Could BTC Outperform Gold? Plus, Ethereum's Big Advantage: Bits + Bips - Ep. 928

In this episode of Bits + Bips, hosts Austin Campbell, Ram Ahluwalia, and Chris Perkins tackle a packed agenda: from the fairness of Binance’s listing fees to the ways in which DeFi didn’t perform well during the “Black Friday” crash, why Tempo’s $500 million raise might have been a political ploy, and the growing war over stablecoin dominance. The trio debates whether Bitcoin is undervalued compared to gold, why Ethereum’s 10-year track record gives it an edge, and whether today’s Digital Asset Treasuries (DATs) are just froth, or the permanent backbone of institutional crypto. Plus: Austin makes a bold prediction about the stablecoin that will dominate by 2040. Sponsors: Mantle 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 Links: Binance Listing Fee Drama Unchained: Binance Listing Fee Fight: What’s a Fair Price to List on the Top Crypto Exchange? Binance Claims It Does Not Profit From Token Listings Jesse Pollak (Base) chimes in Tempo & Dankrad Fortune: Exclusive: Stripe-backed blockchain startup Tempo raises $500 million round led by Joshua Kushner’s Thrive Capital and Greenoaks Ethereum core dev Dankrad Feist joins Tempo Reactions: Ryan Adams (Bankless): Tempo will optimize for itself, not ETH. Nick Almond: Not a death sentence for ETH Breadguy : Big loss. Dankrad was a major L1 scaling advocate. Black Friday Dan Wilson : 3 big lessons post-crash Gold vs. BTC GOLD/BTC up ‎23.5% in past month Bitcoin Is Undervalued vs. Gold DATs Bloomberg: Huobi Founder Li Lin Set To Launch $1 Billion Ether Accumulator - Bloomberg CoinDesk: Ripple Set to Enter Corporate Treasury Business With $1B Acquisition of GTreasury Timestamps: 🎬 0:00 Intro 💸 3:39 Binance listing fees — fair price for distribution or pay-to-play? 🏛️ 10:19 What is the best way to go public? ⚔️ 11:57 How exchanges really compete behind the scenes 💥 15:00 “Black Friday”: why Chris calls it catastrophic — but with a silver lining 🧱 24:52 What the industry must fix to prevent another meltdown 💵 30:15 How Tempo’s $500M raise represents peak frothiness 🚨 39:12 Is Dankrad’s exit from the Ethereum Foundation a red alarm for ETH? 🔮 43:07 Austin’s bold prediction: which stablecoin wins by 2040 🥇 46:17 Is Bitcoin undervalued compared to gold? 🏗️ 52:21 Why DATs are here to stay despite the market carnage Learn more about your ad choices. Visit megaphone.fm/adchoices