Bits + Bips: Every Fortune 500 Company Will Be a DAT

Episode 944

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The government’s about to reopen, but the economic cracks aren’t healing.

From runaway debt to DATs trading below NAV, markets are feeling the strain of unsolved macro problems.

In this week’s Bits + Bips, hosts Austin Campbell and Chris Perkins are joined by Matt Zhang of Hivemind Capital and Felix Jauvin, head of content at Blockworks and host of Forward Guidance, to unpack what happens when policy meets reality.

They discuss why a $2,000 “tariff dividend” could ignite inflation, how America’s ballooning debt is constructive for crypto, and why DATs could still have plenty of potential, despite already showing cracks.

Plus: the Bank of England’s £20K stablecoin proposal, whether $3 trillion is too low a target for the sector, and a final provocation: is XRP worth more than Ripple equity?

Hosts:

Austin Campbell, NYU Stern professor and founder and managing partner of Zero Knowledge Consulting
Christopher Perkins, Managing Partner and President of CoinFund

Guests:

Felix Jauvin, Head of Content at Blockworks and Host of the Forward Guidance Podcast
Matt Zhang, Founder & Managing Partner at Hivemind Capital

Links:

Timestamps:

🎬 0:00 Intro
🏛️ 2:33 The U.S. government will reopen—but the economic damage lingers
💸 11:02 Could Trump’s proposed $2,000 “tariff dividend” spark inflation?
🧩 16:18 Why no one is fixing America’s long-term fiscal problems
🪙 18:59 How runaway debt should be bullish for crypto
📈 20:52 Finding the “true” risk-free rate
💥 23:00 Why DATs are trading below NAV, and if staking ETFs are the better bet
✅ 31:09

Published on 1 month, 1 week ago

Podcast Episode Details

Bits + Bips: Every Fortune 500 Company Will Be a DAT