Bits + Bips: Why Iran Is Trump’s Greatest Taco. Plus, Is Elon’s TeraFab ‘Bullshit’?
Unchained25 Mar

Bits + Bips: Why Iran Is Trump’s Greatest Taco. Plus, Is Elon’s TeraFab ‘Bullshit’?

Trump pulled off a five-day ceasefire nobody expected. Ram calls it the greatest TACO of his career. --- Thank you to our sponsor: Nexo — the premier digital wealth platform. Receive interest on your digital assets, borrow against them without selling, and trade a wide range of cryptocurrencies all in one place. Now available in the US with 30 days of exclusive privileges for new clients. Get started at nexo.com/unchained. ---- Trump announced a five-day pause on strikes against Iranian energy infrastructure just hours before his own 48-hour ultimatum expired. Oil crashed below $90. Bitcoin surged from $68,200 to above $71,000. Ram called it the greatest TACO of Trump’s career and said the Trump put is officially here. Meanwhile the Fed held rates steady but the dot plot revealed a historically wide internal split: seven members want zero cuts in 2026 while five want 50 basis points or more. Powell warned inflation isn’t coming down as hoped with projections now at 2.7% for headline. And in tech, Elon Musk unveiled a $25 billion chip fab that Ram says is pure fiction while Bezos raised $100 billion to buy manufacturing companies and transform them with AI. Hosts: Austin Campbell, Host of Bits + Bips, Zero Knowledge Consulting Ram Ahluwalia, Co-Host, CEO of Lumida Chris Perkins, Co-Host, President of CoinFund Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(1147)

The Chopping Block: Defi United’s “Bailout,” MegaETH’s KPI Vesting, and Prediction Market Chaos

The Chopping Block: Defi United’s “Bailout,” MegaETH’s KPI Vesting, and Prediction Market Chaos

Is the era of protocol bailouts upon us? The Chopping Block crew and MegaETH's Shuyao Kong debate Defi United’s community-funded rescue, the KPI vesting experiment shaking up token launches, whether D...

30 Apr 1h

How Microsoft Won the OpenAI Fight as Markets Rally on Iran

How Microsoft Won the OpenAI Fight as Markets Rally on Iran

One side wins the OpenAI-Microsoft divorce, Ram calls a 19% earnings growth year 'bananas,' and Chris wants the US to hack back against DeFi exploiters. Here is the full rundown. --- Heads up! If y...

29 Apr 57min

How Microsoft Won in Its Revised Deal With OpenAI

How Microsoft Won in Its Revised Deal With OpenAI

Microsoft restructured its agreement with OpenAI, and Ram Ahluwalia has a clear verdict: Microsoft won.  In this segment from Bits + Bips, Ram explains the three things Microsoft secured from the new...

29 Apr 3min

How Morpho Survived a $300M DeFi Hack With Only $1M Exposure

How Morpho Survived a $300M DeFi Hack With Only $1M Exposure

People think of Aave and Morpho as competitors. But Morpho only lost $1 million when North Korea drained $300M from a DeFi protocol. The architecture explains why. ===================================...

29 Apr 37min

Bits + Bips: How the Kelp rsETH Hack Left Aave With $193M in Bad Debt

Bits + Bips: How the Kelp rsETH Hack Left Aave With $193M in Bad Debt

Luke Leasure and Shaunda Devens of Blockworks Research explain how three compounding failures, Kelp's one-of-one bridge signer, Layer Zero's permissive default settings, and Aave's failure to flag it ...

28 Apr 9min

Arbitrum Froze $70M From North Korea? Griff Green on the Decision + Miguel Morel on the Hack

Arbitrum Froze $70M From North Korea? Griff Green on the Decision + Miguel Morel on the Hack

KelpDAO’s hackers left telltale signs pointing to one culprit, North Korea. Then, in a surprise move, the Arbitrum Security Council decided to fight back. ============================================...

26 Apr 1h 7min

Did Arbitrum Violate DRPK's Property Rights? No, Because It Wasn't Their Property

Did Arbitrum Violate DRPK's Property Rights? No, Because It Wasn't Their Property

The $300M KelpDAO exploit became a watershed moment for DeFi, and the Arbitrum Security Council voted froze $70M worth of stolen funds. Is this a slippery slope or learning from history? Thank you...

24 Apr 1h 20min

DEX in the City: KelpDAO vs. LayerZero: Who Is Liable When a DeFi Protocol Is Hacked?

DEX in the City: KelpDAO vs. LayerZero: Who Is Liable When a DeFi Protocol Is Hacked?

A $300M bridge exploit is forcing the question DeFi has been avoiding: when users lose money, who is actually responsible — the protocol, the infrastructure provider, or both? Thanks to our sponsor...

24 Apr 47min

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