How Maduro's Capture and a 'Pre-War World' Affects Bitcoin: Bits + Bips
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The US has capabilities that are second to none.
Bitcoin today is much a polling on Trump as it is a price as on an asset.
I keep coming back to this concept of production for security. I think it's gonna replace ESG.
Alright, everybody. Welcome to the first 2026 edition of Bits and Bips where, excuse me, where we explore how crypto and macro collide one basis point at a time. I'm your host, Austin Campbell, a high scholar of Zero Knowledge Consulting, also recovering from having three sick children in the house over the holidays. So bear with me with the voice today. Here with me are our usual two coconspirators, Ram Alawwalia, maester of wealth, leader of Lumina Chris Perkins, the golden hand of CoinFund. And today, super excited to have our guest, Peter Chir, the North Star of Macro at Academy Securities
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Alright. Welcome back, everybody. And with the start of the year, the first day of markets open in the week right now, I think the right place to start is going to be what is happening with Let's Do Bitcoin. Currently, as I'm looking at it, little bit over 94,000 and change. This is a pretty stark difference in performance from the close of the year where we had day after day of down, down, down, down, and now we bounced back up dramatically in a single day. Ram, I'll start with you since you look at markets constantly. What do you see going on here? What's driving this?
So, you know, I think it's linked to the news over the weekend. People, saw that Friday night, you know, there was, an action in Venezuela. Woke up Saturday. The action was done. People said, wow. What happened? Look at that. They saw millions of Venezuelans celebrating the streets, and I think that ignited animal spirits. You know? People feel proud. They feel confident. They feel excited. I think that's a big part of it. I think it's a major part of it. I mean, overall, high beta has been working. I think another reason for that has to do with the of the OpenAI CapEx financing story. Right?
Chris, what's your take?
I had a lot of takes on this one. I'll start by saying that once again, this shows the power of crypto and the power of tokenized products. Why? Because equity markets were fast asleep Saturday morning when Delta Force raided Maduro and and took him and his wife, executed one of the most seamless, incredible missions in US military history, which I can't wait for us to talk about. That also reaffirms to the world that The US has capabilities that are second to none, and it puts a lot of bad guys back in the box. As you saw how we left Afghanistan, it didn't look great. Now it's like, maybe we
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