In this episode, Nik welcomes back Matt Dines to lay out his thesis that the global order built after World War Two is being reset. Matt walks through the signals he is watching: the Kuwaiti pipeline deal with Blackstone, KKR, and Brookfield that reroutes energy toward Europe, the US-China rare earths truce and its expiring clock, and the chokepoints from Ho ... Show More
Today
Coldcard Wallet Hack: What Happened and What to Do Now
In this episode, Nik and TBL's Demian Schatt cover a breaking security situation: a seed-generation vulnerability in Coldcard hardware wallets that has exposed some bitcoiners to theft, with reports of wallets being swept over the last twenty-four hours. Nik, speaking as a resear ... Show More
25m 40s
Jul 22
The $45,000 Bitcoin Everyone Fears Is Getting Less Likely
In this episode, Nik walks through the latest bitcoin research from Johan Bergman, head of bitcoin research at The Bitcoin Layer, using the charts inside TBL Pulse. He explains Johan's state grid, which plots bitcoin on valuation and trend, and why the framework currently places ... Show More
51m 20s
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
May 2025
BTC233: Bitcoin & Texas A Roadmap for the Global Financial Shift w/ Parker Lewis (Bitcoin Podcast)
This episode explores Bitcoin’s emerging role as a global economic force, from its convergence as money to grid integration, payment tech, and strategic policy shifts. Preston and Parker also spotlight Zaprite's innovations for Bitcoin payments and the broader implications of CBD ... Show More
55m 17s
Jul 2025
BTC244: Bitcoin Mastermind Discussion Q2 2025 w/ Joe Carlasare, HODL, and Jeff Ross (Bitcoin Podcast)
Bitcoin market insights, Treasury trends, stablecoin regulation, and bold predictions for Bitcoin's future. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 03:21 - How global liquidity and leverage affect Bitcoin's market performance 08:56 - The evolving role and risks of Bitcoin Tre ... Show More
1h 21m
Jan 2022
The 3 Most Thought-Provoking Questions in Bitcoin With Nik Bhatia
This episode is sponsored by Nexo, Abra and FTX US.
On today’s episode, NLW is joined by Nik Bhatia, author of “Layered Money” and The Bitcoin Layer newsletter. They discuss:
Bitcoin’s relationship with equities and the TradFi markets
Why the Fed is trapped by rates mark ... Show More
41m 25s
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
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
May 2024
BTC180: The Current Challenges Bitcoin Faces w/ Max Hillebrand (Bitcoin Podcast)
Dive deep into Bitcoin's evolution with expert Max Hillebrand. We unravel Mises' action axiom, Hoppe's private property origins, and Rothbard's economic theories. Discover Wasabi Wallet's role in privacy, the potential of Ocean mining, and strategies for Bitcoiners to enhance ano ... Show More
1 h