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Macro trends

Macro forces shaping Bitcoin adoption, including policy shifts, liquidity cycles, and geopolitics.

Macroeconomic Policy & Bitcoin Valuation Dynamics

Macroeconomic Policy & Bitcoin Valuation Dynamics

The March 28, 2025 episode of What Bitcoin Did with Nik Bhatia examines the FED’s shift from aggressive quantitative tightening to a moderated approach that may lead to quantitative easing, affecting liquidity and asset prices—especially Bitcoin.

Bitcoin Market Transformation: Beyond Cycles

Bitcoin Market Transformation: Beyond Cycles

The March 26, 2025 episode of the Stephan Livera Podcast with James Check examines Bitcoin’s shift from predictable cycles to a macro-driven market. The discussion emphasizes the growing importance of onchain analytics and institutional participation.

Bitcoin Mainstreaming and Policy Dynamics

Bitcoin Mainstreaming and Policy Dynamics

The March 24, 2025 episode of Simply Bitcoin featuring Nik Bhatia outlines Bitcoin’s evolution from niche asset to mainstream force, driven by policy endorsements and robust technical foundations.

Fiscal Transition: Re-Defining Reserve Assets with Bitcoin

Fiscal Transition: Re-Defining Reserve Assets with Bitcoin

The March 24, 2025 episode of What Bitcoin Did featuring Luke Gromen examines the US’s unsustainable fiscal trajectory and explores potential resets through debt devaluation and alternative reserve assets.

Bitcoin Fundamentals and Policy Impact

Bitcoin Fundamentals and Policy Impact

The March 21, 2025 episode of Swan Signal features the Swan panel discussing on Bitcoin’s underpricing amid significant macroeconomic shifts and policy uncertainties.

Fiscal Strategies and Evolving Bitcoin Adoption

Fiscal Strategies and Evolving Bitcoin Adoption

The March 21, 2025 episode of the Galaxy Brains podcast, with guest Preston Pysh, explores how fiscal policies and political narratives are reshaping Bitcoin adoption.

Liquidity and Policy Dynamics in Bitcoin Markets

Liquidity and Policy Dynamics in Bitcoin Markets

The March 20, 2025 Rough Consenus episode with Nik Bhatia examines surging Japanese bond yields, evolving liquidity metrics, and the critical interplay between FED policy and Treasury borrowing.