Why Wrapped Energy or Compute Will Be the New Store of Value: Bits + Bips
Episode description
Missiles in the Strait of Hormuz. Brent jumps 5%. Bitcoin breaks through $80. The Bits + Bips crew reads the geopolitical tape — and explains why crypto is shrugging it off.
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Iranian cruise missiles struck commercial vessels in the Strait of Hormuz, Brent jumped 5%, and Bitcoin broke through $80 — all in the same day.
The Bits + Bips crew unpacks what the escalation means for crypto and macro positioning, why Ram stays bullish, and whether Paul Tudor Jones is right that Bitcoin is now the best inflation hedge.
They also break down the Clarity Act’s yield compromise — with Circle up 16% — and why Austin argues banks may have handed asset managers a structural win.
Finally, a U.S. court filing targeting Arbitrum’s frozen North Korean funds raises a bigger question: can you serve legal papers on code, and what does that mean for DAO governance?
Austin Campbell, Ram Ahluwalia, and Chris Perkins break it all down.
Hosts:
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Austin Campbell (@austincampbell) — Founder, Zero Knowledge Consulting; Adjunct Professor, NYU Stern
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Ram Ahluwalia, Co-Host, CEO of Lumida
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Chris Perkins, Co-Host, CEO of 250 Digital Asset Management
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