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Bitcoin Drops as Yields Crash: What the Fed Will Do Next
Episode 201
In this episode, Nik breaks down the sharp drop in U.S. Treasury yields following weaker employment data and explains why the bond market is now pric…
6 months, 3 weeks ago
Bitcoin Collateral & GSE Reform: A $40 Trillion Credit Revolution
Episode 200
In this episode, Nik welcomes back Matt Dines Chief Investment Officer at Build. They discuss the newly enacted GENIUS Act how U.S. dollar stablecoin…
6 months, 3 weeks ago
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 throug…
6 months, 3 weeks 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…
6 months, 4 weeks 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. do…
7 months 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 hol…
7 months 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 p…
7 months 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…
7 months, 1 week 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 …
7 months, 1 week 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 Cro…
7 months, 2 weeks ago