Research area

Macro trends

Analysis of macroeconomic forces affecting Bitcoin, including liquidity, credit, policy, trade, geopolitics, and asset markets

Systemic Breakdown and Bitcoin Evolution

Bitcoin markets 13 Apr 2025

Systemic Breakdown and Bitcoin Evolution

On April 12, 2025, the Anthony Pompliano Podcast featuring guest Jordi Visser explored dramatic declines in US bonds, stocks, and the dollar amidst global trade shifts. Visser questioned Bitcoin’s current portrayal as a NASDAQ asset and its potential to become a secure digital store of value.

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Bitcoin’s Decentralized Free Market Transition

Decentralization 12 Apr 2025

Bitcoin’s Decentralized Free Market Transition

This April 12, 2025 episode of the Robin Seyr Podcast featuring Jeff Booth examines Bitcoin’s potential to build a decentralized, deflationary free market. It highlights the need for active participation, technological upgrades against quantum threats, and a shift from fiat-based valuation.

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Fiscal Turbulence and Digital Transition

Macro trends 12 Apr 2025

Fiscal Turbulence and Digital Transition

On April 12, 2025, the What Bitcoin Did interview with Lawrence Lepard dissected historical bubble dynamics, tariff-induced market shocks, and mounting fiscal pressures undermining the fiat system and enhancing Bitcoin’s appeal as a digital safe haven.

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Bitcoin Investment and Fiscal Transformation

Policy 11 Apr 2025

Bitcoin Investment and Fiscal Transformation

The April 11, 2025 episode of the Mr. M Podcast featuring Chris Kline examines the impact of capital gains tax reforms, artificial capital injection, and evolving fiscal policies on Bitcoin’s role as both an investment vehicle and a national reserve asset.

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Bitcoin Amid Fiscal & Market Uncertainty

Bitcoin markets 11 Apr 2025

Bitcoin Amid Fiscal & Market Uncertainty

On April 11, 2025, Galaxy Brains podcast featured James Check discussing Bitcoin’s dynamic response to rising treasury yields and broader fiscal challenges. The episode examined technical indicators such as consolidation zones alongside macroeconomic shifts that influence investor sentiment.

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Treasury Volatility and Bitcoin Resilience

Macro trends 09 Apr 2025

Treasury Volatility and Bitcoin Resilience

The April 10, 2025 episode of The Bitcoin Layer, featuring Demian Schatt and hosted by Nic Bhatia, examines dramatic Treasury market dislocations driven by tariff policies and basis trade unwinding while highlighting Bitcoin’s resilience.

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Tariff Uncertainty and Bitcoin's New Role

Macro trends 09 Apr 2025

Tariff Uncertainty and Bitcoin's New Role

On April 9, 2025, the Bitcoin Magazine podcast featuring Matthew Pines, Zach Shapiro, and Zach Cohen explored aggressive tariff policies and fiscal uncertainties under the Trump administration while noting Bitcoin’s evolving legitimacy as a strategic asset.

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