Why Bitcoin Isn't Being Priced as Digital Gold: Bits + Bips

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Is Bitcoin losing its “digital gold” narrative just as geopolitics heat up? The Bits + Bips crew debates what markets still aren’t pricing in. 🔥 EPISODE LINK 🔥 👉 https://unchainedcrypto.com/bits-bips/why-bitcoin-isnt-acting-as-digital-gold-international-stocks-are-winning-bits-bips/ 👈 ++++++++++++++++++++++++++++++++++++++++++++++++ Thank you to our sponsor! This episode is brought to you by Uniswap! Are you a builder who needs to add on-chain trading to your product? The Uniswap Trading API from Uniswap Labs offers plug-and-play access to some of the deepest liquidity in crypto/ It’s on-chain execution at an enterprise level. More liquidity. Less complexity. Visit https://hub.uniswap.org/ to learn more. ++++++++++++++++++++++++++++++++++++++++++++++++ In this episode of Bits + Bips, hosts Austin Campbell, Ram Ahluwalia, and Chris Perkins are joined by David Duong, Global Head of Research at Coinbase, to unpack a volatile mix of crypto regulation, geopolitics, and shifting market structure. The group digs into why the latest market structure bill is starting to crack, why investors may be underpricing regulatory clarity, and what it means that Bitcoin is failing to behave like digital gold just as global risk rises. They also explore whether the U.S. and Europe are still true allies, why Wall Street’s move toward 24/7 onchain markets matters more than most realize, and how internet capital markets could reshape who gets access to capital in the next decade. 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: ⭐️ David Duong, Global Head of Research at Coinbase Timestamps: 🚀 0:00 — Introduction 🧱 1:46 — What’s really breaking the market structure bill and why the coalition is starting to fracture 📈 13:57 — How markets could react if the bill passes and why regulatory clarity could still shock prices 🌍 24:02 — Why Trump’s Greenland push isn’t a joke and what it signals about U.S. power politics 🥇 27:14 — Why Bitcoin is failing the digital gold test as gold rallies and risk assets wobble 🤝 31:01 — Are Europe and the U.S. still true allies, or drifting toward economic confrontation? 💵 35:00 — What geopolitics mean for stablecoins and why dollarization may accelerate anyway 📊 38:33 — How investors are choosing between buying America or rotating into international stocks 🏛️ 43:26 — Why Wall Street moving onchain with 24/7 NYSE trading is a major inflection point 🌐 52:46 — How internet capital markets could unlock funding for businesses Wall Street ignores 🏦 58:12 — Who could replace the Fed chair, why Hassett may be out, and what it means for rates and risk assets #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!