Unchained
How Maduro's Capture and a 'Pre-War World' Affects Bitcoin: Bits + Bips
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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 CoinFund
Guest:
Peter Tchir, Head of Macro Strategy at Academy Securities
Links:
Bitcoin Rallies to $93,000 After U.S. Attack on Venezuela
The Venezuelan Oil Narative is PURE THEATRE
Venezuela: The $60B+ Bitcoin "Shadow Reserve"
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