🚨NEW VIDEO🚨
HERE COMES VANGUARD: Why Bitcoin Hits New All-Time Highs in 2026
Nik welcomes Dr. André Dragosch to explain why big money, ETFs, & wirehouses could push Bitcoin to new highs as macro conditions turn heading into 2026.
The Bitcoin Layer
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The front page of bitcoin.
🚨NEW VIDEO🚨
BITCOIN’S 4-YEAR CYCLE NEVER EXISTED | Next Bubble 2027 w/ Stephen Perrenod
Nik & Stephen break down why the halving narrative fails, how Bitcoin actually bubbles, and why the next major cycle points to 2027.
🚨NEW VIDEO🚨
What Falling Gas Prices Signal for Bitcoin & The 2026 Midterm Elections
Nik explains why inflation, oil prices, & Treasury math matter more than narratives. He breaks down how energy, yields, & policy choices shape Bitcoin’s liquidity outlook.
🚨NEW VIDEO🚨
Why STRATEGY Stands Alone & Why Most Bitcoin Treasury Companies Cannot Last
@Nik Bhatia & @JB show why Strategy holds strong while other bitcoin treasury companies hit limits. They unpack MNAV pressure, debt risks, & what this shift signals for Bitcoin.
🚨NEW VIDEO🚨
EUROPEAN BREAKING POINT: Italy Takes Gold Back, Sovereign Bond Crisis, & Bitcoin w/ Matt Dines
Nik & Matt break down Italy’s gold power move, the ECB’s strain in defending yields, & how Europe’s sovereign cracks drove the latest liquidity squeeze into Bitcoin.
🚨NEW VIDEO🚨
THE MOST IMPORTANT DOCUMENT OF 2025: What the New U.S. National Security Strategy Means for Markets
Nik breaks down the White House strategy shift, the focus on reshoring, defense, AI, & why these policies shape liquidity, capital flows, & Bitcoin’s macro path.
🚨NEW VIDEO🚨
INTEREST EXPENSE EXPLODES: Why The Fed Must Cut & What It Means For Bitcoin
Nik covers easing repo stress, rising interest expense pressure, & why lower rates matter. He breaks down how volatility, dollar shifts, & liquidity trends guide Bitcoin’s next move.
🚨NEW VIDEO🚨
Bitcoin Holds $90,000: Volatility, Yields, & The FED’S NEXT PRINT
Nik breaks down the volatility spike, rising interest costs, & why lower rates are essential. He covers how bond volatility, dollar shifts, & repo stress shape Bitcoin’s path above $90,000.
🚨NEW VIDEO🚨
Can NVIDIA’s EARNINGS JOLT Spark a Bitcoin Reversal?
Nik explains the reversal setup forming across Bitcoin & stocks as liquidity improves, repo tightness cools, & NVIDIA delivers record earnings. He breaks down what this shift could mean for market momentum.
🚨NEW VIDEO🚨
INSIDE THE SELLOFF: Bitcoin, Sanctions, & The Liquidity Drain
Nik covers the volatility spike, the liquidity drain, & how sanctions are pulling capital out of risk assets. He shows why Bitcoin is testing key support & what these pressures signal for the macro view.
🚨NEW VIDEO🚨
BITCOIN CRASHES THROUGH $100,000 While Macro Volatility Surges & Trend Structure Weakens
Nik unpacks rising macro volatility, and why the trend structure is weakening as Bitcoin sits below $100,000, signaling a critical moment for market sentiment.
🚨NEW VIDEO🚨
LIQUIDITY Explained SIMPLY: How It Really Moves BITCOIN
Nik breaks down how government spending, bank reserves, and deposits move through the system to shape Bitcoin’s price. The clearest liquidity lesson you’ll ever see.
🚨NEW VIDEO🚨
Bitcoin Holds $100K as Stocks Recover: TBL Liquidity Explained
Nik breaks down Bitcoin’s bounce near $100K, the recovery in stocks, & what TBL Liquidity reveals about tightening funding, repo stress, & how macro conditions are shaping Bitcoin’s next move.
🚨NEW VIDEO🚨
How the Fed Lost Control of Liquidity (and What It Means for Bitcoin)
Nik and Demian dive into how financial stability has quietly become the Fed’s real target, the growing repo imbalance, and how liquidity fuels every Bitcoin cycle.
🚨NEW VIDEO🚨
Fed Liquidity Crunch Explained: Repo, QT, & Bitcoin’s Reaction
Nik breaks down Bitcoin’s drop below $108K, new repo market stress, and how the Fed’s tightening cycle is reshaping liquidity and risk assets across markets.
🚨NEW VIDEO🚨
Liquidity Tightens AGAIN: What the Repo Market Is Telling Us
In this global macro update, Nik looks at new repo stress, falling reserves, and why the liquidity shift could mark a turning point for both the Fed and Bitcoin.
🚨NEW VIDEO🚨
THE FED ENDS QT: Fiscal Dominance, Repo Stress, & Bitcoin’s Signal
@Nik Bhatia & Demian Schatt break down the Fed’s rate cut, end of QT, & how fiscal dominance and repo stress reveal a deeper shift in global liquidity and Bitcoin’s role.
🚨NEW VIDEO🚨
How The Bible Helped Me Understand The Capital War
Nik & Kane McGukin explore how faith, history, and liquidity cycles connect, from Michael Howell’s Capital Wars to the moral decay behind credit creation & Bitcoin’s role in a changing world.
🚨NEW VIDEO🚨
THE GREAT AMERICAN RESET: Credit, Industry, and Bitcoin’s Role in What Comes Next
Nik & Matt Dines break down America’s next economic cycle, showing how credit creation, reindustrialization, and liquidity are reshaping markets and fueling Bitcoin’s rise.
🚨NEW VIDEO🚨
America’s Grand Strategy: Repo, China, Jensen Huang, & Bitcoin’s Next Move
Nik connects the dots between the Fed’s repo maneuvers, U.S.–China rivalry, & the tech-fueled shift redefining global money, liquidity, & Bitcoin’s next phase.