How AI and Energy Prices Will Force the Fed’s Hand: Bits + Bips

Description

If trust in central banks erodes, what replaces it? This week’s Bits + Bips connects AI, energy, inflation, and Bitcoin. 🔥 EPISODE LINK 🔥 👉 https://unchainedcrypto.com/bits-bips/bits-bips-how-ai-and-energy-prices-will-force-the-feds-hand/ 👈 Thank you to our sponsor, Uniswap! https://hub.uniswap.org/?utm_source=unchained&utm_medium=podcast&utm_campaign=ww_web_unchained_awa_trading-api_20251107_podcast_clicks In this episode of Bits + Bips, hosts Austin Campbell, Ram Ahluwalia, and Chris Perkins are joined by Daniel Ives, one of Wall Street’s most closely followed technology analysts, to break down how AI is colliding with macroeconomics. They debate whether AI will ultimately be inflationary or deflationary, why energy may become the binding constraint on technological growth, and how rising productivity could force the Federal Reserve into uncomfortable trade-offs. The conversation also covers pressure on central bank independence, the fragility of trust in fiat systems, and why Bitcoin increasingly enters the conversation when that trust erodes. 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: ⭐️ Daniel Ives, Managing Director and Senior Equity Research Analyst at Wedbush Timestamps: 🚀 00:00 Introduction ⚖️ 6:36 Why the DOJ probing Powell matters and how Trump ends up “to the left of Bernie Sanders” 📉 9:29 How AI growth collides with inflation fears and why its deflationary force is underdiscussed 🧠 15:30 What Daniel thinks we are in a “memory supercycle” and why it reshapes tech investing ⚡ 17:41 How energy becomes AI’s biggest bottleneck and why power may be the real trade of the year 🤖 31:06 Nvidia vs Tesla 💭 33:31 Why Ram sees OpenAI as a bubble and what the market might be missing 🏛️ 42:46 Why the market structure bill keeps stalling and what makes this one so hard to pass 🏦 44:57 Whether community banks are quietly losing to megabanks and where stablecoins fit in 🔒 54:34 How the USDT freeze exposes the real power of stablecoins #bitcoin #ethereum #crypto #cryptocurrencies ++++++++++++++++++++++++++++++++++++++++++++++++ Subscribe to our channel! CHECK OUT THE CRYPTOPIANS → https://www.youtube.com/watch?v=DFzunCFXrv4 WEBSITE → https://unchainedcrypto.com UNCHAINED DAILY NEWSLETTER → https://unchainedcrypto.beehiiv.com/subscribe/ LAURA'S TWITTER → https://x.com/laurashin UNCHAINED TWITTER → https://x.com/unchained_pod FACEBOOK → https://www.facebook.com/unchainedwithlaurashin INSTAGRAM → https://www.instagram.com/laurashin/?hl=en LINKEDIN → https://www.linkedin.com/in/laurashin/ MERCHANDISE → https://unchainedpodcast.company.site/ ++++++++++++++++++++++++++++++++++++++++++++++++ NEW EPISODES OF UNCHAINED EVERY TUESDAY AND FRIDAY! ALONG WITH BITS & BIPS AND THE CHOPPING BLOCK Apple → https://podcasts.apple.com/us/podcast/id1123922160?ls=1 Spotify → https://open.spotify.com/show/1cJrrfGY1SKBIRn5noKSAf?si=6SI4qIcRTEO7EhOe0V9n4w RSS Feed → https://feeds.megaphone.fm/LSHML4761942757 YOUR NO-HYPE RESOURCE FOR ALL THINGS CRYPTO!