How Maduro's Capture and a 'Pre-War World' Affects Bitcoin: Bits + Bips
Unchained7 Jan

How Maduro's Capture and a 'Pre-War World' Affects Bitcoin: Bits + Bips

Thank you to our sponsor, Uniswap! In this episode of Bits + Bips, hosts Austin Campbell, Ram Ahluwalia, and Chris Perkins are joined by macro strategist Peter Tchir to unpack one of the most consequential geopolitical events in years: the U.S. capture of Venezuelan President Nicolás Maduro. The conversation explores why Bitcoin surged past $94,000, what the operation signals about U.S. power and strategy, and how investors should think about energy, supply chains, and national security in a shifting global order. The group also debates whether crypto’s 24/7 markets are revealing a structural weakness in traditional finance, whether Latin America is poised for an investment renaissance, and why “production for security” may replace ESG as the dominant investment framework. 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: Peter Tchir, Head of Macro Strategy at Academy Securities Links: Bitcoin Rallies to $93,000 After U.S. Attack on Venezuela The Venezuelan Oil Narative is PURE THEATRE Venezuela: The $60B+ Bitcoin "Shadow Reserve" Learn more about your ad choices. Visit megaphone.fm/adchoices

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(1188)

Are Perpetuals Swaps or Futures? The CME Picks a Fight

Are Perpetuals Swaps or Futures? The CME Picks a Fight

Three years ago, Chris Perkins sat across from Terry Duffy in Congress and made the case for perpetuals. Duffy pushed back — hard. Now Duffy's CME is suing the very regulator that finally allowed them...

24 Jun 11min

How Digital Credit Assets like STRC and SATA Differ from Bitcoin or DAT Stocks

How Digital Credit Assets like STRC and SATA Differ from Bitcoin or DAT Stocks

Was Michael Saylor wrong to sell Bitcoin? Matt Cole breaks from his fellow critics on Strategy, S&P's junk rating on MSTR, and whether the model is breaking. =========================================...

23 Jun 56min

Why Kalshi's John Wang Says Perps Are 'the Most Pure Trading Instrument'

Why Kalshi's John Wang Says Perps Are 'the Most Pure Trading Instrument'

Kalshi just brought crypto perps to the US, targeting a $90 trillion offshore market. Its Head of Crypto, John Wang, explains the bet, the risks, and who Kalshi is actually competing with. ==========...

19 Jun 48min

Why Fable's Shutdown Is a Warning for Every AI Lab: Uneasy Money

Why Fable's Shutdown Is a Warning for Every AI Lab: Uneasy Money

The government export-controlled Anthropic's best model. Kain, Luca, and Taylor debate whether Dario talked his way into it and what the shutdown means for every AI lab. =============================...

19 Jun 1h 14min

Why Pandl Calls Gold and Bitcoin Buys Here

Why Pandl Calls Gold and Bitcoin Buys Here

Zach Pandl, Head of Research at Grayscale Investments, argues that speculative retail flows, not geopolitical fundamentals, drove the recent gold and Bitcoin selloffs. His read: momentum chasing built...

19 Jun 7min

Why AI Censorship and Reg NMS Repeal Matter for Crypto Markets: DEX in the City

Why AI Censorship and Reg NMS Repeal Matter for Crypto Markets: DEX in the City

The federal government pulled Anthropic's Fable 5 offline with no public process — and Jessi Brooks makes the case it's a crypto chokepoint story, not just an AI one. Thanks to our sponsor! 👉...

18 Jun 54min

The Chopping Block: SpaceX IPO Mania, Fable 5 Export Controls & The AI Privacy Fight

The Chopping Block: SpaceX IPO Mania, Fable 5 Export Controls & The AI Privacy Fight

The crew breaks down the SpaceX IPO's crypto-like low float dynamics and Hyperliquid's price prediction, debates accredited investor laws and failed tokenized stock allocations, dives into Fable 5's e...

18 Jun 1h 14min

Unchained Celebrates 10 Years! Laura and Haseeb Cover Highs, Lows and New Directions

Unchained Celebrates 10 Years! Laura and Haseeb Cover Highs, Lows and New Directions

For the tenth anniversary of Unchained, Laura reflects on the SBF question she never asked, the Charles Hoskinson beef, and why she may be done with strict neutrality. ===============================...

18 Jun 57min

Populært innen Politikk og nyheter

giver-og-gjengen-vg
aftenpodden
aftenpodden-usa
fotballpodden-2
forklart
stopp-verden
popradet
det-store-bildet
dine-penger-pengeradet
lydartikler-fra-aftenposten
nokon-ma-ga
rss-gukild-johaug
hanna-de-heldige
rss-espen-lee-usensurert
rss-ness
rss-utenrikskomiteen-med-bogen-og-grasvik
frokostshowet-pa-p5
aftenbla-bla
rss-penger-polser-og-politikk
e24-podden