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

Episoder(1094)

DEX in the City: Why Everyone Is Overreacting About the Terra v. Jane Street Lawsuit

DEX in the City: Why Everyone Is Overreacting About the Terra v. Jane Street Lawsuit

Robinhood's Coy Garrison and Seong Seog Lee join the crew to unpack the Robinhood Chain launch strategy. Thank you to our sponsors!  ⁠MultiChain Advisors Robinhood's proposed chain for the tra...

27 Feb 58min

The Chopping Block: AI's Role in Crypto, Agentic Coding, & Citrini Financial Crisis

The Chopping Block: AI's Role in Crypto, Agentic Coding, & Citrini Financial Crisis

Explore how AI could reshape crypto and finance, redefining traditional systems and introducing new threats. As AI-powered agents promise efficiency, Haseeb, Tom, Tarun, and guest Illia Polosukhin cri...

27 Feb 1h 1min

Bits + Bips: Are Crypto Markets Bottoming, or Is There More Pain Ahead?

Bits + Bips: Are Crypto Markets Bottoming, or Is There More Pain Ahead?

DATs may be collapsing, AI agents may be overhyped, but Omid Malekan thinks the strongest case for crypto has nothing to do with either. Thank you to our sponsors: ⁠⁠Fuse: The Energy Network⁠ ...

26 Feb 1h 8min

How Virtuals' New AI Accelerator Will Bring Humanoid Robots to the Real World

How Virtuals' New AI Accelerator Will Bring Humanoid Robots to the Real World

Jansen Teng announces  Virtuals’ new humanoid robotics accelerator. Is this the next frontier for the AI agent meta? Thank you to our sponsors! ⁠⁠⁠⁠Figure⁠⁠⁠⁠ ⁠⁠⁠⁠Crypto Tax Girl⁠⁠⁠⁠ V...

23 Feb 1h 4min

Is Nic Carter Exaggerating Bitcoin's Quantum Risk? Yes, Says One Core Dev

Is Nic Carter Exaggerating Bitcoin's Quantum Risk? Yes, Says One Core Dev

Matt Corallo says “the community that exists at the time” will make decisions on how Bitcoin deals with the threat of quantum computing. Thank you to our sponsors! ⁠Figure⁠ ⁠Crypto Tax Gir...

22 Feb 1h 18min

Uneasy Money: Why Peter Steinberger and Non-Crypto People Hate the Crypto Mob

Uneasy Money: Why Peter Steinberger and Non-Crypto People Hate the Crypto Mob

LayerZero’s Bryan Pellegrino joins to unpack Base's decision to leave the OP Stack, Zora's migration to Solana and more. Thank you to our sponsors! ⁠Fuse: The Energy Network – Shift your energy...

20 Feb 1h 23min

Stani Kulechov on Why Aave Labs Is Putting Itself at the Mercy of the DAO

Stani Kulechov on Why Aave Labs Is Putting Itself at the Mercy of the DAO

Stani Kulechov unpacks Aave Labs’ “Aave Will Win” proposal, explaining why the company wants the DAO to have power over its finances. Thank you to our sponsors! Adaptive Security Aave Labs h...

20 Feb 57min

The Chopping Block: Dragonfly's $650M Fund + Crypto's Great Resignation + OpenClaw vs Crypto Twitter

The Chopping Block: Dragonfly's $650M Fund + Crypto's Great Resignation + OpenClaw vs Crypto Twitter

Dragonfly raises a $650M Fund IV amid crypto's institutional vs retail sentiment gap, the industry exodus including Kyle Samani's departure from Multicoin, OpenClaw's OpenAI acquisition and crypto Twi...

19 Feb 55min

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