How the War in Iran Has Shuffled the Deck for Bitcoin, AI and China - Bits + Bips

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US and Israeli strikes killed Iran's Supreme Leader and initially rattled markets. But does the subsequent market calm reflect genuine resilience or a dangerous underpricing of what comes next? 🔥 EPISODE LINK 🔥 👉 https://unchainedcrypto.com/bits-bips/is-crypto-the-only-asset-that-works-when-geopolitics-breaks-down 👈 ======================================================================= Nexo is the premier digital wealth platform. Receive interest on your crypto, borrow against it without selling, and trade a range of assets. Now available in the U.S with 30 days of exclusive privileges. Get started at nexo.com/unchained ======================================================================= Over the weekend, US and Israeli forces conducted coordinated strikes on Iran under an operation called Epic Fury, killing Supreme Leader Ayatollah Khamenei and triggering retaliatory missile attacks across the Gulf region. Markets absorbed the shock in ways that surprised almost everyone: bitcoin briefly dropped and recovered to $70,000, gold touched $5,400, oil surged, and the VIX held in the low 20s while equities finished roughly flat. In this episode of Bits + Bips, Austin Campbell, Ram Ahluwalia, and Chris Perkins discuss whether the market is correctly pricing this as a contained regional conflict, or is something larger being missed? What does crypto's stability in a weekend war say about its role as an asset class? And with the Clarity Bill stalling again over stablecoin yield, and Anthropic handing the Pentagon to OpenAI, is the window for principled positioning in both crypto and AI closing faster than anyone admits? ======================================================================= 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 Timestamps: 🎤 0:00 Introduction 💥 3:56 Why markets stayed eerily calm as Iran's Supreme Leader was killed 🌐 7:00 Why crypto can't be decapitated — and why Hormuz now threatens China 📈 23:11 How Hyperliquid became the world's weekend oil price discovery tool 🤖 29:05 Why Anthropic lost the Pentagon and OpenAI stepped in to fill the gap ⚔️ 33:00 Whether AI on the battlefield should ever be restricted from saving lives 💵 44:52 Why the banking lobby is the real wall standing between crypto and Clarity 🪙 53:02 Why only Bitcoin and stablecoins have clearly earned product-market fit 🕊️ 55:00 Whether Iran's young population becomes crypto's next frontier #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: Apple Podcasts → https://podcasts.apple.com/us/podcast/unchained/id1123922160 Spotify → https://open.spotify.com/show/1cJrrfGY1SKBIRn5noKSAf RSS Feed → https://feeds.megaphone.fm/LSHML4761942757 YOUR NO-HYPE RESOURCE FOR ALL THINGS CRYPTO!