China Grabs Gold As The U.S. Shuts Off Dollar...

In this episode, Nik breaks down why Bitcoin remains resilient despite year-to-date weakness by applying the TBL Liquidity framework. He walks through inflation expectations, energy prices, Treasury yields, and housing costs to explain how policy choices around oil production, af ...  عرض المزيد

In this episode, Nik and Joakim Book break down why Strategy’s balance-sheet structure, perpetual preferred design, and debt flexibility make it uniquely durable while most 2025 Bitcoin treasury companies are already cracking under MNAV compression, leverage mistakes, and collaps ...  عرض المزيد

PlanB (pseudonymous Bitcoin quant) & Saifedean (Bitcoin economist)  rejoin me to talk about PlanB’s latest work on S2FX, and some of the  debates being had on S2F modelling as well as addressing some of the  criticism. We will also talk about Bitcoin as it g ...

This interview with Matthew Sigel explores the bull case for bitcoin, its future as a reserve asset, and the economics of bitcoin miners. We also discuss miners pivoting to data centers, stablecoins, crypto regulation and much more. This interview is paid sponsorship on behalf of ...  عرض المزيد

Tamas Blummer, Bitcoin developer and entrepreneur with a long and respected background in Bitcoin joins me in this must-listen, wide ranging episode to talk about: 

Crypto analyst Nicholas Merten projects Bitcoin (BTC) could rally nearly 7x by the end of the year despite current market conditions. "If Bitcoin can hold here, at $600 billion, that’s going to set the foundation for Bitcoin to spring up over the next coming months.” As for price ...  عرض المزيد