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INTEREST EXPENSE EXPLODES: Why The Fed Must Cut & What It Means For Bitcoin
Episode 241
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…
2 months, 2 weeks ago
Bitcoin Holds $90,000: Volatility, Yields, & The FED’S NEXT PRINT
Episode 240
In this episode, Nik breaks down why US Treasury interest expense has become the most important story in finance, how lower rates are now a mathemati…
2 months, 3 weeks ago
Inside Bitcoin’s Trend Shift: Bear Zone, Liquidations, & Key Support
Episode 239
In this episode, Demian and Johan unpack Bitcoin’s recent trend break, the shift into bear territory on several on chain metrics, and why the short t…
2 months, 4 weeks ago
Can NVIDIA’s EARNINGS JOLT Spark a Bitcoin Reversal?
Episode 238
In this episode, Nik breaks down whether Nvidia’s blockbuster earnings report can be the spark that turns momentum positive for Bitcoin as it tests t…
3 months ago
INSIDE THE SELLOFF: Bitcoin, Sanctions, & The Liquidity Drain
Episode 237
In this episode, Nik breaks down Bitcoin’s sharp fall through $100,000 and explains how a surge in volatility across stocks, bonds, and the dollar ha…
3 months, 1 week ago
BITCOIN CRASHES THROUGH $100,000 While Macro Volatility Surges & Trend Structure Weakens
Episode 236
In this episode, Nik breaks down Bitcoin’s drop below $100,000, why key trend lines matter, and how TBL Liquidity flipped negative ahead of the move.…
3 months, 1 week ago
Inside McKinsey’s Global Wealth Report: What It Means for Bitcoin
Episode 235
In this episode, Nik and Demian break down the connection between credit creation, inflation, and productivity, exploring why the world’s debt keeps …
3 months, 1 week ago
LIQUIDITY Explained SIMPLY: How It Really Moves BITCOIN
Episode 234
In this episode, Nik explains why Bitcoin rallied on the news that the U.S. government may soon reopen. He breaks down how Treasury spending, reserve…
3 months, 2 weeks ago
Bitcoin Holds $100,000 as Stocks Recover: TBL Liquidity Explained
Episode 233
In this episode, Nik breaks down the latest global macro data and Bitcoin’s reaction to shifting liquidity conditions around the $100,000 level. He c…
3 months, 2 weeks ago
How the Fed Lost Control of Liquidity (and What It Means for Bitcoin)
Episode 232
In this episode, Nik and Demian unpack how the Fed’s fight to manage repo market tightness is reshaping liquidity and Bitcoin’s price behavior. They …
3 months, 2 weeks ago