Research area

Macro trends

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

Macro Dynamics & Bitcoin Stability

Bitcoin markets 07 Apr 2025

Macro Dynamics & Bitcoin Stability

The April 07, 2025 episode of The Bitcoin Layer with Nik Bhatia examines US Treasury yield trends, yield curve shifts, and trade policies to explain emerging Fed rate cuts and market volatility, while highlighting Bitcoin’s technical support around 70K as a sign of resilience.

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Market Turbulence and Bitcoin's Emerging Role

Macro trends 06 Apr 2025

Market Turbulence and Bitcoin's Emerging Role

The April 06, 2025 episode of the Jordi Visser Podcast highlights how unexpected tariff policies and historical trade precedents have fueled market volatility and recession risk. Visser’s analysis emphasizes Bitcoin’s resilience amid these disruptions, marking a shift in asset allocation.

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Bitcoin Market Dynamics and Tariff Effects

Bitcoin markets 04 Apr 2025

Bitcoin Market Dynamics and Tariff Effects

On April 04, 2025, the Swan Signal Live episode with the panel examined Bitcoin’s resilience amid falling traditional assets and discussed tariff-induced market shifts. The conversation highlighted Bitcoin’s potential as a safe haven and its evolution from a collectible to a store of value.

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Monetary Reform Through Bitcoin

Macro trends 03 Apr 2025

Monetary Reform Through Bitcoin

The April 03, 2025 episode of the Bitcoin Nova Podcast with Lawrence Lepard examines how excessive money printing and inflation undermine economic stability while positioning Bitcoin as a transformative, sound money alternative.

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Crisis and Transition: Reforming Monetary Foundations

Inflation 02 Apr 2025

Crisis and Transition: Reforming Monetary Foundations

On April 02, 2025, the Kitco News broadcast with Larry Lepard scrutinized an unsustainable monetary system marked by excessive money printing, mounting debt, and deepening wealth inequality. Lepard presented gold and Bitcoin as potential anchors for a sound money transition.

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Market Uncertainty and Bitcoin Resilience

Macro trends 30 Mar 2025

Market Uncertainty and Bitcoin Resilience

On March 30, 2025, the Jordi Visser podcast detailed how tariff pressures, worsening credit conditions, and a rapid AI buildout are reshaping market dynamics, while highlighting Bitcoin’s relative strength as a safe haven.

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Monetary Reset and Bitcoin Stability

Macro trends 28 Mar 2025

Monetary Reset and Bitcoin Stability

On March 28, 2025, The Bitcoin Way podcast with Lawrence Lepard examined how unsustainable debt, inflation, and distorted fiscal policies necessitate a monetary reset. Lepard argues that Bitcoin’s fixed supply offers a stable alternative to debased fiat money.

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