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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Why the Question Over How to Regulate Perps Has Turned Into a Fight

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4 Sep 32min

Uneasy Money: Inside the AI Agent Scandal That Cheated, Then Covered Its Tracks

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3 Sep 1h 18min

The Chopping Block: Robinhood Chain's Memecoin Mania and Tokenized Stocks

Laura joins Haseeb, Tom, and Tarun to unpack Robinhood Chain's surge, the strange fusion of stock tokens and memecoins, the damage speculative entertainment can do to retail, Solana's competitive posi...

3 Sep 1h 2min

Bits + Bips: Is Kalshi Headed to the Supreme Court Next?

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2 Sep 11min

How Cory Klippsten Would Decide How to Secure Bitcoin Post-Coldcard

Bitcoin rallied 23% after Bessent's debt-buyback comments and settled near $80K. Swan's Cory Klippsten weighs in on what ETF inflows and onchain exchange moves really mean. ==========================...

2 Sep 43min

How Tokenized Stocks Could Undercut Interactive Brokers' 77% Profit Margin

Coinbase just launched fully backed tokenized stocks on Base. Dromos Labs’ Alex Cutler says they’ll chip away at Interactive Brokers "77% profit margin." ==========================================...

28 Aug 31min

The Chopping Block: Crypto's Rebound, Reg Crypto, and AI Router Wars

The crew sizes up Bitcoin's rebound, the fight to bring Hyperliquid onshore, the SEC's new token fundraising framework, and why Stripe's OpenRouter deal could make AI inference markets look a lot like...

28 Aug 54min

Treasury Puts DeFi On Notice as Roman Storm Trial Drags On

Roman Storm's retrial slides to April 2027. Peter Van Valkenburgh argues prosecuting Tornado Cash's developers cost real ground in zero knowledge cryptography. =======================================...

27 Aug 1h 14min