Bitcoin & The Coming Liquidity Boom | Nik Bhatia
Nik Bhatia is a financial researcher and the author of Layered Money and The Bitcoin Age.
In this episode, Nik explains why last week’s repo market spike was a potential warning shot that liquidity in the system is drying up. He breaks down how the Fed’s plumbing actually works, why banks are hoarding reserves instead of lending them, and what it means when the “floor and ceiling” of the system stop holding.
Nik argues that quantitative tightening is reaching its limits and that a new era of liquidity is coming, not necessarily from the Fed, but from a massive private credit boom. He lays out…
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