Dollar Dominance, Trade Deficits, and Neutral Reserves
The May 16, 2025 episode of What Bitcoin Did features Lyn Alden analyzing how dollar reserve status sustains structural trade deficits and periodic funding stress.
Macro trends
Macro forces shaping Bitcoin adoption, including policy shifts, liquidity cycles, and geopolitics.
Neutral Reserves, Stablecoins, and the Debt-Inflation Tradeoff
The August 29, 2025 episode of the Onramp Media Webinar Series features Luke Gromen arguing that a “100-year reset” is pushing reserves back to neutral assets as bonds fail on a real basis.
Bitcoin at the Turning Point: Liquidity Stress, Sovereignty, and Federated Money
The November 28, 2025 episode of THE Bitcoin Podcast features Jeff Booth explaining why he believes the present moment marks a decisive break between a failing, debt-dependent fiat system and an emerging Bitcoin-based free market.
Bitcoin, Liquidity Shocks and the Fiat Endgame
The November 20, 2025 episode of the Bitcoin for Millennials podcast features Lawrence Lepard and James Lavish dissecting why Bitcoin’s price has slumped despite a strengthening macro thesis.
Bitcoin, Liquidity Stress, and the New Corporate Treasury Cycle
The November 19, 2025 episode of Kitco News features Jack Mallers explaining why Bitcoin’s sharp drawdown reflects one of the tightest U.S. liquidity regimes in years rather than a structural failure.
Bitcoin in a Debt and Liquidity Polycrisis
The November 19, 2025 episode of Bitcoin Fundamentals features Luke Gromen in conversation with host Preston Pysh on the mounting strains of U.S. fiscal dominance and global funding markets.
Bitcoin, Gold, and the Liquidity Pivot
The November 18, 2025 episode of What Bitcoin Did features Lyn Alden explaining how liquidity conditions, fiscal dominance, and shifting investor composition shape Bitcoin and gold performance.