Why Crypto Has a Good Long-Term Setup Right Now: Bits + Bips

Unchained

Laura Shin

News, Tech News, Business News

4.6 • 1.3K Ratings

🗓️ 4 March 2026

⏱️ 56 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

A major war broke out in the Middle East, but Bitcoin didn’t break. One veteran investor says that price action reveals something important about where crypto stands today. --- Bits + Bips is spreading its wings Starting soon, new episodes will only be published on our brand‑new feeds. What you need to do: Click the links below. YouTube Apple Spotify X Smash Follow or Subscribe. 🎉 Done. --- The U.S. and Israel have struck Iran, killing Ayatollah Khamenei, and markets are still calibrating. Oil is climbing toward $100, yields are confounding textbook expectations, and when news first broke, Bitcoin dropped to around $63,000 before recovering to roughly $70,000 during Monday's session. Equity futures that opened sharply lower also reversed, ending roughly flat vs. Friday's close. What does that price action actually mean? Is the crypto bounce a sign of structural resilience, or is it moving in lockstep with a broader risk recovery? In this episode, Steven Ehrlich sits down with Rob Hadick, General Partner at Dragonfly Capital, a veteran crypto venture investor managing hundreds of millions of dollars to work through what the Iran conflict actually means for digital assets. They also get into the stalled Clarity Act that could be crypto's biggest catalyst of the year, the rise of on-chain derivatives markets, and why one of the largest crypto-focused funds believes now is one of the best moments in history to be building in this space. Host: ⁠Steven Ehrlich⁠ Guest: Rob Hadick, General Partner, Dragonfly 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?
0:03.1	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.
0:13.0	It's a new workday.
0:15.0	Hi, everyone. Welcome to another episode of Bits and Bips, The Interview.
0:19.7	My name is Steve Ehrlich, head of research at
0:22.0	Sharplink and also your host. And I'm here today with Rob Haydick, a general partner at Dragonfly
0:28.5	to discuss everything happening in Iran, its ramifications for crypto and broader stratify
0:33.5	markets, as well as a few other key topics impacting crypto today. So welcome, Rob.
0:39.4	Hey, Steve. Thanks for having me. Yeah, absolutely. So a lot to dive into today. But before we start,
0:44.7	let's just take a brief moment to hear from some of the sponsors who make the show possible.
0:49.8	Quick note before we get into today's episode. Bits and Bits Now has its dedicated feed.
0:54.1	We're spinning off from the unchained feed and moving to a new podcast and YouTube channel. Quick note before we get into today's episode. Bits and Bips now has its dedicated feed.
0:58.2	We're spinning off from the Unchained Feed and moving to a new podcast and YouTube channel.
1:02.1	So if you want to keep up with our weekly live streams and macro meets crypto breakdowns,
1:04.3	make sure to subscribe to Bits and Bips directly.
1:08.3	We won't publish there until March, but subscribe today so you can be ready for launch.
1:11.7	Be sure to subscribe to the new feeds at Unchcripto.com slash bits and bits. Okay. So one quick thing before we begin again, nothing on the show is financial
1:22.4	or investment advice for full disclosures. Please seeuncained.com backslash bits and bibs.
1:29.0	And now, with Rob, with all that out of the way, let's kind of like just dive right into it.
1:33.5	Mark, it's the usual turmoil when there's some big source of adjada in the world, the Israeli and U.S. attacks on Iran.
1:42.5	Oil is up, I believe, over $80 a barrel.
	...

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