Castuner

Bits + Bips

Unchained

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.

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68 Folgen

  1. Binance Lost $6.3 Billion. Why Does Crypto Still Lack Circuit Breakers? 56:32
  2. How AI Agents Are Exposing a Bank Business Model Built on 'Laziness' 57:25
  3. Why Crypto Is Holding Up as the AI Trade Starts to Crack 51:49
  4. Is Crypto Security at 'Max Vulnerability'? Chris Perkins Thinks So 57:14
  5. Is OpenAI's Agent Breach a Rogue AI Problem or a Basic Security Failure? 52:45
  6. How the Bitget Hack Reopened Crypto's Fight Over Neutral Infrastructure 1:00:45
  7. Bitcoin Reclaims Its Bear-Market Ceiling. Is the Rally Real? 55:07
  8. OpenAI Says It Cracked a Millennium Prize Problem. Why Is Anthropic Hitting the Brakes? 1:01:16
  9. Robinhood's Tokenized AMC Shares Spark a Fight Over What Stock Tokens Really Are 59:00
  10. Why the Kalshi-Nevada Ruling Could Land at the Supreme Court 59:29
  11. CME vs. Kalshi. Is Washington Picking a Winner in Prediction Markets? 1:00:44
  12. New US Rules Could Force Coinbase to Delist Tether 59:37
  13. A Technical Strategist Sees Opportunity in Bitcoin's Quiet Market 47:14
  14. Why an Ethereum Proposal to Zero Out Staking Yield Sparked a Revolt 1:03:06
  15. Chinese AI Models Are Defending Bitcoin Wallets Because US Models Won't 1:01:10
  16. Why Wall Street's AI Earnings Verdict Split Meta From Microsoft 45:24
  17. Why RWAs Just Out-Traded Crypto on Hyperliquid for the First Time 57:07
  18. Why Bitcoin's Vol Index Is Already Pricing In the Odds of the Clarity Act Passing 30:58
  19. Stripe Bid $53B for PayPal: Who Actually Wins Stablecoin Payments? 58:43
  20. Bitcoin and ETH Are Up. But This Crypto Rally Still Lacks Conviction. 50:01
  21. How China May Be Interfering in Local US Politics to Block AI Data Center Progress 1:01:05
  22. Why Any DeFi Protocol 'Lives and Dies by Its Oracle' and How to Strengthen Them 51:23
  23. Strategy Sells $216M in Bitcoin. Is Saylor a Buyer or a Seller Now?: Bits + Bips 57:49
  24. Anchorage’s David Lawant Explains Why Bitcoin's Options Market Isn't Panicking: Bits + Bips 45:49
  25. Why Bitcoin May Not Run Until Saylor "Gets Blown Up": Bits + Bips 1:00:16
  26. Why a Perp Exchange Asked Carmen Li to Make a Market in Her Own Index 47:51
  27. Why You No Longer Have to Choose Between TradFi and Crypto 58:13
  28. The Fed Is Turning Hawkish. What Does That Mean for Bitcoin and Strategy? 43:06
  29. Why the Anthropic Export Ban Should Worry the Crypto Industry 58:16
  30. Was the SpaceX IPO Really to Blame for Bitcoin's Worst Week Since FTX? 58:41
  31. Strategy Sold Bitcoin. Polymarket Can't Agree on When 8:59
  32. Why Strategy's Capital Stack Is Starting to Show Cracks 12:38
  33. Why Crypto Is Losing the Momentum Trade to AI Stocks Right Now 12:13
  34. Why Arjun Sees a Link Between Pope Leo and Bitcoin 16:36
  35. Kevin Warsh Takes Over the Fed. Here's What He Actually Can Do 6:15
  36. Structural Stimulus Has Replaced the TACO Trade 7:19
  37. Why Agents Will Ditch Stablecoins That Don't Pay Yield 7:17
  38. Will On-Chain Repo Reach $1 Trillion? One Reason Yes, One Reason No 7:50
  39. $5B On-Chain Credit: What's Actually Working and What's Still Missing 21:40
  40. Is the AI Rally a Bubble? Ram, Chris, and Austin Disagree 13:22
  41. Paul Tudor Jones Says Bitcoin Is the Best Inflation Hedge. Is He Right? 7:38
  42. On Polymarket, You Can't Pose a Question. On Delphi, Anyone Can 11:52
  43. OpenAI Is Building an AOL. Here Is Why That Limits AI's Scale 9:16
  44. How the Kelp rsETH Hack Left Aave With $193M in Bad Debt 48:57
  45. DeFi's Security Ceiling: Why Lending Can't Be Like Uniswap 12:49
  46. Who's Really to Blame for the $290M Kelp DAO Hack? 16:46
  47. Strategy's Preferred Stock Is Now a Stablecoin. And DeFi Has a Security Problem. 1:00:27
  48. The Miner Sell Wall and Why Saylor Is Absorbing It 10:17
  49. Bits + Bips: Why Josh Lim Is Optimistic on the Dynamics He's Seeing in Bitcoin 44:41
  50. Is Anthropic’s Mythos a Real Threat? And Who Pays for AI? 16:39