Bits + Bips
65 episodes — Page 1 of 2
Is OpenAI's Agent Breach a Rogue AI Problem or a Basic Security Failure?
Oct 6, 202652 min
How the Bitget Hack Reopened Crypto's Fight Over Neutral Infrastructure
Sep 29, 20261h 0m
Bitcoin Reclaims Its Bear-Market Ceiling. Is the Rally Real?
Sep 22, 202655 min
OpenAI Says It Cracked a Millennium Prize Problem. Why Is Anthropic Hitting the Brakes?
Sep 16, 20261h 1m
Robinhood's Tokenized AMC Shares Spark a Fight Over What Stock Tokens Really Are
Sep 8, 202659 min
Why the Kalshi-Nevada Ruling Could Land at the Supreme Court
Sep 1, 202659 min
CME vs. Kalshi. Is Washington Picking a Winner in Prediction Markets?
Aug 25, 20261h 0m
New US Rules Could Force Coinbase to Delist Tether
Aug 18, 202659 min
A Technical Strategist Sees Opportunity in Bitcoin's Quiet Market
Aug 14, 202647 min
Why an Ethereum Proposal to Zero Out Staking Yield Sparked a Revolt
Aug 12, 20261h 3m
Chinese AI Models Are Defending Bitcoin Wallets Because US Models Won't
Aug 4, 20261h 1m
Why Wall Street's AI Earnings Verdict Split Meta From Microsoft
Jul 31, 202645 min
Why RWAs Just Out-Traded Crypto on Hyperliquid for the First Time
Jul 29, 202657 min
Why Bitcoin's Vol Index Is Already Pricing In the Odds of the Clarity Act Passing
Jul 25, 202630 min
Stripe Bid $53B for PayPal: Who Actually Wins Stablecoin Payments?
Jul 21, 202658 min
Bitcoin and ETH Are Up. But This Crypto Rally Still Lacks Conviction.
Jul 17, 202650 min
How China May Be Interfering in Local US Politics to Block AI Data Center Progress
Jul 14, 20261h 1m
Why Any DeFi Protocol 'Lives and Dies by Its Oracle' and How to Strengthen Them
Jul 10, 202651 min
Strategy Sells $216M in Bitcoin. Is Saylor a Buyer or a Seller Now?: Bits + Bips
Jul 9, 202657 min
Anchorage’s David Lawant Explains Why Bitcoin's Options Market Isn't Panicking: Bits + Bips
Jul 3, 202645 min
Why Bitcoin May Not Run Until Saylor "Gets Blown Up": Bits + Bips
Jul 1, 20261h 0m
Why a Perp Exchange Asked Carmen Li to Make a Market in Her Own Index
Jun 27, 202647 min
Why You No Longer Have to Choose Between TradFi and Crypto
Jun 24, 202658 min
The Fed Is Turning Hawkish. What Does That Mean for Bitcoin and Strategy?
Jun 19, 202643 min
Why the Anthropic Export Ban Should Worry the Crypto Industry
Jun 16, 202658 min
Was the SpaceX IPO Really to Blame for Bitcoin's Worst Week Since FTX?
Jun 9, 202658 min
Strategy Sold Bitcoin. Polymarket Can't Agree on When
Jun 7, 20268 min
Why Strategy's Capital Stack Is Starting to Show Cracks
Jun 3, 202612 min
Why Crypto Is Losing the Momentum Trade to AI Stocks Right Now
May 31, 202612 min
Why Arjun Sees a Link Between Pope Leo and Bitcoin
May 28, 202616 min
Kevin Warsh Takes Over the Fed. Here's What He Actually Can Do
May 23, 20266 min
Structural Stimulus Has Replaced the TACO Trade
May 23, 20267 min
Why Agents Will Ditch Stablecoins That Don't Pay Yield
May 20, 20267 min
Will On-Chain Repo Reach $1 Trillion? One Reason Yes, One Reason No
May 16, 20267 min
$5B On-Chain Credit: What's Actually Working and What's Still Missing
May 16, 202621 min
Is the AI Rally a Bubble? Ram, Chris, and Austin Disagree
May 14, 202613 min
Paul Tudor Jones Says Bitcoin Is the Best Inflation Hedge. Is He Right?
May 7, 20267 min
On Polymarket, You Can't Pose a Question. On Delphi, Anyone Can
May 4, 202611 min
OpenAI Is Building an AOL. Here Is Why That Limits AI's Scale
May 4, 20269 min
How Microsoft Won the OpenAI Fight as Markets Rally on Iran
Apr 28, 202657 min
How the Kelp rsETH Hack Left Aave With $193M in Bad Debt
Apr 26, 202648 min
DeFi's Security Ceiling: Why Lending Can't Be Like Uniswap
Apr 22, 202612 min
Who's Really to Blame for the $290M Kelp DAO Hack?
Apr 22, 202616 min
Strategy's Preferred Stock Is Now a Stablecoin. And DeFi Has a Security Problem.
Apr 22, 20261h 0m
The Miner Sell Wall and Why Saylor Is Absorbing It
Apr 20, 202610 min
Bits + Bips: Why Josh Lim Is Optimistic on the Dynamics He's Seeing in Bitcoin
Apr 19, 202644 min
Is Anthropic’s Mythos a Real Threat? And Who Pays for AI?
Apr 15, 202616 min
The IRGC Is Damned Either Way — Here’s Why
Apr 15, 20268 min
Why Apple Might Benefit More From AI Than AI Companies Will
Apr 14, 20261h 3m
Bitcoin's Geopolitical Upturn and the $100K Question
Apr 14, 202644 min