Thank you to our sponsor, <a href="https://hub.uniswap.org/?utm_source=unchained&utm_medium=podcast&utm_campaign=ww_web_unchained_awa_trading-api_20251107_podcast_clicks">Uniswap</a>!
In this episode of Bits + Bips, hosts Austin Campbell, Ram Ahluwalia, and Chris Perkins are joined by macro strategist Peter Tchir to unpack one of the most consequential geopolitical events in years: the U.S. capture of Venezuelan President Nicolás Maduro.
The conversation explores why Bitcoin surged past $94,000, what the operation signals about U.S. power and strategy, and how investors should think about energy, supply chains, and national security in a shifting global order.
The group also debates whether crypto’s 24/7 markets are revealing a structural weakness in traditional finance, whether Latin America is poised for an investment renaissance, and why “production for security” may replace ESG as the dominant investment framework.
Hosts:
<ul>
 <li>
<a href="https://x.com/ramahluwalia">Ram Ahluwalia</a>, CFA, CEO and Founder of Lumida</li>
 <li>
<a href="https://x.com/CampbellJAustin">Austin Campbell</a>, NYU Stern professor and founder and managing partner of Zero Knowledge Consulting</li>
 <li>
<a href="https://x.com/perkinscr97">Christopher Perkins</a>, Managing Partner and President of CoinFund</li>
</ul>
Guest:
<ul>
 <li>
<a href="https://x.com/TFMkts">Peter Tchir</a>, Head of Macro Strategy at Academy Securities</li>
</ul>
Links:
<ul>
 <li><a href="https://unchainedcrypto.com/bitcoin-rallies-to-93000-after-u-s-attack-on-venezuela/">Bitcoin Rallies to $93,000 After U.S. Attack on Venezuela</a></li>
 <li><a href="https://renegaderesources.pro/p/the-venezuelan-oil-narative-is-pure">The Venezuelan Oil Narative is PURE THEATRE</a></li>
 <li><a href="https://x.com/aleabitoreddit/status/2007872395990937749?s=20">Venezuela: The $60B+ Bitcoin "Shadow Reserve"</a></li>
</ul> Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices">megaphone.fm/adchoices</a>

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