Chips Crack, Bitcoin Holds. Is Crypto Finally Trading on Its Own Drivers? Bitcoin finished flat in a week when the chip index fell 11.4% and the KOSPI had its worst week since 2008. 📉 On Bits + Bips, @coinbase's John D'Agostino and @Nick_van_Eck join @austincampbell and @perkinscr97 on why crypto held up, and whether an AI unwind could send liquidity its way. 🎧 Timestamps: 🎬 00:00 Intro 📉 01:50 Chips crack, Bitcoin holds: did crypto trade on its own drivers? 💵 08:20 Nick on why GENIUS pulled enterprise stablecoin demand forward 3-5 years 📲 12:25 John's '1-hour thesis' and $20M a week in tokenized stocks in the UAE 🤖 15:15 Is the AI trade unwinding, and do frontier labs like Anthropic have a moat? 🟦 24:45 Nexo: Generate daily interest on your crypto or borrow funds against your assets at unchainedcrypto.com/go/nexo-… ⛽ 25:23 Why 3.7% CPI, $110 Brent, and a 5% 10-year leave the Fed in a tough spot 🧓 31:37 Nick's 'generational pump and dump' and why voters are angry at both parties 🏗️ 41:38 Where will AI's debt come from after CoreWeave's 25% slide? 🔐 47:29 Why AI's math breakthroughs pull forward the post-quantum timeline

Chips Crack, Bitcoin Holds. Is Crypto Finally Trading on Its Own Drivers? Bitcoin finished flat in a week when the chip index fell 11.4% and the KOSPI had its worst week since 2008. 📉 On Bits + Bips, @coinbase's John D'Agostino and @Nick_van_Eck join @austincampbell and @perkinscr97 on why crypto held up, and whether an AI unwind could send liquidity its way. 🎧 Timestamps: 🎬 00:00 Intro 📉 01:50 Chips crack, Bitcoin holds: did crypto trade on its own drivers? 💵 08:20 Nick on why GENIUS pulled enterprise stablecoin demand forward 3-5 years 📲 12:25 John's '1-hour thesis' and $20M a week in tokenized stocks in the UAE 🤖 15:15 Is the AI trade unwinding, and do frontier labs like Anthropic have a moat? 🟦 24:45 Nexo: Generate daily interest on your crypto or borrow funds against your assets at unchainedcrypto.com/go/nexo-… ⛽ 25:23 Why 3.7% CPI, $110 Brent, and a 5% 10-year leave the Fed in a tough spot 🧓 31:37 Nick's 'generational pump and dump' and why voters are angry at both parties 🏗️ 41:38 Where will AI's debt come from after CoreWeave's 25% slide? 🔐 47:29 Why AI's math breakthroughs pull forward the post-quantum timeline

Chips Crack, Bitcoin Holds. Is Crypto Finally Trading on Its Own Drivers? Bitcoin finished flat in a week when the chip index fell 11.4% and the KOSPI had its worst week since 2008. 📉 On Bits + Bips, @coinbase's John D'Agostino and @Nick_van_Eck join @austincampbell and @perkinscr97 on why crypto held up, and whether an AI unwind could send liquidity its way. 🎧 Timestamps: 🎬 00:00 Intro 📉 01:50 Chips crack, Bitcoin holds: did crypto trade on its own drivers? 💵 08:20 Nick on why GENIUS pulled enterprise stablecoin demand forward 3-5 years 📲 12:25 John's '1-hour thesis' and $20M a week in tokenized stocks in the UAE 🤖 15:15 Is the AI trade unwinding, and do frontier labs like Anthropic have a moat? 🟦 24:45 Nexo: Generate daily interest on your crypto or borrow funds against your assets at unchainedcrypto.com/go/nexo-… ⛽ 25:23 Why 3.7% CPI, $110 Brent, and a 5% 10-year leave the Fed in a tough spot 🧓 31:37 Nick's 'generational pump and dump' and why voters are angry at both parties 🏗️ 41:38 Where will AI's debt come from after CoreWeave's 25% slide? 🔐 47:29 Why AI's math breakthroughs pull forward the post-quantum timeline

Could AI-Accelerated Math Break Crypto's Keys Before Quantum Does? Users who bought @Ledger devices through a Malaysian reseller were drained of an estimated $100M+ across six chains. 🔓 @perkinscr97 says it may be time for intermediaries, while @austincampbell argues people have been misreading their security surface all along. 🔐 Timestamps: 🌏 01:47 Token2049: what Chris saw as institutions showed up in force in Singapore 🏗️ 07:05 Why Chris says fundamentals and utility are replacing memes and momentum 🇺🇸 11:07 What Patrick Witt's Strategic Bitcoin Reserve comments mean for sovereigns 💰 15:36 Nexo: Generate daily interest on your crypto or borrow funds against your assets at unchainedcrypto.com/go/nexo-… 🔓 16:11 How a compromised Ledger reseller led to an estimated $100M drained 🔐 21:58 Why Austin says self-custody users have misread their security surface 🧮 25:25 Justin Drake's warning: could AI math break crypto keys before Q-Day? 📈 35:51 A 10-year near 5.24% and why Austin says you can't hike out of a supply shock 🧓 40:00 Why Austin sees young vs. old as the West's next political fault line 🤖 47:40 OpenAI's reported $20B revenue gap: where do the gains from AI land?

Could AI-Accelerated Math Break Crypto's Keys Before Quantum Does? Users who bought @Ledger devices through a Malaysian reseller were drained of an estimated $100M+ across six chains. 🔓 @perkinscr97 says it may be time for intermediaries, while @austincampbell argues people have been misreading their security surface all along. 🔐 Timestamps: 🌏 01:47 Token2049: what Chris saw as institutions showed up in force in Singapore 🏗️ 07:05 Why Chris says fundamentals and utility are replacing memes and momentum 🇺🇸 11:07 What Patrick Witt's Strategic Bitcoin Reserve comments mean for sovereigns 💰 15:36 Nexo: Generate daily interest on your crypto or borrow funds against your assets at unchainedcrypto.com/go/nexo-… 🔓 16:11 How a compromised Ledger reseller led to an estimated $100M drained 🔐 21:58 Why Austin says self-custody users have misread their security surface 🧮 25:25 Justin Drake's warning: could AI math break crypto keys before Q-Day? 📈 35:51 A 10-year near 5.24% and why Austin says you can't hike out of a supply shock 🧓 40:00 Why Austin sees young vs. old as the West's next political fault line 🤖 47:40 OpenAI's reported $20B revenue gap: where do the gains from AI land?

Could AI-Accelerated Math Break Crypto's Keys Before Quantum Does? Users who bought @Ledger devices through a Malaysian reseller were drained of an estimated $100M+ across six chains. 🔓 @perkinscr97 says it may be time for intermediaries, while @austincampbell argues people have been misreading their security surface all along. 🔐 Timestamps: 🌏 01:47 Token2049: what Chris saw as institutions showed up in force in Singapore 🏗️ 07:05 Why Chris says fundamentals and utility are replacing memes and momentum 🇺🇸 11:07 What Patrick Witt's Strategic Bitcoin Reserve comments mean for sovereigns 💰 15:36 Nexo: Generate daily interest on your crypto or borrow funds against your assets at unchainedcrypto.com/go/nexo-… 🔓 16:11 How a compromised Ledger reseller led to an estimated $100M drained 🔐 21:58 Why Austin says self-custody users have misread their security surface 🧮 25:25 Justin Drake's warning: could AI math break crypto keys before Q-Day? 📈 35:51 A 10-year near 5.24% and why Austin says you can't hike out of a supply shock 🧓 40:00 Why Austin sees young vs. old as the West's next political fault line 🤖 47:40 OpenAI's reported $20B revenue gap: where do the gains from AI land?