Podcast Episodes
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The Trump Doctrine Has ARRIVED, Here’s What It Means for 2026
Episode 251
In this episode, Nik breaks down how the Supreme Court’s tariff decision, the administration’s healthcare proposal, and growing pressure on the Feder…
1 month, 1 week ago
$95,000 Bitcoin & Fed Independence
Episode 250
In this episode, Nik breaks down Bitcoin’s strong start to the year as price reclaims key technical levels following a deep but healthy drawdown. He …
1 month, 1 week ago
$1 QUADRILLION In Global Wealth: How Does It Impact Bitcoin?
Episode 249
In this episode, Nik Bhatia and Demian Schatt step back from short-term liquidity signals to examine the global balance sheet and its implications fo…
1 month, 2 weeks ago
US Treasuries MUST STABILIZE for Bitcoin to Move Higher
Episode 248
In this episode, Nik explains why US Treasury stability is critical for sustained Bitcoin strength by walking through repo markets, bond volatility, …
1 month, 2 weeks ago
HERE COMES VANGUARD: Why Bitcoin Hits New All-Time Highs in 2026
Episode 247
In this episode, Nik sits down with Dr. André Dragosch of Bitwise to break down why large institutional capital is lining up behind Bitcoin heading i…
2 months ago
BITCOIN’S 4-YEAR CYCLE NEVER EXISTED | Next Bubble 2027 w/ Stephen Perrenod
Episode 246
In this episode, Nik sits down with astrophysicist and mathematician Dr. Stephen Perrenod to break down Bitcoin’s power law, bubble behavior, and why…
2 months ago
What Falling Gas Prices Signal for Bitcoin & The 2026 Midterm Elections
Episode 245
In this episode, Nik breaks down why Bitcoin remains resilient despite year-to-date weakness by applying the TBL Liquidity framework. He walks throug…
2 months, 1 week ago
Why STRATEGY Stands Alone & Why Most Bitcoin Treasury Companies Cannot Last
Episode 244
In this episode, Nik and Joakim Book break down why Strategy’s balance-sheet structure, perpetual preferred design, and debt flexibility make it uniq…
2 months, 1 week ago
EUROPEAN BREAKING POINT: Italy Takes Gold Back, Sovereign Bond Crisis, & Bitcoin w/ Matt Dines
Episode 243
In this episode, Nik and Matt Dines break down the European sovereign stress that has become a major driver of global liquidity and Bitcoin’s recent …
2 months, 1 week ago
THE MOST IMPORTANT DOCUMENT OF 2025: What the New U.S. National Security Strategy Means for Markets
Episode 242
In this episode, Nik breaks down the White House’s new National Security Strategy and explains why it is the most important document released by the …
2 months, 2 weeks ago