Bits + Bips(@bitsandbips):.@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

Bits + Bips

@bitsandbips

Crypto meets macro podcast. Livestreams at 4:30pm ET every Monday. Part of @unchained_pod

Joined May 2024

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Bits + Bips@bitsandbips

2026.06.19 19:53

.@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: 🎧