Episode
Global Macro Update: Inflation Cools, Bond Yields Drop, & Bitcoin Reacts
- Podcast
- The Bitcoin Layer
- Published
- Feb 13, 2026
- Duration seconds
- 1955
- Processing state
not_requested- Canonical source
- https://youtu.be/7Nw64Jfb2Nw
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Summary
In this episode, Nik breaks down Bitcoin’s bounce following a softer-than-expected CPI print and falling Treasury yields, analyzing the rollover in the 200-day moving average, the latest negative mining difficulty adjustment, and what shifting liquidity conditions mean for risk assets. He explains why bond markets, dollar strength, and fixed income demand, including Google’s rare 100-year bond issuance, matter more for Bitcoin in the short term than fundamentals, while also revisiting the long-term case tied to global wealth distribution, fiscal deficits, and the evolving role of Bitcoin in U.S. economic statecraft.