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Bits + Bips Bits + Bips Unchained BETONE ORIGINAL BETONE ORIGINAL Betone.hu Leaders Worth Knowing Podcast Leaders Worth Knowing Podcast Leaders Daily Fire Daily Fire John Lee Dumas Talk Dirt to Me Talk Dirt to Me Logan Hanks One Minute Podcast Tips - Be a Better Podcaster in Just 60 Seconds One Minute Podcast Tips - Be a Better Podcaster in Just 60 Seconds Danny Brown Jack Hopkins Jack Hopkins Jack Hopkins Jim Rohn Motivation Daily Jim Rohn Motivation Daily Jim Rohn Harvard Business Review Harvard Business Review HBR Evan Carmichael - Believe: Unlocking Your True Potential Evan Carmichael - Believe: Unlocking Your True Potential Evan Carmichael Ohio Ag Net Morning Farm Show Ohio Ag Net Morning Farm Show Ohio Ag Net Macro Hive Conversations With Bilal Hafeez Macro Hive Conversations With Bilal Hafeez Bilal Hafeez Jason On Firms Podcast Jason On Firms Podcast Jason Staats 维明说投资 维明说投资 刘维明 120 jaar IJsfabriek Strombeek 120 jaar IJsfabriek Strombeek The Podcast Planet Company Interviews Company Interviews Crux Investor En Acción En Acción Expansión Drain Rehab Solutions Drain Rehab Solutions Drain Rehab Solution 虎嗅·商业有味道 虎嗅·商业有味道 虎嗅APP 40 nuances de Next 40 nuances de Next FeuilleBlanche Studio Your Podcast Consultant: Podcast Tips To Avoid Podcasting Mistakes Your Podcast Consultant: Podcast Tips To Avoid Podcasting Mistakes Dave Jackson Green Industry Podcast Green Industry Podcast Paul Jamison | Lawn Care + Landscaping The Clark Howard Podcast The Clark Howard Podcast Clark Howard EntreLeadership EntreLeadership Ramsey Network Dagen med Di Dagen med Di Dagens industri Off Script Off Script Hey! Presents The Compound and Friends The Compound and Friends The Compound InteleCast - InteleTravel Official Podcast InteleCast - InteleTravel Official Podcast InteleTravel Travel Advisor Training Show Indonesia Digital Marketing Podcast - Ryan Kristo Muljono Indonesia Digital Marketing Podcast - Ryan Kristo Muljono Ryan Kristo Muljono Teach and Retire Rich Teach and Retire Rich Daniel Otter VPM Daily Newscast VPM Daily Newscast VPM News The Lead Pedal Podcast for Truck Drivers The Lead Pedal Podcast for Truck Drivers Bruce Outridge, The Lead Pedal Podcast for Truck Drivers The Raving Patients Podcast The Raving Patients Podcast Dr. Len Tau Owned and Operated - A Plumbing, Electrical, and HVAC Business Growth Podcast Owned and Operated - A Plumbing, Electrical, and HVAC Business Growth Podcast John Wilson The Peak Daily The Peak Daily The Peak / Curiouscast مجرة مجرة هارفارد بزنس ريفيو 請聽,哈佛管理學! 請聽,哈佛管理學! 哈佛商業評論
Bits + Bips

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Bits + Bips

Unchained

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

July 02, 2026 9:03pm 45 min

Fear and greed says panic. The options market says something else. David Lawant of Anchorage Digital walks through the signals that matter right now. Sponsors Fidelity: Fidelity has been building in crypto and DeFi ...

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

July 01, 2026 6:20pm 1:00

Bitcoin logged its worst ETF month on record, and the hosts debate whether Strategy has become the marginal seller dragging the whole market down. --- Thank you to our sponsors: ⁠⁠⁠Fidelity⁠⁠⁠: Fidelity has been building...

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

June 27, 2026 10:40am 47 min

Carmen Li is bringing GPU futures to the CME while crypto perp venues court her index. She lays out which financial wrappers actually fit which assets. Sponsors Fidelity: Fidelity has been building in crypto and DeF...

Why You No Longer Have to Choose Between TradFi and Crypto

June 23, 2026 10:28pm 58 min

Coinbase is tokenizing US stocks for the rest of the world — but what makes a token 'real,' and who owns it? Plus: the AI trade wobbles and the CME sues its own regulator. --- Thank you to our sponsors: ⁠⁠Fidelity⁠⁠: Fid...

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

June 18, 2026 8:17pm 43 min

The Fed dropped its easing bias and half the FOMC penciled in rate hikes. Zach Pandl on what Kevin Warsh's first meeting means for Bitcoin, gold, and Strategy. Sponsors Fidelity: Fidelity has been building in crypto...

Why the Anthropic Export Ban Should Worry the Crypto Industry

June 16, 2026 2:40pm 58 min

A Friday-night directive banned Anthropic's Fable 5 with no public explanation — Sam Enzer on what it means for AI, crypto, and who controls the national security card next. --- Thank you to our sponsors: ⁠Fidelity⁠: Fid...

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

June 09, 2026 2:25pm 58 min

Strategy owes $3.4 billion over two years on its preferreds. Austin maps the three exits: issue more stock, sell Bitcoin, or suspend dividends. None are good. --- Thank you to our sponsors: Fidelity: Fidelity has been bu...

Strategy Sold Bitcoin. Polymarket Can't Agree on When

June 06, 2026 11:06pm 8 min

Strategy sold Bitcoin in May and disclosed the sale via SEC filing in June. The Polymarket market on that sale resolved to no sale in May, with tens of millions of dollars on one question: does the trade date control, or...

Why Strategy's Capital Stack Is Starting to Show Cracks

June 03, 2026 12:00pm 12 min

Strategy sold Bitcoin for the first time since 2022 — a small sale, but a meaningful signal. Ram, Austin, and Chris work through the capital stack math: $15 billion in preferred stock needs Bitcoin to appreciate 11.5% an...

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

May 31, 2026 4:42pm 12 min

Bitcoin’s implied volatility just hit a nine-month low. ETF outflows have been running for weeks. And a memory chip ETF may have matched IBIT for the fastest ETF launch in history. So what’s happening to crypto? Steve So...

Why Arjun Sees a Link Between Pope Leo and Bitcoin

May 27, 2026 10:39pm 16 min

What does Pope Leo's first AI encyclical have to do with the Bitcoin white paper? Arjun Sethi, co-CEO of Kraken, traces a philosophical thread from Augustine's City of God through Catholic social teaching's subsidiarity ...

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

May 23, 2026 6:39pm 6 min

Kevin Warsh is confirmed as Fed chair today. He says he wants a smaller balance sheet, fewer dot plots, less forward guidance, and new ways to measure inflation. In this clip, Noelle Acheson tells Steve Ehrlich why the b...

Structural Stimulus Has Replaced the TACO Trade

May 23, 2026 6:38pm 7 min

The TACO trade — the assumption that Trump will always walk back market damage — is temporary. The BLISS trade is not. In this clip, Noelle Acheson explains Gita Gopinath's thesis from the Financial Times: no government,...

Why Agents Will Ditch Stablecoins That Don't Pay Yield

May 20, 2026 5:40pm 7 min

If the risk is the same, why would any rational agent choose a stablecoin that pays nothing over a money market fund that does?  In this clip, Chris Perkins puts the question directly to Circle’s Gordon Liao, who walks t...

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

May 16, 2026 3:28pm 7 min

Matteo Pandolfi of Pareto puts a number on the table: on-chain repo reaches $1 trillion within five years. He makes the case using the current pipeline of traditional institutions entering the space and the hybrid infras...

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

May 16, 2026 3:27pm 21 min

On-chain private credit has crossed $5 billion across more than 2,000 assets. The borrower side has matured significantly — institutional counterparties like FalconX are accessing credit on-chain with clear terms, legal ...

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

May 13, 2026 9:15pm 13 min

Semiconductors now make up 18% of the S&P 500 — a record — as capital floods into AI infrastructure. Is this another dotcom bubble, or something structurally different? Ram Ahluwalia says the spending is coming from the ...

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

May 06, 2026 10:09pm 7 min

Paul Tudor Jones called Bitcoin the best inflation hedge the same day it broke through 80 while equities sold off. The Bits + Bips crew debates whether he’s right — and what comes next for the store of value. Ram Ahluwal...

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

May 03, 2026 9:45pm 11 min

Why does Delphi call itself an information market instead of a prediction market? Ben Fielding, CEO of Gensys, says the difference is the direction of the question. On Polymarket, users cannot create markets — only sugge...

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

May 03, 2026 9:45pm 9 min

How does a decentralized AI network compete with companies spending hundreds of billions on data centers? Ben Fielding, CEO of Gensys, says the question misunderstands what scale actually means. The big AI labs are build...

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