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Macro trends

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

AI Agents, Enterprise Consolidation, and Bitcoin Signals

AI Agents, Enterprise Consolidation, and Bitcoin Signals

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.

Falling Energy Prices, Lower Yields, and Bitcoin’s 2026 Setup

Falling Energy Prices, Lower Yields, and Bitcoin’s 2026 Setup

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.

AI Capex Investment Risk, Power Bottlenecks, and Bitcoin Financial Rails

AI Capex Investment Risk, Power Bottlenecks, and Bitcoin Financial Rails

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.

Fed Liquidity Signals, Market Rotation, and Bitcoin’s Setup

Fed Liquidity Signals, Market Rotation, and Bitcoin’s Setup

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.

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.