax Girl⁠⁠⁠⁠ V...

23 Helmi 1h 4min

Is Nic Carter Exaggerating Bitcoin's Quantum Risk? Yes, Says One Core Dev

Is Nic Carter Exaggerating Bitcoin's Quantum Risk? Yes, Says One Core Dev

Matt Corallo says “the community that exists at the time” will make decisions on how Bitcoin deals with the threat of quantum computing. Thank you to our sponsors! ⁠Figure⁠ ⁠Crypto Tax Gir...

22 Helmi 1h 18min

Uneasy Money: Why Peter Steinberger and Non-Crypto People Hate the Crypto Mob

Uneasy Money: Why Peter Steinberger and Non-Crypto People Hate the Crypto Mob

LayerZero’s Bryan Pellegrino joins to unpack Base's decision to leave the OP Stack, Zora's migration to Solana and more. Thank you to our sponsors! ⁠Fuse: The Energy Network – Shift your energy...

20 Helmi 1h 23min

Stani Kulechov on Why Aave Labs Is Putting Itself at the Mercy of the DAO

Stani Kulechov on Why Aave Labs Is Putting Itself at the Mercy of the DAO

Stani Kulechov unpacks Aave Labs’ “Aave Will Win” proposal, explaining why the company wants the DAO to have power over its finances. Thank you to our sponsors! Adaptive Security Aave Labs h...

20 Helmi 57min

The Chopping Block: Dragonfly's $650M Fund + Crypto's Great Resignation + OpenClaw vs Crypto Twitter

The Chopping Block: Dragonfly's $650M Fund + Crypto's Great Resignation + OpenClaw vs Crypto Twitter

Dragonfly raises a $650M Fund IV amid crypto's institutional vs retail sentiment gap, the industry exodus including Kyle Samani's departure from Multicoin, OpenClaw's OpenAI acquisition and crypto Twi...

19 Helmi 55min

DEX in the City: Why Prediction Markets Could Spark a Huge Constitutional Fight

DEX in the City: Why Prediction Markets Could Spark a Huge Constitutional Fight

The crew tackles everything from the CFTC's controversial stance on prediction markets to the real-world impacts of rising crypto crime. Thank you to our sponsors!  Figure is giving away $25,0...

19 Helmi 53min

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