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Bitcoin & Liquidity Academy 1: Understanding Balance Sheets, Capital, and Treasuries
Episode 209
In this episode, Nik kicks off a new TBL classroom series on Bitcoin and liquidity. He lays the foundation by teaching balance sheets from the ground up, starting with individuals, then firms, and fi…
Published on 19 hours ago
Is Bitcoin Wealth or Just Money?
Episode 208
In this episode, Nik explores the difference between money and wealth and why Bitcoin may be more than just money. He breaks down three key pillars of societal wealth creation: production and exchang…
Published on 2 days, 14 hours ago
HODLing Alone Won’t Secure Your Bitcoin
Episode 207
In this episode, Nik is joined by Mitch Moore, founder of Strong Wealth, to explain why simply HODLing Bitcoin is not enough. Mitch lays out a real financial plan for Bitcoiners, including estate str…
Published on 5 days, 10 hours ago
Is Bitcoin’s Liquidity Tailwind Ending? MOVE, Repo, and the Dollar Explained
Episode 206
In this episode, Nik is joined by TBL researcher Demian Schatt to break down a major macro signal flashing caution across markets: a sudden spike in the MOVE Index, the bond market’s volatility gauge…
Published on 1 week, 3 days ago
The Global Refugee Crisis & The Bitcoin Solution
Episode 205
In this episode, Nik is joined again by Daniel Batten to explore Bitcoin’s role as a humanitarian tool. They unpack a new report showing that over 329,000 refugees have used Bitcoin to escape war, pe…
Published on 2 weeks, 1 day ago
What If the Dollar Ran on Bitcoin?
Episode 204
In this episode, Nik is joined by Ian Major, co-founder of Joltz, to break down the rise of stablecoins on Bitcoin. Ian explains the new infrastructure making it possible, including Lightspark’s SDK,…
Published on 2 weeks, 2 days ago
$1 Million Bitcoin: A Scientific Prediction Explained
Episode 203
In this episode, Nik is joined by astrophysicist and mathematician Stephen Perrenod to unpack the scientific framework behind a potential $1 million Bitcoin. Stephen introduces the Bitcoin Power Law …
Published on 2 weeks, 4 days ago
Is It Too Late to Buy Bitcoin in 2025?
Episode 202
In this episode, Nik breaks down whether it’s too late to buy Bitcoin in 2025 now that it trades above $100,000 with a $2 trillion market cap. He walks through Bitcoin’s journey from a niche internet…
Published on 3 weeks, 4 days ago
Bitcoin Drops as Yields Crash: What the Fed Will Do Next
Episode 201
In this episode, Nik breaks down the sharp drop in U.S. Treasury yields following weaker employment data and explains why the bond market is now pricing in imminent Fed rate cuts. He walks through th…
Published on 4 weeks ago
Bitcoin Collateral & GSE Reform: A $40 Trillion Credit Revolution
Episode 200
In this episode, Nik welcomes back Matt Dines Chief Investment Officer at Build. They discuss the newly enacted GENIUS Act how U.S. dollar stablecoin regulation is tied to Bitcoin collateral usage an…
Published on 1 month ago