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
America’s Grand Strategy: Repo, China, Jensen Huang, & Bitcoin’s Next Move
In this episode, Nik breaks down the latest developments in the repo market, the Fed’s growing concern over reserve scarcity, and how these forces connect to America’s reindustrialization strategy. He...
21 Okt 202553min
Repo Market MELTDOWN? Gold’s Move Signals Something BIG
In this episode, Nik breaks down what’s happening inside the repo market and why gold’s explosive move toward $4,300 is sending shockwaves through global markets. He explains how rising repo spreads s...
16 Okt 202530min
The Philosophy of Bitcoin & Fiat: Credit, Justice, & Sound Money
In this episode, Nik sits down with Pascal Hügli to explore the philosophical and structural tensions between Bitcoin and today’s fiat credit system. They discuss how stablecoins, central banking, and...
13 Okt 202539min
Bitcoin Reacts to Tariff Tensions: What’s Next for Price & Liquidity
In this episode, Nik breaks down how new U.S. tariffs on China triggered a spike in volatility across global markets and sent Bitcoin lower after a strong start to October. He explains how the adminis...
10 Okt 202532min
The Future of Bitcoin Mining: Home Miners, Pools, & Open Source Innovation
In this episode, Nik is joined by Robert Warren, author of The Bitcoin Miners Almanac and Head of Research and Education at Bitcoin Park. They discuss the evolution of Bitcoin mining from industrial o...
6 Okt 202548min
BITCOIN PUMPING: Fed Cuts, Liquidity, & The Next Breakout
In this episode, Nik breaks down Bitcoin’s strong start to October and what the latest pump means in the context of global macro. He explains how falling policy rates, Treasury yields, and dollar weak...
3 Okt 202521min
Bitcoin Breakout or Fade: $119,000 Test & Market Behavior
In this episode, Nik is joined by TBL research associate Johan Bergman to analyze Bitcoin’s latest price action and on-chain signals. They break down the bullish engulfing pattern that may mark a tren...
2 Okt 202541min
