Bits + Bips
@bitsandbips
Crypto meets macro podcast.
Livestreams at 4:30pm ET every Monday.
Part of @unchained_pod
196 Following 1.4K Followers
If you've ever screenshotted/bookmarked a @bitsandbips clip without subscribing, this one's for you.
The show has migrated to its own channel. Segments are still available via Unchained.
Pay the rent:
Show more
Why Compute Futures Could Outlast the AI Token Trade
GPU compute now has an index, a forward curve, and CME futures coming in H2.
@carmenli built that market — and has watched crypto trade the same AI thesis through H100 perps and pre-IPO bets. She tells @Steven_Ehrlich what holds up and what breaks.
Streaming today at 12pm ET 👇
Join us on: x -
Show more
.@austincampbell and @perkinscr97 get into the CME's lawsuit against the CFTC over perpetuals, from Terry Duffy to footnote 719d. 🧨
New clip live. 🎧
New episode is live. The wall between TradFi and crypto is coming down, and we get into what is actually being built:
🏦 Could tokenized money market funds replace stablecoins?
📈 What 'real' tokenization means for Coinbase's stock tokens
🤖 Is the AI trade rolling over?
Show more
You've heard us say "we're migrating soon" three times now.
We weren't joking. @bitsandbips has migrated to its own channel, with segments still available via Unchained.
Subscribe today 👇
Show more
Bipartisan alarm on AI: "I was with Hillary Clinton and she said, AI is keeping me awake at night," says @perkinscr97 — and when both parties align, regulation follows and "the big get bigger."
Live now on Bits + Bips:
Show more
What is a tokenized stock, really? "It's just a wrapper," says @perkinscr97 — the value comes from what's underneath. SPV, digital twin, a wrapper on a wrapper? Know what you actually own.
Show more
Is the Bitcoin Treasury Thesis Finally Breaking?
The "I'll subscribe later" people are the same ones who buy the top. Not Saylor anymore.
Don't be one. @bitsandbips has migrated to its own channel, with segments still available via Unchained.
Show more
'The most important thing is that Bitcoin doesn't produce cash flow.' @LowBeta on the structural constraint facing Strategy's preferred equity model and why proof-of-stake networks have at least one advantage. @bitsandbips ⚠️ 🎧
Show more
.@LowBeta on what drove gold and Bitcoin down, and where he sees value now:
📉 Speculative retail ran gold from $4,000 to $5,000+, then rotated to chips and pre-IPO trades
🥇 The deficit-and-debt case is intact: Pandl calls gold and Bitcoin buys here
💰 H2 DeFi thesis: Hyperliquid and Aave anchor Grayscale's revenue trade
w/ @Steven_Ehrlich: 🎧
Show more
New episode: Zach Pandl [@LowBeta ] on what just happened at the Fed and why it matters for Bitcoin.
🏛️ Nine of 18 FOMC members wrote down a rate hike
❄️ Pandl officially calls a crypto winter
⚠️ Why Strategy's preferred equity model has a cash flow problem
💰 The DeFi revenue thesis for the second half
Full interview with @Steven_Ehrlich:
🎧
Show more
🚨 if @bitsandbips isn't in your rotation, you're getting your macro takes from the wrong people.
Full episodes are now on the Bits + Bips channel, with segments still available via Unchained.
Fix that here 👇
Show more
Warsh's first Fed presser. The Iran ceasefire trade. Bitcoin surging back.
@Steven_Ehrlich talks macro-to-crypto with Zach Pandl [ @LowBeta ], Head of Research at @Grayscale — is crypto spring real, or is it a trap?
Today at 2pm ET.
Join us on: x -
Show more
Repo Is $16T. Onchain Credit Is $5B. What's Missing?
