
Insights from recent episode analysis
Audience Interest
Podcast Focus
Publishing Consistency
Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Most discussed topics
Brands & references
Total monthly reach
Estimated from 1 chart position in 1 market.
By chart position
- 🇳🇱NL · Investing#1791K to 10K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
500 to 5K🎙 ~2x weekly·266 episodes·Last published today - Monthly Reach
Unique listeners across all episodes (30 days)
1K to 10K🇳🇱100% - Active Followers
Loyal subscribers who consistently listen
400 to 4K
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
Total Followers
—
Total Plays
—
Total Reviews
—
* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 17 epsHosts
Recent guests
Recent episodes
Inside SpaceX's $60 Billion Bet on Cursor with Charlie Hu
Jun 26, 2026
Unknown duration
What Bitcoin Twitter Is Signaling About the Market Bottom w/ Michael Sullivan
Jun 23, 2026
Unknown duration
I Woke Up Homeless With $75 When the Banks Took Everything | with Tony Yazbek
Jun 18, 2026
Unknown duration
The Iran War and the Fight for Energy Dominance with Tanvi Ratna
Jun 16, 2026
Unknown duration
SpaceX Goes Public Tomorrow: Inside the $45 Billion Data Center with John Tinsman
Jun 11, 2026
44m 13s
Social Links & Contact
Official channels & resources
Official Website
Login
RSS Feed
Login
| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/26/26 | ![]() Inside SpaceX's $60 Billion Bet on Cursor with Charlie Hu | In this episode, Nik welcomes Charlie Hu, founder of Coco AI and a bitcoiner since 2012, for a wide-ranging conversation on where AI is heading. Charlie shares takeaways from the Super AI conference in Singapore, walks through SpaceX's $60 billion acquisition of Cursor and what it signals about AI capital and exits, and gives his read on the US government's suspension of Anthropic's Fable and Mythos models. He then lays out his core thesis: that AI is ultimately a process of converting energy into intelligence, which reframes data centers, the US-China race, and even SpaceX's valuation as an energy story. Drawing on his background as a bitcoiner and former Web3 builder, Charlie explains why he sees this as the most important paradigm shift of our era. The Bitcoin Layer and its guests do not provide investment advice. | — | ||||||
| 6/23/26 | What Bitcoin Twitter Is Signaling About the Market Bottom w/ Michael Sullivan | In this episode, Nik welcomes Michael Sullivan, a bitcoin researcher who analyzes market sentiment through language. Michael explains how he runs natural language models across thousands of tweets, cohorting bitcoiners into newer retail accounts versus longer-term holders, to measure moods like anger, conviction, optimism, and apathy over time. He covers why bitcoin is in one of the most prolonged anger regimes on record, why Michael Saylor has become the main target of that disapproval, and how the current mix of low engagement, fading excitement, and apathy resembles the conditions you tend to see near a market bottom. Nik and Michael also discuss the AI trade pulling mindshare from bitcoin. The Bitcoin Layer and its guests do not provide investment advice. | — | ||||||
| 6/18/26 | ![]() I Woke Up Homeless With $75 When the Banks Took Everything | with Tony Yazbek | In this episode, Nik welcomes Tony Yazbek, co-founder of The Bitcoin Way, for a conversation on why owning bitcoin yourself is the whole point. Tony argues that bitcoin is money rather than an investment, and that anything wrapped in legacy finance, from ETFs to exchange balances, is not the same as holding it directly. He recounts surviving Lebanon's 2019 banking collapse, when he woke up homeless with about $75 after the banks confiscated everyone's savings, and how it shaped his conviction. Tony and Nik also dig into what self-sovereignty does for people, how to think about hardware and air-gapped storage, the volatility myth, and jurisdictional sovereignty, with Tony drawing on 30 years in cybersecurity throughout. The Bitcoin Layer and its guests do not provide investment advice. | — | ||||||
| 6/16/26 | ![]() The Iran War and the Fight for Energy Dominance with Tanvi Ratna | In this episode, Nik welcomes back Tanvi Ratna, geoeconomic strategist and Fox News columnist, for a conversation on why the Iran conflict is far bigger than the Middle East. Tanvi lays out her thesis that Iran is the node in a global re-architecture of the world order, and walks through how the war is realigning Europe, reshaping NATO as European commanders take over operational theaters, and squeezing Russia out of Latin America, the Middle East, and its energy markets. She explains the Saudi-Israel question still blocking a regional deal, the corridor wars around Hormuz and the Balkans, and how US LNG and new energy infrastructure are redrawing the map of global energy dominance. The Bitcoin Layer and its guests do not provide investment advice. | — | ||||||
| 6/11/26 | ![]() SpaceX Goes Public Tomorrow: Inside the $45 Billion Data Center with John Tinsman✨ | SpaceXAI buildout+3 | John Tinsman | AOT InvestSpaceX | AI | SpaceXAI+4 | — | 44m 13s | |
| 6/9/26 | AI Is Breaking the Power Grid, and Bitcoin Is the Fix✨ | AIpower grid+3 | Daniel Batten | The Bitcoin Layerbitcoin+3 | — | AIbitcoin+3 | — | 37m 29s | |
| 6/2/26 | ![]() The Bitcoin Power Law Points to $300,000 w/ Dr. Stephen Perrenod✨ | bitcoinmathematics+3 | Dr. Stephen Perrenod | Scientific Bitcoin Institute | — | bitcoinprice law+3 | — | 53m 12s | |
| 5/26/26 | ![]() AI May Be the Biggest Bull Case for Bitcoin | Joe Consorti✨ | BitcoinAI+3 | Joe Consorti | The Bitcoin Layer | — | BitcoinAI+5 | — | 43m 52s | |
| 5/11/26 | Global Macro Update: Is Japan Breaking the Bond Market?✨ | global macro updatebond market+4 | Nik | — | JapanUnited States+3 | bond crisisJapan+5 | — | 44m 38s | |
| 5/11/26 | BREAKING: CME Launches Compute Futures, The New Oil✨ | compute futuresCME+3 | Nik | CME | — | compute futuresCME+3 | — | 41m 09s | |
Want analysis for the episodes below?Free for Pro Submit a request, we'll have your selected episodes analyzed within an hour. Free, at no cost to you, for Pro users. | |||||||||
| 5/5/26 | UAE QUITS OPEC: The Offshore Dollar Era Is Changing with Matt Dines✨ | UAE leaving OPECdollar system remake+5 | Matt Dines | Build Asset ManagementOPEC+2 | — | UAEOPEC+8 | — | 57m 26s | |
| 4/12/26 | The Money Printer Is Back On with Lyn Alden✨ | AI's economic impactsoftware stocks+3 | Lyn Alden | The Bitcoin Layer | — | AIeconomic impact+3 | — | 1h 01m 27s | |
| 4/1/26 | The Everything Bubble Is Over: Michael Howell’s Warning for 2026✨ | global liquidity cycledebt maturity wall+4 | Michael Howell | CrossBorder Capital | China | global liquiditydebt maturity+6 | — | 1h 08m 04s | |
| 3/25/26 | ![]() RISE of the American Empire with Brent Johnson✨ | global macrogeopolitical crises+5 | Brent Johnson | Santiago CapitalOffice of Strategic Capital | United StatesChina+2 | dollargeopolitical crises+8 | — | 57m 07s | |
| 3/4/26 | ![]() The AI-Pentagon War That Every Bitcoiner Needs to Understand✨ | AI and militaryBitcoin privacy+4 | Yaël Ossowski | Bitcoin Policy InstituteAnthropic+1 | Venezuela | AIPentagon+7 | — | 28m 52s | |
| 2/28/26 | Claude Eclipses Trump as the Most Important Force in Global Macro✨ | AIglobal macro+5 | — | IBMBlock+1 | USChina | ClaudeTrump+5 | — | 44m 57s | |
| 2/24/26 | Individual Ownership Peaked in 2024 and What Comes Next for Bitcoin✨ | Bitcoin adoptionindividual ownership+4 | Sam Baker | RiverRIAs | USChina | Bitcoinadoption report+5 | — | 39m 54s | |
| 2/18/26 | The Liquidity Signal That Called Bitcoin's Drop Is Still Red✨ | liquidity indexBitcoin decline+4 | — | TBL | USJapan | Bitcoinliquidity contraction+3 | — | 28m 11s | |
| 2/13/26 | Global Macro Update: Inflation Cools, Bond Yields Drop, & Bitcoin Reacts✨ | Bitcoininflation+5 | — | Google | — | BitcoinCPI+6 | — | 32m 35s | |
| 2/9/26 | Japan’s Historic Election, Yen Defense, & Why Bitcoin Is Still a Liquidity Trade✨ | Japan's political developmentscurrency intervention+4 | — | Bitcoin | JapanU.S.-Japan | JapanBitcoin+7 | — | 32m 18s | |
| 2/6/26 | The REAL Reason Bitcoin Is Crashing - And What Comes Next✨ | Bitcoin market analysisglobal liquidity+4 | Matt Dines | Bitcoingold+4 | — | Bitcoindrawdown+5 | — | 55m 53s | |
| 2/3/26 | Bitcoin Enters Bear Market Behavior, What On-Chain Metrics Are Showing | In this episode, Nik sits down with TBL on-chain analyst Johan Bergman to break down Bitcoin’s recent breakdown, sell-the-rip behavior, and the on-chain signals flashing bear market conditions. Johan walks through cost basis models, the AVIV Ratio Mean, short-term holder behavior, and why Bitcoin’s November trend break marked a major regime shift. They discuss ETF flows, forced selling, liquidation dynamics, and where real support may emerge next, while separating long-term conviction from short-term market reality. | — | ||||||
| 1/30/26 | Global Macro Update: Gold, Silver, Bitcoin, and the Breakdown of the WTO Era | In this episode, Nik steps back to assess the massive shifts underway in global markets. With gold surging to record highs, silver collapsing after a historic spike, and Bitcoin struggling versus both gold and the dollar, Nik revisits long-held assumptions about money, Basel III, the Shanghai Gold Exchange, and the end of the WTO era. He explains why gold is reentering the monetary system, how Bitcoin still fits into the layered money framework, and what these changes mean for investors navigating a post-globalization world. | — | ||||||
| 1/28/26 | JAPAN RATE CHECK Triggers a DOLLAR INDEX COLLAPSE | In this episode, Nik breaks down the Japan “rate check” that sent the U.S. dollar sharply lower and triggered major moves across global markets. He explains how Japan’s bond stress, rising yields, and yen instability forced coordination with the U.S., why the dollar index breaking long-term support matters for liquidity, and how a weaker dollar is pushing stocks and gold higher. Nik closes by connecting the rate check to TBL Liquidity, why Bitcoin has lagged gold so far, and why a sustained dollar breakdown could be a powerful setup for Bitcoin heading into 2026. | — | ||||||
| 1/23/26 | Gold at $5,000 Signals MASSIVE Changes to the World Order | In this episode, Nik breaks down a massive global macro repricing as gold approaches $5,000, bond markets stabilize, and the world adjusts to a new economic order. He walks through key signals across Bitcoin, Treasuries, inflation expectations, labor markets, and global trade to explain why volatility is falling, liquidity conditions are improving, and why Bitcoin’s muted price action may be a feature, not a flaw, of this transition. Nik ties together Davos rhetoric, Supreme Court tariff dynamics, fiscal math, and capital flows to show how markets are responding to structural change heading into 2026. | — | ||||||
Showing 25 of 277
Pitch Fit is a Pro feature
See how bookable this show is for guests, which brands already advertise, the per-episode ad value, and the best-fit guest and sponsor profile. The numbers are blurred on the free plan.
How readily this show books outside guests like you.
How proven this show is for host-read sponsorships.
For Guests
ProFor Advertisers
ProUpgrade to Pro to unlock guest cadence, sponsor categories, fit scores, and per-episode ad value for this show.
Chart Positions
1 placement across 1 market.
Chart Positions
1 placement across 1 market.






