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Fed Liquidity Crunch Explained: Repo, QT, & Bitcoin’s Reaction
Episode 231
In this episode, Nik breaks down a new wave of funding stress across the global liquidity system. He explains how the Treasury’s growing General Acco…
3 months, 3 weeks ago
Liquidity Tightens AGAIN: What the Repo Market Is Telling Us
Episode 230
In this episode, Nik Bhatia breaks down the latest global macro developments including new stress in the repo market, the Fed’s official plan to end …
3 months, 3 weeks ago
THE FED ENDS QT: Fiscal Dominance, Repo Stress, & Bitcoin’s Signal
Episode 229
In this episode, Nik & Demian Schatt break down the Fed’s latest 25-basis-point rate cut, the announcement to end quantitative tightening, and what i…
3 months, 3 weeks ago
How The Bible Helped Me Understand The Capital War
Episode 228
In this episode, Nik sits down with Kane McGukin to explore how faith, morality, and history shape the global liquidity battle Michael Howell calls T…
3 months, 3 weeks ago
THE GREAT AMERICAN RESET: Credit, Industry, and Bitcoin’s Role in What Comes Next
Episode 227
In this episode, Nik is joined by Matt Dines, CIO of Build Asset Management, for an expansive look at America’s evolving grand strategy. They break d…
4 months ago
America’s Grand Strategy: Repo, China, Jensen Huang, & Bitcoin’s Next Move
Episode 226
In this episode, Nik breaks down the latest developments in the repo market, the Fed’s growing concern over reserve scarcity, and how these forces co…
4 months ago
Repo Market MELTDOWN? Gold’s Move Signals Something BIG
Episode 225
In this episode, Nik breaks down what’s happening inside the repo market and why gold’s explosive move toward $4,300 is sending shockwaves through gl…
4 months, 1 week ago
The Philosophy of Bitcoin & Fiat: Credit, Justice, & Sound Money
Episode 224
In this episode, Nik sits down with Pascal Hügli to explore the philosophical and structural tensions between Bitcoin and today’s fiat credit system.…
4 months, 1 week ago
Bitcoin Reacts to Tariff Tensions: What’s Next for Price & Liquidity
Episode 223
In this episode, Nik breaks down how new U.S. tariffs on China triggered a spike in volatility across global markets and sent Bitcoin lower after a s…
4 months, 2 weeks ago
The Future of Bitcoin Mining: Home Miners, Pools, & Open Source Innovation
Episode 222
In this episode, Nik is joined by Robert Warren, author of The Bitcoin Miners Almanac and Head of Research and Education at Bitcoin Park. They discus…
4 months, 2 weeks ago