Understanding LIBOR and Its Impact on U.S. Capital Markets

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