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Why $1 Million Bitcoin Is Closer Than You Think
Episode 199
In this episode, Nik breaks down one of the largest Bitcoin transactions in history: the $9 billion sale of 80,000 BTC by a Satoshi-era wallet through Galaxy Digital. Nik explains how the market abso…
Published on 1 month ago
Global Macro Update: Liquidity Cycles Higher While Bitcoin Consolidates
Episode 198
In this Global Macro Update, Nik explains how the end of QT is reshaping liquidity across markets and supporting bitcoin’s foundation. He breaks down the rise in Treasury bill issuance, steady reserv…
Published on 1 month ago
Bitcoin Grows as Stablecoins Absorb U.S. Debt
Episode 197
In this episode, Nik is joined by TBL researcher Demian Schatt to break down the Genius Act, stablecoins, and their impact on Bitcoin and the U.S. dollar system. Nik explains how declining foreign de…
Published on 1 month, 1 week ago
This CEO Just Raised $750 Million to Buy Bitcoin With ZERO Debt
Episode 196
In this episode, Nik welcomes Strive CEO Matt Cole to unpack the $750 million raise that positions Strive as one of the largest corporate bitcoin holders. Matt explains why the firm rejected converti…
Published on 1 month, 1 week ago
Bitcoin’s Price Floor Just Hit $100,000, and It’s Still Early
Episode 195
In this episode, Nik analyzes bitcoin’s historic climb as its 200-day moving average and short-term holder price both cross $100,000, setting a new price floor. He explains why this milestone reflect…
Published on 1 month, 1 week ago
Can the U.S. Lead in AI Without Killing Innovation?
Episode 194
In this episode, Demian Schatt welcomes back Yaël Ossowski of the Consumer Choice Center and Bitcoin Policy Institute to break down the growing fight over AI regulation in the U.S. Yaël explains why …
Published on 1 month, 2 weeks ago
Bitcoin’s Bull Run Is Absorbing MASSIVE Selling w/ James Check
Episode 193
In this episode, Demian Schatt is joined by James Check (Checkmate) from Checkonchain to unpack Bitcoin’s recent breakout and the mystery behind the 80,000 BTC that moved for the first time since 201…
Published on 1 month, 2 weeks ago
Bitcoin Soars Past $113,000 as Liquidity Surges and Stablecoins Boom
Episode 192
In this episode, Nik breaks down Bitcoin’s latest breakout to all-time highs and what’s driving price action under the hood. He covers the Golden Cross formation, historical performance following tec…
Published on 1 month, 2 weeks ago
Mysterious $8 Billion Bitcoin Move: Quantum Theft, Legal Seizure, or Hoax?
Episode 191
In this episode, Nik breaks down the mysterious on-chain movement of 80,000 dormant Bitcoin that last moved in 2011. He walks through the implications of this $8 billion transaction, the legal-soundi…
Published on 1 month, 3 weeks ago
The Real Link Between M2, Bank Assets & Bitcoin’s $110,000 Strength
Episode 190
In this episode, Nik is joined by TBL researcher Demian Schatt to unpack why Bitcoin is trading so strongly near all-time highs and what the current liquidity setup tells us about where things are he…
Published on 1 month, 3 weeks ago