Unchained

Gold to $12,000 or “Sell Gold Today”? – Bits + Bips


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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

        Guests:

        • Charles Edwards, Founder & CIO at Capriole Investments

          Links:

          • Why Gold Rose and Bitcoin Tumbled on Japan Bond Turmoil
          • Should You Buy Gold or Bitcoin? Here’s How to Think About It
          • Bitcoin Stumbles as Global Tensions Push Investors Toward Safe Havens
          • Bitcoin Rebounds After Trump’s Truth Social Post Eases Tariff Fears
          • Learn more about your ad choices. Visit megaphone.fm/adchoices

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            UnchainedBy Laura Shin