In this episode, Nik delivers a full global macro update with Bitcoin at a critical crossroads. He explains why funding rates are rolling off, volatility is at record structural lows, and how support levels could determine the next major move for Bitcoin. The update also explores the Bitcoin–gold ratio and why it fits into a long-term power law path, with Bitcoin continuing to outperform traditional stores of value. Nik connects these signals to Fed policy, the Treasury market, and dollar weakness, showing how liquidity conditions are shaping risk markets and Bitcoin itself.
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