Bits + Bips: Why the AI Rally Keeps Growing — and Why Circle Launched Arc
Ram says the entire market is now one giant AI trade. Chris argues the boom is backed by real fundamentals. Austin asks: is AI creating value for the right companies? --- Thank you to our sponsor! ...
13 Touko 53min
Why Arthur Hayes Thinks the AI Bubble Bursting Could Spark a Crypto Bull Market
Arthur Hayes sees one force driving markets right now: governments printing money to finance AI and war. He explains why that ends with Bitcoin much higher — and what could derail it. ===============...
12 Touko 57min
Uneasy Money: Who Owns Stolen Crypto? The $71M Fight Testing DeFi Limits
A legal battle over frozen KelpDAO hack funds is forcing DeFi to answer questions it has long avoided. Thank you to our sponsors! Coinbase One: Get 20% off the first year of your ...
9 Touko 1h 14min
Coinbase's Chief Policy Officer on Why He Believes the Clarity Act Will Pass
Coinbase's chief policy officer explains why the bank lobby failed to kill stablecoin rewards — and what 'workable compromise' actually means for crypto users. =======================================...
8 Touko 34min
DEX in the City: With the Stablecoin Yield Compromise, Can the Clarity Act Get Passed?
Seven lawsuits blame OpenAI for enabling a mass shooting. Could the same legal theory come for DeFi? Thanks to our sponsor! Coinbase One Get 20% off the first year of your Coinbase One annual pla...
8 Touko 39min
A16z Crypto Raised $2.2 Billion for Fund 5. Here's How They Plan to Deploy It
From AI agents as economic actors to quantum threats and prediction market regulation, Ali Yahya of a16z lays out the investment thesis behind a16z crypto's fifth fund. ==============================...
7 Touko 55min
Why Wrapped Energy or Compute Will Be the New Store of Value: Bits + Bips
Missiles in the Strait of Hormuz. Brent jumps 5%. Bitcoin breaks through $80. The Bits + Bips crew reads the geopolitical tape — and explains why crypto is shrugging it off. --- Thank you to our spo...
7 Touko 1h
Ben Fielding: Gensyn, Decentralized AI, and the Prediction Market That Settles Itself: Bits + Bips
A prediction market trades on outcomes. An information market trades on knowledge. Fielding makes the case for the latter. --- Heads up! If you haven’t yet, be sure to subscribe to Bits + Bips, sin...
3 Touko 50min
