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All Episodes

Bits + Bips — 65 episodes

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Title
1

Is Crypto Security at 'Max Vulnerability'? Chris Perkins Thinks So

2

Is OpenAI's Agent Breach a Rogue AI Problem or a Basic Security Failure?

3

How the Bitget Hack Reopened Crypto's Fight Over Neutral Infrastructure

4

Bitcoin Reclaims Its Bear-Market Ceiling. Is the Rally Real?

5

OpenAI Says It Cracked a Millennium Prize Problem. Why Is Anthropic Hitting the Brakes?

6

Robinhood's Tokenized AMC Shares Spark a Fight Over What Stock Tokens Really Are

7

Why the Kalshi-Nevada Ruling Could Land at the Supreme Court

8

CME vs. Kalshi. Is Washington Picking a Winner in Prediction Markets?

9

New US Rules Could Force Coinbase to Delist Tether

10

A Technical Strategist Sees Opportunity in Bitcoin's Quiet Market

11

Why an Ethereum Proposal to Zero Out Staking Yield Sparked a Revolt

12

Chinese AI Models Are Defending Bitcoin Wallets Because US Models Won't

13

Why Wall Street's AI Earnings Verdict Split Meta From Microsoft

14

Why RWAs Just Out-Traded Crypto on Hyperliquid for the First Time

15

Why Bitcoin's Vol Index Is Already Pricing In the Odds of the Clarity Act Passing

16

Stripe Bid $53B for PayPal: Who Actually Wins Stablecoin Payments?

17

Bitcoin and ETH Are Up. But This Crypto Rally Still Lacks Conviction.

18

How China May Be Interfering in Local US Politics to Block AI Data Center Progress

19

Why Any DeFi Protocol 'Lives and Dies by Its Oracle' and How to Strengthen Them

20

Strategy Sells $216M in Bitcoin. Is Saylor a Buyer or a Seller Now?: Bits + Bips

21

Anchorage’s David Lawant Explains Why Bitcoin's Options Market Isn't Panicking: Bits + Bips

22

Why Bitcoin May Not Run Until Saylor "Gets Blown Up": Bits + Bips

23

Why a Perp Exchange Asked Carmen Li to Make a Market in Her Own Index

24

Why You No Longer Have to Choose Between TradFi and Crypto

25

The Fed Is Turning Hawkish. What Does That Mean for Bitcoin and Strategy?

26

Why the Anthropic Export Ban Should Worry the Crypto Industry

27

Was the SpaceX IPO Really to Blame for Bitcoin's Worst Week Since FTX?

28

Strategy Sold Bitcoin. Polymarket Can't Agree on When

29

Why Strategy's Capital Stack Is Starting to Show Cracks

30

Why Crypto Is Losing the Momentum Trade to AI Stocks Right Now

31

Why Arjun Sees a Link Between Pope Leo and Bitcoin

32

Kevin Warsh Takes Over the Fed. Here's What He Actually Can Do

33

Structural Stimulus Has Replaced the TACO Trade

34

Why Agents Will Ditch Stablecoins That Don't Pay Yield

35

Will On-Chain Repo Reach $1 Trillion? One Reason Yes, One Reason No

36

$5B On-Chain Credit: What's Actually Working and What's Still Missing

37

Is the AI Rally a Bubble? Ram, Chris, and Austin Disagree

38

Paul Tudor Jones Says Bitcoin Is the Best Inflation Hedge. Is He Right?

39

On Polymarket, You Can't Pose a Question. On Delphi, Anyone Can

40

OpenAI Is Building an AOL. Here Is Why That Limits AI's Scale

41

How the Kelp rsETH Hack Left Aave With $193M in Bad Debt

42

DeFi's Security Ceiling: Why Lending Can't Be Like Uniswap

43

Who's Really to Blame for the $290M Kelp DAO Hack?

44

Strategy's Preferred Stock Is Now a Stablecoin. And DeFi Has a Security Problem.

45

The Miner Sell Wall and Why Saylor Is Absorbing It

46

Bits + Bips: Why Josh Lim Is Optimistic on the Dynamics He's Seeing in Bitcoin

47

Is Anthropic’s Mythos a Real Threat? And Who Pays for AI?

48

The IRGC Is Damned Either Way — Here’s Why

49

Why Apple Might Benefit More From AI Than AI Companies Will

50

Bitcoin's Geopolitical Upturn and the $100K Question

51

How Iran Uses USDT to Fund Its War Machine

52

Why a Nation State Will Always Beat the Security of a DeFi Team

53

Why the Drift Hack Is an ‘Embarrassment for the Industry’

54

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

55

Why Ethereum Is Winning the Tokenization Race, Per Schwab

56

Why This Correction Is Worse Than Liberation Day

57

Amid the Iran War, Here’s Why It’s Time to Be ‘Defensive’ With Your Portfolio

58

Why Gas Prices, Not Oil, Determine What You Pay for Electricity

59

Where AI Value Actually Goes (Hint: Not Model Companies)

60

Why Elon’s $25B Chip Fab TeraFab Is 'Not Real' and AI Layoffs Are an Excuse

61

Who Wins the AI Payments War?

62

Why Hedge Funds Are Deleveraging and Stocks Are Still Overvalued

63

The IRGC Is Weakened, but the Iranian People Still Won't Revolt, Says Major-General

64

A U.S. General Explains Why the Iran Strait of Hormuz Threat Is a Bluff

65

Bits + Bips Trailer