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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:

• • Unchained: Bitcoin Rallies to $93,000 After U.S. Attack on Venezuela
  • Renegade Resources: The Venezuelan Oil Narative is PURE THEATRE
  • Serenity’s post on X:  Venezuela: The $60B+ Bitcoin “Shadow Reserve”