Unchained

Could BTC Outperform Gold? Plus, Ethereum's Big Advantage: Bits + Bips - Ep. 928

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In this episode of Bits + Bips, hosts Austin Campbell, Ram Ahluwalia, and Chris Perkins tackle a packed agenda: from the fairness of Binance’s listing fees to the ways in which DeFi didn’t perform well during the “Black Friday” crash, why Tempo’s $500 million raise might have been a political ploy, and the growing war over stablecoin dominance.

The trio debates whether Bitcoin is undervalued compared to gold, why Ethereum’s 10-year track record gives it an edge, and whether today’s Digital Asset Treasuries (DATs) are just froth, or the permanent backbone of institutional crypto.

Plus: Austin makes a bold prediction about the stablecoin that will dominate by 2040.

Sponsors:

  • Mantle

    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


      Links:

      Binance Listing Fee Drama

      • Unchained: 

        • Binance Listing Fee Fight: What’s a Fair Price to List on the Top Crypto Exchange?

        • Binance Claims It Does Not Profit From Token Listings

        • Jesse Pollak (Base) chimes in

          Tempo & Dankrad

          • Fortune: Exclusive: Stripe-backed blockchain startup Tempo raises $500 million round led by Joshua Kushner’s Thrive Capital and Greenoaks

          • Ethereum core dev Dankrad Feist joins Tempo

          • Reactions:

            • Ryan Adams (Bankless): Tempo will optimize for itself, not ETH.

            • Nick Almond: Not a death sentence for ETH

            • Breadguy: Big loss. Dankrad was a major L1 scaling advocate.

              Black Friday

              • Dan Wilson: 3 big lessons post-crash

                Gold vs. BTC

                • GOLD/BTC up ‎23.5% in past month

                • Bitcoin Is Undervalued vs. Gold

                  DATs

                  • Bloomberg: Huobi Founder Li Lin Set To Launch $1 Billion Ether Accumulator - Bloomberg

                  • CoinDesk: Ripple Set to Enter Corporate Treasury Business With $1B Acquisition of GTreasury


                    Timestamps:

                    • 🎬 0:00 Intro

                    • 💸 3:39 Binance listing fees — fair price for distribution or pay-to-play?

                    • 🏛️ 10:19 What is the best way to go public?

                    • ⚔️ 11:57 How exchanges really compete behind the scenes

                    • 💥 15:00 “Black Friday”: why Chris calls it catastrophic — but with a silver lining

                    • 🧱 24:52 What the industry must fix to prevent another meltdown

                    • 💵 30:15 How Tempo’s $500M raise represents peak frothiness

                    • 🚨 39:12 Is Dankrad’s exit from the Ethereum Foundation a red alarm for ETH?

                    • 🔮 43:07 Austin’s bold prediction: which stablecoin wins by 2040

                    • 🥇 46:17 Is Bitcoin undervalued compared to gold?

                    • 🏗️ 52:21 Why DATs are here to stay despite the market carnage

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                      UnchainedBy Laura Shin