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The Reordering Trade: Gold, Bitcoin, and a Broken Bond Market
Discussing bitcoin-to-gold ratio, JPY intervention, and a lower interest rates hypothesis
Sep 3
•
Nik Bhatia
30
3
24
33:45
Another Bitcoin Bear Market Rally Or The Real Deal? A Discussion with Checkonchain
An Exclusive Update with Checkonchain. Full video now available directly on Substack as well as the traditional private YouTube link.
Aug 27
•
Nik Bhatia
and
James Check (Checkmatey)
30
3
1:06:41
Global Macro Update: The Story of the Year For Markets
A discussion the US Treasury, Japan, and yen story, as well as the latest on TBL Liquidity.
Aug 4
•
Nik Bhatia
14
1
1
36:15
Global Macro Update: Levered Hedge Fund, Japan, and The Dollar Story
A discussion on a "rate check" and potential intervention in FX by the US Treasury, and what that means for TBL Liquidity and risk assets.
Jul 31
•
Nik Bhatia
8
3
17:38
Global Macro Update: The Dollar Squeeze Choking Bitcoin
Continued discussion on the dollar squeeze, renewed oil worries, and the bear flattener.
Jul 24
•
Nik Bhatia
17
4
1
42:55
Global Macro Update: The Dollar Shortage Pushing Asia Towards Crisis
Discussing my USC summer teachings, a dollar squeeze, bitcoin at deep value, and what TBL Liquidity is saying.
Jul 17
•
Nik Bhatia
18
1
1:05:59
Things In Bitcoin Just Feel Less Bad: A Discussion with Checkonchain
An Exclusive Update with Checkonchain. Full video now available directly on Substack as well as the traditional private YouTube link.
Jul 9
•
Nik Bhatia
and
James Check (Checkmatey)
27
3
2
1:04:41
This is the Most Bitcoin I Have Ever Bought
Discussing my bullish bitcoin sentiment, Warsh & Bessent, and TBL Liquidity
Jul 2
•
Nik Bhatia
27
3
23:50
Bitcoin is Breaking Support Lines Left and Right
Discussing TBL Liquidity's indicator and technical analysis signals.
Jun 26
•
Nik Bhatia
17
2
2
34:38
Bitcoin's Never-Ending Bear Market: A Discussion with Checkonchain
An Exclusive Update with Checkonchain. Full video now available directly on Substack as well as the traditional private YouTube link.
Jun 12
•
Nik Bhatia
and
James Check (Checkmatey)
17
1:02:42
Global Macro Update: TBL Liquidity Beat Buy-and-Hold by 50%
Discussing TBL Liquidity Performance, US Economy, and Johan's State Grid
Jun 4
•
Nik Bhatia
10
2
28:23
Video: Everything Everywhere All at Once
Discussing the latest on the Strait of Hormuz, bitcoin, AI, and markets.
May 28
•
Nik Bhatia
21
6
38:05
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