Research area
Analysis of macroeconomic forces affecting Bitcoin, including liquidity, credit, policy, trade, geopolitics, and asset markets
The November 12, 2024 episode of the David Lin Report features Samson Mow discussing his prediction of Bitcoin reaching $1 million, driven by macroeconomic instability and the U.S. debt crisis.
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The November 8, 2024 episode of the Blockware podcast features the Rational Root exploring Bitcoin’s potential trajectory in light of U.S. policy changes, evolving market cycles, and increased institutional involvement.
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The November 8, 2024 episode of The Last Trade podcast features Lawrence Lepard and David Foley discussing the current economic and fiscal issues facing the U.S. and the world, with a particular focus on Bitcoin as a potential solution to systemic challenges.
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The November 7, 2024 episode of The Bitcoin Layer has Nik Bhatia exploring Bitcoin’s recent surge to $77,000, which marks a significant trend as U.S. fiscal policies point toward heightened asset liquidity and inflationary pressures.
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The November 6, 2024 episode of the Bitcoin for Millenials podcast features Marty Bent discussing Bitcoin’s potential to disrupt fiat currency systems, emphasizing its stability amid central bank inefficiencies and inflationary risks.
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The November 4, 2024 episode of the Money Matters podcast has Jack Mallers & hosts exploring Bitcoin’s role amid the 2024 U.S. election, highlighting the asset's anticipated reactions to varying electoral outcomes and broader policy implications.
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The November 4, 2024 episode of the Swan Signal podcast features Larry Lepard discussing
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The November 4, 2024 episode of Bitcoin for Millenials features Jesse Myers disccussing Bitcoin’s potential to reach a $200 trillion valuation, positioning it as an inflation-resistant, stable store of value in an era of devalued bonds and fiat currency.
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In the November 4, 2024 episode of the ARK Invest podcast, Cathie Wood and Brett Winton discuss transformative technologies, including AI in drug discovery and Bitcoin’s role in private money, assessing how fiscal policies may impact both innovation and economic growth.
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The November 1, 2024 episode of the TFTC Bitcoin Alpha podcast explores the rationale behind Wall Street veterans shifting from bonds to Bitcoin, examining fiscal policy's impacts on asset classes and why Bitcoin is viewed as a hedge against inflation.
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The October 30, 2024 episode of The Bitcoin Layer has Nik Bhatia examines Bitcoin’s recent rally to near-record highs, linking it directly to massive deficit spending in the U.S. and China.
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The October 29, 2024 episode of the Anthony Pompliano Podcast features Sam Callahan discussing Bitcoin’s distinctive sensitivity to global liquidity conditions, its role as a hedge against inflation, and its emerging appeal to corporations amid fiat currency devaluation
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