Joined May 2024
- Tweets 964
- Following 196
- Followers 1,401
- Likes 334
388 Photos and videos
Pinned Tweet
Mar 30
Five Weeks of Losses: Where Do Markets Go From Here? x.com/i/broadcasts/1YGNrZQvE…
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Jun 12
Name one crypto show that's actually changed how you think about a trade or a thesis.
Not just entertained you. Actually changed your mind.
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Jun 12
Hard mode: not your own.
For a lot of people, the answer is @bitsandbips. The show has migrated to its own channel, with segments still available via Unchained. Subscribe today:
linktr.ee/bitsandbips
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Jun 10
SVB was fine… until it had cash flow needs it couldn't absorb.
@austincampbell says Strategy has 1.7 billion of the same pressure baked in, every single year. @ramahluwalia @perkinscr97 ⏰📊
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Jun 10
Catch the full conversation here 👇
x.com/laurashin/status/20647…
Jun 10
'If you want just Bitcoin unlevered, why not buy an ETF?'
@austincampbell does the math on the latest @bitsandbips: owning Strategy's common stock pencils out to a ~9% funding cost just to hold Bitcoin.
Full episode with @ramahluwalia and @perkinscr97: 🎧
Timestamps:
💣 02:24 What caused crypto's worst week since the FTX collapse
🌍 09:08 Why retail still drives crypto volatility and why Chris thinks the market misread incoming Fed chair Warsh
🤖 17:55 AI tools discovering critical crypto vulnerabilities faster than devs can patch them
🐛 23:47 How Claude Opus 4.8 found a live counterfeiting bug in Zcash's Orchard pool
₿ 30:24 Austin on whether Bitcoin's Lindy effect survives the quantum-refactoring problem
💼 32:04 Fidelity: Explore crypto careers that could change your future at crypto.fidelitycareers.com
📱 32:46 Cape: Get 33% off your first six months at cape.co/unchained
🏦 33:45 Strategy's preferred problem and the math on 32 BTC sold and 1,550 bought
📊 37:25 Ram on Minsky's three market phases, and why Strategy was built for the riskiest one
⏰ 43:22 Why Austin says introducing preferreds turned Strategy from a Bitcoin play to a clock
🇺🇸 52:18 Is Hunter Biden’s crypto interest genuine conviction or attention play
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Jun 10
Phase one: buy for yield.
Phase two: add leverage.
Phase three: bet on price appreciation.
@ramahluwalia says Strategy is deep in phase three, and that's where the deleveraging risk lives. @austincampbell @perkinscr97 📊🎧
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Jun 10
Catch the full conversation here 👇
x.com/laurashin/status/20647…
Jun 10
'If you want just Bitcoin unlevered, why not buy an ETF?'
@austincampbell does the math on the latest @bitsandbips: owning Strategy's common stock pencils out to a ~9% funding cost just to hold Bitcoin.
Full episode with @ramahluwalia and @perkinscr97: 🎧
Timestamps:
💣 02:24 What caused crypto's worst week since the FTX collapse
🌍 09:08 Why retail still drives crypto volatility and why Chris thinks the market misread incoming Fed chair Warsh
🤖 17:55 AI tools discovering critical crypto vulnerabilities faster than devs can patch them
🐛 23:47 How Claude Opus 4.8 found a live counterfeiting bug in Zcash's Orchard pool
₿ 30:24 Austin on whether Bitcoin's Lindy effect survives the quantum-refactoring problem
💼 32:04 Fidelity: Explore crypto careers that could change your future at crypto.fidelitycareers.com
📱 32:46 Cape: Get 33% off your first six months at cape.co/unchained
🏦 33:45 Strategy's preferred problem and the math on 32 BTC sold and 1,550 bought
📊 37:25 Ram on Minsky's three market phases, and why Strategy was built for the riskiest one
⏰ 43:22 Why Austin says introducing preferreds turned Strategy from a Bitcoin play to a clock
🇺🇸 52:18 Is Hunter Biden’s crypto interest genuine conviction or attention play
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Jun 10
The Zcash story reads as a win. Claude found the bug. An emergency upgrade patched it. Zcash rebounded 42%. @ramahluwalia frames it differently: one discovered fraud makes investors question everything else in the category. w/ @austincampbell @perkinscr97 📉🔍
youtu.be/LG0X_A6Igyc
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Jun 10
Bitcoin's worst week since FTX. Three things that actually explain it:
📉 STRF and STRC below par stopped the Bitcoin capital flywheel
🤖 Claude Opus 4.8 found a live counterfeiting bug in Zcash's Orchard pool
⏰ Why Strategy's preferreds turned it from a Bitcoin play into a clock
@austincampbell @ramahluwalia @perkinscr97 🎧
unchainedcrypto.com/bits-bip…
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Jun 9
Free signal in a sea of paid noise.
@bitsandbips has migrated. Full episodes are now on its own channel, with segments still available via Unchained.
Lock in your subscription today:
linktr.ee/bitsandbips
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Jun 8
George Santos' prediction market bet doesn't fit insider trading law.
Sam Enzer says it might fit something else: the same scalping theory he used at SDNY to prosecute John McAfee. @bitsandbips @Steven_Ehrlich ⚖️
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Jun 8
Catch the full conversation here 👇
x.com/laurashin/status/20635…
Jun 7
New @bitsandbips Interview with @Steven_Ehrlich: two DOJ prosecutions are reshaping what “insider trading” means on prediction markets — and neither looks like the cases most people have in mind.
Sam Enzer maps the actual charges (commodities fraud wire fraud), why the Santos case fits scalping theory better, and why the CFTC vs. state gambling fight may end at the Supreme Court. 🏛️🎧
Timestamps:
🏛️ 03:02 The two DOJ cases that just put prediction market traders on notice
📜 05:49 Why "insider trading" isn't actually a legal term, and why that matters
💡 11:49 Three scenarios where trading on an information edge is perfectly legal
🎭 15:32 The George Santos bet: closer to scalping than insider trading?
⚖️ 26:46 Why Kalshi may dodge the need for a gambling license
📉 34:41 The Strategy Polymarket bitcoin dispute: trade date vs. disclosure date
🚨 45:29 Expect more enforcement: what these two cases tell us about what's next
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Jun 8
Bits Bips is live at 3:30pm ET 🎧
Bitcoin broke the 200-week MA. The MSTR/STRC squeeze. SpaceX Anthropic IPOs vs. crypto. Claude found a Zcash exploit. And Hunter Biden, apparently.
@austincampbell @ramahluwalia @perkinscr97 @bitsandbips
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Jun 8
When does a prediction market bet become a crime?
Sam Enzer gives the clearest answer we've heard: material nonpublic info, received in confidence, from someone you owed a duty to. @bitsandbips with @Steven_Ehrlich. ⚖️🎧
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Jun 8
Catch the full conversation here 👇
x.com/laurashin/status/20635…
Jun 7
New @bitsandbips Interview with @Steven_Ehrlich: two DOJ prosecutions are reshaping what “insider trading” means on prediction markets — and neither looks like the cases most people have in mind.
Sam Enzer maps the actual charges (commodities fraud wire fraud), why the Santos case fits scalping theory better, and why the CFTC vs. state gambling fight may end at the Supreme Court. 🏛️🎧
Timestamps:
🏛️ 03:02 The two DOJ cases that just put prediction market traders on notice
📜 05:49 Why "insider trading" isn't actually a legal term, and why that matters
💡 11:49 Three scenarios where trading on an information edge is perfectly legal
🎭 15:32 The George Santos bet: closer to scalping than insider trading?
⚖️ 26:46 Why Kalshi may dodge the need for a gambling license
📉 34:41 The Strategy Polymarket bitcoin dispute: trade date vs. disclosure date
🚨 45:29 Expect more enforcement: what these two cases tell us about what's next
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Jun 7
Strategy sold Bitcoin in May but disclosed it in June. The Polymarket market on that sale resolved to no, and the oracle deciding it may have nine controlling wallets.
Sam Enzer on the dispute nobody fully priced in. @bitsandbips @Steven_Ehrlich 📉
youtu.be/Rlipy8IhkiI
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Jun 7
New interview with former SDNY prosecutor Sam Enzer:
🏛️ Why the DOJ's prediction market cases are commodities fraud, not insider trading
🎭 The George Santos state-of-the-union bet: scalping or manipulation?
🗺️ Why the CFTC vs. state gambling fight may go to the Supreme Court
With @Steven_Ehrlich. Full episode: 🎧 unchainedcrypto.com/bits-bip…
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Jun 6
You scroll for 4 hours a day but won't tap subscribe for the one show that explains what's actually happening in markets?
Be serious.
Next week, full episodes move to the Bits Bips channel. Segments will still be on Unchained for several weeks while subscribers make the transition.
linktr.ee/bitsandbips
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