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Liquidity Tightens AGAIN: What the Repo Market Is Telling Us
Episode 230
In this episode, Nik Bhatia breaks down the latest global macro developments including new stress in the repo market, the Fed’s official plan to end QT on November 30, and what these moves mean for l…
Published on 1 day, 1 hour ago
THE FED ENDS QT: Fiscal Dominance, Repo Stress, & Bitcoin’s Signal
Episode 229
In this episode, Nik & Demian Schatt break down the Fed’s latest 25-basis-point rate cut, the announcement to end quantitative tightening, and what it reveals about the growing fiscal dominance shapi…
Published on 2 days, 22 hours ago
How The Bible Helped Me Understand The Capital War
Episode 228
In this episode, Nik sits down with Kane McGukin to explore how faith, morality, and history shape the global liquidity battle Michael Howell calls The Capital War. Kane explains how reading the Bibl…
Published on 4 days, 3 hours ago
THE GREAT AMERICAN RESET: Credit, Industry, and Bitcoin’s Role in What Comes Next
Episode 227
In this episode, Nik is joined by Matt Dines, CIO of Build Asset Management, for an expansive look at America’s evolving grand strategy. They break down the Fed’s next move in the repo market, the ro…
Published on 1 week, 1 day ago
America’s Grand Strategy: Repo, China, Jensen Huang, & Bitcoin’s Next Move
Episode 226
In this episode, Nik breaks down the latest developments in the repo market, the Fed’s growing concern over reserve scarcity, and how these forces connect to America’s reindustrialization strategy. H…
Published on 1 week, 3 days ago
Repo Market MELTDOWN? Gold’s Move Signals Something BIG
Episode 225
In this episode, Nik breaks down what’s happening inside the repo market and why gold’s explosive move toward $4,300 is sending shockwaves through global markets. He explains how rising repo spreads …
Published on 2 weeks, 2 days ago
The Philosophy of Bitcoin & Fiat: Credit, Justice, & Sound Money
Episode 224
In this episode, Nik sits down with Pascal Hügli to explore the philosophical and structural tensions between Bitcoin and today’s fiat credit system. They discuss how stablecoins, central banking, an…
Published on 2 weeks, 4 days ago
Bitcoin Reacts to Tariff Tensions: What’s Next for Price & Liquidity
Episode 223
In this episode, Nik breaks down how new U.S. tariffs on China triggered a spike in volatility across global markets and sent Bitcoin lower after a strong start to October. He explains how the admini…
Published on 3 weeks ago
The Future of Bitcoin Mining: Home Miners, Pools, & Open Source Innovation
Episode 222
In this episode, Nik is joined by Robert Warren, author of The Bitcoin Miners Almanac and Head of Research and Education at Bitcoin Park. They discuss the evolution of Bitcoin mining from industrial …
Published on 3 weeks, 5 days ago
BITCOIN PUMPING: Fed Cuts, Liquidity, & The Next Breakout
Episode 221
In this episode, Nik breaks down Bitcoin’s strong start to October and what the latest pump means in the context of global macro. He explains how falling policy rates, Treasury yields, and dollar wea…
Published on 4 weeks, 1 day ago