Nik Bhatia is a financial researcher and the author of Layered Money and The Bitcoin Age.
In this episode, Nik explains why last week’s repo market spike was a potential warning shot that liquidity in the system is drying up. He breaks down how the Fed’s plumbing actually works, why banks are hoarding reserves instead of lending them, and what it means when the “floor and ceiling” of the system stop holding.
Nik argues that quantitative tightening is reaching its limits and that a new era of liquidity is coming, not necessarily from the Fed, but from a massive private credit boom. He lays out why this will supercharge U.S. industrial growth, fuel long-term inflation, and make Bitcoin one of the most valuable forms of collateral in the world.
We also discuss the run in the price of gold, what it could signal geopolitically, and why Bitcoin’s volatility compression might mean the end of traditional market cycles.
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Follow:
Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny
Nik Bhatia: https://x.com/timevalueofbtc
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1:15:47
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1:15:47
Jailed by a Dictator, Fighting Back with Bitcoin | Leopoldo López
Leopoldo López is a Venezuelan opposition leader, former political prisoner, and founder of the World Liberty Congress, a global alliance of democracy defenders and freedom fighters.
In this episode, Leopoldo tells the story of how he went from mayor of Caracas to being hunted, imprisoned, and sentenced for “sending subliminal messages” through his speeches. He reveals what four years in solitary confinement does to the human mind, how he led a prison uprising from inside his cell, and the insane escape that finally got him out of Venezuela.
Now living in exile, Leopoldo explains how he’s using Bitcoin to fight back. Funding resistance movements, paying doctors and activists when banks are weaponised by dictators, and building a new freedom network through the World Liberty Congress.
THANKS TO OUR SPONSORS:
IREN
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Follow:
Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny
Leopoldo Lopez: https://x.com/leopoldolopez or https://primal.net/leo
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1:36:50
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1:36:50
Bitcoin Is Rebuilding the Financial System | Andrew Hohns
Andrew Hohns is founder and CEO of Battery Finance and CEO of Newmarket Capital. In this episode, we get into how Bitcoin-backed credit can rebuild trust in the global financial system — and why integrating Bitcoin into institutional finance could change everything from mortgages to sovereign debt.
We explore why Bitcoin is the ideal form of collateral and how it can transform credit markets distorted by inflation and fiat mismanagement. We also get into Andrew's idea for BitBonds, and how a Bitcoin-infused U.S. Treasury bonds could revolutionise sovereign debt issuance.
THANKS TO OUR SPONSORS:
IREN
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Follow:
Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny
Andrew Hohns: https://www.linkedin.com/in/andrew-hohns-6901226
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1:43:53
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1:43:53
Why Bitcoin Must Win | Matt Odell
Matt Odell is host of Citadel Dispatch, co-host of Rabbit Hole Recap, managing partner at Ten31 and co-founder of OpenSats & Bitcoin Park. In this episode, we dive into the rise of surveillance capitalism, why freedom tech is the only path forward, and what a truly sovereign digital society could look like.
We explore how Nostr and Bitcoin together create an open foundation for speech, identity, and money. A new digital commons built on permissionless code, not corporate control.
Odell also gives his take on the wave of Bitcoin treasury companies and why some have drifted from Bitcoin’s core ethics, and why real, profitable businesses saving in Bitcoin will thrive.
THANKS TO OUR SPONSORS:
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Follow:
Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny
Matt Odell: https://primal.net/odell
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1:49:31
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1:49:31
Has the Debt Spiral Started? | Luke Gromen
Luke Gromen is the founder of Forest for the Trees. In this episode, we discuss why the U.S. debt cycle is reaching a breaking point, how AI and geopolitics are accelerating structural change, and why we could be witnessing the endgame of the fiat era.
We get into why stablecoins may represent the next phase of the petrodollar system, the rise of financial repression, the return of inflation as a political tool, and why gold and Bitcoin are the only real safe havens this decade.
He also lays out how AI threatens the debt-based monetary system itself, why autonomous labor could cause mass unemployment, and why meaning, not money, might become society’s scarcest resource.
In this episode:
- Why the Fed has to cut rates and inflate away debt
- The new “petrodollar” built on stablecoins
- The coming wave of financial repression
THANKS TO OUR SPONSORS:
IREN
RIVER
ANCHORWATCH
BLOCKWARE
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Follow:
Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny
Luke Gromen: https://x.com/LukeGromen
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