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Macro trends

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

AI’s Kinetic Turn and the New Digital Market Regime

AI’s Kinetic Turn and the New Digital Market Regime

The December 07, 2025 episode of the Jordi Visser Podcast features Jordi explaining why apparent AI “bubble” dynamics may actually represent a durable capital expenditure regime rather than a fragile mania.

The Gradual Print: Fiscal Dominance, Gold Reserves, and Bitcoin’s Next Cycle

The Gradual Print: Fiscal Dominance, Gold Reserves, and Bitcoin’s Next Cycle

The December 05, 2025 episode of Kitco News features Lyn Alden arguing that the United States has entered a fiscally dominated, “emerging-market light” regime where deficits, AI capex, and asset inflation mask underlying economic weakness.

Bitcoin’s “Worst” Bull Market and the Hidden Structural Bid

Bitcoin’s “Worst” Bull Market and the Hidden Structural Bid

The December 04, 2025 episode of the Brandon Gentile podcast features Joe Consorti examining why Bitcoin’s latest bull market feels unusually weak despite supportive macro conditions.

Bitcoin’s Silent IPO Moment, AI Deflation, and Wealth Shifts

Bitcoin’s Silent IPO Moment, AI Deflation, and Wealth Shifts

The December 02, 2025 episode of Coin Stories features macro investor Jordi Visser analyzing Bitcoin’s “silent IPO” moment and the macro forces behind current price choppiness.

Gold Revaluation, BRICS Rails, and Bitcoin’s Strategic Position

Gold Revaluation, BRICS Rails, and Bitcoin’s Strategic Position

The September 10, 2025 episode of the Brandon Gentile podcast features Andy Schectman arguing that US policymakers are preparing a controlled exit from dollar reserve status.

AI National Champions, Market Regimes, and Bitcoin Signals

AI National Champions, Market Regimes, and Bitcoin Signals

The November 30, 2025 episode of the Jordi Visser Podcast features Jordi analyzing a sharp momentum crash that hit crowded leaders even as major equity indices advanced.

Dollar Dominance, Trade Deficits, and Neutral Reserves

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.