Bits + Bips: Why This U.S. General Believes Iran Could Be a Huge Opportunity

A U.S. Army Major-General on what markets got wrong about Iran, whether the Strait was ever really at risk, and what the new U.S. strike doctrine signals to China. --- Bits + Bips is spreading its wings Starting soon, new episodes will only be published on our brand‑new feeds. Here’s what you need to do: Click the links below. ⁠⁠YouTube⁠⁠ ⁠⁠Apple⁠⁠ ⁠⁠Spotify⁠⁠ ⁠⁠X⁠⁠ Smash Follow or Subscribe. 🎉 Done. ---- Oil briefly traded above $119 a barrel. Iran threatened to shut the Strait of Hormuz, the single chokepoint that carries roughly 20% of global oil supply. And then, just as fast, prices started pulling back, after Trump said the conflict was "almost completely over." But what is actually happening on the ground, what did markets get right, and what are they still missing? We bring in U.S. Army Major-General James "Spider" Marks, who spent over 30 years in the U.S. Army, serving as senior intelligence officer through the LA riots, the Balkans, Korea, and Operation Iraqi Freedom, and who culminated his career as commanding general of the U.S. Army Intelligence Center. With a conflict still unfolding, a regime in flux, and markets trying to price it all in real time, there may be no better person to ask. Hosts: ⁠⁠⁠⁠Ram Ahluwalia⁠⁠⁠⁠, CFA, CEO and Founder of Lumida ⁠⁠⁠⁠Austin Campbell⁠⁠⁠⁠, NYU Stern professor and founder and managing partner of Zero Knowledge Consulting ⁠⁠⁠⁠Christopher Perkins⁠⁠⁠⁠, Managing Partner and President of CoinFund Guest: James "Spider" Marks, U.S. Army Major-General Learn more about your ad choices. Visit megaphone.fm/adchoices

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Why the Crypto Market Cap Could Reach $50 Trillion This Cycle

Ran Neuner argues crypto has finally found product-market fit, and a BlackRock report on AI agents and blockchain rails convinced him the thesis may be much bigger than he thought. ==================...

25 Syys 49min

Why Kalshi's Timeline Fight Put Its ETH Perp Volume Under a Microscope: Uneasy Money

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23 Syys 13min

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23 Syys 56min

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18 Syys 35min

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17 Syys 1h

Bits + Bips: Would AI Rules Box Out Everyone but the Frontier Labs?

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16 Syys 16min