Bits + Bips: Why This U.S. General Believes Iran Could Be a Huge Opportunity

A U.S. Army Major-General on what markets got wrong about Iran, whether the Strait was ever really at risk, and what the new U.S. strike doctrine signals to China. --- Bits + Bips is spreading its wings Starting soon, new episodes will only be published on our brand‑new feeds. Here’s what you need to do: Click the links below. ⁠⁠YouTube⁠⁠ ⁠⁠Apple⁠⁠ ⁠⁠Spotify⁠⁠ ⁠⁠X⁠⁠ Smash Follow or Subscribe. 🎉 Done. ---- Oil briefly traded above $119 a barrel. Iran threatened to shut the Strait of Hormuz, the single chokepoint that carries roughly 20% of global oil supply. And then, just as fast, prices started pulling back, after Trump said the conflict was "almost completely over." But what is actually happening on the ground, what did markets get right, and what are they still missing? We bring in U.S. Army Major-General James "Spider" Marks, who spent over 30 years in the U.S. Army, serving as senior intelligence officer through the LA riots, the Balkans, Korea, and Operation Iraqi Freedom, and who culminated his career as commanding general of the U.S. Army Intelligence Center. With a conflict still unfolding, a regime in flux, and markets trying to price it all in real time, there may be no better person to ask. 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 Guest: James "Spider" Marks, U.S. Army Major-General Learn more about your ad choices. Visit megaphone.fm/adchoices

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The Chopping Block: Bitget's 387 Million Dollar Hack, Kalshi's Cooked Perps Volume, and Agentic Bank Runs

North Korea takes $387 million from Bitget and moves it through THORChain while NEAR's Shield freezes what it can, a Consensys validator hack tests whether staking was ever the risk-free rate, a quant...

2 Loka 1h 5min

Uneasy Money: The $388M Bitget Hack Started With a Security Vendor

Taylor Monahan ties the Bitget hack to North Korea and the crew asks why THORChain still avoids the scrutiny Tornado Cash got. ======================================================== Thank you to o...

1 Loka 1h 23min

Is Hunter Biden's $LAPTOP Coin a Scam? He Says the Wallets Prove It Isn't

Hunter Biden walks through the $LAPTOP launch, when thin liquidity sent the token to a $317 billion market cap in a minute, and why he says it isn't a scam. ==========================================...

1 Loka 55min

DEX in the City: The Hosts Sign Off With Their Best Advice for Women in Crypto

In their final episode on Unchained, Katherine Kirkpatrick Bos, Jessi Brooks, and Vy Le share the advice they give women entering crypto. Plus, Vy on the Senate meeting after FTX. ===================...

1 Loka 56min

How Bitget Is Chasing $388 Million in Stolen Funds After a Zero-Day Hack

Bitget lost $388 million — and days later, CEO Gracy Chen says scammers posing as a major investment team targeted her. ======================================================== Thank you to our spon...

30 Syys 1h 6min

Why the Crypto Market Cap Could Reach $50 Trillion This Cycle

Ran Neuner argues crypto has finally found product-market fit, and a BlackRock report on AI agents and blockchain rails convinced him the thesis may be much bigger than he thought. ==================...

25 Syys 49min

Why Kalshi's Timeline Fight Put Its ETH Perp Volume Under a Microscope: Uneasy Money

Kalshi's ETH perp did half a billion in volume on $3 million in open interest. Kain and Taylor lay out why that isn't necessarily wash trading. Plus, Austin joins as co-host. ========================...

24 Syys 1h 9min

Bits + Bips: Is Bitcoin Finally Being Priced on Fundamentals?

📢 Bits + Bips has its own channel now — full episodes here: https://www.youtube.com/@Bitsandbips Quick favor: We're deciding what Unchained does next; new shows, stream times, what's worth paying...

23 Syys 13min