Bitcoin Has A 7x To Catch Gold
In this episode, Nik walks through TBL Pulse and the macro charts he watches every day, starting with why bitcoin is climbing while liquidity drains. He explains why the TBL liquidity index has fallen...
6 Okt 21min
Bitcoin Doesn’t Care About The Bond Crisis
In this episode, Nik asks how bitcoin is outperforming both gold and the dollar in the middle of a global bond crisis. He covers why rising yields, bond volatility, and a stronger dollar all point to ...
2 Okt 14min
Europe Is About To Print
In this Global Macro Update, Nik covers the blowout in French government bond yields against German bunds and why he sees a sovereign debt crisis developing in France. He explains why a falling euro s...
30 Sep 21min
Bitcoin’s Volatility Is Dying (And That’s Bullish)
In this Global Macro Update, Nik walks through a chart pack of more than 100 charts, starting with the bitcoin gold ratio charging back above 20 while global bond markets remain in meltdown. He shows ...
29 Sep 48min
Central Banks Have Lost Control
In this episode, Nik welcomes back James Van Straten of CoinDesk for a conversation on the global bond meltdown and the fiscal crisis building in the United Kingdom. James explains why he thinks centr...
25 Sep 20min
The Bear Market Is Over
In this episode, Nik covers bitcoin's move to $87,000 and why breaking $82,700, the post-bear-market high from May, means the bear market that defined 2026 is over. He zooms all the way into one-minut...
21 Sep 36min
Healthcare Is Eating 70% Of Federal Tax Revenue
In this episode, Nik welcomes Stu Lackey and Jon Gordon of SOUND HSA for a conversation on the fiscal side of American healthcare. Nik opens with the charts: almost $4 trillion of the just over $5 tri...
18 Sep 45min
What Happens If The Fed Hikes Tomorrow
In this Global Macro Update, Nik covers the global bond meltdown and what happens to Liquidity if the Fed hikes rates. He starts with bitcoin losing the trend line he had been tracking and slipping fr...
15 Sep 18min
