Fiscal Dominance Reshapes Inflation, Markets, and Bitcoin
Explore how fiscal dominance, debt management, and weak monetary transmission reshape inflation, inequality, and demand for scarce assets.
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Macro trends
Analysis of macroeconomic forces affecting Bitcoin, including liquidity, credit, policy, trade, geopolitics, and asset markets
Technological Deflation and the Next Global Growth Cycle
Explore how converging tech platforms drive exponential growth, deflationary shocks, and the obsolescence of legacy macroeconomic models.
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Fiscal Dominance and the Risk of a Sovereign-Debt Regime Shift
Explore how fiscal dominance, private credit, bond intervention, and physical bottlenecks can reshape sovereign-debt stability.
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AI Compute, Sovereign Debt, and Tokenization
Explore how AI compute demands and sovereign debt dynamics drive the shift toward programmable, tokenized financial assets.
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Bitcoin, AI Abundance, and the Repricing of Scarcity
Explore how AI-driven abundance could reshape Bitcoin demand, corporate valuations, portfolio design, market structure, and governance.
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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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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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