Bits + Bips
@bitsandbips
Part of @unchained_pod Newsletter by @Steven_Ehrlich
From hash to AI hardware. ⚡️ Bitcoin miners are racing to supply AI compute — but can they deliver? John Todaro & Kevin Dede join @steven_ehrlich to discuss: 🧠 HPC economics 💰 Investor hype 🔋 The new frontier for miners unchainedcrypto.com/bits-bips/bitc…
The White House’s top crypto advisor joins @bitsandbips. 🇺🇸🧠 @patrickjwitt discusses: 🔥 The Senate’s new draft 📜 How they are treating DeFi 🏛 Why he still expects movement this year unchainedcrypto.com/bits-bips/bits…
"If you wanna talk risky, let's talking about FX trading, gambling, and all these other things that are legal in America that people can lose money (on)... I am always very sensitive to that particular criticism, because as long as there is appropriate disclosures and…
"We talk about wanting better critics... but I don't feel like we have ever embraced any criticism in this industry" - Jessi Brooks x.com/i/broadcasts/1…
The crypto market continues to attract concern as bitcoin crashes below $94,000. @StocktonKatie joins @bitsandbips to discuss: 📉 Bitcoin's trend 🧱 Key Ethereum levels 🗞 The state of DATs 🚀 Zcash's surge unchainedcrypto.com/bits-bips/bitc…
🚨 THREAD: Anthony Pompliano could make as much as $400 million from ProCap. And if the stock drops — even if it plunges 75% — he could still make tens of millions. At Unchained ( @Unchained_pod ), @Steven_Ehrlich ’s investigation reveals a compensation structure raising…
He's also eligible for an additional 8 million shares that could net $299M if ambitious price targets hit. And if terminated without cause? $10M cash bonus. One investor's concern: "Even if you assume ProCap trades at $5,” — a loss of 50% for investors — “‘he’s getting $50…
When we first added onchain features at @Unchained_pod, it was an experiment. Could a crypto media brand use crypto rails, not just talk about them? Turns out, the answer is yes. Today, we’re taking the next step: Unchained is now live on Base, with our own mini-app inside…
From Apple to Tesla — will they all run on crypto treasuries one day? 🤔 @zhang_matt argues the DAT model could become standard corporate finance within a decade.
Discounted DATs = arbitrage season 🎯 @fejau_inc explains why some crypto treasuries might start buying each other — a new game of on-chain M&A.
Stimulus on top of tariffs = inflation’s worst combo. 📊 @zhang_matt says many countries are “on paper, bankrupt” — and that’s why hedge funds are rethinking risk. 🎧
Debt mounting, inflation lingering, DATs sinking. 📉 @fejau_inc & @zhang_matt join @bitsandbips to discuss: 💰 The post-shutdown macro hangover 🪙 DATs vs ETFs — which model survives? 🏦 The Bank of England’s stablecoin push unchainedcrypto.com/bits-bips/bits…
"We should give choice in protocols for users and institutions to build what they want, what kind of risk they want." Jessi Brooks (@jessi_brooks1) - Ribbit Capital
Also under ₿its + Bip$: a weekly interview series hosted by Unchained’s Executive Editor, Steven Ehrlich ( @Steven_Ehrlich ). Deep dives into the most important trends across crypto, macro, and TradFi — one thoughtful conversation at a time. 5/9
Then there’s ₿its + Bip$ 💰The Group Show Where macro, TradFi, and crypto collide, explained without the jargon. 🎙️ Co-hosts: 1. Christopher Perkins ( @perkinscr97 ) — President, CoinFund 2. Ram Ahluwalia ( @ramahluwalia ) — Founder, Lumida Wealth 3. Austin Campbell (…
Hey everyone, When I started @Unchained_pod in 2016, my goal was simple: bring clarity, depth, and honesty to a space that was wildly misunderstood. But crypto isn’t a niche anymore. Today, too much is happening for one person to capture it all: DeFi, regulation, macro, TradFi…
The public sale of crypto’s newest L2 sold out and allocations were revealed Thursday. But can MegaETH succeed in building a UX similar to Web2? On @unchained_pod, MegaETH’s @hotpot_dao & @amiralmaimani joined me to discuss: ⏱ Real-time blockchain (10ms latency) 🔁 Rotating…
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