Research area
Analysis of macroeconomic forces affecting Bitcoin, including liquidity, credit, policy, trade, geopolitics, and asset 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 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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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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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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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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The December 22, 2025 episode of The Bitcoin Matrix features Jeff Booth arguing that Bitcoin’s long-run strength comes from people using it as an open protocol rather than holding it as an intermediated asset.
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The December 22, 2025 episode of The Bitcoin Edge with Paula features Lyn Alden arguing that heavily indebted states can avoid nominal default while delivering a real default through persistent currency debasement.
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The December 21, 2025 episode of the Jordi Visser Podcast features Jordi arguing that 2026 becomes the real AI inflection point as enterprises move from AI apps to AI agents that execute end-to-end workflows.
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The December 18, 2025 episode of The Bitcoin Layer features Nik Bhatia arguing that Bitcoin’s near-term direction hinges on Treasury yields, dollar-linked liquidity, and market-implied inflation expectations.
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The December 14, 2025 episode of the Jordi Visser Podcast features Visser arguing that markets are rotating toward a reflation narrative even as several disinflation signals remain intact.
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The December 13, 2025 episode of the Anthony Pompliano Podcast features Visser arguing that the Fed’s communication around a 25bp cut matters more than the cut itself because it hints at labor softening and a more accommodative posture.
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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.
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