Unchained Bits + Bips: Bitcoin Hits $75K as It Starts Catching Up to Gold
16 snips
Mar 18, 2026 They debate why Bitcoin is holding near $75K while oil-driven inflation keeps rate cuts at bay. Traders are rotating from gold into crypto and institutions are piling into Bitcoin. Tense geopolitics, Iran conflict effects on oil, and market deleveraging top the risk discussion. They also tackle Ethereum governance, real-world asset risks on chains, and what happens if a major stablecoin is compromised.
AI Snips
Chapters
Transcript
Episode notes
FIA Boca Shows Big Players Betting On 24-7 Derivatives
- Christopher Perkins reported from FIA Boca where derivatives, prediction markets, and 24-7 markets dominated conversations.
- He described exchanges, regulators, and new entrants (Kraken, Polymarket, Calci) converging and deals happening behind the scenes.
Oil Spike Is The Biggest Macro Threat
- Geopolitical oil shocks are the key macro risk right now and they can force an inflationary regime.
- Ram, Chris, and Austin agree prolonged Strait of Hormuz disruptions keep oil high, delay Fed cuts, and pressure asset prices.
Bitcoin Showing Resilience During Geopolitical Stress
- Crypto has shown resilience amid geopolitical turmoil and some desks are running short-gold, long-Bitcoin trades.
- Christopher Perkins observed institutional flows and marketing (e.g., MicroStrategy) sustaining Bitcoin bids despite broader deleveraging.