🚨 NEW VIDEO 🚨
Japan’s Historic Election, Yen Defense, & Why Bitcoin Is Still a Liquidity Trade
This isn’t a Bitcoin story, it’s a liquidity story. Nik breaks down how Japan’s political shift, FX intervention, and dollar pressure reshaped risk across markets.
🚨 NEW VIDEO 🚨
The REAL Reason Bitcoin Is Crashing - And What Comes Next
Nik sits down with Matt Dines to break down the macro forces behind Bitcoin’s drawdown. Liquidity stress, capital rotation, yen & dollar pressure, and why this move is about the system, not Bitcoin.
🚨 NEW VIDEO 🚨
Bitcoin Enters Bear Market Behavior, What On-Chain Metrics Are Showing
Nik breaks down the on-chain data with Johan Bergman behind Bitcoin’s recent drawdown. Cost basis levels, market structure, and holder behavior are flashing caution.
🚨NEW VIDEO🚨
Global Macro Update: Gold, Silver, Bitcoin, and the Breakdown of the WTO Era
Gold and silver just repriced violently as the global trade system fractures. Nik explains what Basel III, Shanghai, and the end of the WTO era mean for markets, liquidity, and Bitcoin.
🚨NEW VIDEO🚨
Japan’s RATE CHECK Triggers a DOLLAR INDEX COLLAPSE
A move out of Japan just broke the dollar’s long-term trend. Nik explains why this matters for global liquidity, stocks, and why Bitcoin lags first before reacting.
“The world has changed in front of our eyes. You just need to read the price.”
Why Bitcoin hasn’t kept up with gold is the wrong question.
Nik explains why in the final minutes.
🚨NEW VIDEO🚨
Gold at $5,000 Signals MASSIVE Changes to the World Order
Nik explains what gold’s surge, bond repricing, and macro shifts reveal about the global reset and Bitcoin’s role moving forward.
🚨NEW VIDEO🚨
Is China Sitting on the BIGGEST DEBT BOMB in Modern History?
Debt, rare earth leverage, and central planning are colliding with global markets. Nik & Brian McCarthy break down why China’s credit machine matters for geopolitics, capital flows, and Bitcoin’s outlook.
Appreciate
@jack mallers highlighting this TBL chart and connecting the dots on why market structure matters right now.
🚨NEW VIDEO🚨
The Trump Doctrine Has ARRIVED, Here’s What It Means for 2026
This episode connects tariffs, fiscal stress, and interest expense to liquidity conditions, and explains why Bitcoin’s macro setup is changing into 2026.
🚨NEW VIDEO🚨
$95,000 Bitcoin & Fed Independence
Nik breaks down Bitcoin’s strong start to the year, key resistance levels, & why Fed politics, liquidity, & market structure matter more than headlines.
🚨NEW VIDEO🚨
$1 QUADRILLION In Global Wealth: How Does It Impact Bitcoin?
Nik & Demian break down the global balance sheet, why wealth has decoupled from GDP, how credit expansion reshaped the system, and where Bitcoin fits as trillions seek assets in a post-QE world.
🚨NEW VIDEO🚨
US Treasuries MUST Stabilize for Bitcoin to Move Higher
Nik explains why Treasury stability and falling inflation matter for Bitcoin. He breaks down bond volatility, Fed balance sheet expansion, and why calmer rates support liquidity in 2026.
🚨NEW VIDEO🚨
HERE COMES VANGUARD: Why Bitcoin Hits New All-Time Highs in 2026
Nik welcomes Dr. André Dragosch to explain why big money, ETFs, & wirehouses could push Bitcoin to new highs as macro conditions turn heading into 2026.
🚨NEW VIDEO🚨
BITCOIN’S 4-YEAR CYCLE NEVER EXISTED | Next Bubble 2027 w/ Stephen Perrenod
Nik & Stephen break down why the halving narrative fails, how Bitcoin actually bubbles, and why the next major cycle points to 2027.
🚨NEW VIDEO🚨
What Falling Gas Prices Signal for Bitcoin & The 2026 Midterm Elections
Nik explains why inflation, oil prices, & Treasury math matter more than narratives. He breaks down how energy, yields, & policy choices shape Bitcoin’s liquidity outlook.
🚨NEW VIDEO🚨
Why STRATEGY Stands Alone & Why Most Bitcoin Treasury Companies Cannot Last
@Nik Bhatia &
@JB show why Strategy holds strong while other bitcoin treasury companies hit limits. They unpack MNAV pressure, debt risks, & what this shift signals for Bitcoin.
🚨NEW VIDEO🚨
EUROPEAN BREAKING POINT: Italy Takes Gold Back, Sovereign Bond Crisis, & Bitcoin w/ Matt Dines
Nik & Matt break down Italy’s gold power move, the ECB’s strain in defending yields, & how Europe’s sovereign cracks drove the latest liquidity squeeze into Bitcoin.
🚨NEW VIDEO🚨
THE MOST IMPORTANT DOCUMENT OF 2025: What the New U.S. National Security Strategy Means for Markets
Nik breaks down the White House strategy shift, the focus on reshoring, defense, AI, & why these policies shape liquidity, capital flows, & Bitcoin’s macro path.
🚨NEW VIDEO🚨
INTEREST EXPENSE EXPLODES: Why The Fed Must Cut & What It Means For Bitcoin
Nik covers easing repo stress, rising interest expense pressure, & why lower rates matter. He breaks down how volatility, dollar shifts, & liquidity trends guide Bitcoin’s next move.
