U.S. Bitcoin Boom: 50M Users, $30B Mining & Bipartisan Momentum
In this episode, Nik is joined by River’s head of research Sam Baker to discuss “The American Bitcoin Advantage,” a report outlining the United States’ strategic position in Bitcoin adoption. They exp...
25 Juni 202533min
Bitcoin’s Hidden Signals REVEALED in the TBL Chart Pack
In this episode, Nik is joined by TBL's lead statistician Augustine Carrasco for a walkthrough of the latest TBL chart pack, covering the key macro and on-chain dynamics shaping Bitcoin’s current stru...
24 Juni 202553min
Why Bitcoin EMERGES from Global Chaos
In this episode, Nik welcomes back Matt Pines, executive director of the Bitcoin Policy Institute, for a sweeping analysis of today’s geopolitical storm—and what it means for Bitcoin, global power, an...
19 Juni 20251h 1min
Corporations Just Surpassed ETFs in Bitcoin Buying—Here’s What It Means with Matthew Sigel
In this episode, Nik welcomes Matthew Sigel, Head of Digital Assets Research at VanEck, to unpack Bitcoin’s shifting ownership landscape. Corporations have now surpassed ETFs as the largest buyers of ...
16 Juni 202527min
The Physics Behind Bitcoin’s $10 Million Future
In this episode, Nik is joined by astrophysicist Giovanni Santostasi to unpack the Bitcoin Power Law Theory—a scientific framework explaining Bitcoin’s price through natural scaling laws. Giovanni arg...
12 Juni 20251h 11min
Bitcoin’s Bull Market Is Being Built—One Credit Tranche at a Time
Description: In this episode, Nik answers questions from Demian about the structural drivers behind Bitcoin’s strength near all-time highs. He explains how tightening credit spreads on Strategy’s Bitc...
10 Juni 202538min
Trump vs. Musk: A Public Breakup, A Deeper Economic Story
In this episode, Nik answers questions from Demian about the Trump–Musk fallout and what it reveals about the trajectory of U.S. economic policy. He unpacks the politics behind Trump’s budget bill, Mu...
7 Juni 202537min
Global Macro Update: The Fed Isn’t Easing—And Bitcoin Doesn’t Care
In this episode, Nik breaks down the current macro landscape through the lens of Bitcoin, interest rates, and market liquidity. He shares new insights from TBL’s proprietary liquidity index, revealing...
4 Juni 202527min
