Bitcoin Price Levels to Watch: Short-Term Holders in Control
In this episode, Nik is joined by TBL research associate Johan Bergman for a deep dive into Bitcoin’s latest price action and on-chain signals. Johan explains why the short-term holder cost basis has ...
24 Sep 202533min
The Fed Is NOT In Control: Why Markets Lead & Bitcoin Reacts
In this episode, Nik is joined by TBL researcher Demian Schatt to break down the Fed’s latest rate cut and why it’s just catching up to what markets have already priced in. He explains the meaning of ...
19 Sep 202540min
Bitcoin & Liquidity Academy 3: Primary Dealers, U.S. Treasuries & the Fed
In this episode, Nik continues our TBL classroom series on Bitcoin and liquidity. He breaks down the inner workings of the U.S. Treasury market, the role of primary dealers, and how the Federal Reserv...
17 Sep 202521min
How Bitcoin Is Powering a New Credit Market
In this episode, Nik welcomes Arch Lending CEO and co-founder Dhruv Patel to explore the emerging world of Bitcoin-backed lending. Dhruv explains how Arch provides overcollateralized loans to individu...
15 Sep 202529min
Bitcoin Hits $116,000 as the Fed Eyes Rate Cuts
In this episode, Nik Bhatia breaks down the macroeconomic forces driving Bitcoin above $116,000, including a broad decline in interest rates, softening U.S. labor market data, and rising expectations ...
12 Sep 202537min
Bitcoin & Liquidity Academy 2: How $37 Trillion in US Debt Shapes Global Markets
In this episode, Nik continues our Bitcoin & Liquidity Academy with a deep dive into fixed income market structure and its role in global capital markets. He explains how loans become securities, why ...
8 Sep 202525min
Inside the Global Liquidity Shift Powering Bitcoin with Dr. Jeff Ross
In this episode, Nik is joined by Dr. Jeff Ross to assess the US economy, global geopolitics, and what they mean for Bitcoin. They review the post-2020 policy regime, fiscal dominance, and why PMIs an...
4 Sep 202546min
Collateral Wars: Bitcoin, Chips, & The Next Dollar System
In this episode, Nik sits down with Kane McGukin to map the future of collateral, credit, and liquidity across the global system. They unpack Michael Howell’s Capital Wars, why chips and energy are be...
3 Sep 202540min
