Bits + Bips: Is Crypto the Only Asset That Works When Geopolitics Breaks Down?

Unchained

Laura Shin

News, Tech News, Business News

4.6 • 1.3K Ratings

🗓️ 4 March 2026

⏱️ 58 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

US and Israeli strikes killed Iran's Supreme Leader and initially rattled markets. But does the subsequent market calm reflect genuine resilience or a dangerous underpricing of what comes next? --- Nexo is the premier digital wealth platform. Receive interest on your crypto, borrow against it without selling, and trade a range of assets. Now available in the U.S with 30 days of exclusive privileges. Get started at nexo.com/unchained Bits + Bips is spreading its wings Starting soon, new episodes will only be published on our brand‑new feeds. Here’s what you need to do: Click the links below. ⁠YouTube⁠ ⁠Apple⁠ ⁠Spotify⁠ ⁠X⁠ Smash Follow or Subscribe. 🎉 Done. ---- Over the weekend, US and Israeli forces conducted coordinated strikes on Iran under an operation called Epic Fury, killing Supreme Leader Ayatollah Khamenei and triggering retaliatory missile attacks across the Gulf region. Markets absorbed the shock in ways that surprised almost everyone: bitcoin briefly dropped and recovered to $70,000, gold touched $5,400, oil surged, and the VIX held in the low 20s while equities finished roughly flat. In this episode of Bits + Bips, Austin Campbell, Ram Ahluwalia, and Chris Perkins discuss whether the market is correctly pricing this as a contained regional conflict, or is something larger being missed? What does crypto's stability in a weekend war say about its role as an asset class? And with the Clarity Bill stalling again over stablecoin yield, and Anthropic handing the Pentagon to OpenAI, is the window for principled positioning in both crypto and AI closing faster than anyone admits? 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	Could AI help you do more of what you love? Workday is the next-gen ERP powered by AI that actually knows your business.
0:08.4	We help you handle the have-to-dos so you can focus on the can't-wait-to-dos. It's a new workday.
0:16.5	Hey, everybody. Welcome to bits and bibs, where we explore how crypto and macro collide one basis point at a time.
0:23.8	As always, I'm your host, Austin Campbell, high scholar of zero knowledge consulting, here with my co-hosts, Ram Alawalia, Maista, Measter of Wealth, Leader of Luma, and Chris Perkins, the Golden Hand of Coin Fund.
0:35.8	We're here to discuss the latest stories in the worlds
0:38.3	of crypto and macro, and boy, do we have a few stories today. But before we start, remember that
0:43.9	nothing we say here is investment advice. Please check unchainedcrypto.com slash bits and bibs for more
0:50.3	disclosures. And before we begin, a quick commercial break.
0:55.5	Introducing Nexo, the premier digital wealth platform. Receive interest on your digital assets.
1:01.8	Borrow against them without selling. Trade a variety of cryptocurrencies. All in one platform.
1:07.4	Now available in the U.S. Get started today at nexo.com slash unchained.
1:14.7	Quick note before we get into today's episode.
1:16.9	Bits and Bits Now has its dedicated feed.
1:18.9	We're spinning off from the Unchained feed and moving to a new podcast and YouTube channel.
1:23.0	So if you want to keep up with our weekly live streams and macro meets, crypto breakdowns,
1:26.8	make sure to subscribe to Bits and Bips directly. We won't publish there until March, but subscribe today so you can be
1:32.3	ready for launch. Be sure to subscribe to the new feeds at unchained crypto.com slash bits and bits.
1:41.4	All right. Welcome back and I guess right at the top, we've got to start with the biggest thing in the market right now, which is Iran.
1:53.0	So over the weekend, there were U.S. strikes on Iran.
1:58.0	Oh, all right, there we go.
2:06.8	In an operation dubbed Epic Fury, the United States and Israel launched
2:08.4	a coordinated military campaign against Iran.
	...

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