Nik hosts Dr. Jeff Ross, a seasoned Bitcoin advocate and hedge fund manager, to dissect the current U.S. economy and its implications for Bitcoin. They explore how fiscal policies post-2020 shape market dynamics and assess risks with China. Jeff introduces his liquidity blob framework, explaining how it influences Bitcoin's appeal. The conversation turns to the potential for an economic growth cycle into 2026, the role of AI and energy in reshaping markets, and existential questions about employment in an AI-driven world.
46:04
forum Ask episode
web_stories AI Snips
view_agenda Chapters
menu_book Books
auto_awesome Transcript
info_circle Episode notes
insights INSIGHT
2020 Reset Broke Normal Business Cycles
The post-2020 era broke normal business cycles via large fiscal and monetary interventions.
That suppression may cause a stronger-than-normal economic rebound when liquidity returns to the private sector.
insights INSIGHT
Manufacturing PMIs Signal Economic Revival
Manufacturing PMIs and new orders are early signals that growth may be reviving.
If PMIs and new orders continue rising, risk assets including Bitcoin should benefit.
insights INSIGHT
Tech Strength Amid Industrial Weakness
The US faces simultaneous technological strength and industrial weakness versus China.
Rebuilding chips, energy, and manufacturing is driven as much by strategic competition as by pure economics.
Get the Snipd Podcast app to discover more snips from this episode
In this episode, Nik is joined by Dr. Jeff Ross to assess the US economy, global geopolitics, and what they mean for Bitcoin. They review the post-2020 policy regime, fiscal dominance, and why PMIs and new orders may be turning up, then discuss the Supreme Court path for tariffs, the US push on chips and energy, and the risk of a hot conflict with China. Jeff explains his liquidity blob framework, how the TGA and RRP shift money between the public and the government, and why expanding liquidity tends to move out the risk curve into assets like Bitcoin. The pair lay out a bullish near-term Bitcoin view if growth accelerates, the potential for a cycle that extends into 2026, and how AI, energy, and stablecoins could reshape credit and employment. They close with open questions on structural unemployment and the role of policy in an AI-driven economy.
The Bitcoin Layer 
