Podcast Episodes
Back to Search
Bitcoin Breakout or Fade: $119,000 Test & Market Behavior
Episode 220
In this episode, Nik is joined by TBL research associate Johan Bergman to analyze Bitcoin’s latest price action and on-chain signals. They break down the bullish engulfing pattern that may mark a tre…
Published on 1 month ago
Saving Satoshi: Learning Bitcoin Through an Interactive Game
Episode 219
In this episode, Nik sits down with Stacie, Christoph and Matthew from the Saving Satoshi team to explore their interactive Bitcoin education project. Saving Satoshi is a story-driven RPG that teache…
Published on 1 month ago
Global Macro Update: Bitcoin Support, Gold Ratio, & the Fed’s Cuts
Episode 218
In this episode, Nik delivers a full global macro update with Bitcoin at a critical crossroads. He explains why funding rates are rolling off, volatility is at record structural lows, and how support…
Published on 1 month, 1 week ago
Bitcoin Price Levels to Watch: Short-Term Holders in Control
Episode 217
In this episode, Nik is joined by TBL research associate Johan Bergman for a deep dive into Bitcoin’s latest price action and on-chain signals. Johan explains why the short-term holder cost basis has…
Published on 1 month, 1 week ago
The Fed Is NOT In Control: Why Markets Lead & Bitcoin Reacts
Episode 216
In this episode, Nik is joined by TBL researcher Demian Schatt to break down the Fed’s latest rate cut and why it’s just catching up to what markets have already priced in. He explains the meaning of…
Published on 1 month, 1 week ago
Bitcoin & Liquidity Academy 3: Primary Dealers, U.S. Treasuries & the Fed
Episode 215
In this episode, Nik continues our TBL classroom series on Bitcoin and liquidity. He breaks down the inner workings of the U.S. Treasury market, the role of primary dealers, and how the Federal Reser…
Published on 1 month, 2 weeks ago
How Bitcoin Is Powering a New Credit Market
Episode 214
In this episode, Nik welcomes Arch Lending CEO and co-founder Dhruv Patel to explore the emerging world of Bitcoin-backed lending. Dhruv explains how Arch provides overcollateralized loans to individ…
Published on 1 month, 2 weeks ago
Bitcoin Hits $116,000 as the Fed Eyes Rate Cuts
Episode 213
In this episode, Nik Bhatia breaks down the macroeconomic forces driving Bitcoin above $116,000, including a broad decline in interest rates, softening U.S. labor market data, and rising expectations…
Published on 1 month, 3 weeks ago
Bitcoin & Liquidity Academy 2: How $37 Trillion in US Debt Shapes Global Markets
Episode 212
In this episode, Nik continues our Bitcoin & Liquidity Academy with a deep dive into fixed income market structure and its role in global capital markets. He explains how loans become securities, why…
Published on 1 month, 3 weeks ago
Inside the Global Liquidity Shift Powering Bitcoin with Dr. Jeff Ross
Episode 211
In this episode, Nik is joined by Dr. Jeff Ross to assess the US economy, global geopolitics, and what they mean for Bitcoin. They review the post-2020 policy regime, fiscal dominance, and why PMIs a…
Published on 1 month, 4 weeks ago