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In this episode of Bits + Bips, Austin Campbell, Ram Ahluwalia, Chris Perkins, and guest Charles Edwards debate what “realpolitik” means for markets, why gold is leading, and whether Bitcoin is lagging for a reason that is not just sentiment.
They also argue over a counterintuitive claim gaining traction on desks: that rate cuts can be bad for risk assets in a high-debt world, and that the biggest adoption blocker for Bitcoin may be a known unknown, the quantum threat, whether it is imminent or simply believed enough to cap upside.
Hosts:
<ul>
 <li>
<a href="https://x.com/ramahluwalia">Ram Ahluwalia</a>, CFA, CEO and Founder of Lumida</li>
</ul>
<ul>
 <li>
<a href="https://x.com/austincampbell">Austin Campbell</a>, NYU Stern professor and founder and managing partner of Zero Knowledge Consulting</li>
</ul>
<ul>
 <li>
<a href="https://x.com/perkinscr97">Christopher Perkins</a>, Managing Partner and President of CoinFund</li>
</ul>
Guests:
<ul>
 <li>
<a href="https://x.com/caprioleio">Charles Edwards</a>, Founder & CIO at Capriole Investments</li>
</ul>
Links:
<ul>
 <li><a href="https://unchainedcrypto.com/why-gold-rose-and-bitcoin-tumbled-on-japan-bond-turmoil/">Why Gold Rose and Bitcoin Tumbled on Japan Bond Turmoil</a></li>
 <li><a href="https://unchainedcrypto.com/should-you-buy-gold-or-bitcoin-heres-how-to-think-about-it/">Should You Buy Gold or Bitcoin? Here’s How to Think About It</a></li>
 <li><a href="https://unchainedcrypto.com/bitcoin-stumbles-as-global-tensions-push-investors-toward-safe-havens/">Bitcoin Stumbles as Global Tensions Push Investors Toward Safe Havens</a></li>
 <li><a href="https://unchainedcrypto.com/bitcoin-rebounds-after-trumps-truth-social-post-eases-tariff-fears/">Bitcoin Rebounds After Trump’s Truth Social Post Eases Tariff Fears</a></li>
</ul> Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices">megaphone.fm/adchoices</a>

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