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
Bitcoin Holds $100,000 as Stocks Recover: TBL Liquidity Explained
In this episode, Nik breaks down the latest global macro data and Bitcoin’s reaction to shifting liquidity conditions around the $100,000 level. He covers repo market tightness, U.S. credit card debt ...
7 Nov 202538min
How the Fed Lost Control of Liquidity (and What It Means for Bitcoin)
In this episode, Nik and Demian unpack how the Fed’s fight to manage repo market tightness is reshaping liquidity and Bitcoin’s price behavior. They break down the balance between inflation, employmen...
5 Nov 202537min
Fed Liquidity Crunch Explained: Repo, QT, & Bitcoin’s Reaction
In this episode, Nik breaks down a new wave of funding stress across the global liquidity system. He explains how the Treasury’s growing General Account is pulling cash from reserves, why repo spreads...
4 Nov 202519min
Liquidity Tightens AGAIN: What the Repo Market Is Telling Us
In this episode, Nik Bhatia breaks down the latest global macro developments including new stress in the repo market, the Fed’s official plan to end QT on November 30, and what these moves mean for li...
31 Okt 202520min
THE FED ENDS QT: Fiscal Dominance, Repo Stress, & Bitcoin’s Signal
In this episode, Nik & Demian Schatt break down the Fed’s latest 25-basis-point rate cut, the announcement to end quantitative tightening, and what it reveals about the growing fiscal dominance shapin...
29 Okt 202539min
How The Bible Helped Me Understand The Capital War
In this episode, Nik sits down with Kane McGukin to explore how faith, morality, and history shape the global liquidity battle Michael Howell calls The Capital War. Kane explains how reading the Bible...
28 Okt 202544min
THE GREAT AMERICAN RESET: Credit, Industry, and Bitcoin’s Role in What Comes Next
In this episode, Nik is joined by Matt Dines, CIO of Build Asset Management, for an expansive look at America’s evolving grand strategy. They break down the Fed’s next move in the repo market, the rol...
23 Okt 20251h 35min
