Research area
Analysis of macroeconomic forces affecting Bitcoin, including liquidity, credit, policy, trade, geopolitics, and asset markets
The March 28, 2025 episode of What Bitcoin Did with Nik Bhatia examines the FED’s shift from aggressive quantitative tightening to a moderated approach that may lead to quantitative easing, affecting liquidity and asset prices—especially Bitcoin.
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The March 26, 2025 episode of the Stephan Livera Podcast with James Check examines Bitcoin’s shift from predictable cycles to a macro-driven market. The discussion emphasizes the growing importance of onchain analytics and institutional participation.
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The March 24, 2025 episode of Simply Bitcoin featuring Nik Bhatia outlines Bitcoin’s evolution from niche asset to mainstream force, driven by policy endorsements and robust technical foundations.
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The March 24, 2025 episode of What Bitcoin Did featuring Luke Gromen examines the US’s unsustainable fiscal trajectory and explores potential resets through debt devaluation and alternative reserve assets.
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The March 21, 2025 episode of Swan Signal features the Swan panel discussing on Bitcoin’s underpricing amid significant macroeconomic shifts and policy uncertainties.
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The March 21, 2025 episode of the Galaxy Brains podcast, with guest Preston Pysh, explores how fiscal policies and political narratives are reshaping Bitcoin adoption.
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The March 20, 2025 Rough Consenus episode with Nik Bhatia examines surging Japanese bond yields, evolving liquidity metrics, and the critical interplay between FED policy and Treasury borrowing.
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The March 19, 2025, TFTC episode featuring Mel Mattison outlines Bitcoin’s projected ascent to $150K and its potential decoupling from traditional assets like the NASDAQ.
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The March 19, 2025 episode of Bitcoin Fundamentals with Joe Carlasare, Jeff Ross, and American HODL examines the impact of a U.S. strategic Bitcoin reserve, macroeconomic shifts, and technical challenges in the Lightning Network.
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On March 18, 2025, the What Bitcoin Did episode with Avik Roy explored how looming U.S. debt and potential government interventions could reshape Bitcoin’s role as a safe asset.
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The February 23, 2025 episode of the Simply Bitcoin podcast featured Samson Mow, examining how global liquidity cycles and fiscal challenges drive Bitcoin’s market behavior.
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The February 17, 2025 episode of Bitcoin for Millenials featuring Nik Bhatia examines how a credit-driven system undermines individual wealth while positioning Bitcoin as a deflationary alternative
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