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(1246)

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Uneasy Money: Why Erik Voorhees Calls AI's Hidden Filter 'Deceptive'

Venice founder Erik Voorhees says crypto's real job was never speculation. It's becoming the rails AI agents actually need. Plus, why he sold equity, not tokens. =====================================...

22 Aug 1h 14min

Arthur Hayes on Why AI Agents Will Want to Transact in Units of Compute

Arthur Hayes on Why AI Agents Will Want to Transact in Units of Compute

Arthur Hayes unveils Flop, a new protocol for AI compute, and makes the case for why Bitcoin is entering a fresh liquidity-driven leg up. ======================================================== Tha...

21 Aug 53min

EIP-8363: Should ETH Be Sound Money or a Productive Asset?

EIP-8363: Should ETH Be Sound Money or a Productive Asset?

Ethereum wants to slash staking yields toward zero. Gitcoin's Kevin Owocki, DV Labs' Oisín Kyne, and Ethereum-France's Jérôme de Tychey debate whether that breaks DeFi. ==============================...

20 Aug 1h 14min

DEX in the City: The CFTC's Kalshi Rescue and the Limits of Emergency Power

DEX in the City: The CFTC's Kalshi Rescue and the Limits of Emergency Power

The CFTC has used emergency powers just six times ever. Twice this month, both for Kalshi. Jessi, Jacob, and Jane ask whether that protects innovation or sets a dangerous precedent. =================...

19 Aug 46min

Bits + Bips: Is Crypto Privateering Even Legal?

Bits + Bips: Is Crypto Privateering Even Legal?

📢 Bits + Bips has its own channel now — full episodes here: https://www.youtube.com/@Bitsandbips Austin Campbell runs through the strongest legal objections to Trump’s privateering memo, from cla...

19 Aug 14min

Uneasy Money: An Agent Deleted Kain's Database. Two AI Models Rebuilt It in 30 Seconds.

Uneasy Money: An Agent Deleted Kain's Database. Two AI Models Rebuilt It in 30 Seconds.

Kain and Taylor unpack the AI agents that built their own society inside OpenAI's sandbox, then slipped into Hugging Face for days — plus a Bitcoin fork that died in two blocks and a DEF CON sting on ...

14 Aug 1h 12min

Bits + Bips: Bitcoin Has Been Oversold for Months. Is a Buy Signal Next?

Bits + Bips: Bitcoin Has Been Oversold for Months. Is a Buy Signal Next?

📢 Bits + Bips has its own channel now — full episodes here: https://www.youtube.com/@Bitsandbips Bitcoin has done almost nothing for weeks, and Katie Stockton says that stillness is exactly what ...

14 Aug 8min

The Chopping Block: threadguy on Crypto's Social Trading War, Trader Celebrities & AI Agents

The Chopping Block: threadguy on Crypto's Social Trading War, Trader Celebrities & AI Agents

Welcome to The Chopping Block, where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This week, crypto streamer and trading/markets...

14 Aug 1h 3min

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