Why Iran Is Trump’s Greatest Taco and the Fed’s Impossible Split: Bits + Bips

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Trump pulled off a five-day ceasefire nobody expected. Ram calls it the greatest taco of his career. ---- Thank you to our sponsor: Nexo — the premier digital wealth platform. Receive interest on your digital assets, borrow against them without selling, and trade a wide range of cryptocurrencies all in one place. Now available in the US with 30 days of exclusive privileges for new clients. Get started at https://nexo.com/unchained --- Trump announced a five-day pause on strikes against Iranian energy infrastructure just hours before his own 48-hour ultimatum expired. Oil crashed below $90. Bitcoin surged from $68,200 to above $71,000. Ram called it the greatest taco of Trump’s career and said the Trump put is officially here. Meanwhile the Fed held rates steady but the dot plot revealed a historically wide internal split: seven members want zero cuts in 2026 while five want 50 basis points or more. Powell warned inflation isn’t coming down as hoped with projections now at 2.7% for headline. And in tech, Elon Musk unveiled a $25 billion chip fab that Ram says is pure fiction while Bezos raised $100 billion to buy manufacturing companies and transform them with AI. --- 0:00:00 Countdown 🌍 00:11:43 Introduction ⚔️ 00:15:25 Ram calls it the greatest taco of Trump’s career 📉 00:20:22 Chris on Marines, the 10-year yield, and Bessent’s stress 🔄 00:32:30 The Fed’s impossible split: seven hawks versus five doves 💰 00:43:04 You can’t front-run the guy who doesn’t know what he’s doing 🤖 00:49:05 AI eats everything: TeraFab, Prometheus, and the AI CEO agent 🔥 00:51:40 Ram calls bullshit on Elon’s $25 billion chip fab 🧠 00:57:25 Where AI value actually accrues (hint: not model companies) #Bitcoin #Crypto #Fed #Iran #MacroEconomics #SEC #CFTC #AI #Inflation #BitsAndBips #Unchained Subscribe: https://www.youtube.com/@bitsandbips Show page: https://unchainedcrypto.com/bitsandbips/