If Nvidia Delivers, Does the Economy Crack Anyway? - Bits + Bips

Description

On this episode of Bits + Bips, hosts Austin Campbell, Ram Ahluwalia, and Chris Perkins break down Nvidia earnings and the debate over whether AI capex is sustainable or masking deeper macro fragility. They examine the Supreme Court ruling that struck down the legal basis for emergency tariffs, the White House’s rapid reset, and the refund fight now looming. The panel also unpacks the SEC’s updated stablecoin capital treatment, the ongoing yield standoff in Washington, and why CME Group moving crypto futures to 24/7 trading may shift price discovery. If AI strength, trade policy instability, and crypto market structure are colliding, this is where it gets sorted. #BitsAndBips #CryptoMacro #Nvidia #Stablecoins #Tariffs #CME