Bits + Bips: How AI and Energy Prices Will Force the Fed’s Hand
Unchained15 Jan

Bits + Bips: How AI and Energy Prices Will Force the Fed’s Hand

Thank you to our sponsor, Uniswap! If trust in central banks erodes, what replaces it? This week’s Bits + Bips connects AI, energy, inflation, and Bitcoin. In this episode of Bits + Bips, hosts Austin Campbell, Ram Ahluwalia, and Chris Perkins are joined by Daniel Ives, one of Wall Street’s most closely followed technology analysts, to break down how AI is colliding with macroeconomics. They debate whether AI will ultimately be inflationary or deflationary, why energy may become the binding constraint on technological growth, and how rising productivity could force the Federal Reserve into uncomfortable trade-offs. The conversation also covers pressure on central bank independence, the fragility of trust in fiat systems, and why Bitcoin increasingly enters the conversation when that trust erodes. Hosts: Ram Ahluwalia Austin Campbell Christopher Perkins Guests: Daniel Ives, Managing Director and Senior Equity Research Analyst at Wedbush Links: Bitcoin Briefly Pops to $92K on Powell DOJ News, Then Retreats Tether Freezes $182 Million in USDT on Tron Learn more about your ad choices. Visit megaphone.fm/adchoices

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DEX in the City: How the SEC’s Crypto Task Force Is Rebuilding Trust with Builders

DEX in the City: How the SEC’s Crypto Task Force Is Rebuilding Trust with Builders

Will SEC guidance stick around if the administration changes? Commissioner Peirce and Sumeera Younis of the Crypto Task Force answer. Thanks to our sponsors! * Citrea — Bitcoin changed how money w...

8 Apr 54min

How 'Booth Babes' at Crypto Conferences Could Lead to Big Hacks Like Drift's

How 'Booth Babes' at Crypto Conferences Could Lead to Big Hacks Like Drift's

The Drift hack wasn't a one-off exploit. It was a patient operation spanning months, with nation-state actors working the conference circuit. Then Circle let the hackers take the money. Bitcoin’s app...

8 Apr 1h 10min

Bits + Bips: $285M Hack, Iran's Crypto War Machine & the Token Fundamentals Crisis

Bits + Bips: $285M Hack, Iran's Crypto War Machine & the Token Fundamentals Crisis

A nation state hacked a startup and won. The hosts debate who's liable, what's fixable, and what isn't. --- Thank you to our sponsors: Bitcoin’s application layer, Citrea, launched its mainnet, exp...

7 Apr 59min

How Bitcoin Is Both a Risk Asset and a Hedge Against Debasement

How Bitcoin Is Both a Risk Asset and a Hedge Against Debasement

Charles Schwab’s chief crypto strategist breaks down why traditional finance valuation frameworks, not narratives, are finally taking hold in digital assets. --- Multichain Advisors is an emerging t...

6 Apr 45min

How State-Sponsored Hackers Like DPRK Drain DeFi Protocols: Uneasy Money

How State-Sponsored Hackers Like DPRK Drain DeFi Protocols: Uneasy Money

The Drift Protocol is down $285 million and Circle has the power to freeze the funds — but won’t. Kain, Taylor, and Luca explain why. Thank you to our sponsors! ⁠⁠⁠⁠⁠⁠⁠Fuse: The Energy Network...

6 Apr 1h 16min

The Chopping Block: Is Canton a Real Blockchain? Ethereum’s Cypherpunk Dilemma, AI Security Chaos

The Chopping Block: Is Canton a Real Blockchain? Ethereum’s Cypherpunk Dilemma, AI Security Chaos

The Chopping Block crew and Wintermute’s Evgeny Gaevoy debate whether Canton is truly permissionless, if Ethereum Foundation should double down on cypherpunk ideals or embrace institutions, and how AI...

5 Apr 56min

Do Centralized Real World Assets on DeFi Break Ethereum? - Bits + Bips

Do Centralized Real World Assets on DeFi Break Ethereum? - Bits + Bips

When do oil prices force a ceasefire? Why is crypto holding firm while equities crack? And does Canton or Ethereum win the institutional race? --- Thank you to our sponsor: ⁠⁠⁠Nexo⁠⁠⁠ — the premier...

5 Apr 1h 4min

How Bitcoin Is Both a Risk Asset and a Hedge Against Debasement

How Bitcoin Is Both a Risk Asset and a Hedge Against Debasement

Charles Schwab’s chief crypto strategist breaks down why traditional finance valuation frameworks, not narratives, are finally taking hold in digital assets. --- Multichain Advisors is an emerging t...

5 Apr 46min

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