Nik Bhatia

Nik Bhatia, a financial researcher and author of 'Layered Money' and 'The Bitcoin Age,' dives deep into the implications of recent repo market spikes and liquidity trends. He explains how the Fed’s mechanics impact reserve scarcity and why banks are hoarding funds instead of lending. Bhatia predicts a private credit boom that could fuel U.S. growth and inflation while enhancing Bitcoin’s status as collateral. He also discusses the geopolitical signals behind gold's rally and Bitcoin’s evolving role in an unpredictable macro environment.