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Mainstream Media Has FLIPPED on Bitcoin Mining
Episode 189
In this episode, Nik highlights the work of Daniel Batten and walks through 17 examples of mainstream media outlets covering Bitcoin mining in a dramatically more positive light. From Iceland’s renew…
Published on 1 month, 4 weeks ago
Global Macro Update: Bitcoin Holds Steady as Trade and Treasury Regs Shift
Episode 188
In this episode, Nik breaks down the latest global macro developments driving Bitcoin’s price action and Treasury market conditions. He explores major trade news out of Europe and China, the U.S. age…
Published on 2 months ago
U.S. Bitcoin Boom: 50M Users, $30B Mining & Bipartisan Momentum
Episode 187
In this episode, Nik is joined by River’s head of research Sam Baker to discuss “The American Bitcoin Advantage,” a report outlining the United States’ strategic position in Bitcoin adoption. They ex…
Published on 2 months ago
Bitcoin’s Hidden Signals REVEALED in the TBL Chart Pack
Episode 186
In this episode, Nik is joined by TBL's lead statistician Augustine Carrasco for a walkthrough of the latest TBL chart pack, covering the key macro and on-chain dynamics shaping Bitcoin’s current str…
Published on 2 months ago
Why Bitcoin EMERGES from Global Chaos
Episode 185
In this episode, Nik welcomes back Matt Pines, executive director of the Bitcoin Policy Institute, for a sweeping analysis of today’s geopolitical storm—and what it means for Bitcoin, global power, a…
Published on 2 months, 1 week ago
Corporations Just Surpassed ETFs in Bitcoin Buying—Here’s What It Means with Matthew Sigel
Episode 184
In this episode, Nik welcomes Matthew Sigel, Head of Digital Assets Research at VanEck, to unpack Bitcoin’s shifting ownership landscape. Corporations have now surpassed ETFs as the largest buyers of…
Published on 2 months, 2 weeks ago
The Physics Behind Bitcoin’s $10 Million Future
Episode 183
In this episode, Nik is joined by astrophysicist Giovanni Santostasi to unpack the Bitcoin Power Law Theory—a scientific framework explaining Bitcoin’s price through natural scaling laws. Giovanni ar…
Published on 2 months, 2 weeks ago
Bitcoin’s Bull Market Is Being Built—One Credit Tranche at a Time
Episode 182
Description: In this episode, Nik answers questions from Demian about the structural drivers behind Bitcoin’s strength near all-time highs. He explains how tightening credit spreads on Strategy’s Bit…
Published on 2 months, 2 weeks ago
Trump vs. Musk: A Public Breakup, A Deeper Economic Story
Episode 181
In this episode, Nik answers questions from Demian about the Trump–Musk fallout and what it reveals about the trajectory of U.S. economic policy. He unpacks the politics behind Trump’s budget bill, M…
Published on 2 months, 3 weeks ago
Global Macro Update: The Fed Isn’t Easing—And Bitcoin Doesn’t Care
Episode 180
In this episode, Nik breaks down the current macro landscape through the lens of Bitcoin, interest rates, and market liquidity. He shares new insights from TBL’s proprietary liquidity index, revealin…
Published on 2 months, 3 weeks ago