Bits + Bips

Are Banks Blocking AI Agents to Protect You or Their Profits? "So much of our business model in finance is based on frictions and laziness." 🏦 That's Jim Bianco (@biancoresearch) on why banks blocking AI agents may be protecting profits more than customers, on the latest @bitsandbips with @austincampbell, @ramahluwalia and @perkinscr97. Timestamps: 🎬 00:00 Intro 📋 00:47 Unchained Survey: Complete the listener survey at unchainedcrypto.com/survey 🎙️ 01:34 Bits + Bips: Search Bits + Bips and subscribe at youtube.com/@Bitsandbips 🔓 01:55 Black October: what AI-discovered PHP flaws mean for internet security 💸 07:31 Have the breaches done economic damage yet? From GMO Internet to ICBC 🏦 14:28 Why Jim says banks blocking AI agents are protecting profits, not customers 🌏 24:35 Why the US, UK, and France fear AI while China and Indonesia embrace it 💠 28:20 Nexo: Generate daily interest on your crypto or borrow funds against your assets at unchainedcrypto.com/go/nexo-… 📉 29:06 Tech sell-off: why Jim says AI is forcing Wall Street to 'mutate' again 📑 39:39 What Anthropic's S-1 reveals about its revenue, compute bill, and governance 🗳️ 48:43 Why Jim thinks AI will split Democrats between the DSA and labor unions 👔 52:13 Ram on why low-skilled white-collar jobs are now at risk from AI 🏛️ 55:51 Fed preview: why Jim thinks a December hike would be healthy for the economy

Are Banks Blocking AI Agents to Protect You or Their Profits? "So much of our business model in finance is based on frictions and laziness." 🏦 That's Jim Bianco (@biancoresearch) on why banks blocking AI agents may be protecting profits more than customers, on the latest @bitsandbips with @austincampbell, @ramahluwalia and @perkinscr97. Timestamps: 🎬 00:00 Intro 📋 00:47 Unchained Survey: Complete the listener survey at unchainedcrypto.com/survey 🎙️ 01:34 Bits + Bips: Search Bits + Bips and subscribe at youtube.com/@Bitsandbips 🔓 01:55 Black October: what AI-discovered PHP flaws mean for internet security 💸 07:31 Have the breaches done economic damage yet? From GMO Internet to ICBC 🏦 14:28 Why Jim says banks blocking AI agents are protecting profits, not customers 🌏 24:35 Why the US, UK, and France fear AI while China and Indonesia embrace it 💠 28:20 Nexo: Generate daily interest on your crypto or borrow funds against your assets at unchainedcrypto.com/go/nexo-… 📉 29:06 Tech sell-off: why Jim says AI is forcing Wall Street to 'mutate' again 📑 39:39 What Anthropic's S-1 reveals about its revenue, compute bill, and governance 🗳️ 48:43 Why Jim thinks AI will split Democrats between the DSA and labor unions 👔 52:13 Ram on why low-skilled white-collar jobs are now at risk from AI 🏛️ 55:51 Fed preview: why Jim thinks a December hike would be healthy for the economy

Are Banks Blocking AI Agents to Protect You or Their Profits? "So much of our business model in finance is based on frictions and laziness." 🏦 That's Jim Bianco (@biancoresearch) on why banks blocking AI agents may be protecting profits more than customers, on the latest @bitsandbips with @austincampbell, @ramahluwalia and @perkinscr97. Timestamps: 🎬 00:00 Intro 📋 00:47 Unchained Survey: Complete the listener survey at unchainedcrypto.com/survey 🎙️ 01:34 Bits + Bips: Search Bits + Bips and subscribe at youtube.com/@Bitsandbips 🔓 01:55 Black October: what AI-discovered PHP flaws mean for internet security 💸 07:31 Have the breaches done economic damage yet? From GMO Internet to ICBC 🏦 14:28 Why Jim says banks blocking AI agents are protecting profits, not customers 🌏 24:35 Why the US, UK, and France fear AI while China and Indonesia embrace it 💠 28:20 Nexo: Generate daily interest on your crypto or borrow funds against your assets at unchainedcrypto.com/go/nexo-… 📉 29:06 Tech sell-off: why Jim says AI is forcing Wall Street to 'mutate' again 📑 39:39 What Anthropic's S-1 reveals about its revenue, compute bill, and governance 🗳️ 48:43 Why Jim thinks AI will split Democrats between the DSA and labor unions 👔 52:13 Ram on why low-skilled white-collar jobs are now at risk from AI 🏛️ 55:51 Fed preview: why Jim thinks a December hike would be healthy for the economy

Chips Crack, Bitcoin Holds. Is Crypto Finally Trading on Its Own Drivers? Bitcoin finished flat in a week when the chip index fell 11.4% and the KOSPI had its worst week since 2008. 📉 On Bits + Bips, @coinbase's John D'Agostino and @Nick_van_Eck join @austincampbell and @perkinscr97 on why crypto held up, and whether an AI unwind could send liquidity its way. 🎧 Timestamps: 🎬 00:00 Intro 📉 01:50 Chips crack, Bitcoin holds: did crypto trade on its own drivers? 💵 08:20 Nick on why GENIUS pulled enterprise stablecoin demand forward 3-5 years 📲 12:25 John's '1-hour thesis' and $20M a week in tokenized stocks in the UAE 🤖 15:15 Is the AI trade unwinding, and do frontier labs like Anthropic have a moat? 🟦 24:45 Nexo: Generate daily interest on your crypto or borrow funds against your assets at unchainedcrypto.com/go/nexo-… ⛽ 25:23 Why 3.7% CPI, $110 Brent, and a 5% 10-year leave the Fed in a tough spot 🧓 31:37 Nick's 'generational pump and dump' and why voters are angry at both parties 🏗️ 41:38 Where will AI's debt come from after CoreWeave's 25% slide? 🔐 47:29 Why AI's math breakthroughs pull forward the post-quantum timeline

Chips Crack, Bitcoin Holds. Is Crypto Finally Trading on Its Own Drivers? Bitcoin finished flat in a week when the chip index fell 11.4% and the KOSPI had its worst week since 2008. 📉 On Bits + Bips, @coinbase's John D'Agostino and @Nick_van_Eck join @austincampbell and @perkinscr97 on why crypto held up, and whether an AI unwind could send liquidity its way. 🎧 Timestamps: 🎬 00:00 Intro 📉 01:50 Chips crack, Bitcoin holds: did crypto trade on its own drivers? 💵 08:20 Nick on why GENIUS pulled enterprise stablecoin demand forward 3-5 years 📲 12:25 John's '1-hour thesis' and $20M a week in tokenized stocks in the UAE 🤖 15:15 Is the AI trade unwinding, and do frontier labs like Anthropic have a moat? 🟦 24:45 Nexo: Generate daily interest on your crypto or borrow funds against your assets at unchainedcrypto.com/go/nexo-… ⛽ 25:23 Why 3.7% CPI, $110 Brent, and a 5% 10-year leave the Fed in a tough spot 🧓 31:37 Nick's 'generational pump and dump' and why voters are angry at both parties 🏗️ 41:38 Where will AI's debt come from after CoreWeave's 25% slide? 🔐 47:29 Why AI's math breakthroughs pull forward the post-quantum timeline

Chips Crack, Bitcoin Holds. Is Crypto Finally Trading on Its Own Drivers? Bitcoin finished flat in a week when the chip index fell 11.4% and the KOSPI had its worst week since 2008. 📉 On Bits + Bips, @coinbase's John D'Agostino and @Nick_van_Eck join @austincampbell and @perkinscr97 on why crypto held up, and whether an AI unwind could send liquidity its way. 🎧 Timestamps: 🎬 00:00 Intro 📉 01:50 Chips crack, Bitcoin holds: did crypto trade on its own drivers? 💵 08:20 Nick on why GENIUS pulled enterprise stablecoin demand forward 3-5 years 📲 12:25 John's '1-hour thesis' and $20M a week in tokenized stocks in the UAE 🤖 15:15 Is the AI trade unwinding, and do frontier labs like Anthropic have a moat? 🟦 24:45 Nexo: Generate daily interest on your crypto or borrow funds against your assets at unchainedcrypto.com/go/nexo-… ⛽ 25:23 Why 3.7% CPI, $110 Brent, and a 5% 10-year leave the Fed in a tough spot 🧓 31:37 Nick's 'generational pump and dump' and why voters are angry at both parties 🏗️ 41:38 Where will AI's debt come from after CoreWeave's 25% slide? 🔐 47:29 Why AI's math breakthroughs pull forward the post-quantum timeline