60 Basis Point Treasury Shock, MOVE Panic—Bitcoin Holds $80,000
In this episode, Nik Bhatia is joined by Demian Schatt to break down one of the most volatile 48-hour stretches in recent bond market history. As Treasury yields spiked 60 basis points and the MOVE In...
10 Apr 202549min
Tariffs as Strategy: How Trump Wields U.S. Power
In this episode, Nik is joined by PhD economist Peter St. Onge for a masterclass on the strategic use of tariffs in Trump’s economic agenda. Peter explains how tariffs serve as strategic tools, not pr...
8 Apr 202535min
Global Macro Update: Stocks Break Down, Bitcoin Teeters Near Support
In this Global Macro Update, Nik Bhatia breaks down one of the most chaotic weeks in markets this year, using price action to explain the forces driving volatility across treasuries, stocks, Bitcoin, ...
7 Apr 202550min
BIG Shifts in U.S. Bitcoin Policy: IRS Rollbacks and Strategic Reserve Plan
In this episode, Demian Schott welcomes Yaël Ossowski of the Consumer Choice Center and Bitcoin Policy Institute to break down major shifts in U.S. Bitcoin policy. Yaël explains how Congress’s repeal ...
2 Apr 202538min
Why Bitcoin Pumped: Fed’s QT Shift Explained
In this episode, Nik explains how the Federal Reserve’s slowdown in quantitative tightening (QT) is impacting Bitcoin and risk markets. He breaks down the balance sheet mechanics behind QT, showing ho...
25 Mar 202516min
Bitcoin Jumps 5%: Fed Eases QT & Global Liquidity Shifts
In this episode, Nik decodes the Fed’s strategy as Bitcoin surges on the central bank’s decision to slow QT while maintaining its commitment to rate cuts. He breaks down what the Fed’s decision means ...
20 Mar 202532min
Global Macro Update: Recession Fears Surge, But Bitcoin and Risk Markets Bounce
In this global macro update, Nik analyzes the latest economic data and market moves, from recession fears and falling stock prices to Bitcoin’s rebound. He breaks down the drop in consumer sentiment,...
15 Mar 202534min
Bitcoin’s 21 Million Supply: Planning for Taxes, Estate & Retirement
In this episode, Nik welcomes Vaughn Kellerman of Sound Advisory to discuss financial planning for Bitcoin holders. With Bitcoin’s fixed supply of 21 million, they explore strategies for managing taxe...
12 Mar 202531min
