How Maduro's Capture and a 'Pre-War World' Affects Bitcoin: Bits + Bips

Unchained

Laura Shin

News, Tech News, Business News

4.6 • 1.3K Ratings

🗓️ 7 January 2026

⏱️ 61 minutes

🔗️ Recording | iTunes | RSS

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Summary

Thank you to our sponsor, Uniswap! In this episode of Bits + Bips, hosts Austin Campbell, Ram Ahluwalia, and Chris Perkins are joined by macro strategist Peter Tchir to unpack one of the most consequential geopolitical events in years: the U.S. capture of Venezuelan President Nicolás Maduro. The conversation explores why Bitcoin surged past $94,000, what the operation signals about U.S. power and strategy, and how investors should think about energy, supply chains, and national security in a shifting global order. The group also debates whether crypto’s 24/7 markets are revealing a structural weakness in traditional finance, whether Latin America is poised for an investment renaissance, and why “production for security” may replace ESG as the dominant investment framework. 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 Guest: Peter Tchir, Head of Macro Strategy at Academy Securities Links: Bitcoin Rallies to $93,000 After U.S. Attack on Venezuela The Venezuelan Oil Narative is PURE THEATRE Venezuela: The $60B+ Bitcoin "Shadow Reserve" Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	The U.S. has capabilities that are second to none.
0:03.4	Bitcoin today is as much a polling on Trump as it is a price on an asset.
0:10.2	I keep coming back to this concept of production for security.
0:13.6	I think it's going to replace ESG.
0:18.4	All right, everybody.
0:19.9	Welcome to the first 2026 edition of Bits and Bips where, excuse me, where we explore how
0:28.9	crypto and macro collide one basis point at a time.
0:32.0	I'm your host, Austin Campbell, a high scholar of zero knowledge consulting, also recovering
0:36.8	from having three sick
0:37.8	children in the house over the holidays.
0:39.6	So bear with me with the voice today.
0:42.2	Here with me are our usual two co-conspirators, Ram Al-Awali, a maister of wealth,
0:47.4	leader of Lumina, Chris Perkins, the Golden Hand of Coin Fund.
0:50.9	And today, super excited to have our guest, Peter Cher, the North Star of Macro
0:56.6	and Academy Securities. He's the head of macro strategy there. And we're going to be discussing a lot
1:02.0	about the worlds of crypto, macro, and markets colliding today. But first, remember that nothing
1:07.0	we say here is investment advice. Please check unchained crypto.com slash bits and bibs for more
1:14.1	disclosures. And before we begin, here's a quick word from one of the sponsors who makes the show
1:19.2	possible. Are you a builder who needs to add on chain trading to your product? The Uniswap Trading
1:25.1	Appi from Uniswap Labs offers plug-and-play access to some of the deepest
1:29.5	liquidity in crypto.
1:31.3	It's on-chain execution at an enterprise level.
	...

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