Pinned
Fresh Bits + Bips: The Interview with Franklin Templeton's Chris Galipeau and @Steven_Ehrlich:
📉 Why Kevin Warsh's Fed debut confused markets
🛢️ Why war and oil spikes rarely crash stocks
🤖 Why the AI capex boom isn't over yet
Bits + Bips
@bitsandbips
Crypto meets macro podcast.
Livestreams at 4:30pm ET every Monday.
Part of @unchained_pod
- Chris Perkins on how far the SEC has moved: it used to be that "if you were a security, it was a death sentence because there was no path to register... You're a dead man walking." Now there's a path — "it just takes time." x.com/i/broadcasts/1…
- Chris Perkins on Treasury's new stablecoin rule: "Stablecoins are the new eurodollars, except this time, we're not going to let them leave." Bessent "is on a mission... to have people buy Treasuries." x.com/i/broadcasts/1…
- Austin Campbell says World Liberty's operations aren't the issue — governance is: "I cannot find an instance in the history of the United States where the sitting president had family members applying... for a charter from a national banking regulator." x.com/i/broadcasts/1…
- Chris Perkins on why crypto makes the privateer model enforceable: "Everything is onchain... the ability to trace and run advanced analytics to understand who's doing what is pretty amazing." Go over the line and, like the old prize courts, "they lost their bonds."
