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Bitcoin’s New Era: Liquidity, Macro, and the End of Four-Year Cycles | Nik Bhatia

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Manage episode 496456274 series 2794696
Content provided by Danny Knowles. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Danny Knowles or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Nik Bhatia breaks down why Bitcoin may have broken free of its four-year cycle and what that means for the next decade.

We discuss Bitcoin's market maturity, compressed volatility, and how new corporate demand are reshaping price dynamics — and why this could mean an end to drawn out bear markets and blow-off tops.

We get into how macro forces like liquidity, rate policy, and U.S. fiscal dominance intersect with Bitcoin, whether Powell vs. Trump really matters, and why Bitcoin could hit $1 million by 2032.

In this episode:

  • Why the four-year halving cycle may be over
  • How corporate treasury strategies are changing Bitcoin’s market structure
  • The role of liquidity and treasury markets in driving Bitcoin price
  • What Powell vs. Trump means for rates, inflation, and Bitcoin

THANKS TO OUR SPONSORS:

IREN

RIVER

ANCHORWATCH

BLOCKWARE

LEDN

Follow:

Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny

Nik Bhatia: https://x.com/timevalueofbtc

  continue reading

86 episodes

Artwork
iconShare
 
Manage episode 496456274 series 2794696
Content provided by Danny Knowles. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Danny Knowles or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Nik Bhatia breaks down why Bitcoin may have broken free of its four-year cycle and what that means for the next decade.

We discuss Bitcoin's market maturity, compressed volatility, and how new corporate demand are reshaping price dynamics — and why this could mean an end to drawn out bear markets and blow-off tops.

We get into how macro forces like liquidity, rate policy, and U.S. fiscal dominance intersect with Bitcoin, whether Powell vs. Trump really matters, and why Bitcoin could hit $1 million by 2032.

In this episode:

  • Why the four-year halving cycle may be over
  • How corporate treasury strategies are changing Bitcoin’s market structure
  • The role of liquidity and treasury markets in driving Bitcoin price
  • What Powell vs. Trump means for rates, inflation, and Bitcoin

THANKS TO OUR SPONSORS:

IREN

RIVER

ANCHORWATCH

BLOCKWARE

LEDN

Follow:

Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny

Nik Bhatia: https://x.com/timevalueofbtc

  continue reading

86 episodes

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