Is It Too Late to Buy Bitcoin in 2025?
In this episode, Nik breaks down whether it’s too late to buy Bitcoin in 2025 now that it trades above $100,000 with a $2 trillion market cap. He walks through Bitcoin’s journey from a niche internet ...
5 Aug 202526min
Bitcoin Drops as Yields Crash: What the Fed Will Do Next
In this episode, Nik breaks down the sharp drop in U.S. Treasury yields following weaker employment data and explains why the bond market is now pricing in imminent Fed rate cuts. He walks through the...
2 Aug 202516min
Bitcoin Collateral & GSE Reform: A $40 Trillion Credit Revolution
In this episode, Nik welcomes back Matt Dines Chief Investment Officer at Build. They discuss the newly enacted GENIUS Act how U.S. dollar stablecoin regulation is tied to Bitcoin collateral usage and...
30 Juli 20251h 13min
Why $1 Million Bitcoin Is Closer Than You Think
In this episode, Nik breaks down one of the largest Bitcoin transactions in history: the $9 billion sale of 80,000 BTC by a Satoshi-era wallet through Galaxy Digital. Nik explains how the market absor...
29 Juli 202517min
Global Macro Update: Liquidity Cycles Higher While Bitcoin Consolidates
In this Global Macro Update, Nik explains how the end of QT is reshaping liquidity across markets and supporting bitcoin’s foundation. He breaks down the rise in Treasury bill issuance, steady reserve...
25 Juli 202526min
Bitcoin Grows as Stablecoins Absorb U.S. Debt
In this episode, Nik is joined by TBL researcher Demian Schatt to break down the Genius Act, stablecoins, and their impact on Bitcoin and the U.S. dollar system. Nik explains how declining foreign dem...
23 Juli 202527min
This CEO Just Raised $750 Million to Buy Bitcoin With ZERO Debt
In this episode, Nik welcomes Strive CEO Matt Cole to unpack the $750 million raise that positions Strive as one of the largest corporate bitcoin holders. Matt explains why the firm rejected convertib...
22 Juli 202532min
Bitcoin’s Price Floor Just Hit $100,000, and It’s Still Early
In this episode, Nik analyzes bitcoin’s historic climb as its 200-day moving average and short-term holder price both cross $100,000, setting a new price floor. He explains why this milestone reflects...
19 Juli 202518min
