About this podcast
Exploring how crypto and macro collide one basis point at a time.
Hosted by Ram Ahluwalia, Austin Campbell and Chris Perkins.
Livestream: Every Monday at 4:30 pm ET.
Episodes
The newest 20 of 68 episodes
- Binance Lost $6.3 Billion. Why Does Crypto Still Lack Circuit Breakers? · 57 minBinance lost $6.3 billion in a 20-minute burst. Austin, Ram, and Chris ask why crypto still lacks the circuit breakers. Sponsor Put your crypto to work…
- How AI Agents Are Exposing a Bank Business Model Built on 'Laziness' · 57 minBanks are blocking AI agents in the name of safety. Jim Bianco asks who they are really protecting, and what $4 trillion in zero-yield deposits has to do with it. Sponsor…
- Why Crypto Is Holding Up as the AI Trade Starts to Crack · 52 minThe chip index fell 11.4% and the KOSPI had its worst week since 2008, yet Bitcoin finished flat. Coinbase's John D'Agostino and Agora's Nick van Eck join the Bits + Bips crew to…
- Is Crypto Security at 'Max Vulnerability'? Chris Perkins Thinks So · 57 minAn Ethereum Foundation researcher says AI-driven math could break crypto keys in months, worst case. Austin Campbell and Chris Perkins weigh the real risk. Sponsor…
- Is OpenAI's Agent Breach a Rogue AI Problem or a Basic Security Failure? · 53 minCalifornia subpoenaed OpenAI over agents that broke into Hugging Face. Ram Ahluwalia calls it a "media stunt." David Z. Morris sees an AI safety blind spot. Sponsor…
- How the Bitget Hack Reopened Crypto's Fight Over Neutral Infrastructure · 1 h 0 minBitget lost $388 million to spoofed transaction data, and THORChain kept routing the funds. The hosts ask what decentralization means if you can stop and don't. Sponsor…
- Bitcoin Reclaims Its Bear-Market Ceiling. Is the Rally Real? · 55 minBitcoin closed above its 50-week average for the first time in 45 weeks. Ram calls it a short squeeze, Chris a regime change. Plus, Amazon locks out Meta's Muse agent. Sponsor…
- OpenAI Says It Cracked a Millennium Prize Problem. Why Is Anthropic Hitting the Brakes? · 1 h 1 minOpenAI says it solved a Millennium Prize problem as Anthropic calls for slowing AI down. Jordi Visser tells Austin, Ram, and Chris why it's a midterm story. Plus, oil at $108…
- Robinhood's Tokenized AMC Shares Spark a Fight Over What Stock Tokens Really Are · 59 minAMC's CEO says Robinhood's stock tokens are vile. Austin, Chris, and Ram break down what these tokens actually are, and whether the outrage holds up. Sponsor Visit…
- Why the Kalshi-Nevada Ruling Could Land at the Supreme Court · 59 minKalshi's Andy Ross joins the panel to argue that a Ninth Circuit ruling against the exchange might actually help its case at the Supreme Court. Sponsor Visit 1inch.com…
- CME vs. Kalshi. Is Washington Picking a Winner in Prediction Markets? · 1 h 0 minCME's Terry Duffy and Kalshi traded public insults over prediction markets. Ram, Austin, Chris, and Bitwise's Gordon Grant break down who's winning. Sponsor Visit…
- New US Rules Could Force Coinbase to Delist Tether · 60 minA new presidential memo lets private firms hack foreign cybercriminals — a plan Chris Perkins helped pitch. Plus a Trump-family bank charter and a rule that could push Tether…
- A Technical Strategist Sees Opportunity in Bitcoin's Quiet Market · 47 minBitcoin's barely budged in weeks, but Katie Stockton says the charts are flashing a long-term oversold signal that has preceded past turnarounds. Sponsors Cape: Your…
- Why an Ethereum Proposal to Zero Out Staking Yield Sparked a Revolt · 1 h 3 minAn Ethereum proposal to zero out staking yield has the community in revolt. Seth Ginns of Franklin Crypto weighs in on whether it solves a real problem. Plus, the Clarity delay…
- Chinese AI Models Are Defending Bitcoin Wallets Because US Models Won't · 1 h 1 minGalaxy Digital's Alex Thorn joins Austin, Ram, and Chris on the Coldcard firmware bug that's drained over $100M from cold storage — plus why the researchers chasing the next hack…
- Why Wall Street's AI Earnings Verdict Split Meta From Microsoft · 45 minMeta fell 10% on its CapEx guidance. Microsoft didn't move. Franklin Templeton's Chris Galipeau looks past the divergence to say that the AI trade isn't over, and lays out why…
- Why RWAs Just Out-Traded Crypto on Hyperliquid for the First Time · 57 minLorenzo Valente of ARK Invest joins Austin, Ram, and Chris on why real-world assets just out-traded crypto on Hyperliquid for the first time — plus what Jensen Huang's first-ever…
- Why Bitcoin's Vol Index Is Already Pricing In the Odds of the Clarity Act Passing · 31 minCole Kennelly says Bitcoin's volatility index is already pricing in the Clarity Act, weeks before the Senate even votes on it. Sponsors Cape: Your biggest crypto…
- Stripe Bid $53B for PayPal: Who Actually Wins Stablecoin Payments? · 59 minCyclops founder Alex Wilson on why PayPal 'chose to fail' at stablecoins, and what Stripe's $53 billion bid really means for the payment wars. Plus: the Clarity Act's last shot…
- Bitcoin and ETH Are Up. But This Crypto Rally Still Lacks Conviction. · 50 minCrypto just had its best week in months. GSR's Andy Baehr explains why he is not calling it a real rally yet, and what would actually change his mind. Sponsors Cape: Your…
