The Math Behind $1 Million Bitcoin
In this episode, Nik explains the bitcoin power law and why he believes it points to a million dollar bitcoin in the early 2030s. He walks through bitcoin’s orders of magnitude, four years to go from ...
15 Okt 15min
Nobody Has Ever Lost Money Holding Bitcoin Six Years
In this episode, Nik explains what he thinks is the easiest way to introduce bitcoin to new investors, which comes down to returns. He compares bitcoin against stocks, bonds, and gold across three, fi...
13 Okt 12min
Bitcoin Just Lost $82,700
In this episode, Nik covers bitcoin losing the $82,700 level he had been tracking, falling 3% for a second straight day. He explains why he is watching 71 to 74,000 as the next support, why a negative...
8 Okt 26min
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
