Gold to $12,000 or “Sell Gold Today”? – Bits + Bips

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In this episode of Bits + Bips, Austin Campbell, Ram Ahluwalia, Chris Perkins, and guest Charles Edwards debate what “realpolitik” means for markets, why gold is leading, and whether Bitcoin is lagging for a reason that is not just sentiment.

They also argue over a counterintuitive claim gaining traction on desks: that rate cuts can be bad for risk assets in a high-debt world, and that the biggest adoption blocker for Bitcoin may be a known unknown, the quantum threat, whether it is imminent or simply believed enough to cap upside.

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 CoinFund

Guests:

• Charles Edwards, Founder & CIO at Capriole Investments

Links:

• Why Gold Rose and Bitcoin Tumbled on Japan Bond Turmoil
• Should You Buy Gold or Bitcoin? Here’s How to Think About It
• Bitcoin Stumbles as Global Tensions Push Investors Toward Safe Havens
• Bitcoin Rebounds After Trump’s Truth Social Post Eases Tariff Fears

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