INTEREST EXPENSE EXPLODES: Why The Fed Must Cut & What It Means For Bitcoin
In this episode, Nik breaks down why the Fed is effectively locked into a rate cut next week as repo tightness eases, QT halts, and Treasury interest expense reaches historic levels. He covers how fal...
5 Des 202521min
Bitcoin Holds $90,000: Volatility, Yields, & The FED’S NEXT PRINT
In this episode, Nik breaks down why US Treasury interest expense has become the most important story in finance, how lower rates are now a mathematical necessity for the United States, and why bond v...
3 Des 202527min
Inside Bitcoin’s Trend Shift: Bear Zone, Liquidations, & Key Support
In this episode, Demian and Johan unpack Bitcoin’s recent trend break, the shift into bear territory on several on chain metrics, and why the short term holder cost basis and true market mean are now ...
26 Nov 202548min
Can NVIDIA’s EARNINGS JOLT Spark a Bitcoin Reversal?
In this episode, Nik breaks down whether Nvidia’s blockbuster earnings report can be the spark that turns momentum positive for Bitcoin as it tests the crucial $87,000 to $90,000 support. He walks thr...
20 Nov 202529min
INSIDE THE SELLOFF: Bitcoin, Sanctions, & The Liquidity Drain
In this episode, Nik breaks down Bitcoin’s sharp fall through $100,000 and explains how a surge in volatility across stocks, bonds, and the dollar has triggered a broad liquidity drain. He explores th...
17 Nov 202527min
BITCOIN CRASHES THROUGH $100,000 While Macro Volatility Surges & Trend Structure Weakens
In this episode, Nik breaks down Bitcoin’s drop below $100,000, why key trend lines matter, and how TBL Liquidity flipped negative ahead of the move. He covers the failed $108,000 level, the critical ...
14 Nov 202515min
Inside McKinsey’s Global Wealth Report: What It Means for Bitcoin
In this episode, Nik and Demian break down the connection between credit creation, inflation, and productivity, exploring why the world’s debt keeps growing faster than real wealth. Nik explains how m...
13 Nov 202533min
LIQUIDITY Explained SIMPLY: How It Really Moves BITCOIN
In this episode, Nik explains why Bitcoin rallied on the news that the U.S. government may soon reopen. He breaks down how Treasury spending, reserves, and deposits move through the financial system, ...
10 Nov 202516min
