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Bitcoin Macro Landscape

Global liquidity, interest rates, and monetary policy through the lens of Bitcoin and digital credit.

101 episodes · 14 research pieces

Latest on Bitcoin Macro Landscape

Episode

Why STRC Isn’t Back To $100

Strategy spent about nine times more buying back STRC than buying Bitcoin in one week. Allard Peng says buybacks at 98 cents on the dollar are waste. The quant returns to break down why STRC still isn’t back at $100, why not raising the dividend was the right call, and why the buybacks went too far. He also maps the digital money and digital yield products being built on top of digital credit, explains why fixed-rate preferreds may be the better long-term buy, and shares why he thinks Bitcoin is set to outperform.

Oct 22, 2026 • 53:26 Watch →
Episode

Bitcoiners Aren't Ready for What's Coming

The Income Show is back with host Joe Burnett and BritishHODL, who argues that Bitcoin’s problem wasn’t gold or AI: it became boring. They discuss why ETF investors may be the real diamond hands, BlackRock’s Bitcoin strategy, and the trade-offs of self-custody. They also explore SATA, STRC, Bitcoin-backed savings accounts, and borrowing against Bitcoin without selling.

Sep 17, 2026 • 1:00:45 Watch →
Episode

Podcasters Per Share

This week on The Hurdle Rate: Adam Livingston joins Strive as VP of Investments, Strategy buys back $139 million of STRC with stretch back near 99, and Strive adds 469 Bitcoin at an average cost of $77,954 while hitting an all-time high market cap of $2.75 billion. Jeff makes the case that trust is the real infrastructure of capital markets, and why Bitcoin makes that trust legible. We get into the Clarity Act, AI doomerism, and why the crew thinks the frontier labs are using fear to build a moat ahead of their IPOs. Matt takes macro with the 10-year touching 5%, what a short-term Bitcoin flush would actually look like, and why it would be the dream setup. We close with a capital markets recap and Strive's one-year anniversary. Here's the latest with Matt Cole, Jeff Walton, Ben Werkman, Adam Livingston, and Tim Kotzman.

Sep 15, 2026 • 1:06:32 Watch →

All episodes (101)

True North Weekly (27)

The Hurdle Rate (61)

2026

2025

The Income Show (13)

Research (14)

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True North is for informational and educational purposes only. Nothing presented should be considered investment advice or an offer of any security or investment product. Consult your own investment and tax advisors. Full disclaimer.