Gold to $12,000 or ‘Sell Gold Today’? – Bits + Bips
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Realpolitik is back, gold is ripping, and Bitcoin’s “digital gold” story hits a quantum snag. 🔥 EPISODE LINK 🔥 👉 https://unchainedcrypto.com/bits-bips/gold-to-12000-or-sell-gold-today-bits-bips 👈 ++++++++++++++++++++++++++++++++++++++++++++++++ Thank you to our sponsor! Crypto taxes stressing you out? You don’t have to figure it out alone. We’ve partnered with Crypto Tax Girl, a crypto-focused tax firm that’s been helping investors since 2017, to give readers $100 off personalized, one-on-one crypto tax help. Their team can handle everything from transaction calculations to full tax returns — but pre-April 15 spots are limited, so don’t wait! Grab $100 off here - http://cryptotaxgirl.com/unchained ++++++++++++++++++++++++++++++++++++++++++++++++ In this episode of Bits + Bips, Austin Campbell, Ram Ahluwalia, Chris Perkins, and guest Charles Edwards debate what “realpolitik” means for markets, why gold is leading, and whether Bitcoin is lagging for a reason that is not just sentiment. They also argue over a counterintuitive claim gaining traction on desks: that rate cuts can be bad for risk assets in a high-debt world, and that the biggest adoption blocker for Bitcoin may be a known unknown, the quantum threat, whether it is imminent or simply believed enough to cap upside. 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: ⭐️ Charles Edwards, Founder & CIO at Capriole Investments Timestamps: 🚀 0:20 Introduction 🌍 1:42 Macro whiplash and what matters most 🧠 6:34 Realpolitik becomes the dominant regime 🥇 8:25 Why Gold is “trustless” and bitcoin is not, according to Charles 💰 12:20 Are markets running to gold because they hate fiat? 🏦 15:59 Is stablecoin dollarization just getting started? 📈 17:29 The $12,000 gold case and Ram’s contrarian call 🧱 22:28 Is this a generational shift for central banks and BTC? 🔩 29:24 Copper, miners, and the next commodity trade 📉 31:51 The market sees only two cuts: is it mispriced? 🏠 35:14 Why the long end matters for risk and housing 🇨🇳 39:13 What’s really going on in China? 🇮🇷 47:35 How the events in Iran affect Trump’s plays 🇺🇲 52:16 How the events in Minnesota are hurting Trump’s image 🧬 56:28 Quantum threat: real risk or perception problem? #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!
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