Gold to $12,000 or “Sell Gold Today”? – Bits + Bips
January 28, 2026
1 hr 6 min
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1,046 of 1,186
January 28, 2026
Gold to $12,000 or “Sell Gold Today”? – Bits + Bips
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Tom Emmer Episodes Around January 28, 2026
Episode 1,046 of 1,186 — walk the feed in the order it was published.
1:06:45This episodeGold to $12,000 or “Sell Gold Today”? – Bits + Bips
Summary
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In this episode of Bits + Bips, Austin Campbell, Ram Ahluwalia, Chris Perkins, and guest Charles Edwards debate what “realpolitik” means for markets, why gold is leading, and whether Bitcoin is lagging for a reason that is not just sentiment.
They also argue over a counterintuitive claim gaining traction on desks: that rate cuts can be bad for risk assets in a high-debt world, and that the biggest adoption blocker for Bitcoin may be a known unknown, the quantum threat, whether it is imminent or simply believed enough to cap upside.
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
Guests:
Charles Edwards, Founder & CIO at Capriole Investments
Links:
Why Gold Rose and Bitcoin Tumbled on Japan Bond Turmoil
Should You Buy Gold or Bitcoin? Here’s How to Think About It
Bitcoin Stumbles as Global Tensions Push Investors Toward Safe Havens
Bitcoin Rebounds After Trump’s Truth Social Post Eases Tariff Fears
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