In this episode, Nik brings us a global macro update, focusing on bitcoin's correlation with the stock market, the US government's intentions on inflation, and recent weak economic data. He presents 18 charts to recap an eventful week in currency markets, what was said at the FOMC meeting and Jerome Powell press conference, and the latest US Treasury deficit ... Show More
Aug 19
Global Macro Update: The Real Reason Bitcoin Just Ripped
In this Global Macro Update, Nik covers the financial war he sees playing out across treasuries and currencies, and why bitcoin popped above $67,000 on the back of it. He walks through the trend lines he is watching, and why the zone between $70,000 and $82,000 is the work bitcoi ... Show More
23m 25s
Aug 12
Bitcoin Just Went Vertical (Is The Bear Over?)
In this episode, Nik covers bitcoin's 22% week and a run that took price to just shy of $80,000. He walks through the multi-year trend line connecting the FTX lows to the start of the ETF bull market, why bitcoin generates most of its returns in short concentrated bursts, and the ... Show More
22m 33s
Aug 11
Russia Is Now Legalizing Bitcoin for Trade with Joe Consorti
In this episode, Demian welcomes back Joe Consorti for a conversation on the Clarity Act and what it means for bitcoin. Joe explains the bill's three buckets, how it would separate commodities from securities and put bitcoin under the CFTC, and why he sees that as a win for inves ... Show More
34m 42s
Jan 2025
BTC215: Global Macro and Bitcoin Q1 2025 w/ Luke Gromen (Bitcoin Podcast)
Luke Gromen unpacks the dynamics of stablecoins and T-bills, Bitcoin’s role as a fiscal policy marker, and the implications of yield curve control. We delve into U.S. dollar devaluation, global liquidity in 2025, and the interplay of tariff threats and international Bitcoin reser ... Show More
59m 10s
Mar 2025
BTC226: Bitcoin Mastermind Discussion Q1 2025 (Bitcoin Podcast)
In this episode, Preston Pysh, Jeff Ross, American Hodl, and Joe Carlasare explore the implications of dollar weakness, overall liquidity, and the impact of Bitcoin bonds. They break down SBR, SAB 121, and recent legal updates, while also explaining the Supplemental Leverage Rati ... Show More
1h 9m
May 2024
BTC184: Q2 Macro w/ Luke Gromen (Bitcoin Podcast)
In this episode of the Bitcoin Fundamentals Podcast, Luke Gromen discusses the macroeconomic outlook for the upcoming year. We cover the Fed/Treasury cap on USD, UST yields, potential changes in housing inflation metrics, and the significant backlog in transmission interconnectio ... Show More
59m 31s
Mar 2024
BTC172: Macro Outlook Q1 2024 w/ Luke Gromen (Bitcoin Podcast)
In this episode, Luke Gromen navigates through Berkshire's $167.6B cash, his 2023 market optimism, US liquidity measures, and escalating real estate loan concerns. He discusses inflation's return, unemployment trends, interest rates, and Bitcoin's impact on energy. The dialogue a ... Show More
1h 11m
Feb 2025
Crypto Rundown: Crypto and Bitcoin are Falling...What You NEED to Know!!!
In this episode of the Crypto Market Rundown, Brendan and Tevo discuss the current volatility in the cryptocurrency market, focusing on Bitcoin and altcoins. They analyze Bitcoin's price action, the impact of meme coins, and the recent chaos surrounding Solana. The hosts also tou ... Show More
40m 39s
Nov 2024
BTC210: 2024/25 Bitcoin Bull Market Overview w/ James Check (Bitcoin Podcast)
In this episode, we dive into Bitcoin, on-chain analysis, and future adoption trends, exploring topics from OTC exchanges to Bitcoin’s price potential and regulatory impacts. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:47 - Why Bitcoin exchange balances have declined and what ... Show More
1h 2m
Nov 2024
Crypto Rundown: $93,000 Bitcoin & All The News Surrounding the Crypto Trade
In this episode of the Crypto Rundown, hosts Brendan and Tevo explore the latest surge in Bitcoin, which has recently reached unprecedented all-time highs, breaking into price discovery mode. They discuss the historic levels of Bitcoin ETF inflows, with BlackRock alone leading ma ... Show More
33 m