Gold to $12,000 or “Sell Gold Today”? – Bits + Bips

Unchained

Laura Shin

News, Tech News, Business News

4.6 • 1.3K Ratings

🗓️ 28 January 2026

⏱️ 67 minutes

🔗️ Recording | iTunes | RSS

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Summary

Crypto taxes stressing you out? You don’t have to figure it out alone. We’ve partnered with Crypto Tax Girl, a crypto-focused tax firm that’s been helping investors since 2017, to give readers $100 off personalized, one-on-one crypto tax help. Their team can handle everything from transaction calculations to full tax returns — but pre-April 15 spots are limited, so don’t wait! Grab $100 off here In this episode of Bits + Bips, Austin Campbell, Ram Ahluwalia, Chris Perkins, and guest Charles Edwards debate what “realpolitik” means for markets, why gold is leading, and whether Bitcoin is lagging for a reason that is not just sentiment. They also argue over a counterintuitive claim gaining traction on desks: that rate cuts can be bad for risk assets in a high-debt world, and that the biggest adoption blocker for Bitcoin may be a known unknown, the quantum threat, whether it is imminent or simply believed enough to cap upside. 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 Guests: Charles Edwards, Founder & CIO at Capriole Investments Links: Why Gold Rose and Bitcoin Tumbled on Japan Bond Turmoil Should You Buy Gold or Bitcoin? Here’s How to Think About It Bitcoin Stumbles as Global Tensions Push Investors Toward Safe Havens Bitcoin Rebounds After Trump’s Truth Social Post Eases Tariff Fears Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	I think rates cuts are bad for risk assets.
0:03.0	We've really arrived at this real politic moment.
0:08.0	Real politic is the norm.
0:11.0	I think gold is trustless.
0:14.0	Bitcoin isn't anymore because of the quantum threat.
0:31.1	All right, everybody, welcome to bits and bips where we explore how crypto and macro collide one basis point at a time.
0:35.0	I'm your host, Austin Campbell, high scholar zero knowledge group.
0:38.4	I've survived the overwhelming slash maybe just whelming amount of snow that we've received here in New York, along with Rahm Alawaliah,
0:43.8	maister of wealth, the leader of Libra, and Chris Perkins, the golden ant previously of
0:48.5	coin fund, but now an exciting spinoff. Today, we're joined by Charles Edwards, founder and CIO of Caprioli. Did I pronounce
0:56.1	that correct, Charles? Yep. Excellent. We're here to discuss the latest stories in the
1:02.5	worlds of crypto and macro, but first, I have to give you the disclaimer. Nothing we say here is
1:06.9	investment advice. Check Unchangedcrypto.com slash bits and bits for more disclosures.
1:14.1	If crypto taxes feel overwhelming, you are not alone. That's why Crypto Tax Girl, a team that's
1:19.9	been helping crypto investors since 2017, is offering $100 off on one-on-one crypto tax help.
1:26.8	To get $100 off your crypto tax services, go to
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1:37.6	even cash in for real money. That's satisfaction from Lab Brooks. And for extra
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1:52.0	Go get LabBugs.
1:55.9	With evening for offers or rewards.
	...

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