This Is The Macro Reset | Nik Bhatia
By Danny Knowles
Aired Mar 18, 2026 · 1h 24m · Last boosted Mar 27, 2026
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Show Notes
"5 to 10% is going to cause immense damage. When cash flows stop at the margin, everything collapses because of leverage." Nik Bhatia returns to break down the macro landscape as war in Iran sends oil to $100, the dollar surges, and volatility clouds the outlook. Nik explains why he's wiped the slate clean on his macro thesis, why the US economy may still avoid recession despite the chaos, and how the Genius Act could reshape the global dollar system through stablecoins. We also get into AI job displacement, why treasuries are still the bedrock of...
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npub1m0gm4qa…Sep 1, 2025
250 1776Jul 31, 2025
1.8k Awesome episode. The points discussed don’t just defend Bitcoin, but put on their heads so many of the ideas and definitions that have become norms in the fight against fiat. Hyperbitcoinization is really already here in many ways. And so is hyperinflation.
Jul 23, 2025
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npub1m0gm4qa…Aug 12, 2025
250 1776Jul 25, 2025
1.8k Great thesis. Highly likely. Banks and fund managers” and banks’ financial engineer’s incentives make it nearly certain. And the powers that be won’t blame the speculators. They will blame Bitcoin, providing justification for a 1602.
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1776Jun 25, 2025
7k Thanks for continuing to bring us consistent, balanced coverage on Bitcoin news. Still my fave show. My AI friend agrees that not only is your show “X” but it is “Y” lol. Even if the Core code change ends up being a bit of a nothing burger, I think a lot of users have been swayed to run Knots by the elitist heavy handedness the Core devs came across with. Shutting down discourse etc. That and Peter Todd’s supersized ego and smug face. Anyway here’s some sats. Thank you for the great content.
Sep 11, 2025
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1776Jan 1, 2026
2.1k Good tips on property selection in particular.
Dec 12, 2025
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1776Dec 13, 2025
2.1k Fantastic episode @npub1clk6vc9xh… ! Good stuff. I think it behooves us all to get the rails in place BEFORE we need them. To be able to transact value and have seamless private conversion capability between BTC and whatever goods or currencies we need in a pinch, at any moment, on short notice.
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1776Dec 7, 2025
2.1k Boost
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1776Aug 4, 2025
2.1k Hey Dave good episode. Here’s a zap for this and some past episodes that I’ve been listening to while driving. Hey on the El Salvador thing, have you heard any comment from Max and Stacey? I’m wondering what their take is on what is effectively indefinite leadership. I’ve also been thinking based on Bukele seeming to be a solid leader, if maybe this is the only route he could see to stop the country falling back to the hell it was only 5 years ago under new leadership.
Jul 14, 2025
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1776Jul 15, 2025
2.1k Great episode. My intro to your channel. I like the cut of your jib. @oshi is a cool dude.
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1776Jul 1, 2025
2.1k Very thoughtful presentation of “normalcy as governance”. It’s an important topic. Having attended both the Ottawa convoy and the blockade of the highway in Coutts, I’ve seen what financial repression can do to families overnight.
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1776May 19, 2025
2.1k Knowing the Australian government, they’re going to use the ruse of tax CGT refunds to create a nice handy registry of all Australian BTC owners, ready for when they implement an unrealized capital gains tax after the next pump. Don’t fall for it Aussie holders!
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1776Jun 5, 2026
1.8k Brilliant
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1776Jan 1, 2026
1.8k Great recap of lessons learned over 100 episodes.
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1776Dec 19, 2025
1.8k Wow, what an interesting and immaculately crafted episode. Your questions and the dialogue that arose as a result of them really crystallized my understanding of reputation and web of trust concepts. Pure Bitcoin. I’d say pure gold but that metaphor is so 2008. This content is fantastic @npub1clk6vc9xh…
Oct 8, 2025
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1776Oct 9, 2025
1.8k Good show. It’s notable that neither the Square Bitcoin story nor the BRINGIN story about the Estonian tradfi integration project make any mention of the need for governments to loosen up on tax reporting rules and implementation of deminimus rules regarding spending Bitcoin. Seems like a good way to mass KYC people that have Bitcoin to spend. I dunno….
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1776Sep 13, 2025
1.8k Damn what a banger episode Dave. You really encapsulated what so many people are feeling this week. The world feels like it’s on warp speed. Bracing myself for some 1960’s style civil disobedience. We are no longer represented in Congress and Parliaments in a way that it can be avoided. Buckle up.
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1776Sep 12, 2025
1.8k Great episode, despite the somber mood that has settled across the land. It’s hard not to be affected by it. Thanks for bringing us stories that the legacy media is intentionally suppressing, and for calling out their gross embellishments and glaring omissions. Have a great Friday
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1776Sep 6, 2025
1.8k Fun episode. Made me laugh out loud a couple of times on my way back from a distant work site. Sun’s letter was hilarious. And the ECB story gave me a real Pimpy in my Cippilone. Have a good weekend Dave.
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1776Aug 17, 2025
1.8k Good episode. Thank you sir.
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Great show @dannyknowles. Nick sure knows his stuff.
