Show notes
Thank you to our sponsor, Uniswap!In this episode of Bits + Bips, hosts Austin Campbell, Ram Ahluwalia, and Chris Perkins are joined by macro strategist Peter Tchir to unpack one of the most consequential geopolitical events in years: the U.S. capture of Venezuelan President Nicolás Maduro.The conversation explores why Bitcoin surged past $94,000, what the operation signals about U.S. power and strategy, and how investors should think about energy, supply chains, and national security in a shifting global order.The group also debates whether crypto’s 24/7 markets are revealing a structural weakness in traditional finance, whether Latin America is poised for an investment renaissance, and why “production for security” may replace ESG as the dominant investment framework.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 CoinFundGuest: Peter Tchir, Head of Macro Strategy at Academy SecuritiesLinks: Bitcoin Rallies to $93,000 After U.S. Attack on Venezuela The Venezuelan Oil Narative is PURE THEATRE Venezuela: The $60B+ Bitcoin "Shadow Reserve"Learn more about your ad choices. Visit megaphone.fm/adchoices



