$1 QUADRILLION In Global Wealth: How Does It Impact Bitcoin?
In this episode, Nik Bhatia and Demian Schatt step back from short-term liquidity signals to examine the global balance sheet and its implications for Bitcoin. They break down why global wealth has de...
8 Jan 38min
US Treasuries MUST STABILIZE for Bitcoin to Move Higher
In this episode, Nik explains why US Treasury stability is critical for sustained Bitcoin strength by walking through repo markets, bond volatility, and Fed balance sheet dynamics. He breaks down how ...
6 Jan 36min
HERE COMES VANGUARD: Why Bitcoin Hits New All-Time Highs in 2026
In this episode, Nik sits down with Dr. André Dragosch of Bitwise to break down why large institutional capital is lining up behind Bitcoin heading into 2026. They explore ETF flows, treasury company ...
23 Des 202549min
BITCOIN’S 4-YEAR CYCLE NEVER EXISTED | Next Bubble 2027 w/ Stephen Perrenod
In this episode, Nik sits down with astrophysicist and mathematician Dr. Stephen Perrenod to break down Bitcoin’s power law, bubble behavior, and why the familiar four year cycle framework no longer h...
19 Des 202557min
What Falling Gas Prices Signal for Bitcoin & The 2026 Midterm Elections
In this episode, Nik breaks down why Bitcoin remains resilient despite year-to-date weakness by applying the TBL Liquidity framework. He walks through inflation expectations, energy prices, Treasury y...
18 Des 202556min
Why STRATEGY Stands Alone & Why Most Bitcoin Treasury Companies Cannot Last
In this episode, Nik and Joakim Book break down why Strategy’s balance-sheet structure, perpetual preferred design, and debt flexibility make it uniquely durable while most 2025 Bitcoin treasury compa...
15 Des 202539min
EUROPEAN BREAKING POINT: Italy Takes Gold Back, Sovereign Bond Crisis, & Bitcoin w/ Matt Dines
In this episode, Nik and Matt Dines break down the European sovereign stress that has become a major driver of global liquidity and Bitcoin’s recent moves. They walk through the ECB’s need to defend G...
11 Des 202551min
THE MOST IMPORTANT DOCUMENT OF 2025: What the New U.S. National Security Strategy Means for Markets
In this episode, Nik breaks down the White House’s new National Security Strategy and explains why it is the most important document released by the administration so far. He walks through the shift a...
9 Des 202559min
