Gold to $12,000 or “Sell Gold Today”? – Bits + Bips
Unchained28 Jan

Gold to $12,000 or “Sell Gold Today”? – Bits + Bips

Crypto taxes stressing you out? You don’t have to figure it out alone. We’ve partnered with Crypto Tax Girl, a crypto-focused tax firm that’s been helping investors since 2017, to give readers $100 off personalized, one-on-one crypto tax help. Their team can handle everything from transaction calculations to full tax returns — but pre-April 15 spots are limited, so don’t wait! Grab $100 off here In this episode of Bits + Bips, Austin Campbell, Ram Ahluwalia, Chris Perkins, and guest Charles Edwards debate what “realpolitik” means for markets, why gold is leading, and whether Bitcoin is lagging for a reason that is not just sentiment. They also argue over a counterintuitive claim gaining traction on desks: that rate cuts can be bad for risk assets in a high-debt world, and that the biggest adoption blocker for Bitcoin may be a known unknown, the quantum threat, whether it is imminent or simply believed enough to cap upside. 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 Guests: Charles Edwards, Founder & CIO at Capriole Investments Links: Why Gold Rose and Bitcoin Tumbled on Japan Bond Turmoil Should You Buy Gold or Bitcoin? Here’s How to Think About It Bitcoin Stumbles as Global Tensions Push Investors Toward Safe Havens Bitcoin Rebounds After Trump’s Truth Social Post Eases Tariff Fears Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(1234)

Could Some Vaults Trigger Securities Law? Yes, but It's Case by Case

Could Some Vaults Trigger Securities Law? Yes, but It's Case by Case

Onchain vaults now hold $67B. Veda's CEO maps out how they work, and why the SEC just hinted some could be securities. ======================================================== Thank you to our spons...

9 Aug 34min

Inside the Coldcard Hack That Drained Over $100 Million in Bitcoin: Uneasy Money

Inside the Coldcard Hack That Drained Over $100 Million in Bitcoin: Uneasy Money

A hardware wallet's 5-year-old randomness bug just let hackers drain over $100 million in Bitcoin. How many more waves are coming? Plus, Ethereum's fight over cutting ETH issuance. ==================...

7 Aug 1h 6min

The Chopping Block: ColdCard's $100M RNG Hack, AI-Powered Security & Ethereum's Staking Yield Taper

The Chopping Block: ColdCard's $100M RNG Hack, AI-Powered Security & Ethereum's Staking Yield Taper

This week we dissect ColdCard's ~$100M RNG exploit that Claude Code cracked in 8 minutes, debate whether AI just killed open-source security and Bitcoin maximalism, tear apart Ethereum's EIP-8361 stak...

6 Aug 1h 3min

DEX in the City: How Claude's Red-Teaming Agents Escaped a Test Without Realizing It

DEX in the City: How Claude's Red-Teaming Agents Escaped a Test Without Realizing It

Anthropic's AI agents escaped a hacking test and still think they're inside it. Katherine, Jessi, and Vy Le on who's liable when a model breaks free, plus the $100M Coldcard hack and Kalshi's court lo...

6 Aug 49min

Is Any Cold Wallet Safe? Inside the Coldcard Hack's Wave Three

Is Any Cold Wallet Safe? Inside the Coldcard Hack's Wave Three

📢 Bits + Bips has its own channel now — full episodes here: https://www.youtube.com/@Bitsandbips A firmware bug quietly introduced into Coldcard hardware wallets in 2021 has let attackers drain a...

4 Aug 18min

Should Tokenized Stock Only Come From Issuers? Yes, Says Carlos Domingo

Should Tokenized Stock Only Come From Issuers? Yes, Says Carlos Domingo

Wall Street's transfer agents want issuers, not outside platforms, to control tokenized stock. Securitize's CEO says the alternative invites insider trading. =========================================...

4 Aug 59min

Meta Fell 10%. Microsoft Didn't Blink.

Meta Fell 10%. Microsoft Didn't Blink.

📢 Bits + Bips has its own channel now — full episodes here: https://www.youtube.com/@Bitsandbips Meta and Microsoft reported earnings on the same night, and investors sent their stocks in opposit...

31 Jul 10min

Zcash, Ethereum, Aztec, Canton and More: Which Chain Will Win the Privacy Race?

Zcash, Ethereum, Aztec, Canton and More: Which Chain Will Win the Privacy Race?

Privacy is having a moment in crypto. As competition heats up, the pitfalls of the technology around the quantum threat, regulatory risk and more make the trajectory hard to predict. A counterfeit...

31 Jul 1h 3min

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