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
Jul 2
This is the Most Bitcoin I Have Ever Bought
In this global macro update, Nik asks whether bitcoin has finally bottomed after tagging 58k and reclaiming 60,000. He walks through the bullish divergences forming on bitcoin's daily and weekly charts, why a grinding-higher dollar has been weighing on liquidity and bitcoin all y ... Show More
19m 44s
Jul 1
I Built a $1 Million System in 11 Days With No Coding with Peter McCormack
In this episode, Nik welcomes Peter McCormack, host of the Peter McCormack Show, for a conversation on how he is using AI in his own business. Peter, who has no coding background, walks through the full podcast-management system he built with Claude in 11 days, work he says would ... Show More
43m 40s
Jun 26
Inside SpaceX's $60 Billion Bet on Cursor with Charlie Hu
In this episode, Nik welcomes Charlie Hu, founder of Coco AI and a bitcoiner since 2012, for a wide-ranging conversation on where AI is heading. Charlie shares takeaways from the Super AI conference in Singapore, walks through SpaceX's $60 billion acquisition of Cursor and what i ... Show More
48m 30s
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