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Unchained

Bits + Bips: How AI and Energy Prices Will Force the Fed’s Hand

Unchained

Laura Shin

News, Tech News, Business News

4.61.3K Ratings

🗓️ 15 January 2026

⏱️ 54 minutes

🧾️ Download transcript

Summary

Thank you to our sponsor, Uniswap! If trust in central banks erodes, what replaces it? This week’s Bits + Bips connects AI, energy, inflation, and Bitcoin. In this episode of Bits + Bips, hosts Austin Campbell, Ram Ahluwalia, and Chris Perkins are joined by Daniel Ives, one of Wall Street’s most closely followed technology analysts, to break down how AI is colliding with macroeconomics. They debate whether AI will ultimately be inflationary or deflationary, why energy may become the binding constraint on technological growth, and how rising productivity could force the Federal Reserve into uncomfortable trade-offs. The conversation also covers pressure on central bank independence, the fragility of trust in fiat systems, and why Bitcoin increasingly enters the conversation when that trust erodes. Hosts: Ram Ahluwalia Austin Campbell Christopher Perkins Guests: Daniel Ives, Managing Director and Senior Equity Research Analyst at Wedbush Links: Bitcoin Briefly Pops to $92K on Powell DOJ News, Then Retreats Tether Freezes $182 Million in USDT on Tron Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

We're always kind of in a race between inflation and GDP.

0:03.5

These things don't exist in a vacuum.

0:06.2

And I guess the question, if you will, that's driving a lot of that view is how big do we think the productivity gains from AI are going to be?

0:15.1

And I think more and more investors are going to recognize that the consumer AI revolution is just starting to come.

0:24.4

And yet probably as AI revolution has been there in VDIA Microsoft, HyperSkyo's Palance here.

0:29.8

Consumer AI revolution now comes.

0:32.1

And it is a tough, tough bill to pass.

0:35.3

Genius was supposed to be easy, but we saw how difficult that was.

0:38.6

People continually undermine a belief in the currency or a central bag. People are going to substitute

0:43.0

to Bitcoin.

0:49.4

Hey, everyone. Welcome to bits and bibs, where we explore how crypto and macro collide one basis point at a time.

0:56.7

I'm your host, Austin Campbell, the high scholar of zero knowledge group, here with Ram Al-Ala Waliah, maister of wealth, leader and founder of Wimita, and Chris Perkins, who I believe, Chris, I have to deprecate your old intro and you have some news for us about a

1:12.7

spinoff, but we'll get to that in just a moment. And then finally, today we're joined by Danny

1:18.9

Ives, the Grand Herald of Technology at Wedbush, but more importantly, currently on the run

1:24.4

from a group of anti-AI skeptics. So coming to us from a vehicle in an undisclosed location.

1:31.4

So we're here to discuss the latest stories in the worlds of crypto and macro. Just remember that

1:36.0

nothing we say here is investment advice. Check Unchangedcrycrypto.com bits and bips for more disclosures.

1:43.5

And first, a word from one of our sponsors who make this show possible.

1:47.1

Are you a builder who needs to add on-chain trading to your product?

1:50.6

It might be mid-winter, but there's nothing mid about this offer.

1:54.8

The new Samsung Galaxy S-25 Ultra brings every winter sport moment to life as crisp as freshly laid snow.

2:02.0

With its stunning 6.9 inch dynamic ammo-led display, razor-sharp resolution.

...

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