Gold, Silver and Bitcoin in a $350T Debt World
The February 24, 2026 episode of Kitco News features Frank Holmes assessing how a $350 trillion global debt overhang is reshaping demand for gold, silver, and Bitcoin.
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Macro trends
Analysis of macroeconomic forces affecting Bitcoin, including liquidity, credit, policy, trade, geopolitics, and asset markets
Safe Havens, Gold, and Custody Risk in Bitcoin
The February 23, 2026 episode of the Robin Seyr Podcast features Michael Tanguma assessing whether Bitcoin’s sharp drawdown reflects broken fundamentals or a temporary dislocation.
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Bitcoin, Gold and the Global Liquidity Cycle
The February 24, 2026 episode of the Archie Podcast features Andre Dragosch analyzing why Bitcoin has halved from its October 2025 peak despite strong institutional demand and continued global liquidity.
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AI Deflation and the Repricing of Growth
The February 22, 2026 episode of the Jordi Visser Podcast features Jordi arguing that artificial intelligence is structurally repricing growth assets across public and private markets.
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Japan’s Bitcoin Treasury Bridge
The February 20, 2026 episode of the Robin Seyr Podcast features Phil Geiger outlining how Metaplanet channels Japan’s $15 trillion retirement and savings pool toward Bitcoin.
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Bitcoin’s Disappointing Cycle and the Path to Renewed Demand
The February 17, 2026 episode of Coin Stories features Lyn Alden arguing that Bitcoin’s latest cycle underperformed because topline demand remained weak despite supportive liquidity signals.
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Gold Repricing, Bond Fragility, and Scarce Asset Rotation
The January 28, 2026 episode of the Scarce Assets podcast features Jeroen Blokland explaining why gold’s move toward $5,000 reflects a structural repricing driven by debt rollover dynamics, central bank intervention, and geopolitical stress.
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Japan’s Yield Shock and Stress on Dollar-Centered Markets
The January 24, 2026 episode of the TFTC podcast features Robert from Infranomics explaining why Japan’s sudden long-end yield spike matters more for US markets than for Japan itself.
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The Fed’s Quiet Pivot and the Next Liquidity Shock
The January 22, 2026 episode of What Bitcoin Did features Larry Lepard arguing that the Federal Reserve has already pivoted away from tightening through so-called reserve management purchases.
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China’s Debt Trajectory and Strategic Supply-Chain chokepoints
The January 21, 2026 episode of The Bitcoin Layer features Brian McCarthy arguing that China’s manufacturing dominance depends on sustained credit expansion that increasingly fails to generate serviceable cash flows.
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Japan’s Bond Trap and the Fight for Neutral Reserves
The January 20, 2026 episode of the Coin Stories podcast features Luke Gromen arguing that the dollar-based system is entering a higher-volatility phase where geopolitics, energy constraints, and sovereign debt interact in unstable ways.
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AI-Led Reflation and Bitcoin in a Post-Labor Growth Regime
The January 04, 2026 episode of the Jordi Visser Podcast features Jordi arguing that the global economy is entering an early-cycle reflation regime driven by AI-enabled productivity rather than labor growth.
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