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Individual Ownership Peaked in 2024 and What Comes Next for Bitcoin
Episode 261
In this episode, Nik sits down with Sam Baker, Research at River, to break down River's second annual Bitcoin adoption report, covering how instituti…
7 hours ago
The Liquidity Signal That Called Bitcoin's Drop Is Still Red
Episode 260
In this episode, Nik walks through our TBL proprietary liquidity index, explaining why the red signal flagged in late December and confirmed in Janua…
6 days, 5 hours ago
Global Macro Update: Inflation Cools, Bond Yields Drop, & Bitcoin Reacts
Episode 259
In this episode, Nik breaks down Bitcoin’s bounce following a softer-than-expected CPI print and falling Treasury yields, analyzing the rollover in t…
1 week, 4 days ago
Japan’s Historic Election, Yen Defense, & Why Bitcoin Is Still a Liquidity Trade
Episode 258
In this episode, Nik breaks down dramatic political developments in Japan, including a snap election, currency intervention, and the U.S.-Japan effor…
2 weeks, 1 day ago
The REAL Reason Bitcoin Is Crashing - And What Comes Next
Episode 257
In this episode, Nik and Matt Dines break down Bitcoin’s 52% drawdown, focusing on the global liquidity forces pressuring risk assets. They explain h…
2 weeks, 4 days ago
Bitcoin Enters Bear Market Behavior, What On-Chain Metrics Are Showing
Episode 256
In this episode, Nik sits down with TBL on-chain analyst Johan Bergman to break down Bitcoin’s recent breakdown, sell-the-rip behavior, and the on-ch…
3 weeks, 1 day ago
Global Macro Update: Gold, Silver, Bitcoin, and the Breakdown of the WTO Era
Episode 255
In this episode, Nik steps back to assess the massive shifts underway in global markets. With gold surging to record highs, silver collapsing after a…
3 weeks, 4 days ago
JAPAN RATE CHECK Triggers a DOLLAR INDEX COLLAPSE
Episode 254
In this episode, Nik breaks down the Japan “rate check” that sent the U.S. dollar sharply lower and triggered major moves across global markets. He e…
4 weeks ago
Gold at $5,000 Signals MASSIVE Changes to the World Order
Episode 253
In this episode, Nik breaks down a massive global macro repricing as gold approaches $5,000, bond markets stabilize, and the world adjusts to a new e…
1 month ago
Is China Sitting on the BIGGEST DEBT BOMB in Modern History?
Episode 252
In this episode, Nik sits down with Brian McCarthy to break down China’s debt-driven growth model, rare earth leverage, and why central planning has …
1 month ago