Bitcoin Drops as Yields Crash: What the Fed Will Do Next
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 pricing in imminent Fed rate cuts. He walks through the...
2 Aug 202516min
Bitcoin Collateral & GSE Reform: A $40 Trillion Credit Revolution
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 regulation is tied to Bitcoin collateral usage and...
30 Jul 20251h 13min
Why $1 Million Bitcoin Is Closer Than You Think
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 absor...
29 Jul 202517min
Global Macro Update: Liquidity Cycles Higher While Bitcoin Consolidates
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 reserve...
25 Jul 202526min
Bitcoin Grows as Stablecoins Absorb U.S. Debt
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 dem...
23 Jul 202527min
This CEO Just Raised $750 Million to Buy Bitcoin With ZERO Debt
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 convertib...
22 Jul 202532min
Bitcoin’s Price Floor Just Hit $100,000, and It’s Still Early
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 reflects...
19 Jul 202518min
Can the U.S. Lead in AI Without Killing Innovation?
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 a...
17 Jul 202530min
