Could BTC Outperform Gold? Plus, Ethereum's Big Advantage: Bits + Bips - Ep. 928
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Hey, all. You might have noticed in recent months that our original crew of co hosts has not been appearing regularly. All around the same time, different co hosts suddenly could no longer do the show for different reasons. We've kept it going with great guests and having our editor Steve Ehrlich fill in as moderator while we searched for a new set of co hosts. Today, we're happy to announce that Ram Alawwalia, one of the original crew, will now be joined by Chris Perkins, the golden hand of CoinFund, and Austin Campbell, highest scholar of zero knowledge consulting. Austin will also replace J
Is Bitcoin undervalued versus gold right now?
Yes. It depend look. Everything depends on time horizon, all the rest. But I think tactically to the day where we stand,
yes. I'm pretty sure the stablecoin that will have the largest AUM and transaction volume in 2014 probably hasn't been created yet.
Ethereum has some things going for it that others don't. Putting my old TradFi hat on is ten years. Right? How many risk models, Austin, did you look at that you require ten years of of historic risk or the regulators wouldn't let you do anything? Right? It has ten year history never going down, and that that's very meaningful.
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Hello, everyone. Welcome to Bits at Bips, exploring how crypto and macro collide one basis point at a time. I'm Austin Campbell, a self described and recovering grouchy fixed income trader, adjunct professor at NYU Stern. And as Laura said, thanks to the inscrutable puzzle that is corporate politics, I have been able to wrestle the moderator spot for my friend James. So sorry, James. I am not doing this alone. Joining me first is longtime stalwart of the show, TradFi veteran, founder of Lumina Wealth, and my friend, Rob Alawalia. And also joining us is now Chris Perkins, part of the Citi Crypt
First off, if you're just on audio, make sure you tune into the video to see for the professor's hair. It's a very important part of the new program going forward. We're going to monitor it every week. Yeah, this was pretty spicy over the weekend. You you had a founder who didn't sign an NDA and he's like, you know what, I didn't sign an NDA, so I'm going to tell everyone what's going on. It confirms what a lot of people knew, that distribution is very expensive. And for many of us, I don't think we signed up for this environment that we now live in, which is these massive centralized organiza
I'll be brief here. You saw me nodding my head there. You know, in The US, there's this concept of segregation of duties, where have different roles and responsibilities. Binance, which is one of the most successful private businesses the world has ever seen, that's a dominant international player and, CZ, who should be on the Forbes 10 list, built an incredible business. He's a broker dealer. He's charging 8% for capital raising. He's in exchange, the venue where these transactions take place. He's the custodian. And also he's got a kind of a non bank bank with issuing these stablecoins where
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