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INTEREST EXPENSE EXPLODES: Why The Fed Must Cut & What It Means For Bitcoin
Description
In this episode, Nik breaks down why the Fed is effectively locked into a rate cut next week as repo tightness eases, QT halts, and Treasury interest expense reaches historic levels. He covers how falling yields, weaker dollar action, & a turning liquidity cycle are shaping Bitcoin’s path as it holds near $90,000. Nik also dives into bond volatility, the debt math forcing lower rates, & what TBL Liquidity is signaling for Bitcoin & risk assets going into year end.
Episode links: https://www.whitehouse.gov/wp-content/uploads/2025/12/2025-National-Security-Strategy.pdf
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