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Unchained

Bits + Bips: Bitcoin Hits $75K as It Starts Catching Up to Gold

Unchained

Laura Shin

News, Tech News, Business News

4.61.3K Ratings

🗓️ 18 March 2026

⏱️ 62 minutes

🧾️ Download transcript

Summary

Ram is bearish on equities, oil is keeping the Fed frozen, and Bitcoin is holding up anyway. The hosts debate whether crypto has bottomed or whether worse is still ahead. --- Thanks to our sponsor, Nexo! ---- Three weeks into the Iran conflict, oil is keeping inflation elevated, rate cuts are getting pushed out, and hedge funds are being forced to sell good names just to reduce exposure. So why is Bitcoin holding up?  Ram sees a market on the right shoulder of a bubble, with industrials like Caterpillar at 35x earnings and no real capitulation yet in equities or private credit. Chris is watching trading desks pick up the “short-gold, long-Bitcoin” trade, and sees Ethereum's fundamentals quietly strengthening. Austin wants to know what happens to DeFi the day a major stablecoin gets compromised on a censorship-resistant chain with no network-level controls.  And all three are asking the same question investors need answered now: does the Iran conflict end fast enough to stop oil from triggering a true inflationary regime, or is a harder correction still ahead? Hosts: ⁠⁠⁠⁠⁠Ram Ahluwalia⁠⁠⁠⁠⁠, CFA, CEO and Founder of Lumida ⁠⁠⁠⁠⁠Austin Campbell⁠⁠⁠⁠⁠, NYU Stern professor and founder and managing partner of Zero Knowledge Consulting ⁠⁠⁠⁠⁠Christopher Perkins⁠⁠⁠⁠⁠, Managing Partner and President of CoinFund Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

When the tax year ends on the 5th of April, valuable tax allowances may be lost simply because people left things too late.

0:08.0

Thankfully, Vanguard is here to help you make well-consider decisions, not rushed ones.

0:14.0

Their tax year-end hub is full of clear guidance, helpful tools and timely reminders to help you understand your allowances and give your investments

0:22.5

the best chance to grow. Search Vanguard investor to learn more. When investing, your capital is at risk.

0:28.4

Tax rules apply.

0:31.3

Hey everyone, welcome to bits and bibs, where we explore how crypto and macro collide, one basis

0:36.9

point at a time.

0:38.2

I'm your host, Austin Campbell, high scholar of zero knowledge group, here with my co-hosts,

0:43.0

Rahm Al-Awalia, master of wealth, leader of limina, and Chris Perkins, the Golden Hand of Coin

0:48.8

Fund. We're here to discuss the latest stories in the worlds of crypto and macro, and we have a couple of those to go today.

0:56.4

But before we start, just remember that nothing we say here is investment advice.

1:00.5

Check unchainedcrypto.com slash bits and bips for more disclosures.

1:06.1

And before we begin, a quick commercial break.

1:09.7

Introducing Nexo, the premier digital wealth platform.

1:13.2

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1:15.9

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1:17.8

Trade a variety of cryptocurrencies.

1:20.2

All in one platform.

1:21.9

Now available in the U.S.

1:24.1

Get started today at nexo.com slash unchained.

1:28.3

Quick note before we get into today's episode. Bits and Bits Now has its dedicated feed. We're spinning off from the Unchained feed and moving to a new podcast and YouTube channel. So if you want to keep up with our weekly live streams and macro meets crypto breakdowns, make sure to subscribe to Bits and Bips directly. We won't publish there until March, but subscribe today so you can be ready for launch.

1:47.7

Be sure to subscribe to the new feeds at unchained crypto.com slash bits and bits.

...

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