Bits + Bips

What stood out to me on @bitsandbips: @ramahluwalia's read that up to 99% of current tokens could end up worthless, and why he says it's less about crypto and more about how capital always behaves. 🧮 Timestamps: 💰 02:10 Strategy sells $216M more Bitcoin: is Saylor now a recurring seller? ⚖️ 09:55 Why Ram says there's no room for a third category beyond debt and equity 🪙 22:41 Ram: could up to 99% of today's tokens end up worthless? 📣 28:52 Cape: Use code UNCHAINED for 33% off your first six months at cape.co/unchained 🌍 29:51 Robinhood's USDG yield, Tether's Europe exit, and the OUSD backlash 🏦 42:44 Why Austin says the banks that ignored stablecoins risk becoming Borders 📈 50:12 Securitize goes public: why Austin says the stock trades like a call option 🤖 53:59 Why quality stocks are clawing back share from the AI and semis rally

Something embarrassing from my @bitsandbips visit with @austincampbell, @ramahluwalia and @perkinscr97: I got spear-phished last week — terminal command and all — and I cover scams for a living. The one rule that would've stopped it 👇 Timestamps: 🎣 02:43 How Laura Shin got spear-phished by a fake podcast invite 🛡️ 07:09 Austin's rules for beating social engineering when the pressure is on 🏦 09:18 The security case for holding crypto in ETFs over self-custody 📉 15:59 Bitcoin's worst ETF month on record and a $58K weekend low 🪙 17:36 Why Ram says any Bitcoin call has to start with Strategy 🎯 22:20 The hedge fund take: Bitcoin may not run until Saylor gets blown up 🤖 27:06 AI, quantum, and where crypto's real utility actually shows up 💙 33:09 Fidelity: Explore crypto careers that could change your future at crypto.fidelitycareers.com 📱 33:51 Cape: Get 33% off your first six months with code unchained at cape.co/unchained 🏛️ 34:49 The Clarity Act push: can market structure pass before the recess? ⚖️ 40:28 How a Supreme Court ruling could gut the Bank Secrecy Act 🏘️ 47:02 Why community lending, not tokenizing Wall Street, is crypto's real unlock

Something embarrassing from my @bitsandbips visit with @austincampbell, @ramahluwalia and @perkinscr97: I got spear-phished last week — terminal command and all — and I cover scams for a living. The one rule that would've stopped it 👇 Timestamps: 🎣 02:43 How Laura Shin got spear-phished by a fake podcast invite 🛡️ 07:09 Austin's rules for beating social engineering when the pressure is on 🏦 09:18 The security case for holding crypto in ETFs over self-custody 📉 15:59 Bitcoin's worst ETF month on record and a $58K weekend low 🪙 17:36 Why Ram says any Bitcoin call has to start with Strategy 🎯 22:20 The hedge fund take: Bitcoin may not run until Saylor gets blown up 🤖 27:06 AI, quantum, and where crypto's real utility actually shows up 💙 33:09 Fidelity: Explore crypto careers that could change your future at crypto.fidelitycareers.com 📱 33:51 Cape: Get 33% off your first six months with code unchained at cape.co/unchained 🏛️ 34:49 The Clarity Act push: can market structure pass before the recess? ⚖️ 40:28 How a Supreme Court ruling could gut the Bank Secrecy Act 🏘️ 47:02 Why community lending, not tokenizing Wall Street, is crypto's real unlock