Bits + Bips
@bitsandbips
Crypto meets macro podcast.
Livestreams at 4:30pm ET every Monday.
Part of @unchained_pod
200 Following 1.5K Followers
North Korea keeps stealing billions from crypto. @ARedbord told me that tightening cyber security is not enough.
Is it time for countries to go on the offense?
Will regulation or consumer demand decide whether AI agents can move your money? ⚖️
@ramahluwalia expects more regulation. @biancoresearch thinks the public will demand the freedom. With @austincampbell and @perkinscr97.
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Inside Anthropic's S-1 with @biancoresearch, @austincampbell, @ramahluwalia and @perkinscr97:
💰 $16.3 billion in first-half revenue
🖥️ Over $400 billion in compute commitments
🗳️ Founder shares with 50.1% of the vote
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This week on Bits + Bips, @biancoresearch joins @austincampbell, @ramahluwalia and @perkinscr97:
🔓 Black October and the AI-found PHP flaws
🏦 Why banks are blocking AI agents
📑 What Anthropic's S-1 says about its compute bill
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Is the AI Debt Boom Hitting a Wall?
The Nasdaq is back to early-June levels, oil and the Fed are on deck, and the OCC just finalized its GENIUS Act rule.
@biancoresearch and the @bitsandbips crew cover it all today at 4:15pm ET.
Join us here on: x -
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3.7% CPI. $110 Brent. Half a million marchers in France. 🌍
@perkinscr97 and @coinbase's John D'Agostino on what inflation is doing to the social contract, with @austincampbell and @Nick_van_Eck.
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"It's going to be a bloodbath." 🩸
John D'Agostino of @coinbase on why AI is a bubble worth having anyway, with @Nick_van_Eck, @austincampbell and @perkinscr97.
Can the US grow its way out of $40 trillion in debt? 🇺🇸
John D'Agostino and @Nick_van_Eck join @austincampbell and @perkinscr97, who argues "the only real path out of this thing is growth." 📈
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Citrini says crypto now has fundamentals. Kobeissi lays out a bear-market thesis. Then: CoreWeave's credit, the Bitcoin miners that pivoted, and Anthropic's rating. Bits + Bips at 4:30pm ET with John D’Agostino and @Nick_van_Eck .
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Oil Above $100, Bonds Down: What It Means for Crypto
Citrini says crypto now has fundamentals. Kobeissi lays out a bear-market thesis. Then: CoreWeave's credit, the Bitcoin miners that pivoted, and Anthropic's rating.
@bitsandbips at 4:30pm ET with John D'Agostino and @Nick_van_Eck.
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Semis and the Nasdaq had a rough week, bonds fell, oil's above $100 and the KOSPI had its worst week since Lehman. How has crypto held up?
Today at 4:30pm ET, @austincampbell , @ramahluwalia and @perkinscr97 ask John D'Agostino and @Nick_van_Eck.
Live here on X
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New Bits + Bips with @austincampbell and @perkinscr97 🎧
🌏 What @Token2049 showed about institutions and fundamentals
🔓 The @Ledger reseller hack and the limits of self-custody
🧮 Whether AI could break crypto's cryptography before Q-Day
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Under Pyth's new "100% Rule," the DAO's share of Pyth Pro, Indices, Data Marketplace and Listing as a Service revenue goes to buying PYTH. The Reserve holds about 42 million PYTH and first purchases under the rule ran Sept. 30, per Pyth.
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Blumenthal's letter to Cantor Chairman Brandon Lutnick says Cantor's 5% Tether stake has grown from $600 million to an estimated $10 billion since Trump returned to office. It lists 13 requests.
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Robinhood's Stock Tokens are tokenized debt securities issued by a Jersey entity and are not offered to U.S. persons. The token Robinhood Crypto is exploring with T. Rowe Price would be linked to an actively managed ETF rather than an index fund.
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Citrini's new report says adoption of tokenized real-world assets has shifted into higher gear since March, when Hyperliquid became a venue to price crude oil over a weekend. It also says Robinhood Chain's roughly $30 million in yearly fees, based on a seven-day run rate, does not yet move the needle for Robinhood.
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Kalshi on the NFL's pushback: its "top priority is the integrity of its markets," and the CFTC "is actively policing sports-related markets," the company said in a statement.
Zakura's Roman Akhtariev wrote that hash-based WOTS signatures make post-quantum-safe rotating transparent Zcash addresses deployable today, though no integrated wallet flow exists yet. Full post-quantum protection for transparent pools is targeted for January.
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