Exploring how crypto and macro collide one basis point at a time.
Hosted by Ram Ahluwalia, Austin Campbell and Chris Perkins.
Livestream: Every Monday at 4:30 pm ET.
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A U.S. General Explains Why the Iran Strait of Hormuz Threat Is a Bluff
samedi 14 mars 2026 • Durée 08:04
A retired U.S. Major General just explained why Iran's navy is at the bottom of the Gulf — and why the Strait of Hormuz was never actually at risk.
Bits + Bips Trailer
dimanche 22 février 2026 • Durée 01:16
Does it sound like a fit?
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We livestream every Monday at 4:30 pm ET on X, YouTube and Twitch.
The IRGC Is Weakened, but the Iranian People Still Won't Revolt, Says Major-General
lundi 16 mars 2026 • Durée 05:31
General Spider Marks has a brother-in-law who's Iranian — and what he says about why 93 million Persians won't rise up should reframe how investors are reading this war.
Who Wins the AI Payments War?
dimanche 22 mars 2026 • Durée 06:52
Coinbase x402 has processed $34M. Tempo just launched its mainnet. Steven and Laurens discuss how the agentic commerce war is shaping up, why stablecoins are the infrastructure layer underneath it, how to tell real adoption from inflated metrics, and what happens when AI agents start getting scammed.
Why Hedge Funds Are Deleveraging and Stocks Are Still Overvalued
mercredi 18 mars 2026 • Durée 09:41
Ram calls industrials a bubble that's already popped — Caterpillar at 35x PE, hedge funds still deleveraging, and no real capitulation yet. Austin and Chris push back.
Where AI Value Actually Goes (Hint: Not Model Companies)
mercredi 25 mars 2026 • Durée 11:24
Jeff Bezos is raising $100 billion for Project Prometheus to acquire
manufacturing companies and transform them with AI. Mark Zuckerberg is
building a personal AI CEO agent to bypass management layers at Meta.
The question: where does AI value actually accrue?
Ram Ahluwalia argues the consumer wins. Venture capital is subsidizing
the real economy through tools like Claude that lose money but deliver
massive productivity gains. Chris Perkins says people are resilient and
will adapt the way influencers emerged from the internet era.
The conversation takes a darker turn when Ram warns that declining birth
rates combined with cheap robots lower the cost of conflict. When
soldiers cost $8,000 at scale, the calculus for war changes entirely.
This clip is from a longer conversation on Iran, the Fed, and AI. Full
episode here:
https://www.youtube.com/live/8Pr-oa4N0Bo?si=rfIKIOHRIjYQSWIh
Follow @bitsandbips
Why Elon’s $25B Chip Fab TeraFab Is 'Not Real' and AI Layoffs Are an Excuse
mercredi 25 mars 2026 • Durée 07:27
Elon Musk announced TeraFab, a $25 billion joint chip fabrication
venture between Tesla, SpaceX, and xAI targeting two-nanometer process
technology. Ram Ahluwalia calls the entire thing bullshit.
TSM has invested hundreds of billions to build chip fabs. Tesla
generates $3-6 billion in free cash flow. The math doesn’t work without
massive dilution. Jensen Huang himself has said data centers in space
don’t make sense.
Meanwhile Chris Perkins argues that AI layoffs across crypto and tech
are a “beautiful excuse” for companies that need to restructure. Ram
counters that net engineers are actually being hired, and the companies
cutting the most are spending the most on Nvidia GPUs.
This clip is from a longer conversation on Iran, the Fed, and AI. Full
episode here:
https://www.youtube.com/live/8Pr-oa4N0Bo?si=WWmYw2LcxkOS9DAV
Follow @bitsandbips
Why Gas Prices, Not Oil, Determine What You Pay for Electricity
vendredi 27 mars 2026 • Durée 08:48
With European gas prices running 50-70% above normal, Steven Ehrlich sits down with Sean Murray, Head of Special Projects and Crypto Lead at Fuse Energy, to map the cascade: why gas, not oil, drives what consumers pay for electricity; how the Strait of Hormuz closure and the attack on Qatar's LNG processing facility are rippling through fertilizers, jet fuel, and copper markets; and why Sean argues the long-term supply disruption is being badly underpriced by markets worldwide. Multi-billion dollar facilities don't come back in months.
This clip is from a longer conversation on energy markets, DePIN, and Fuse Energy's token launch on Solana. Full episode here: https://youtu.be/RMXJsFT15UA
We go live every Monday at 4:30 PM ET — subscribe to catch it live.
How Bitcoin Is Both a Risk Asset and a Hedge Against Debasement
dimanche 5 avril 2026 • Durée 45:39
Charles Schwab’s chief crypto strategist breaks down why traditional finance valuation frameworks, not narratives, are finally taking hold in digital assets.
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Charles Schwab recently hired Jim Ferraioli to build a dedicated crypto research team, a signal that institutions are moving beyond narrative-driven investing and are taking this asset class seriously.
In this episode, Steven Ehrlich sits down with Jim to explore how traditional finance valuation frameworks apply to crypto. They discuss Bitcoin’s role as a hedge against monetary debasement (not a safe haven), Jim’s cost-of-production model for valuing Bitcoin, and why Ethereum’s dominance in tokenization matters far more than short-term price action.
Most compellingly, Jim argues that today’s Bitcoin prices sit at historical support levels used by the most efficient miners, and that Ethereum’s position as the tokenization standard is nearly unshakeable. If you’ve been waiting for crypto analysis grounded in fundamentals rather than hype, this is the conversation to hear.
Host:
Steven Ehrlich, Head of Research, SharpLink
Guest:
Jim Ferraioli, Director of Digital Currencies Research and Strategy at Charles Schwab
Links:
Charles Schwab & Institutional Crypto Research
Jim Ferraioli | Charles Schwab
CoinDesk:
Liquidity Lifts Bitcoin, but 'Halving Cycle' Fears Could Limit Rally, Says Schwab
Nasdaq:
Top 4 Reasons More Americans Are Investing in Crypto, According to Schwab
Ethereum Tokenization & Real-World Assets
Coindesk:
The Tokenization Boom: Why Ethereum Remains the Rails for RWA Tokenization
Quantum Computing Risk
CoinDesk:
Bitcoin Isn't Under Quantum Threat Yet, but Upgrading Could Take 5-10 Years
How Bitcoin, Ethereum, and Solana Are Preparing for the Quantum Threat
Why Ethereum Is Winning the Tokenization Race, Per Schwab
dimanche 5 avril 2026 • Durée 12:35
Jim Ferraioli, Director of Crypto Strategy and Research at Charles
Schwab, applies a GDP-equivalent framework to smart contract platforms:
sum the trailing one-year fees across a network, compare that to market
cap, and you get a Buffett-indicator-style read on whether it's cheap or
expensive.
By that measure, Ethereum has traded in a reliable range for years, and
it's currently at the low end.
But the more interesting argument is structural. Ethereum's fee base has
historically been almost entirely tied to crypto market cap growth.
Stablecoin usage, liquid staking, lending, trading — all of it moves
with the broader market. Tokenization changes that equation. Real-world
assets don't care what Bitcoin is doing. And with Ethereum holding the
lion's share of tokenized assets — roughly $350 billion including
stablecoins, with the next competitor at around $80 billion — it has a
first-mover position that is genuinely hard to dislodge.
This clip is from a longer conversation he had with Steven Ehrlich on
Bitcoin valuation frameworks, zombie protocols, and quantum risk. Full
episode here: https://youtube.com/live/YgDIHGuESJk
We go live every Thursday at 12 PM ET. Subscribe to catch it live.
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