The Great Unwinding Wall Street Isn’t Pricing In with Matt Dines
In this episode, Nik welcomes back Matt Dines to lay out his thesis that the global order built after World War Two is being reset. Matt walks through the signals he is watching: the Kuwaiti pipeline ...
28 Jul 1h 10min
The $45,000 Bitcoin Everyone Fears Is Getting Less Likely
In this episode, Nik walks through the latest bitcoin research from Johan Bergman, head of bitcoin research at The Bitcoin Layer, using the charts inside TBL Pulse. He explains Johan's state grid, whi...
22 Jul 51min
Global Macro Update: The Dollar Shortage Pushing Asia Towards Crisis
In this Global Macro Update, Nik returns from teaching his summer bitcoin and AI course at USC to a market waking up after the World Cup lull. He makes the case for a global dollar shortage behind the...
17 Jul 1h 5min
Michael Saylor Sold the Bitcoin Bottom
In this episode, Nik welcomes CoinDesk analyst James Van Straten to discuss why he believes bitcoin's bear market may be nearing its end. James walks through ETF flows that have held firm despite mont...
10 Jul 39min
This is the Most Bitcoin I Have Ever Bought
In this global macro update, Nik asks whether bitcoin has finally bottomed after tagging 58k and reclaiming 60,000. He walks through the bullish divergences forming on bitcoin's daily and weekly chart...
2 Jul 19min
I Built a $1 Million System in 11 Days With No Coding with Peter McCormack
In this episode, Nik welcomes Peter McCormack, host of the Peter McCormack Show, for a conversation on how he is using AI in his own business. Peter, who has no coding background, walks through the fu...
1 Jul 43min
Inside SpaceX's $60 Billion Bet on Cursor with Charlie Hu
In this episode, Nik welcomes Charlie Hu, founder of Coco AI and a bitcoiner since 2012, for a wide-ranging conversation on where AI is heading. Charlie shares takeaways from the Super AI conference i...
26 Jun 48min
What Bitcoin Twitter Is Signaling About the Market Bottom w/ Michael Sullivan
In this episode, Nik welcomes Michael Sullivan, a bitcoin researcher who analyzes market sentiment through language. Michael explains how he runs natural language models across thousands of tweets, co...
23 Jun 31min
