Bits + Bips

Is Bitcoin Really a Safe Haven Right Now? x.com/i/broadcasts/1…

War, oil, and crypto collide with @ramahluwalia @austincampbell @perkinscr97 🛢️ Why elevated oil risks flipping markets into an inflationary regime 📉 Deleveraging everywhere ₿ "Short gold, long Bitcoin" trade is back on the desk 🎲 Prediction markets face a rocky road: "running out of friends in DC" Timestamps: 🎰 00:01:20 Why prediction markets are running out of friends in DC 🔍 00:04:24 How prediction market legality fast-tracks to the Supreme Court 💣 00:11:20 What the Iran conflict means for oil, markets, and the Strait of Hormuz 📉 00:27:20 Why Ram sees a market relief rally as a trap, not a bottom ₿ 00:31:29 Whether Bitcoin has bottomed — and what's actually driving the bid 🪙 00:39:02 Why Austin says the Ethereum Foundation is talking out of both sides 🏦 00:56:45 What blockchains are actually ready to handle real-world assets 🔮 00:59:59 Whether the chain that wins RWAs probably hasn't been built yet

War, oil, and crypto collide with @ramahluwalia @austincampbell @perkinscr97 🛢️ Why elevated oil risks flipping markets into an inflationary regime 📉 Deleveraging everywhere ₿ "Short gold, long Bitcoin" trade is back on the desk 🎲 Prediction markets face a rocky road: "running out of friends in DC" Timestamps: 🎰 00:01:20 Why prediction markets are running out of friends in DC 🔍 00:04:24 How prediction market legality fast-tracks to the Supreme Court 💣 00:11:20 What the Iran conflict means for oil, markets, and the Strait of Hormuz 📉 00:27:20 Why Ram sees a market relief rally as a trap, not a bottom ₿ 00:31:29 Whether Bitcoin has bottomed — and what's actually driving the bid 🪙 00:39:02 Why Austin says the Ethereum Foundation is talking out of both sides 🏦 00:56:45 What blockchains are actually ready to handle real-world assets 🔮 00:59:59 Whether the chain that wins RWAs probably hasn't been built yet

Oil surged, bonds broke, Bitcoin rallied. On this episode of @bitsandbips , @baehr breaks down for @Steven_Ehrlich why crypto held when nothing else did, and whether the hedge status survives Q2. 🎧 Timestamps: 🚨 3:18 Why Bitcoin is rallying as a safe haven amid oil shocks 💰 8:31 How to read the VIX when geopolitical risk is priced in 🔄 13:31 What if tech equities are the new safe-haven trade? 🏛️ 22:50 How 24/7 crypto markets are reshaping traditional finance ⚖️ 27:27 Whether perps can replace traditional futures for institutions 📊 32:17 Where smart money is rotating in crypto right now 🎯 38:08 How portfolios should adapt to inflation and midterm risks

Oil surged, bonds broke, Bitcoin rallied. On this episode of @bitsandbips , @baehr breaks down for @Steven_Ehrlich why crypto held when nothing else did, and whether the hedge status survives Q2. 🎧 Timestamps: 🚨 3:18 Why Bitcoin is rallying as a safe haven amid oil shocks 💰 8:31 How to read the VIX when geopolitical risk is priced in 🔄 13:31 What if tech equities are the new safe-haven trade? 🏛️ 22:50 How 24/7 crypto markets are reshaping traditional finance ⚖️ 27:27 Whether perps can replace traditional futures for institutions 📊 32:17 Where smart money is rotating in crypto right now 🎯 38:08 How portfolios should adapt to inflation and midterm risks