The Bitcoin Layer (The Bitcoin Layer)
Explore every episode of The Bitcoin Layer
| Pub. Date | Title | Duration | |
|---|---|---|---|
| 14 Jan 2025 | Global Macro Update: Bitcoin’s Place in a $100+ Trillion Financial System | 00:30:28 | |
In this episode, Nik presents a global macro update, unpacking the massive numbers that define the financial system and their implications for Bitcoin. He explores the $36 trillion U.S. Treasury market, $60 trillion equity market, and $120 trillion in global banking assets, illustrating why it’s essential to think in trillions to grasp the true scale of the economy. Nik examines the rising burden of government debt, increasing interest costs, and the Fed’s ongoing tightening, while highlighting the strong dollar’s ripple effects on global markets and the UK’s escalating debt crisis. Connecting these trends to Bitcoin, he explains how the relentless expansion of the financial system and shifting monetary policies could shape Bitcoin’s future in a world defined by trillions.
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube. 📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe 🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform. 📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer 📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial 🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
⛓️ ₿lock Height 879142
⚡ Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
Chapters: 00:00:00 Introduction to Bitcoin Layer and Acknowledgments 00:03:16 Understanding the US Treasury and Stock Market Balances 00:06:37 Bitcoin and Retirement Planning: A New Strategy 00:10:09 The Role of Inflation in Managing Debt to GDP 00:13:38 Understanding Market Cap and Government Fiscal Impact 00:16:56 The Fed's Impact on Mortgage-Backed Securities 00:20:16 Risks of Short-term Treasury Funding 00:23:25 US Government's Interest Expenses and Tax Revenue Dynamics 00:26:45 Global Interest Rate Trends and Currency Implications 00:30:01 Outro and Closing Thoughts The Bitcoin Layer and its guests do not provide investment advice. | |||
| 20 Mar 2025 | Bitcoin Jumps 5%: Fed Eases QT & Global Liquidity Shifts | 00:32:49 | |
In this episode, Nik decodes the Fed’s strategy as Bitcoin surges on the central bank’s decision to slow QT while maintaining its commitment to rate cuts. He breaks down what the Fed’s decision means for liquidity, why banks are holding onto reserves, and how this shift impacts risk assets. Nik also unpacks the latest moves in global bond markets, with Japanese and German yields spiking while U.S. Treasuries remain supported. With TBL’s proprietary liquidity metrics providing key insights, he connects the dots across Bitcoin, stocks, bonds, and global flow to assess what’s next for markets.
📚 Bitcoin Age is here, order yours today: https://a.co/d/5gau08H
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube. 📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe 🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform. 📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer 📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial 🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
⛓️ ₿lock Height 888560
⚡ Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
Chapters: 00:00:00 Bitcoin Surges as Fed Adjusts Economic Policy 00:03:25 Enhancing Bitcoin Security: The Importance of Seed Phrase Protection 00:07:36 Understanding the September 2019 Repo Crisis 00:10:44 Jerome Powell's Comments on Money Market and QT 00:14:11 Understanding Bank Capitalization and Reserves 00:17:46 Bitcoin's Price Surge and Fed's Impact 00:21:22 Impact of Mortgage Basis on US Economy 00:25:12 Impact of Tariffs on Inflation 00:29:00 Japan's Bond Market Crisis The Bitcoin Layer and its guests do not provide investment advice. | |||
| 05 Dec 2024 | Can We Really Abolish the Federal Reserve? An Interview with Peter St Onge | 00:50:10 | |
In this video, Peter St. Onge breaks down the complex machinery of the Federal Reserve, exploring the historical, economic, and political dimensions of potentially abolishing central banking. From the evolving landscape of populism to the intricate power structures governing monetary policy, Peter dissects the moral hazards of bailouts, examines the historical context of financial crashes, and challenges conventional wisdom about the Fed's necessity. Peter also walks Nik through the shifting Overton window, the potential for radical tax reforms, and a provocative look at how free speech and economic policy intersect in shaping our financial future. This interview provides a blueprint for reimagining the fundamental structures of modern economics.
The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe Follow TBL on X: https://twitter.com/TheBitcoinLayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
#TheBitcoinLayer #NikBhatia #Bitcoin #FederalReserve #EndCentralBanking #PopulismAndEconomics #MonetaryPolicy #PeterStOnge #FedPolicy #FinancialCrashes #Bailouts #AbolishTheFed #EconomicReform #TaxReform #FreeSpeechAndEconomics #OvertonWindow #FinancialPolicy #RadicalEconomics #MonetarySystem #CentralBankingDebate #ReimagineEconomics #ModernEconomics #FinancialFuture #FedCriticism #EconomicStructures #BailoutDebate #PopulismAndFinance #FinancialTransparency #FedHistory #EconomicInequality #MarketCrashHistory #EconomicFreedom #ReformTheFed #MoneyAndPolitics #FinancialPolicyReform #FinancialJustice #TaxPolicy #EconomicRevolution #FedAccountability #EconomicBlueprint #ChallengingTheFed #EconomicPhilosophy #MoneyCreation #FedReserves #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Gold #Market #Trading #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro The Bitcoin Layer and its guests do not provide investment advice. | |||
| 30 Jan 2025 | Bitcoin Rallies as Fed Greenlights Crypto Banking | 00:25:10 | |
In this episode, Nik breaks down the latest Fed meeting and Jerome Powell’s statement that banks are free to serve crypto customers—sending Bitcoin higher and fueling a major shift in policy. With the Fed holding rates steady and signaling no appetite for further hikes, markets are taking note. Nik explains why stable bond volatility, a cooling dollar, and the broader liquidity picture are creating a strong setup for Bitcoin. As regulatory barriers ease and discussions around a Strategic Bitcoin Reserve escalate, Bitcoin is becoming impossible to ignore in U.S. financial policy.
Read Caitlin's latest piece: https://caitlin-long.com/how-to-keep-bitcoin-strategic-reserve-from-morphing-into-a-bailout-fund/
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube. 📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe 🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform. 📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer 📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial 🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
⛓️ ₿lock Height 881423
⚡ Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball The Bitcoin Layer and its guests do not provide investment advice. | |||
| 15 Mar 2025 | Global Macro Update: Recession Fears Surge, But Bitcoin and Risk Markets Bounce | 00:34:00 | |
In this global macro update, Nik analyzes the latest economic data and market moves, from recession fears and falling stock prices to Bitcoin’s rebound. He breaks down the drop in consumer sentiment, the wealth effect’s impact on spending, and the yield curve’s steepening as markets price in rate cuts. With Treasury yields falling and gold hitting $3,000, he examines liquidity conditions and shifting inflation expectations. Nik wraps up with Bitcoin’s technical and on-chain indicators, assessing what the latest price action signals for the market ahead.
📚 Bitcoin Age is here, order yours today: https://thebitcoinlayer.com/bitcoinage
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube. 📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe 🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform. 📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer 📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial 🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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⚡ Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
Chapters: 00:00:00 Understanding Market Volatility and Recession Fears 00:03:52 Current State of the US Economy and Consumer Sentiment 00:07:36 FED Rate Cuts Expected in 2025 00:11:26 Global Monetary Shifts and China's Gold Strategy 00:14:58 Understanding US Treasury Yields and Market Expectations 00:18:34 Understanding the US Treasury Deficit and Market Impact 00:22:15 Understanding the MOVE Index and Its Impact on Risk Assets 00:26:07 The Impact of Bond Volatility on Market Dynamics 00:29:44 Economic Slowdown and Its Impact on Inflation The Bitcoin Layer and its guests do not provide investment advice. | |||
| 04 Mar 2025 | Bitcoin Whipsaws as Markets Brace for Trump’s Next Move | 00:15:36 | |
📚 Bitcoin Age is available for pre-order now: https://www.amazon.com/dp/B0DQK2RQ5J The Bitcoin Layer and its guests do not provide investment advice. | |||
| 08 Mar 2025 | Global Liquidity Update with Michael Howell: The Case for a U.S. Gold Revaluation Is Building | 00:47:36 | |
In this episode, Nik welcomes back Michael Howell, founder of CrossBorder Capital and author of Capital Wars, to discuss global liquidity and the mounting case for a U.S. gold revaluation. Howell explains why M2 is outdated, highlighting the shift to asset-based liquidity as a better market gauge. They explore the U.S. debt spiral, pressure on the Fed to resume QE, and China’s role in shaping liquidity. Howell also examines how a gold revaluation could inject much-needed liquidity into the system as debt levels surge. With tightening financial conditions and shifting risk appetite, this conversation unpacks why liquidity—not interest rates—drives markets.
📚 Bitcoin Age is here, pre-order yours today: https://www.amazon.com/dp/B0DQK2RQ5J
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube. 📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe 🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform. 📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer 📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial 🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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⚡ Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball The Bitcoin Layer and its guests do not provide investment advice. | |||
| 25 Nov 2024 | The Bitcoin Classroom Part 2: Bitcoin’s Intrinsic Value | 00:29:55 | |
In this episode, USC professor Nik Bhatia continues answering questions from economics student Demian Schatt, diving deeper into the challenges and opportunities of integrating Bitcoin into modern economic systems. Demian asks about Bitcoin's impact on savings, its intrinsic value, and the feasibility of a Bitcoin-backed system. Nik explains how mining and hashing create Bitcoin’s value, reflects on lessons from historical bank runs, and explores Bitcoin’s coexistence with fiat as an alternative asset. Wrapping up, they consider the potential future of banking in a Bitcoin-centric world and the importance of understanding Bitcoin’s technical and economic foundations for shaping sustainable financial systems.
The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe Follow TBL on X: https://twitter.com/TheBitcoinLayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
#TheBitcoinLayer #NikBhatia #Bitcoin #WhatIsBitcoin #BitcoinForBeginners #LearnBitcoin #HowBitcoinWorks #BitcoinExplained #BitcoinBasics #BitcoinEducation #BitcoinMining101 #BitcoinAndSavings #IsBitcoinWorthIt #HowToUseBitcoin #BitcoinMadeSimple #BitcoinForStudents #WhyBitcoin #BitcoinQuestions #UnderstandingBTC #BitcoinFuture #BitcoinInPlainEnglish #BitcoinVsMoney #BitcoinStarter #BitcoinValueExplained #BitcoinJourney #BitcoinAndEconomics #BitcoinNewbie #Bitcoin101 #BitcoinTips #BitcoinDemystified #IntroToBitcoin #FirstStepsInBitcoin #BitcoinInvesting101 #BitcoinAsMoney #BitcoinForEveryone #BitcoinHistory #BitcoinWalletBasics #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Gold #Market #Trading #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro The Bitcoin Layer and its guests do not provide investment advice. | |||
| 21 Dec 2024 | The Quantum Threat to Bitcoin: Why It’s SAFE and Headed for $200,000 | 00:45:54 | |
In this episode, Nik Bhatia welcomes back Stephen Perrenod, PhD in astrophysics and Bitcoin mathematician, to tackle the looming quantum computing threat to Bitcoin and its implications for security and value. Stephen unpacks Google’s latest advancements in qubit technology and why Bitcoin’s cryptographic security remains strong despite quantum computing’s progress. He explores the potential vulnerabilities in early Bitcoin addresses, the role of quantum-safe solutions like BIP360, and the roadmap to implementing these protections across the network. Shifting to Bitcoin’s price, Stephen uses the power law to project a trajectory toward $200,000, explaining how historical trends and reduced volatility align with this outlook. Together, Nik and Stephen outline how Bitcoin can not only withstand the quantum challenge but continue to thrive as a secure and transformative global asset.
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube. 📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe 🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform. 📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer 📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial 🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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⚡ Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
Chapters: 00:00:00 Introduction and Bitcoin's Power Law 00:05:20 Evolution of Supercomputing: From CPUs to Quantum Processors 00:10:11 Quantum Entanglement in Problem Domains 00:15:00 Early Stage Quantum Computing and Its Challenges 00:19:59 Vulnerabilities in Bitcoin Cryptography 00:25:52 Quantum Computers and Bitcoin Mining 00:30:01 Quantum Safety: Preparing for the Future 00:36:01 Bitcoin Price Analysis and Power Law Model Prediction 00:40:22 Bitcoin Price Predictions for 2025 The Bitcoin Layer and its guests do not provide investment advice. | |||
| 30 Oct 2024 | Bitcoin Hits $73,000: The Hidden Money Printer Fueling All-Time Highs | 00:19:24 | |
In this episode, Nik examines the powerful forces pushing Bitcoin toward new highs, revealing how government spending sets off new money creation that flows directly into assets. Starting with a breakdown of Bitcoin’s recent breakout and technical setup, he then explores the global backdrop, including China’s $1 trillion stimulus and shifts in U.S. fiscal policy. Using a balance sheet approach, Nik illustrates how Treasury issuance, bank purchases, and government payments lead to new deposits and net worth expansion — a process fueling assets without Fed involvement. This analysis reveals why Bitcoin, as a finite asset, stands to benefit in a world of accelerating government-driven liquidity.
The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe Follow TBL on X: https://twitter.com/TheBitcoinLayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
#TheBitcoinLayer #NikBhatia #BitcoinATH #BitcoinNewHighs #BitcoinBullRun #BTCATH #BitcoinPrice #BitcoinBreakout #DigitalGold #BTCtoTheMoon #BitcoinMarket #BitcoinPriceAction #Bitcoin2024 #GovernmentSpending #MoneyCreation #FiscalPolicy #ChinaStimulus #USDebt #TreasuryIssuance #BankBalanceSheet #AssetInflation #FiniteAssets #Liquidity #Investing #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro The Bitcoin Layer and its guests do not provide investment advice. | |||
| 03 Nov 2024 | HBO's Bitcoin Documentary: Bombshell or Blunder? | 00:27:25 | |
In this video, Nik dives into HBO's latest Bitcoin documentary, "Money Electric: The Bitcoin Mystery," exploring its take on Bitcoin’s evolution and influence. He covers key moments like the hunt for Satoshi, the documentary’s explanation of Bitcoin’s mechanics, and its perspective on the Blocksize Wars. Nik also discusses Adam Back’s role, Blockstream’s portrayal, and where the film misses on important topics like money and banking. This review provides a balanced look at how the documentary presents Bitcoin to a broader audience.
The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe Follow TBL on X: https://twitter.com/TheBitcoinLayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
#TheBitcoinLayer #NikBhatia #HBOMoneyElectric #HBOBitcoinDocumentary #BitcoinDocumentary #MoneyElectric #HBO #SatoshiNakamoto #BlocksizeWars #BitcoinReview #AdamBack #Blockstream #CryptoDocumentary #BitcoinExplained #BitcoinEvolution #Cryptocurrency #MoneyAndBanking #BitcoinMystery #BitcoinHistory #HBODocumentary #BitcoinFilm #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro The Bitcoin Layer and its guests do not provide investment advice. | |||
| 26 Feb 2025 | Global Macro Update: Bitcoin Dips, Stocks Stall, Yields Continue to Fall | 00:24:57 | |
In this episode, Nik delivers a global macro update as Bitcoin tumbles over 12% this week, down more than 20% from all-time highs. He breaks down the drivers behind this pullback, from shifting risk sentiment to key technical levels, and what it means for the broader market. Nik also unpacks the latest stock market weakness, the sharp drop in Treasury yields, and emerging policy signals from the White House. With TBL’s proprietary metric providing critical insights, he connects the dots across Bitcoin, stocks, bonds, and global liquidity to assess what’s next for markets.
📚 Bitcoin Age is available for pre-order now: https://www.amazon.com/dp/B0DQK2RQ5J
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube. 📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe 🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform. 📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer 📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial 🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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⚡ Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball The Bitcoin Layer and its guests do not provide investment advice. | |||
| 07 Nov 2024 | Store Your Bitcoin SECURELY: Multi-Sig & Key Control | 00:38:49 | |
In this episode, Nik sits down with Unchained co-founders Dhruv Bansal and Joe Kelly to unpack why Bitcoin security demands a unique approach—far different from traditional financial services. They discuss why bitcoin's structure requires holders to prioritize collaborative custody over standard methods. Dhruv and Joe also provide technical insights behind multi-signature (multi-sig) security, key management, and inheritance planning. The logistical background behind managing your bitcoin illustrates how this asset is reshaping our understanding of security and protection in the world of personal finance.
The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe Follow TBL on X: https://twitter.com/TheBitcoinLayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
#TheBitcoinLayer #NikBhatia #BitcoinSecurity #UnchainedCapital #CollaborativeCustody #DhruvBansal #JoeKelly #MultiSig #KeyManagement #BitcoinCustody #FinancialSecurity #BitcoinOwnership #SelfCustody #InheritancePlanning #BitcoinProtection #PersonalFinance #DigitalAssets #BitcoinEducation #BitcoinPodcast #KeyProtection #BitcoinStorage #BitcoinCommunity #AssetSecurity #FinancialIndependence #BitcoinPlanning #FutureOfFinance #DigitalWealth #BitcoinMindset #SecureYourBitcoin #FinancialInnovation #LongTermSecurity #BitcoinResponsibility #BitcoinManagement #WealthProtection #BitcoinSafety #BitcoinResilience #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Gold #Market #Trading #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro The Bitcoin Layer and its guests do not provide investment advice. | |||
| 20 Dec 2024 | Dollar Dominates as Global Markets Surrender to U.S. Growth, More Fed Cuts Likely | 00:57:33 | |
In this episode, Nik Bhatia is joined by George Goncalves, head of US strategy at MUFG, to deliver a timely global macro update following the Federal Reserve’s latest rate cut and hawkish signals. They explore how the Fed’s shift marks a potential end to the easing cycle, the implications for a steepening yield curve, and the unprecedented strength of the U.S. dollar as global currencies falter. George provides insights into the mechanics of the Fed’s balance sheet strategy, the shrinking reverse repo program, and the potential timeline for quantitative tightening. Together, they analyze how these developments intersect with Trump’s incoming administration, touching on tax cuts, industrial policy, and fiscal reform. Closing with a discussion on liquidity, credit markets, and the evolving role of private sector money creation, they chart the intersection of monetary policy and global economic dominance heading into 2025.
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube. 📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe 🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform. 📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer 📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial 🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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⚡ Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball The Bitcoin Layer and its guests do not provide investment advice. | |||
| 10 Jan 2025 | California BURNS While Bureaucracy BLOCKS Solutions | 00:36:44 | |
In this episode, Edward Ring, Director of Water and Energy Policy at the California Policy Center, joins Nik to uncover the critical policy failures driving California’s wildfire crisis. From water scarcity to inadequate forest management, Edward highlights the need to shift from scarcity-driven policies to abundance-focused solutions. He critiques California’s regulatory overreach, its detrimental impact on the timber industry, and the obstacles to controlled burns and mechanical thinning. Edward emphasizes the role of voters in demanding rational environmental policies and political change, offering a fresh perspective on how deregulation and strategic reforms can unlock California’s true potential while safeguarding its natural resources.
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube. 📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe 🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform. 📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer 📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial 🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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⚡ Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball The Bitcoin Layer and its guests do not provide investment advice. | |||
| 14 Dec 2024 | Bitcoin’s Path to MILLIONS: Strategic Reserves, New Money Creation, and Unprecedented Growth | 00:44:54 | |
In this episode, Nik delivers a global macro update as Bitcoin consolidates around $100,000, signaling what could be its most explosive setup yet. Expanding on his bold thesis for Bitcoin’s path to $1 million, he examines the unprecedented drivers behind this moment, including Bitcoin’s evolution as a strategic asset and the transformative role of new money creation. Connecting the dots between market momentum, institutional strategies, and the global macro landscape, Nik shares why he’s never been this bullish on Bitcoin—and why its future has never looked more promising.
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube. 📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe 🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform. 📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer 📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial 🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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⚡ Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
Chapters: 00:00:00 The Astounding Fundamentals of Bitcoin 00:04:52 Bitcoin's Strategic Asset Potential 00:09:53 Analyzing Bitcoin Price Targets and Future Growth 00:14:50 Understanding Monetization in Real Estate 00:19:27 Understanding Bond Settlement and Portfolio Accounting 00:24:32 Understanding Repo Financing and Its Impact 00:29:21 Bitcoin's Connection to the Bond Market 00:34:13 Strategic Bitcoin Reserve for the US 00:39:11 The Shift in American Economic Policy The Bitcoin Layer and its guests do not provide investment advice. | |||
| 13 Feb 2025 | Will U.S. States Buy Bitcoin? $23 Billion in Proposed Bills Say Yes | 00:13:40 | |
In this episode, Nik explores the growing movement among U.S. states to establish strategic Bitcoin reserves, with 20 proposed bills representing up to $23 billion in potential Bitcoin purchases. He breaks down the states pushing these initiatives, the legislative progress of key bills, and the impact of these reserves on state budgets and pension funds. The discussion moves to the broader implications of government Bitcoin adoption, the limited daily supply available, and how these purchases could drive significant price pressure. Closing with insights on global adoption, Nik examines how Bitcoin reserve strategies are spreading beyond the U.S., with signs of interest from Japan, Russia, and other nations.
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube. 📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe 🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform. 📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer 📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial 🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
⛓️ ₿lock Height 883491
⚡ Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball The Bitcoin Layer and its guests do not provide investment advice. | |||
| 23 Jan 2025 | Bitcoin’s 100x Growth Explained Through Time | 00:34:40 | |
In this episode, Nik critiques BlackRock’s recent recommendation of a 2% Bitcoin allocation and explains why this approach undermines the potential of Bitcoin as a transformative asset. He explores traditional portfolio management concepts like the 60/40 allocation and how they fall short in today’s economic landscape. Nik dives into Bitcoin’s historical performance, highlighting how long-term holders have seen exponential returns, while emphasizing the critical role of volatility in determining allocation strategies. By connecting these ideas to broader macroeconomic themes like inflation, bond volatility, and institutional adoption, Nik outlines why Bitcoin is reshaping the rules of portfolio management in an era of financial innovation.
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube. 📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe 🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform. 📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer 📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial 🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
⛓️ ₿lock Height 880435
⚡ Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball The Bitcoin Layer and its guests do not provide investment advice. | |||
| 05 Mar 2025 | America Moves Toward a Bitcoin-Backed Future | 01:04:55 | |
In this episode, Nik sits down with Matt Pines, the new Executive Director of the Bitcoin Policy Institute, to discuss the U.S. government's evolving Bitcoin strategy. They break down the push for a Bitcoin strategic reserve, the political forces shaping policy, and why Bitcoin is essential for economic resilience. Matt explains how government agencies are aligning on Bitcoin’s role, the potential for funding through gold revaluation, and the broader geopolitical stakes. With Bitcoin at the center of financial and policy debates, this conversation highlights how the U.S. is positioning for a Bitcoin-backed future.
📚 Bitcoin Age is here, pre-order yours today: https://www.amazon.com/dp/B0DQK2RQ5J
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube. 📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe 🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform. 📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer 📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial 🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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⚡ Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball The Bitcoin Layer and its guests do not provide investment advice. | |||
| 08 Nov 2024 | Why Bitcoin $77,000 Is Just The Warm-Up Act | 00:35:42 | |
In this episode, Nik analyzes the historic market movements following Bitcoin’s surge to an all-time high of $77,000 amidst Donald Trump’s return to the White House. He explores how the election impacted financial markets, focusing on prediction markets like Polymarket that signaled Trump’s victory early. Nik examines the S&P 500’s reaction, shifts in U.S. Treasury yields, and projections for upcoming tax cuts, deficit spending, and increased liquidity. He wraps up with insights into the U.S. dollar and Trump’s likely fiscal moves, revealing how these shifts could fuel Bitcoin’s next explosive run.
The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe Follow TBL on X: https://twitter.com/TheBitcoinLayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
#TheBitcoinLayer #NikBhatia #BitcoinAllTimeHigh #MarketAnalysis #Trump2024 #FinancialMarkets #ElectionImpact #PredictionMarkets #Polymarket #SP500 #TreasuryYields #TaxCuts #DeficitSpending #MarketLiquidity #USDollar #FiscalPolicy #BitcoinSurge #MacroEconomics #EconomicTrends #InvestmentOutlook #BitcoinForecast #TrumpEffect #FinancialInsights #MarketMovements #BitcoinRun #USEconomy #BitcoinVolatility #ElectionMarkets #InvestmentTrends #USFiscalPolicy #BitcoinGrowth #BitcoinPriceAction #DigitalAssets #GlobalMarkets #BitcoinInvestors #MarketReaction #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro The Bitcoin Layer and its guests do not provide investment advice. | |||
| 20 Dec 2024 | Bitcoin Is Trump’s Scorecard, Strategic Reserve LIKELY | 00:35:03 | |
In this episode, Nik Bhatia and Craig Shapiro explore the ripple effects of Federal Reserve policies, market movements, and the strength of the U.S. dollar under Trump’s pro-Bitcoin administration. They unpack how rising yields, persistent inflation, and tightening financial conditions are reshaping risk assets like Bitcoin, while the dollar acts as a “wrecking ball” across global markets. With insights from the Bear Traps Report, they highlight Bitcoin’s role as a symbolic “scorecard” for Trump’s economic agenda and discuss its potential as a national asset under a populist-driven strategy. Wrapping up, they assess the geopolitical landscape and the future of financial markets, exploring how these forces could shape Bitcoin’s trajectory in a volatile economic environment.
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube. 📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe 🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform. 📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer 📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial 🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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⚡ Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball The Bitcoin Layer and its guests do not provide investment advice. | |||
| 31 Oct 2024 | Countdown to Election: Treasury Moves and Rising Rates Poised to Shape 2024 Markets | 00:52:07 | |
In this episode, Nik Bhatia and Matt Dines unveil the high-stakes dynamics of U.S. Treasury issuance and its immediate ripple effects on markets, set against the backdrop of the upcoming election. They examine the latest borrowing projections, the strategic role of short-term bill issuance, and how rising bond volatility could signal market risks. Comparing the U.S. and UK debt strategies, they analyze the debt ceiling’s potential to disrupt credit markets and consider how a Trump return or GOP Congress could reshape Treasury strategies. Closing with insights on the Federal Reserve’s stance, they chart the course for an economy on the brink of transformation.
The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe Follow TBL on X: https://twitter.com/TheBitcoinLayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
#TheBitcoinLayer #NikBhatia #FinanceInsights #TreasuryMarkets #USDebt #Election2024 #MarketVolatility #BondMarket #FederalReserve #DebtCeiling #USvsUK #TreasuryIssuance #EconomicOutlook #InterestRates #GOPCongress #MattDines #MarketAnalysis #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Gold #Market #Trading #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro The Bitcoin Layer and its guests do not provide investment advice. | |||
| 10 Dec 2024 | China’s Money Printer Set to Explode: Massive Stimulus Amid Trump’s Trade War 2.0 | 00:22:59 | |
In this video, Nik unravels the complex dynamics between the United States and China, exploring the profound shifts in the global monetary system triggered by Donald Trump's return to office. Drawing on insights from Russell Napier's groundbreaking thesis, Bhatia touches on China's strategic response to changing geopolitical tensions, revealing the complex dynamics between Chinese ownership of U.S. Treasuries and money printing. In that same vein, Nik also explains the intricate manipulation of currency markets, as well as the emergence of dual supply chains and escalating trade wars. This video is part of Nik's research to better understand how China is preparing to navigate Trump's nationalist policies and what this means for international trade, monetary policy, and asset liquidity in the coming years.
Article Links: - https://americanaffairsjournal.org/2024/11/america-china-and-the-death-of-the-international-monetary-non-system/ - https://www.bloomberg.com/news/articles/2024-12-09/china-shifts-monetary-policy-stance-for-first-time-since-2011?sref=ieet9cdI
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube. 📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe 🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform. 📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer 📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial 🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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⚡ Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
❗ The Bitcoin Layer and its guests do not provide investment advice.
Chapters: 00:00:00 Renewed Trade Tensions Between the US and China 00:02:23 Chinese Currency Manipulation and Its Impact on US Interest Rates 00:05:17 China's Shift from US Treasuries 00:07:30 Who's Buying US Treasuries? 00:10:04 China's Strategic Shift in Economic Policy 00:12:36 Impact of U.S. Tariffs on China and Global Economy 00:14:59 Impact of US Asset Side Liquidity on Stock Market 00:17:26 China's Currency Strategy and Economic Tensions 00:20:03 US-China Trade War and AI Technology Cold War The Bitcoin Layer and its guests do not provide investment advice. | |||
| 24 Feb 2025 | Welcome to the BITCOIN AGE: Nik Bhatia’s Latest Book on Money’s Transformation | 00:11:58 | |
Bitcoin Age is available for pre-order now: https://www.amazon.com/dp/B0DQK2RQ5J The Bitcoin Layer and its guests do not provide investment advice. | |||
| 27 Nov 2024 | The Bitcoin Classroom Part 3: Bitcoin’s Scarcity and Global Impact | 00:23:14 | |
In this episode, USC professor Nik Bhatia builds on his conversation with economics student Demian Schatt, addressing new questions about Bitcoin’s hard cap, credit systems, and global accessibility. Demian asks whether the fixed supply of 21 million coins limits Bitcoin’s adoption and how it fits into a world reliant on credit. Nik explains the dynamics of lending in a Bitcoin-based system, explores the role of stablecoins like Tether in volatile economies, and discusses Bitcoin’s potential to empower individuals in inflationary environments. They close by exploring whether Bitcoin could reduce inequality and how its adoption might impact wealth distribution over time.
The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe Follow TBL on X: https://twitter.com/TheBitcoinLayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
#TheBitcoinLayer #NikBhatia #Bitcoin #WhatIsBitcoin #BitcoinForBeginners #LearnBitcoin #HowBitcoinWorks #BitcoinExplained #BitcoinBasics #BitcoinEducation #BitcoinMining101 #BitcoinAndSavings #IsBitcoinWorthIt #HowToUseBitcoin #BitcoinMadeSimple #BitcoinForStudents #WhyBitcoin #BitcoinQuestions #UnderstandingBTC #BitcoinFuture #BitcoinInPlainEnglish #BitcoinVsMoney #BitcoinStarter #BitcoinValueExplained #BitcoinJourney #BitcoinAndEconomics #BitcoinNewbie #Bitcoin101 #BitcoinTips #BitcoinDemystified #IntroToBitcoin #FirstStepsInBitcoin #BitcoinInvesting101 #BitcoinAsMoney #BitcoinForEveryone #BitcoinHistory #BitcoinWalletBasics #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Gold #Market #Trading #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro The Bitcoin Layer and its guests do not provide investment advice. | |||
| 06 Nov 2024 | BITCOIN SPECULATORS ARE BACK: Inflows & On-Chain Analysis | 00:38:07 | |
In this episode, Nik Bhatia and James from Checkonchain dive deep into Bitcoin's current market landscape, breaking down the driving forces behind Bitcoin's recent volatility. This in-depth analysis covers the role of options trading, the impact of ETF inflows, and the latest on-chain data insights. As speculators return to the market and "hodlers" hold steady, Nik and James discuss how the tug-of-war between short-term traders and long-term investors shapes Bitcoin's price movements. With the upcoming election adding a layer of uncertainty, Nik and James also talk about trading dynamics, discuss market mechanics, and explain why understanding these dynamics is key for bitcoiners today.
Follow Checkmate's work: https://newsletter.checkonchain.com/
The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe Follow TBL on X: https://twitter.com/TheBitcoinLayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
#TheBitcoinLayer #NikBhatia #Bitcoin #OnChainMetrics #BitcoinVolatility #BitcoinMarket #BitcoinInsights #OptionsTrading #BitcoinETF #Hodlers #BitcoinInvesting #Bitcoiners #MarketDynamics #BitcoinTrends #BTCPrice #OnChainData #Election2024 #BitcoinAndElections #PoliticalImpact #LongTermHodlers #SpeculationVsInvestment #BTC #MacroEconomics #PoliticalUncertainty #ElectionImpact #BitcoinAndPolitics #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Gold #Market #Trading #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro The Bitcoin Layer and its guests do not provide investment advice. | |||
| 10 Dec 2024 | MicroStrategy Wants All the Bitcoin—And Their Stock Is Exploding Because of It | 00:37:21 | |
In this episode, Nik Bhatia sits down with Jeff Park to dissect MicroStrategy’s bold strategy to dominate the Bitcoin market. They explore how the company’s use of convertible bonds and debt-fueled Bitcoin accumulation has made it a unique force in the financialization of Bitcoin. Delving into the mechanics of MicroStrategy’s stock performance, they analyze its correlation with Bitcoin’s volatility and the opportunities it presents for retail and institutional investors alike. Nik and Jeff also discuss yield generation strategies and the role of options trading, offering insights into navigating crypto investments in an increasingly complex and evolving market landscape.
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube. 📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe 🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform. 📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer 📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial 🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
⛓️ ₿lock Height 874167
⚡ Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
Chapters: 00:04:24 Understanding Capital Structure and Debt Instruments 00:08:24 Understanding Yield and its Importance for Credit Investors 00:12:17 The Unique Position of MicroStrategy in Bitcoin Strategy 00:16:21 Understanding MicroStrategy's Bitcoin Strategy 00:20:19 Understanding the Options Market for Bitcoin ETFs 00:24:42 Future of MicroStrategy's Bitcoin Strategy 00:28:46 Trend Strategies in Crypto Investing 00:32:53 Understanding Volatility Harvesting 00:36:55 Closing Remarks and Farewell The Bitcoin Layer and its guests do not provide investment advice. | |||
| 16 Jan 2025 | Bitcoin Goes MAINSTREAM, Reclaims $100,000 | 00:35:18 | |
In this episode, Nik Bhatia examines Bitcoin’s return to $100,000, a pivotal moment marking its mainstream adoption. He explores the political and macroeconomic forces driving this surge, including ETF approvals, Bitcoin’s $2 trillion market cap, and the strategic role of state and federal initiatives like a potential U.S. Strategic Bitcoin Reserve (SBR). Nik discusses how Bitcoin’s growing significance as a financial asset intersects with shifts in inflation, interest rates, and global liquidity conditions. Nik highlights how these developments signal a new era for Bitcoin, one where its integration into the global financial system becomes impossible to ignore.
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube. 📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe 🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform. 📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer 📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial 🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
⛓️ ₿lock Height 879430
⚡ Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball The Bitcoin Layer and its guests do not provide investment advice. | |||
| 30 Jan 2025 | Bitcoin & Stocks SURGE as Fed Keeps Markets Hot | 00:05:15 | |
In this episode, Nik Bhatia and Eric Wallerstein analyze the complexities of the current US economy, examining key factors shaping market trends, monetary policy, and Bitcoin's evolving role. They break down stock market dynamics, the Federal Reserve's potential path for interest rates, and treasury yields. The discussion also highlights the transformative ® and its implications for equity markets. Additionally, they examine the dollar's position in global trade, assess China’s economic struggles, and consider how potential US-China trade negotiations might unfold in this shifting macroeconomic environment.
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube. 📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe 🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform. 📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer 📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial 🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
⛓️ ₿lock Height 881551
⚡ Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball The Bitcoin Layer and its guests do not provide investment advice. | |||
| 20 Feb 2025 | Global Macro Update: Bitcoin’s Liquidity Setup, ETF Flows, and the $300,000 Gold Ratio Path | 00:24:51 | |
In this episode, Nik delivers a global macro update as Bitcoin coils for its next major move, with key indicators flashing signals of imminent volatility. He analyzes Bitcoin’s price action relative to its 200-day moving average and short-term holder realized price, revealing why the market is primed for expansion. Nik examines ETF-driven on-chain movements, breaking down how institutional flows are reshaping liquidity and driving demand. With TBL’s proprietary metric signaling a supportive environment, he connects the dots across stocks, bonds, and commodities, explaining why macro conditions are setting up for Bitcoin’s breakout.
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube. 📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe 🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform. 📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer 📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial 🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
⛓️ ₿lock Height 884531
⚡ Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball The Bitcoin Layer and its guests do not provide investment advice. | |||
| 12 Dec 2024 | Trump's POTENTIAL Economic and Dollar Playbook REVEALED by Former Treasury Official | 00:46:43 | |
In this episode, Nik Bhatia welcomes Stephen Miran, a PhD economist and senior strategist at Hudson Bay, to uncover the economic playbook of the Trump administration and its transformative policies. They dive into the strategic use of tariffs to reshape global trade, the implications of a strong U.S. dollar on the economy, and how tax cuts and deregulation fueled economic growth. Stephen reveals insights on the Federal Reserve’s evolving role, industrial policies targeting national security sectors, and the challenges of reshoring critical industries like rare earth production. Closing with a discussion on inflation, interest rates, and financial innovation, they outline the policies that could define America’s economic future.
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube. 📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe 🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform. 📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer 📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial 🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
⛓️ ₿lock Height 874317
⚡ Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
Chapters: 00:00:00 Introduction to Steve: Economist and Treasury Veteran 00:05:20 Impact of U.S. Dollar on Global Trade and Manufacturing 00:10:42 Impact of Tariffs on US Competitiveness and Revenue 00:15:56 Currency Fluctuations and Tariffs on China 00:20:48 Economic Strategies: Tax Cuts and Non-Inflationary Growth 00:25:52 The Role of Rare Earths in US-China Relations 00:30:41 Trump's Economic Strategy: Deregulation and Deflationary Policies 00:35:47 The Impact of Regulations on Market Competition 00:41:06 Consequences of Short-term Borrowing 00:46:14 Global Trading System Restructuring The Bitcoin Layer and its guests do not provide investment advice. | |||
| 25 Mar 2025 | Why Bitcoin Pumped: Fed’s QT Shift Explained | 00:16:44 | |
In this episode, Nik explains how the Federal Reserve’s slowdown in quantitative tightening (QT) is impacting Bitcoin and risk markets. He breaks down the balance sheet mechanics behind QT, showing how fewer Treasury runoffs reduce the burden on private investors, leaving more liquidity in the system. With fewer deposits redirected to government debt, more capital remains available for assets like Bitcoin and equities. Citing insights from former Fed trader Joseph Wang, Nik illustrates how even a modest shift in QT can influence market sentiment and asset prices—without any new money printing.
Link to article: https://fedguy.com/quantitative-tightening-step-by-step/
📚 Bitcoin Age is here, order yours today: https://a.co/d/5gau08H
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube. 📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe 🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform. 📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer 📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial 🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
⛓️ ₿lock Height 889288
⚡ Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
Chapters: 00:00:00 Why Bitcoin is Pumping After Fed's QT Slowdown 00:01:46 Integrating Self-Custody in Retirement Planning 00:03:26 Understanding Quantitative Easing vs. Quantitative Tightening 00:05:26 Understanding the US Government Deficit and Debt Dynamics 00:07:21 Understanding the Treasury Debt Rollovers and Their Impact on the Fed 00:09:06 Understanding the Role of Investors in Treasury Securities 00:10:50 Understanding Corporate Bonds and Deposits in the Economy 00:12:47 Understanding Treasury and Fed Balance Sheets 00:14:41 Impact of QT Announcement on Bitcoin and Markets The Bitcoin Layer and its guests do not provide investment advice. | |||
| 05 Feb 2025 | USA Creates a SOVEREIGN WEALTH FUND—Will Bitcoin Fuel America's Economic Takeover? | 00:21:08 | |
In this episode, Nik unpacks one of the most seismic shifts in U.S. economic history—the creation of America’s first sovereign wealth fund. He analyzes what this means for national investment strategy, why it represents a fundamental break from past economic policy, and how it could serve as the ultimate vehicle for Bitcoin accumulation and infrastructure investment. With policymakers already exploring a strategic Bitcoin reserve, Nik examines whether this fund could be the mechanism to bring Bitcoin onto the U.S. balance sheet, following the playbook of energy-rich sovereign wealth funds like Norway and the UAE. He also explores the broader economic and geopolitical implications, from trade war tensions to a potential restructuring of the U.S. financial system—and what this means for markets, investors, and Bitcoin’s future.
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube. 📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe 🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform. 📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer 📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial 🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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⚡ Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball The Bitcoin Layer and its guests do not provide investment advice. | |||
| 12 Mar 2025 | Bitcoin’s 21 Million Supply: Planning for Taxes, Estate & Retirement | 00:31:16 | |
In this episode, Nik welcomes Vaughn Kellerman of Sound Advisory to discuss financial planning for Bitcoin holders. With Bitcoin’s fixed supply of 21 million, they explore strategies for managing taxes, estate planning, and retirement while minimizing risk. Vaughn breaks down tax-efficient selling, inheritance planning, and portfolio structuring to balance Bitcoin with traditional assets. They also cover capital gains, multi-bucket tax planning, and charitable giving, outlining practical steps to preserve wealth and ensure a seamless transfer of assets.
📚 Bitcoin Age is here, order yours today: https://www.amazon.com/Bitcoin-Age-Nik-Bhatia-ebook/dp/B0DZY38QR1
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube. 📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe 🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform. 📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer 📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial 🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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⚡ Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
Chapters: 00:00:00 Navigating Bitcoin Investment with Sound Advisory 00:03:32 Strategies for Tax Planning with Bitcoin 00:06:38 Importance of Seeking Professional Financial Advice 00:10:14 Navigating Bitcoin Tax Implications 00:13:31 The Role of Estate Planning in Financial Security 00:16:39 ETF Strategies for Bitcoin Investors 00:20:27 Fiduciary Duty and Bitcoin Investment Strategy 00:23:42 The Epiphany on Bitcoin's Scarcity and Value 00:27:23 The Scarcity of Bitcoin Compared to Gold The Bitcoin Layer and its guests do not provide investment advice. | |||
| 29 Oct 2024 | Beyond the Headlines: How to Really Understand Financial Markets | 00:29:33 | |
The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe Follow TBL on X: https://twitter.com/TheBitcoinLayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
#TheBitcoinLayer #NikBhatia #FinancialJourney #MarketAnalysis #MoneyMarket #InvestmentResearch #ZeroHedge #FinancialNews #BitcoinLayer #EconomicInsights #MarketSignals #ProfessionalAnalyst #Macrobond #FinancialInformation #WallStreetJournal #InvestmentStrategy #AlternativeMedia #FinanceEducation #CutThroughTheNoise #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro The Bitcoin Layer and its guests do not provide investment advice. | |||
| 18 Dec 2024 | Forget Tax Cuts: The Strategic Bitcoin Reserve Is America’s First Move | 01:00:54 | |
In this episode, Nik Bhatia and Matt Dines explore the seismic shifts in the global economy, focusing on China’s deflationary crisis, America’s industrial resurgence, and Bitcoin’s accelerating role in financial markets. They examine China’s collapsing sovereign bond yields, aging demographics, and reliance on exports, signaling deep economic challenges and policy uncertainty. Shifting to the U.S., Nik and Matt analyze the rise of industrial policy, reshoring momentum, and the impact of a strong dollar in navigating inflation and growth. They discuss the risks of tax cuts in a post-2024 political landscape and the transformative potential of the Bitcoin Strategic Reserve Act as a generational policy shift. Closing with Bitcoin’s emergence as a major player in corporate debt markets, led by MicroStrategy’s use of convertible bonds, Nik and Matt paint a picture of a world where Bitcoin is no longer on the sidelines but at the center of the global economic realignment.
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube. 📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe 🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform. 📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer 📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial 🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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⚡ Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
Chapters: 00:00:00 Impact of China's Bond Market on Bitcoin 00:06:53 Challenges Facing China's Economic Growth 00:13:43 China's Strategic Economic Challenges 00:20:41 Post-WWII Economic Imbalances 00:26:43 Evaluating U.S. Economic Growth and Policy Prospects 00:33:28 The Impact of a Strong Dollar on Inflation and the Economy 00:40:15 Volatility in International Capital Markets 00:47:01 2024 Bond Market Projections and Trends 00:54:06 Reshoring and the US Chip Foundry Endeavor The Bitcoin Layer and its guests do not provide investment advice. | |||
| 31 Jan 2025 | Bitcoin Mining and Circular Economies Are Changing Africa’s Future | 00:27:05 | |
In this episode, Nik Bhatia sits down with TBL’s correspondent in Africa, Noelyne Sumba, for an in-depth look at Bitcoin adoption across Africa, from thriving circular economies to major mining developments. Noelyne shares insights from her trip to South Africa, where Bitcoin-friendly communities are boosting local economies and major retailers are adopting BTC. The discussion moves to Ethiopia’s expanding hydro-powered mining sector and Kenya’s shifting stance on digital assets, setting the stage for a broader look at Tether’s role as a financial lifeline, Bitcoin’s impact on energy infrastructure, and the growing influence of U.S. policy on African adoption. As adoption and regulation evolve, Bitcoin’s influence across the continent continues to grow.
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube. 📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe 🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform. 📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer 📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial 🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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⚡ Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball The Bitcoin Layer and its guests do not provide investment advice. | |||
| 13 Dec 2024 | Bitcoin’s Fight for Freedom: U.S. Regulations, Court Battles, and the Future of Financial Privacy | 00:32:37 | |
In this episode, Nik Bhatia speaks with Yaël Ossowski of @ConsumerChoiceC and @btcpolicyorg to explore the intersection of Bitcoin and U.S. banking laws. They dive into how regulations like the Bank Secrecy Act have shaped Bitcoin's evolution, the impact of financial surveillance on privacy, and the growing issue of debanking for cryptocurrency entrepreneurs. Yaël breaks down key controversies, including legal cases involving Tornado Cash and Samurai Wallet, and explains the proposed Savings Privacy Act, which could redefine financial privacy for Bitcoin users. Together, they examine the challenges and opportunities for Bitcoin in an era of increasing regulatory scrutiny and highlight the future of decentralized tools in a rapidly changing landscape.
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube. 📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe 🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform. 📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer 📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial 🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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⚡ Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball The Bitcoin Layer and its guests do not provide investment advice. | |||
| 11 Jan 2025 | A Decentralized Revolution: Ending the Fed and Government Inflation Data | 00:36:00 | |
In this episode, Nik hosts Stefan Rust, founder of Truflation, in a conversation about how inflation is tracked and why current methods fall short. Stefan breaks down the outdated systems used by governments and introduces Truflation’s approach: real-time data collection from millions of items to reflect what people actually experience. They discuss how decentralization and AI are changing the way we view inflation, the role of sentiment analysis in understanding economic trends, and what these shifts mean for macro investors. They leave us with a bold conclusion: in a world of rapid innovation, it’s time to move beyond government metrics and embrace a decentralized future for economic transparency.
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube. 📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe 🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform. 📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer 📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial 🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
⛓️ ₿lock Height 878683
⚡ Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball The Bitcoin Layer and its guests do not provide investment advice. | |||
| 28 Dec 2024 | Money Is Peace: How Bitcoin Restores Hope for Human Liberty | 00:33:55 | |
In this episode, Nik Bhatia welcomes Bitcoin anthropologist Natalie Smolenski to explore the profound connection between Bitcoin, human liberty, and peaceful society through an anthropological lens. Natalie unveils how the historical relationship between money and state has shaped human cooperation, and why Bitcoin represents a transformative technology of peace. They examine the evolution of monetary systems, Bitcoin's unique position as a jurisdictional commodity money, and its potential to reduce societal violence through voluntary exchange. Together, they chart a vision for how Bitcoin's technological revolution can reignite the human spirit of liberty and peaceful cooperation in an increasingly divided world.
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube. 📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe 🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform. 📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer 📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial 🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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⚡ Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
Chapters: 00:00:00 Introduction to Bitcoin Anthropology with Natalie Smolinsky 00:03:37 Understanding Bitcoin's Impact on Society 00:07:03 The Unique Value of Liberty in American History 00:10:49 The Role of Bitcoin in Modern Governance 00:14:43 The Legal and Psychological Aspects of Settlement 00:18:30 Bitcoin as a Self-Settling Network 00:22:15 Texas Blockchain Summit Success 00:25:46 U.S. Bitcoin Policy in 2025: Key Considerations 00:29:29 Political Manipulation and the Crisis of Liberty 00:33:15 A Message of Individual Hope and Liberty The Bitcoin Layer and its guests do not provide investment advice. | |||
| 14 Nov 2024 | Mastering Bitcoin Self-Custody with BTC Sessions | 00:37:47 | |
In this episode, BTC Sessions, a seasoned Bitcoin educator, dives into the essential skills and tools for achieving true self-custody and financial sovereignty in bitcoin. In this insightful conversation with Nik, BTC Sessions shares his personal journey, highlighting how he learned about self-custody, using hardware wallets, and running Bitcoin nodes. They also discuss the evolution of the hardware wallet ecosystem. This episode comes in an effort to help our viewers understand the practical aspects of living in a bitcoin standard, and how to overcome the challenges involved in doing so. BTC Sessions helps Nik discover the empowering tools that can streamline bitcoin transactions and enhance privacy.
The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe Follow TBL on X: https://twitter.com/TheBitcoinLayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
#TheBitcoinLayer #NikBhatia #SelfCustody #FinancialSovereignty #BTCsessions #BitcoinEducation #HardwareWallets #BitcoinSecurity #RunANode #BitcoinPrivacy #BitcoinStandard #BitcoinJourney #FinancialIndependence #BitcoinTools #CryptoWallets #NodeSetup #BitcoinTransactions #DigitalSovereignty #BitcoinLifestyle #BitcoinEcosystem #PersonalFinance #SecureYourBitcoin #BitcoinEmpowerment #PrivacyMatters #BitcoinSkills #LearnBitcoin The Bitcoin Layer and its guests do not provide investment advice. | |||
| 04 Dec 2024 | Global Liquidity with Michael Howell: Trump 2.0, US Dollar Influence, and the Next Economic Era | 01:03:08 | |
In this episode, liquidity expert Michael Howell explores the economic implications of Trump 2.0, focusing on the US dollar's pivotal role in global liquidity and market dynamics. He examines how a strong dollar helps contain domestic inflation while tightening monetary conditions abroad, fueled by capital inflows into the US and the risks of exceptionalism driving market bubbles. Howell also discusses the Federal Reserve’s easing stance, rising public debt, and the challenges posed by the 2025 maturity wall. Offering a global outlook, he addresses Europe’s economic struggles, China’s dollarized economy, and investment strategies for inflation hedges like Bitcoin and gold, highlighting opportunities amid shifting market conditions.
The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe Follow TBL on X: https://twitter.com/TheBitcoinLayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
#TheBitcoinLayer #NikBhatia #Bitcoin #GlobalLiquidity #USDollar #MarketDynamics #Trump2024 #StrongDollar #InflationHedges #BitcoinAndGold #FederalReserve #EconomicOutlook #InvestmentStrategies #PublicDebt #MarketBubbles #LiquidityExpert #MichaelHowell #GlobalEconomy #MonetaryPolicy #CapitalInflows #EconomicTrends #DollarDominance #InflationControl #ChinaEconomy #EuropeEconomy #2025MaturityWall #MarketAnalysis #InvestmentOpportunities #EconomicChallenges #BitcoinAsHedge #GoldInvestment #USExceptionalism #MacroEconomics #MarketShifts #EconomicRisks #FedPolicy #EconomicInsights #InvestmentTips #DollarStrength #BitcoinFuture #GoldAndInflation #FinancialOutlook #ShiftingMarkets #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Gold #Market #Trading #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro The Bitcoin Layer and its guests do not provide investment advice. | |||
| 29 Jan 2025 | RIPPLE VS BITCOIN: Will XRP Undermine Strategic Bitcoin Reserve? | 00:34:26 | |
In this episode, Nik sits back down with David Zell, co-founder of the Bitcoin Policy Institute, to discuss the latest developments in Bitcoin’s intersection with U.S. policy and global influence. They begin with Ross Ulbricht’s release, a victory that highlights the political momentum of Bitcoin advocates, and the recent executive order that acknowledges Bitcoin as freedom technology. David dives into the challenges posed by Ripple’s lobbying efforts and why securing an SBR is critical for America to support innovation, signal leadership in freedom technology, and remain competitive on the global stage.
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube. 📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe 🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform. 📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer 📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial 🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
⛓️ ₿lock Height 881267
⚡ Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball The Bitcoin Layer and its guests do not provide investment advice. | |||
| 15 Nov 2024 | Goodbye Recession: Welcome to the 2025 Economic Boom | 00:52:12 | |
In this episode, Nik Bhatia sits down with Eric Wallerstein of Yardeni Research to dissect the forces driving today’s financial markets. They explore how rising interest rates and evolving monetary policy are reshaping recession expectations and the resilience of the corporate bond market, dive into the Fed’s cautious balance sheet management, the risks of private credit, and the impact of bond volatility on equity returns. The discussion highlights the effects of a strong dollar, the Treasury’s strategy to manage the yield curve, and the interplay between the Fed and Treasury in shaping future policy. Eric draws from his experience at the New York Fed to analyze how these factors influence stock market profit margins, the housing market, and the global economic outlook, offering key insights into the shifting dynamics of financial markets.
The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe Follow TBL on X: https://twitter.com/TheBitcoinLayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
#TheBitcoinLayer #NikBhatia #FinancialMarkets #MonetaryPolicy #InterestRates #RecessionOutlook #CorporateBonds #BondMarket #StrongDollar #YieldCurve #FedPolicy #TreasuryStrategy #BondVolatility #EquityReturns #EconomicInsights #HousingMarket #GlobalEconomy #PrivateCredit #MarketResilience #StockMarketTrends #EconomicShifts #FinancialAnalysis #FedAndTreasury #MarketDynamics #ProfitMargins #EconomicOutlook #InvestmentStrategies #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Gold #Market #Trading #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro The Bitcoin Layer and its guests do not provide investment advice. | |||
| 07 Dec 2024 | $100,000+ Bitcoin: The Revelation Behind Its Path to $1 Million | 00:49:46 | |
In this episode, Nik delivers TBL's most critical global macro update yet, breaking down Bitcoin’s surge past $102,000 and unveiling a revelation that redefines its path to $1 million. By exposing the transformative role of credit creation in Bitcoin’s rise, Nik challenges traditional views of asset rotation and highlights the forces driving its explosive growth. He analyzes key technical and on-chain metrics, macroeconomic trends like Treasury yields and dollar strength, and the broader implications of institutional activity. Closing with insights into geopolitical and fiscal shifts heading into 2025, Nik outlines how this revelation could shape the next era for Bitcoin and global markets.
The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe Follow TBL on X: https://twitter.com/TheBitcoinLayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball The Bitcoin Layer and its guests do not provide investment advice. | |||
| 04 Nov 2024 | The Recession That Never Came: Is the US Economy Defying Gravity? | 00:55:33 | |
In this episode, Nik presents a global macro update, breaking down conflicting signals in the US economy. He starts with inflation data, a recession that never seems to come, the surging US dollar’s impact on global markets, and the signal we derive from the shape of the yield curve. He tackles the Fed's balancing act between inflation, unemployment, and market expectations, while exploring if traditional recession indicators still apply. We make sure to include a segment on the bitcoin price and implications from the upcoming US election on financial markets.
The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe Follow TBL on X: https://twitter.com/TheBitcoinLayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
#TheBitcoinLayer #NikBhatia #GlobalMacro #USEconomy #RecessionFears #USDollar #YieldCurve #FederalReserve #USElection2024 #FinancialMarkets #MarketTrends #EconomicOutlook #FedPolicy #Unemployment #MarketAnalysis #TBLiquidity #MonetaryPolicy #InterestRates #DollarStrength #RateCuts #BondMarket #LaborMarket #REPO #GlobalMacro #AssetManagement #NikExplains #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro The Bitcoin Layer and its guests do not provide investment advice. | |||
| 21 Jan 2025 | Trump’s Day One: No Bitcoin Moves Yet, But the Bull Case Remains | 00:35:24 | |
In this episode, Nik examines Donald Trump’s first day back in the White House, where no announcements were made about a Strategic Bitcoin Reserve or clemency for Ross Ulbricht, leaving Bitcoiners wondering what’s next for the administration’s crypto agenda. Nik explores how Trump’s energy policy, hiring freeze, and broader economic agenda could still pave the way for Bitcoin’s long-term success. He analyzes Bitcoin’s price action at $102,000, the curious rise of Trump-themed meme coins, and the market’s path dependency as it heads toward the next major bull phase. With insights into liquidity conditions, credit expansion, and Bitcoin’s growing strategic importance, this episode charts how Bitcoin’s bull case remains intact despite a quiet start from the new administration.
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube. 📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe 🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform. 📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer 📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial 🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
⛓️ ₿lock Height 880227
⚡ Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
❗ The Bitcoin Layer and its guests do not provide investment advice. The Bitcoin Layer and its guests do not provide investment advice. | |||
| 07 Jan 2025 | Strategic Bitcoin Reserve Is Ready for Trump’s Desk | 00:32:27 | |
In this episode, Nik welcomes back Yaël Ossowski of the Consumer Choice Center and the Bitcoin Policy Institute to discuss the major themes shaping Bitcoin’s future. They begin with the push for a Strategic Bitcoin Reserve and its potential to redefine Bitcoin’s role in the U.S. financial system. Next, they address key regulatory developments, including shifts at the IRS, the implications of net neutrality, and the broader impact of legal challenges to agency overreach. Yaël also provides insights into Canada’s evolving political landscape, highlighting how Justin Trudeau’s resignation could pave the way for a more Bitcoin-friendly approach to mining and adoption. As optimism grows for Bitcoin’s future in America, they examine its implications for economic freedom, individual rights, and the next chapter of the Bitcoin revolution.
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube. 📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe 🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform. 📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer 📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial 🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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⚡ Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball The Bitcoin Layer and its guests do not provide investment advice. | |||
| 12 Nov 2024 | The Math Behind Bitcoin's Move to $96,000 | 00:37:13 | |
In this video, Nik discusses bitcoin's recent path to all-time highs as it surges above $85,000. Nik breaks down why his technical analysis points to $96,000 as the next major target. Bitcoin's exit from a $23,000 consolidation funnel has pushed its current market cap up to $1.5 trillion, and Nik dives into what it means for bitcoin to approach 2% of the value of total global equities. He also discusses traditional markets and explains why money market parity suggests potential upside to $300,000. Lastly, given this historic move, Nik also discusses halving cycles and probability-weighted targets to deliver a more comprehensive analysis.
The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe Follow TBL on X: https://twitter.com/TheBitcoinLayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
#TheBitcoinLayer #NikBhatia #Bitcoin #BitcoinAllTimeHigh #BitcoinTo100K #HowHighCanBitcoinGo #BitcoinPricePrediction #IsBitcoinABubble #Bitcoin2024 #BitcoinBullRun #InvestInBitcoin #BitcoinMarketCap #WhyIsBitcoinRising #BitcoinVsStocks #BitcoinFuture #BitcoinNextTarget #BitcoinHalving #ShouldIBuyBitcoin #BitcoinInvestment #HowToBuyBitcoin #BitcoinNews #BitcoinTechnicalAnalysis #BitcoinTrends #BitcoinForecast2024 #BitcoinToTheMoon #WillBitcoinHit300K #BTC #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro The Bitcoin Layer and its guests do not provide investment advice. | |||
| 03 Jan 2025 | Your Wealth Is Melting: Freeze It with Bitcoin | 00:38:20 | |
In this episode, Nik Bhatia welcomes back Joe Burnett of Unchained to explore the critical role of Bitcoin in preserving wealth in a hyper-productive world. They dive into the concept of the innovation trap, where exponential technological advances devalue traditional assets, making Bitcoin’s fixed supply a unique and indispensable store of value. Joe examines how rising productivity impacts goods, services, and financial assets like gold, real estate, and equities, exposing their vulnerability to market forces. Together, they explore Bitcoin’s superior monetary properties, its potential to act as a strategic reserve, and its transformative role in building a resilient and future-proof global economy.
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube. 📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe 🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform. 📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer 📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial 🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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⚡ Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
Chapters: 00:00:00 Introduction to Bitcoin as a Portfolio Preserver 00:04:30 Agricultural Productivity Revolution 00:08:46 Historical Use of US Dollar and Evolution to Bitcoin 00:13:20 The Role of Dollar Assets in Investments 00:17:37 Strategic Implications of a National Bitcoin Reserve 00:21:37 The Volatility Misconception in Bitcoin's Growth 00:26:15 Potential Major Changes in Bitcoin Legislation 00:30:05 The Dollar vs. Bitcoin: Analyzing Depreciation and Fixed Supply 00:33:55 The Economics of Gold Production and Technology Deflation 00:37:58 Conclusion and Farewell The Bitcoin Layer and its guests do not provide investment advice. | |||
| 28 Nov 2024 | Bitcoin $100,000 Journey: Our Most Powerful Conversations of 2024 | 00:15:25 | |
In this video, we highlight the groundbreaking conversations that shaped Bitcoin’s historic rise to $100,000 in 2024. Featuring Senator Cynthia Lummis on Bitcoin’s role in U.S. financial policy, Caitlin Long’s insights on regulatory clarity, Eric Balchunas’s analysis of ETF market dynamics, and Daniel Batten’s environmental breakthroughs, this compilation connects the dots between macroeconomic uncertainty, political shifts, and Bitcoin’s emergence as a global financial instrument. With additional perspectives from Checkmate on on-chain analytics, Jeff Booth on deflationary principles, Michael Howell unpacking liquidity trends that fueled Bitcoin’s growth and Alex Thorn on institutional adoption, The Bitcoin Layer presents the story of Bitcoin’s transformation into a mainstream economic force.
The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe Follow TBL on X: https://twitter.com/TheBitcoinLayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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#TheBitcoinLayer #NikBhatia #BitcoinTo100K #Bitcoin2024 #BitcoinBullRun #BitcoinHistory #BitcoinPolicy #BitcoinAdoption #SenatorLummis #CaitlinLong #ETFMarket #BitcoinETFs #OnChainAnalytics #BitcoinEnvironment #DeflationaryEconomics #InstitutionalAdoption #BitcoinLiquidity #MacroEconomics #BitcoinMainstream #BTCExplained #BitcoinTransformation #BitcoinRegulation #BitcoinFuture #BitcoinMilestone #BitcoinInsights #WhyBitcoin #BitcoinPriceAnalysis #BitcoinAsMoney #BitcoinExplained #BitcoinAndFinance #GlobalBitcoin #BitcoinAndPolicy #BitcoinRise #BitcoinGrowth #BitcoinMarketTrends #BitcoinInvestment #BTCNews #BitcoinSustainability #BitcoinInnovation #FinancialEvolution #BitcoinLeadership #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Gold #Market #Trading #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro The Bitcoin Layer and its guests do not provide investment advice. | |||
| 13 Nov 2024 | Building a U.S. Strategic Bitcoin Reserve: A New Era in Bitcoin Policy | 00:39:33 | |
In this episode, Nik welcomes David Zell, co-founder of the Bitcoin Policy Institute, to analyze the shifting tides in Bitcoin policy and the regulatory challenges posed by Operation Choke Point 2.0. As the post-election landscape evolves, David shares what these changes mean for Bitcoin advocacy, the institute’s strategy with lawmakers, and the push for Ross Ulbricht’s freedom as part of broader policy shifts. He and Nik discuss a Strategic Bitcoin Reserve (SBR) as a priority for the new administration, its potential to align government incentives with Bitcoin’s growth, and the need for a de minimis exemption to simplify transactions. Together, they underscore the importance of bipartisan support and clear policy to secure Bitcoin’s role in the U.S. economic future.
Follow David's Work: www.btcpolicy.org
The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe Follow TBL on X: https://twitter.com/TheBitcoinLayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
#TheBitcoinLayer #NikBhatia #BitcoinPolicy #BitcoinRegulation #OperationChokePoint #PostElection #BitcoinAdvocacy #BitcoinPolicyInstitute #DavidZell #BitcoinLegislation #BitcoinInWashington #BitcoinFuture #BitcoinStrategy #CryptoRegulation #RossUlbricht #BitcoinFreedom #StrategicBitcoinReserve #SBR #GovernmentIncentives #BitcoinGrowth #DeMinimisExemption #BitcoinTransactions #BipartisanSupport #BitcoinAndPolitics #EconomicFuture #SecureBitcoin #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Gold #Market #Trading #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro The Bitcoin Layer and its guests do not provide investment advice. | |||
| 22 Nov 2024 | Bitcoin Nears $100,000: How High Can It Go? | 00:33:23 | |
In this episode, Nik delivers a global macro update as Bitcoin surges to $99,000, nearing six figures after a major breakout. He analyzes the drivers behind this rally, including institutional demand, market cycles, and Bitcoin’s dominance over Ethereum. Nik reveals why recession fears are fading, with resilient housing and labor markets, booming corporate bond issuance, and anticipated Trump-era fiscal policies like tax cuts and infrastructure spending. Wrapping up, he explores Bitcoin’s path to multi-trillion-dollar valuation, its halving cycle, and the roadmap to $1 million Bitcoin, uncovering the critical dynamics driving this extraordinary moment.
The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe Follow TBL on X: https://twitter.com/TheBitcoinLayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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#TheBitcoinLayer #NikBhatia #Bitcoin #BitcoinPrice #BitcoinSurge #BitcoinBullRun #BitcoinTo100K #WillBitcoinHit100K #BitcoinAllTimeHigh #WhyIsBitcoinRising #ShouldIBuyBitcoin #HowHighWillBitcoinGo #BitcoinForecast #BitcoinMarketTrends #BTCPriceToday #BitcoinHalvingCycle #BitcoinVsEthereum #BitcoinFuture #BitcoinInvestmentTips #BTCNews #BitcoinBreakout #BestTimeToBuyBitcoin #BitcoinFOMO #WhatDrivesBitcoinPrice #BitcoinAnalysis #BitcoinMarketCap #BitcoinNextMove #WillBitcoinHit1Million #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Gold #Market #Trading #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro
The Bitcoin Layer and its guests do not provide investment advice. The Bitcoin Layer and its guests do not provide investment advice. | |||
| 19 Nov 2024 | The Bitcoin Classroom Part 1: Challenging a Bitcoin Professor on Monetary Policy | 00:43:57 | |
In this episode, USC professor Nik Bhatia answers questions from economics student Demian Schatt, exploring how Bitcoin could fit within modern fiscal and monetary policy frameworks. Demian asks thought-provoking questions about operating under a Bitcoin standard during recessions, such as how governments could stimulate the economy without increasing the money supply. Nik explains the role of fiscal policy, free markets, and Bitcoin’s deflationary nature in supporting sustainable growth, while contrasting it with traditional monetary systems. He also addresses inflation, quantitative easing, liquidity, and Bitcoin’s potential as a reserve currency, demonstrating how Bitcoin could transform the future of finance.
The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe Follow TBL on X: https://twitter.com/TheBitcoinLayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
#TheBitcoinLayer #NikBhatia #Bitcoin #BitcoinEconomics #FiscalPolicy #MonetaryPolicy #BitcoinStandard #DeflationaryEconomy #SustainableGrowth #ReserveCurrency #EconomicStimulus #BitcoinFuture #FreeMarkets #EconomicQuestions #RecessionSolutions #BitcoinAndInflation #QuantitativeEasing #Liquidity #FinancialTransformation #BitcoinAsMoney #EconomicFrameworks #BitcoinReserve #BitcoinEducation #FutureOfFinance #ModernEconomics #BitcoinVsFiat #EconomicsForStudents #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Gold #Market #Trading #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro The Bitcoin Layer and its guests do not provide investment advice. | |||
| 12 Feb 2025 | America’s Big Reset: Kill the IRS, Split the Dollar, and Fund It All with Sovereign Wealth | 00:38:01 | |
In this episode, Nik unveils a bold idea to split the U.S. dollar, separating the eurodollar system from a new national currency. Before diving in, he breaks down key economic shifts shaping Bitcoin, including the administration’s focus on productivity, deregulation, and credit expansion. The discussion moves to government efficiency, Elon Musk’s audit of federal spending, and how cutting waste could strengthen the Treasury market. Nik then examines the push to eliminate the IRS, the sovereign wealth fund as a potential revenue source, and Bitcoin’s role in this new framework. Closing with his dollar split concept, he explores how a new national currency could break free from the Fed’s global banking system, redefining America’s financial future.
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube. 📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe 🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform. 📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer 📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial 🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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⚡ Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball The Bitcoin Layer and its guests do not provide investment advice. | |||
| 02 Apr 2025 | BIG Shifts in U.S. Bitcoin Policy: IRS Rollbacks and Strategic Reserve Plan | 00:38:20 | |
In this episode, Demian Schott welcomes Yaël Ossowski of the Consumer Choice Center and Bitcoin Policy Institute to break down major shifts in U.S. Bitcoin policy. Yaël explains how Congress’s repeal of the IRS’s DeFi broker rule is a win for privacy and innovation, and why a de minimis tax exemption is key to using Bitcoin as real money. He outlines budget-neutral strategies to grow the Strategic Bitcoin Reserve and highlights the need for stablecoin legislation, money transmission reform, and the Keep Your Coins Act. With real momentum in Congress and agencies, Yaël shares why he’s optimistic that lasting reforms are finally underway to protect self-custody and unleash Bitcoin as a parallel monetary system.
📚 Bitcoin Age is here, order yours today: https://a.co/d/5gau08H
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube. 📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe 🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform. 📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer 📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial 🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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⚡ Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball Researcher Demian Schatt's Twitter: https://x.com/demianschatt
Chapters: 00:00:00 Understanding the IRS DeFi Broker Rule and Its Repeal 00:04:20 The Importance of Seed Phrase Security 00:08:35 Tax Policy and Bitcoin Adoption 00:12:39 Cryptocurrency Lobbying in DC 00:16:50 Strategic Bitcoin Reserve and Policy Focus 00:21:00 Bitcoin Adoption by Major Companies 00:25:11 Precautionary Principle in Innovation 00:29:27 Understanding Bitcoin's Decentralized Network 00:33:44 Navigating Bitcoin's Legal Challenges 00:37:51 Farewell and Future Bitcoin Insights The Bitcoin Layer and its guests do not provide investment advice. | |||
| 23 Jan 2025 | Vancouver Mayor: CITY MUST BUY BITCOIN | 00:37:17 | |
In this episode, Nik and Augustine sit down with Ken Sim, the mayor of Vancouver, to discuss his transformation from a Bitcoin skeptic to a passionate advocate. Ken shares his vision for making Vancouver a Bitcoin-friendly city, highlighting Bitcoin's role in addressing economic challenges like affordability and currency debasement. The conversation explores the motion to integrate Bitcoin into the city’s framework, the importance of community engagement and education, and how Bitcoin's finite nature can stabilize Vancouver's financial future. Ken also touches on the vibrant Bitcoin community in Vancouver and the potential for Bitcoin to attract businesses, driving economic growth and innovation.
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube. 📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe 🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform. 📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer 📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial 🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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⚡ Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball The Bitcoin Layer and its guests do not provide investment advice. | |||
| 08 Feb 2025 | Bitcoin, Treasuries & Sovereign Wealth: The U.S Economy's Fate Under Trump | 00:47:58 | |
In this episode, Nik answers questions from Augustine Carrasco, TBL’s own researcher, on U.S. Treasuries, sovereign wealth, and Bitcoin’s role in government reserves. Nik breaks down the Treasury market’s size, liquidity, and the need for continuous debt issuance, explaining how deficits, interest rates, and market demand shape economic policy. The discussion moves to tariffs, their impact on inflation, and whether ISM manufacturing’s rise signals inflationary pressures. Augustine asks if tariffs are meant to restore U.S. manufacturing, while Nik argues they are driven by geopolitical strategy. Turning to the sovereign wealth fund, Nik examines its ties to China, the risks of moral hazard, and whether Bitcoin could play a role as a strategic reserve in a rapidly shifting global financial order.
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube. 📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe 🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform. 📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer 📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial 🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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⚡ Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball The Bitcoin Layer and its guests do not provide investment advice. | |||
| 28 Oct 2024 | Bitcoin’s Power Law Path to $1 Million | 00:38:56 | |
The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe Follow TBL on X: https://twitter.com/TheBitcoinLayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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#TheBitcoinLayer #NikBhatia #PowerLaw #Mathematics #BitcoinMath #ExponentialGrowth #MarketAnalysis #FinancialModeling #PowerLawEconomics #StatisticalAnalysis #FuturePredictions #MathInFinance #EconomicModels #GrowthPatterns #BitcoinForecast #MathOfMarkets #PredictiveModeling #QuantitativeAnalysis #MarketVolatility #FinancialTrends #MathOfInvesting #ComplexSystems #AlgorithmicFinance #DataScience #InvestmentStrategies #RiskModeling #Forecasting #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Gold #Market #Trading #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro The Bitcoin Layer and its guests do not provide investment advice. | |||
| 20 Mar 2024 | Banks Are Funding ANTI-BITCOIN Propaganda | 00:26:04 | |
In this episode, Nik is joined by Daniel Batten of CH4 Capital to discuss anti-Bitcoin propaganda. Daniel summarizes how Bitcoin helps the environment by miners removing harmful methane emissions, identifies anti-bitcoin propaganda as a mix of ignorance and incumbent malice, and explains the source of propaganda as primarily European financial institutions. The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. Block Height 835557 #TheBitcoinLayer Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc #TheBitcoinLayer #NikBhatia #Propaganda #Environment #CH4Capital #EuropeanInstitutions #ClimateChange #Methane #MethaneEmissions #Ignorance #Malice #Discussion #FinancialInstitutions #AntiBitcoin #Mining #Asics #Hashrate #BlockReward #Halving #BitcoinHalving2024 #Sustainability #GreenEnergy #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #RiverBitcoin #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro Subscribe to The Bitcoin Layer on Soundwise The Bitcoin Layer and its guests do not provide investment advice. | |||
| 25 Mar 2024 | Bitcoin & Gold Know Fed Has Lost Control Of The Money | 00:42:36 | |
In this episode, Joe is joined by Lawrence Lepard, an investment manager with Equity Management Advisors. In this all-encompassing discussion, he breaks down why Jerome Powell's tapering of the balance sheet and rate cuts are to support the US Treasury, why gold and bitcoin are reflecting easy money conditions still to come, and what individual investors can do to position themselves properly in this deteriorating fiscal and monetary landscape. The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. Block Height 836245 #TheBitcoinLayer Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc #TheBitcoinLayer #NikBhatia #JoeConsorti #LawrenceLepard #InvestmentManagement #EquityManagementAdvisors #JeromePowell #Tapering #BalanceSheet #RateCuts #USTreasury #Gold #Bitcoin #EasyMoney #IndividualInvestors #FiscalLandscape #MonetaryLandscape #AntiBitcoin #Mining #Asics #Hashrate #BlockReward #Halving #BitcoinHalving2024 #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #RiverBitcoin #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro Subscribe to The Bitcoin Layer on Soundwise The Bitcoin Layer and its guests do not provide investment advice. | |||
| 26 Mar 2024 | How The US Treasury Creates Money | 00:50:06 | |
In this episode, Nik is joined by monetary researcher Ritik Goyal. Ritik gives a masterclass on monetary mechanics, including how the Treasury creates money when it spends instead of borrows, why fiscal dominance and the interest income channel are contributing to strong GDP, and what the criteria would be for a recession. Monetary students should be prepared to go through this fantastic learning episode twice. The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. Block Height 836421 #TheBitcoinLayer Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc #TheBitcoinLayer #NikBhatia #MonetaryMechanics #Treasury #MoneyCreation #FiscalDominance #InterestIncomeChannel #GDP #RecessionCriteria #MonetaryPolicy #EconomicsEducation #FinancialLiteracy #MonetaryResearch #Masterclass #LearningEpisode #EconomicAnalysis #FinanceEducation #YouTubeEducation #JeromePowell #Tapering #BalanceSheet #RateCuts #USTreasury #Gold #Bitcoin #EasyMoney #IndividualInvestors #FiscalLandscape #MonetaryLandscape #AntiBitcoin #Mining #Asics #Hashrate #BlockReward #Halving #BitcoinHalving2024 #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #RiverBitcoin #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro Subscribe to The Bitcoin Layer on Soundwise The Bitcoin Layer and its guests do not provide investment advice. | |||
| 27 Mar 2024 | Japan's Economic Revival & How It Impacts China | 00:34:03 | |
In this episode, Nik is joined by geopolitical analyst Jacob Shapiro. Jacob breaks down the latest monetary policy adjustment from the Bank of Japan, but more importantly, he shares his vision on how Japan might be on the cusp of a major transformation. Additionally, Jacob brings us up to speed on the Chinese economy and discusses the symbiotic relationship between the Chinese and Japanese economies. Finally, he brings us context on the current fiscal woes in the United States. The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. Block Height 836527 #TheBitcoinLayer Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc #TheBitcoinLayer #NikBhatia #BankOfJapan #Japan #China #Trading #monetarypolicy #JapanTransformation #geopolitics #economicanalysis #ChineseEconomy #USfiscalwoes #JapanChinaRelations #globalfinance #BoJ #ChinaJapanEconomicRelations #geopoliticalanalysis #USfiscalpolicy #finance #economy #AsianEconomy #globaltrade #BalanceSheet #RateCuts #USTreasury #Gold #Bitcoin #EasyMoney #IndividualInvestors #FiscalLandscape #MonetaryLandscape #AntiBitcoin #Mining #Asics #Hashrate #BlockReward #Halving #BitcoinHalving2024 #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #RiverBitcoin #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro Subscribe to The Bitcoin Layer on Soundwise The Bitcoin Layer and its guests do not provide investment advice. | |||
| 28 Mar 2024 | Global Macro Update: Bitcoin Is Going Higher | 00:20:51 | |
In this episode, Nik brings us a quarter-end global macroeconomic and markets update. He begins with a look at US inflation, walks us through Treasury yields and Fed expectations, and discusses the tug of war between fiscal dominance and restrictive monetary policy. Finally, he closes with some important thoughts on bitcoin price action. The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. Block Height 836711 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc #TheBitcoinLayer #NikBhatia #JoeConsorti #BitcoinBullMarket #BullMarket #PricePullback #ChartAnalysis #SupportLevels ##globalmacroeconomics #marketupdate #quarterendupdate #USinflation #Treasuryyields #Fedexpectations #fiscaldominance #monetarypolicy #bitcoinpriceaction #economicsanalysis #macroeconomics #marketanalysis #financialmarkets #economicindicators #bitcoinanalysis #economyupdate #marketoutlook #economicpolicy #macroanalysis #BitcoinInvestment #BitcoinAnalysis #PriceStudy #MarketAnalysis #BitcoinFunding #RSI #TechnicalAnalysis #BitcoinTrends #BTC #MarketSignals #MarketIndicators #MarketInsights #BitcoinMarket #TradingSignals #BitcoinResearch #MarketResearch #BitcoinTopping #MarketTrends #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Learn #Teach #Teacher #Blockchain #Mining #BitcoinMining #macro Subscribe to The Bitcoin Layer on Soundwise The Bitcoin Layer and its guests do not provide investment advice. | |||
| 01 Apr 2024 | Explaining Global Banking, Basel III, & SLR | 00:39:21 | |
In this episode, Nik and Matt Dines provide an explainer on global banking regulations, Basel III, and leverage ratio regulations. Matt helps us understand the history of the Bank for International Settlements and Basel-originated leverage ratios for banks. We learn the difference between asset-side and liability-side regulations and discuss the United Stated implementation: the Supplementary Leverage Ratio (SLR). The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. Block Height 837299 #TheBitcoinLayer Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc #TheBitcoinLayer #NikBhatia #GlobalBanking #BaselIII #LeverageRatio #BankRegulations #BankingExplainer #FinanceEducation #BankForInternationalSettlements #SLR #SupplementaryLeverageRatio #AssetSideRegulations #LiabilitySideRegulations #FinancialRegulations #BankingHistory #FinancialEducation #EconomicPolicy #FinancialPolicy #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #RiverBitcoin #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro Subscribe to The Bitcoin Layer on Soundwise The Bitcoin Layer and its guests do not provide investment advice. | |||
| 03 Apr 2024 | India Rising Into Global Economic Powerhouse | 00:21:19 | |
In this episode, Nik is joined by Cognitive Investments partner Jacob Shapiro to discuss India. Jacob helps us understand the Indian political scene and gives background on the rise of current Prime Minister Narendra Modi. We ask Jacob about India's economic future and whether politics will help or hurt the country's growth aspirations. The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. Block Height 837491 #TheBitcoinLayer Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc #TheBitcoinLayer #NikBhatia #India #Indian #Hindu #Monetarypolicy #Geopolitics #Economicanalysis #USfiscalwoes #Globalfinance #Geopoliticalanalysis #USfiscalpolicy #Globaltrade #BalanceSheet #RateCuts #USTreasury #Gold #Bitcoin #EasyMoney #IndividualInvestors #FiscalLandscape #MonetaryLandscape #AntiBitcoin #Mining #Asics #Hashrate #BlockReward #Halving #BitcoinHalving2024 #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #RiverBitcoin #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Economy #Finance #Education #Blockchain #Mining #BitcoinMining #macro Subscribe to The Bitcoin Layer on Soundwise The Bitcoin Layer and its guests do not provide investment advice. | |||
| 05 Apr 2024 | Happy Birthday, Satoshi Nakamoto | 00:40:58 | |
In this episode, Nik is joined by Bitcoin historian Pete Rizzo on Satoshi Nakamoto's birthday. Pete explains the history of Satoshi's April 5 birthday and its significance, speaks to Bitcoin's origins by diving into the cypherpunk movement, and breaks down early Satoshi email and online communication for a better understanding of his motivations. The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. Block Height 837828 #TheBitcoinLayer Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc #TheBitcoinLayer #NikBhatia #Satoshi #HalFinney #SatoshiEmails #SatoshisEmails #BitcoinResearch #Researcher #SatoshiNakamoto #BitcoinHistory #BitcoinIdentity #DigitalCurrency #TechExploration #BitcoinAnalysis #BitcoinBeginnings #BitcoinPodcast #TechTalk #FinancialTechnology #BitcoinOrigins #BitcoinBeliefs #BitcoinResearch #BitcoinResearcher #Cryptography #LND #LightningNetwork #BitcoinFinancialSystem #DecentralizedFinance #BitcoinTechnology #BitcoinDevelopment #BIPs #BitcoinImprovementProposels #BitcoinUpdates #AntiBitcoin #Mining #Asics #Hashrate #BlockReward #Halving #BitcoinHalving2024 #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #RiverBitcoin #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro Subscribe to The Bitcoin Layer on Soundwise The Bitcoin Layer and its guests do not provide investment advice. | |||
| 08 Apr 2024 | Financial Plumbing Masterclass & Macro Update | 00:27:05 | |
In this episode, Nik teaches us about how bank deposits, money market funds, and Treasury securities interact with Fed reserves. After explanations on financial plumbing, he proceeds to break down recent economic data and explain why stocks and real estate have had great starts to 2024. He finishes with bitcoin price and valuation analysis. The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. Block Height 838366 #TheBitcoinLayer Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc #TheBitcoinLayer #NikBhatia #BankDeposits #MoneyMarketFunds #TreasurySecurities #FedReserves #FinancialPlumbing #EconomicData #StockMarketAnalysis #RealEstateAnalysis #2024EconomicTrends #BitcoinAnalysis #ValuationAnalysis #FinancialEducation #InvestmentInsights #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #RiverBitcoin #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro Subscribe to The Bitcoin Layer on Soundwise The Bitcoin Layer and its guests do not provide investment advice. | |||
| 09 Apr 2024 | $4,000 Gold On MASSIVE Changes To Global Finance | 00:42:19 | |
In this episode, Nik is joined by veteran trader Craig Shapiro to discuss the diminishing role of the dollar in international trade settlement. Craig introduces the petrodollar as an instrument in marginal decline since 2022, why China is resisting US calls for it to revalue its currency stronger, and how gold is responding to a new international monetary system. Learn why the oil trade, Treasury yield curve, and gold's new all-time high are all related. Follow Craig's Writing: https://substack.com/@3circleinvestments The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. Block Height 838445 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc #TheBitcoinLayer #NikBhatia #Gold #GoldATH #DollarDecline #InternationalTrade #Petrodollar #ChinaCurrency #GoldMarket #MonetarySystem #OilTrade #TreasuryYieldCurve #FinancialAnalysis #CurrencyWarfare #GlobalEconomy #MarketInsights #TradePolicy #GoldPrice #EconomicTrends #ForexMarket #USChinaRelations #FinanceDiscussion #FinancialAnalysis #InternationalFinance #YouTubeDiscussion #MarketAnalysis #EconomicShifts #TradeSettlement #CurrencyValuation #GoldInvestment #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Learn #Teach #Teacher #Blockchain #Mining #BitcoinMining #macro Subscribe to The Bitcoin Layer on Soundwise The Bitcoin Layer and its guests do not provide investment advice. | |||
| 10 Apr 2024 | Bitcoin Is America's Edge In The US-China Cold War | 00:23:24 | |
In this episode, Joe sits down with Matthew Pines, Director of Security Advisory at Sentinel One National Security Fellow. Live at the 2nd Annual Bitcoin Policy Summit hosted by the Bitcoin Policy Institute, Matt delivers his geopolitical analysis, discusses how American companies are working directly with eastern countries, the US-China cold war that is brewing on the tech, trade, and currency fronts, and how complacency with BTC policy will severely set the United States back on the global stage. Follow the Bitcoin Policy Institute on X (@)btcpolicyorg The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. Block Height 838636 #TheBitcoinLayer Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc #TheBitcoinLayer #NikBhatia #JoeConsorti #BitcoinPolicySummit #BitcoinPolicyInstitute #GeopoliticalAnalysis #AmericanCompanies #EasternCountries #USChinaColdWar #TechTradeCurrency #BTCpolicy #GlobalCompetitiveness #SentinelOne #NationalSecurity #BitcoinRegulation #BitcoinInsights #Geopolitics #InternationalRelations #Technology #GlobalEconomy #BitcoinSecurity #USForeignPolicy #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #RiverBitcoin #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro Subscribe to The Bitcoin Layer on Soundwise The Bitcoin Layer and its guests do not provide investment advice. | |||
| 11 Apr 2024 | Housing Inventory Up & Affordability At 24-Year Low | 00:45:57 | |
In this episode, Nik is joined by ResiClub co-founder Lance Lambert to discuss the US residential housing market. Lance explains why he is labeling the housing market 'constrained,' including how high mortgage rates are limiting buyer affordability while trapping sellers who don't want to give up sub-4% notes. He also breaks down regional differences in the market, addresses short-term rentals (AirBnB), and contrasts multi-family properties to residential housing. https://www.resiclubanalytics.com/p/housing-market-affordability-strained-home-depot-selling-tiny-homes-63000 The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. Block Height 838769 #TheBitcoinLayer Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc #TheBitcoinLayer #NikBhatia#ResiClub #HousingMarket #USRealEstate #MortgageRates #Affordability #SellerConundrum #RegionalDifferences #ShortTermRentals #AirBnB #MultiFamilyProperties #RealEstateInvesting #HousingTrends #PropertyMarket #HomeBuying #InvestmentProperties #RealEstateInsights #MarketAnalysis #ResidentialHousing #ConstrainedMarket #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #RiverBitcoin #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro Subscribe to The Bitcoin Layer on Soundwise The Bitcoin Layer and its guests do not provide investment advice. | |||
| 13 Apr 2024 | WILD WEEK: Gold Up, Stocks Down, Monetary Reset? | 00:56:52 | |
In this episode, Nik brings us a timely chart pack to discuss a wild week in financial markets. With weakness in the stock market, Nik goes through charts on bitcoin, the dollar versus euro and Asian currencies, the latest in Japanese yen weakness, China's currency prospects, US & global debt to GDP, the latest inflation numbers, and recession likelihood. Throughout, Nik wonders if there is a major shift underway in the global monetary system. The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. Block Height 838941 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc #TheBitcoinLayer #NikBhatia #JoeConsorti #FinancialMarkets #StockMarket #CurrencyMarkets #Forex #JapaneseYen #ChinaCurrency #USD #Euro #AsianCurrencies #DebtToGDP #Inflation #Recession #GlobalEconomy #MonetarySystem #MarketAnalysis #EconomicTrends #FinanceNews #MarketVolatility #GlobalEconomics #InvestmentInsights #FinancialAnalysis #CurrencyExchange #MacroEconomics #EconomicIndicators #MonetaryPolicy #MarketOutlook #FinancialData #Stocks #Cryptocurrency #USDJPY #EURUSD #InflationData #RecessionRisk #MarketShifts #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Learn #Teach #Teacher #Blockchain #Mining #BitcoinMining #macro Subscribe to The Bitcoin Layer on Soundwise The Bitcoin Layer and its guests do not provide investment advice. | |||
| 15 Apr 2024 | Bitcoin Values Are American Values | 00:18:07 | |
In this episode, Joe sits down with Alex Thorn, Head of Research at Galaxy, live at the Bitcoin Policy Summit in Washington DC. Alex discusses his keynote speech, why bitcoin values are American values, and how property rights are now digitally ensured. He also explains the embedded geopolitical resiliency of the bitcoin network. The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. Block Height 839357 #TheBitcoinLayer Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc #TheBitcoinLayer #NikBhatia #BitcoinPolicySummit #Geopolitics #DigitalPropertyRights #WashingtonDC #AmericanValues #GeopoliticalResiliency #DigitalEconomy #FinancialInnovation #DigitalRights #DataSecurity #TechTalk #DigitalTransformation #FutureOfFinance #EconomicPolicy #DigitalInnovation #Cybersecurity #DigitalSecurity #DigitalAssets #Cryptocurrency #GalaxyResearch #WashingtonDC #JoePodcast #BitcoinValues #GeopoliticalResiliency #BlockchainSecurity #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #RiverBitcoin #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro Subscribe to The Bitcoin Layer on Soundwise The Bitcoin Layer and its guests do not provide investment advice. | |||
| 16 Apr 2024 | Why Andy Constan Is Bearish Stocks | 00:50:41 | |
In this episode, Nik joined once again by portfolio manager and fixed-income expert Andy Constan. Andy explains his bearish view on the stock market as a reaction to inflation refusing to come down and the Treasury department likely to keep coupon issuance high. He also breaks down why he does not view today's situation as fiscal dominance any longer and how restrictive monetary policy will ultimately impact the economy. Andy briefly discusses Michael Howell's liquidity framework and why gold's move tells us the Fed is losing on inflation. We also get a rare bitcoin mention from Andy! The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. Block Height 839523 #TheBitcoinLayer Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc #TheBitcoinLayer #NikBhatia #StockMarket #Inflation #TreasuryDepartment #CouponIssuance #FiscalDominance #MonetaryPolicy #EconomicImpact #LiquidityFramework #Gold #Bitcoin #Finance #Investing #PortfolioManagement #FixedIncome #ExpertInsights #MarketAnalysis #FinancialMarkets #MacroEconomics #FedPolicy #MarketTrends #AssetAllocation #FinancialStrategy #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #RiverBitcoin #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro Subscribe to The Bitcoin Layer on Soundwise The Bitcoin Layer and its guests do not provide investment advice. | |||
| 17 Apr 2024 | Bitcoin Against Autocracy: A Modern Tool for Freedom | 00:17:22 | |
In this episode, Joe sits down with Felix Maradiaga, the leader of the Nicaraguan Opposition Party, Human Rights Defender, and 2024 Nobel Peace Prize Nominee. Live at the 2nd Annual Bitcoin Policy Summit hosted by the Bitcoin Policy Institute, Felix discusses financial repression in Nicaragua, the modern threat of techno-dictatorships, and how bitcoin functions as the apex tool for advancing financial freedom globally. Follow the Bitcoin Policy Institute on X (@)btcpolicyorg The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. Block Height 839647 #TheBitcoinLayer Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc #TheBitcoinLayer #NikBhatia #JoeConsorti #Nicaragua #OppositionParty #HumanRights #FinancialFreedom #TechnoDictatorships #NobelPeacePrize #BitcoinPolicySummit #BitcoinPolicyInstitute #FelixMaradiaga #BitcoinSummit #PoliticalActivism #FreedomOfSpeech #GlobalIssues #HumanRightsDefender #PeacePrizeNominee #DigitalCurrency #Democracy #PoliticalChange #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #RiverBitcoin #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro Subscribe to The Bitcoin Layer on Soundwise The Bitcoin Layer and its guests do not provide investment advice. | |||
| 18 Apr 2024 | CURRENCY WAR: Competitive Devaluation & Central Bank Contagion with Michael Kao | 00:46:40 | |
In this episode, Nik is joined by veteran investor and former Goldman Sachs commodities trader Michael Kao. Michael explains the case for an upcoming currency war and competitive devaluation starting in Japan with a weakening yen. In this fantastic overview of the global monetary system's game theory, learn as Michael breaks down the decision trees for Japan, China, the ECB, & Janet Yellen and the US Treasury. The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. Block Height 839819 #TheBitcoinLayer Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc #TheBitcoinLayer #NikBhatia #CurrencyWar #GlobalEconomy #MonetaryPolicy #JapanEconomy #YenDevaluation #GameTheory #ECB #JanetYellen #USMonetaryPolicy #CommoditiesTrading #GoldmanSachs #CurrencyStrategy #FinancialMarkets #EconomicAnalysis #CentralBanks #TradePolicy #MacroEconomics #InvestmentStrategy #ForexTrading #CommodityMarkets #FinancialAnalysis #YenWeakness #TradeWar #GlobalTrade #QuantitativeEasing #AssetAllocation #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #RiverBitcoin #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro Subscribe to The Bitcoin Layer on Soundwise The Bitcoin Layer and its guests do not provide investment advice. | |||
| 19 Apr 2024 | Understanding Bitcoin Price Movements & Cycles with Checkmate | 00:45:56 | |
In this episode, Nik is joined by bitcoin analyst Checkmate. In a brilliant overview of measuring bitcoin price and determining cycle position, Checkmate breaks down bitcoin's novel price performance relative to traditional assets, closely examines the current round of selling at $70,000, and most importantly tells us exactly what to look for in order to identify the legitimate end of this bull market. Learn why he doesn't believe the current market is "top heavy." The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. Block Height 839981 #TheBitcoinLayer Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc #TheBitcoinLayer #NikBhatia #Checkmate #BitcoinHalving2024 #BitcoinHalving #Halving #OnChainAnalysis #BitcoinOnChain #BlockchainAnalytics #BitcoinMetrics #NetworkData #BitcoinTransactions #TransactionAnalysis #BitcoinFundamentals #OnChainMetrics #BTCAnalytics #BlockchainInsights #BitcoinData #NetworkMetrics #BlockchainResearch #BitcoinAnalysis #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #RiverBitcoin #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro Subscribe to The Bitcoin Layer on Soundwise The Bitcoin Layer and its guests do not provide investment advice. | |||
| 22 Apr 2024 | HOW MONEY WORKS: Dollar Creation & Fed Money Printing 101 | 01:33:14 | |
In this episode, Nik Bhatia and Ritik Goyal present an in-depth graduate seminar on money creation. With over a dozen examples of monetary operations, watch this episode to learn how money is created by banks, the relationship between banks and central banks, the interaction between reserves and deposits, and an overview of repo. For those looking for over an hour of balance sheet mechanics and T-chart examples, this episode is for you. Grab your pens and pencils! The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. Block Height 840408 #TheBitcoinLayer Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc #TheBitcoinLayer #NikBhatia #MoneyCreation #BankingSystem #CentralBanks #Reserves #Deposits #RepoMarket #BalanceSheetMechanics #FinancialEducation #MonetaryOperations #TChartExamples #GraduateSeminar #FinancialLiteracy #EconomicEducation #MoneyManagement #InvestingEducation #FinanceSeminar #BankingEducation #FinancialSeminar #EconomicSeminar #MonetaryPolicy #FinancialMarkets #EconomicAnalysis #BankingStructure #MoneySupply #FinancialInstitutions #InvestmentStrategies #MarketSignals #FinancialTheory #FinancialManagement #EconomicPolicy #FinancialModels #MoneyFlow #BankingRegulations #MoneyManagementTips #FinancialPlanning #EconomicTheory #FinancialSystems #RepoOperations #BankingRelationships #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #RiverBitcoin #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro Subscribe to The Bitcoin Layer on Soundwise The Bitcoin Layer and its guests do not provide investment advice. | |||
| 23 Apr 2024 | Best Books On Finance & Global Macroeconomics with Jack Farley | 00:53:33 | |
In this episode, Nik is joined by Jack Farley, host of the Forward Guidance podcast. Jack and Nik discuss their favorite books on finance and global macroeconomics. From banking history to financial markets to science fiction, Jack discusses what he loved about each book and inquires about Nik's background as a money markets and Treasury repo trader. Books and authors mentioned during this recording: Lords of Finance by Liaquat Ahamed The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. Block Height 840573 #TheBitcoinLayer Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc #TheBitcoinLayer #NikBhatia #FinanceBooks #MacroEconomics #BankingHistory #FinancialMarkets #ScienceFictionBooks #BookRecommendations #FinancialLiterature #GlobalEconomics #MoneyMarkets #TreasuryRepo #PodcastDiscussion #BookLovers #FinancialEducation #InvestmentBooks #EconomicReading #FinancialPodcast #BookTalk #FinancePodcast #FinancialAnalysis #EconomicInsights #InvestmentReading #MarketAnalysis #BookReviews #FinancialPodcasting #MacroAnalysis #InvestmentTips #EconomicBooks #FinancialKnowledge #ReadingList #InvestorEducation #FinancePodcasts #EconomicDiscussion #FinanceCommunity #BookDiscussion #EconomicPodcasts #FinancialInnovation #MarketTrends #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #RiverBitcoin #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro Subscribe to The Bitcoin Layer on Soundwise The Bitcoin Layer and its guests do not provide investment advice. | |||
| 24 Apr 2024 | Bitcoin Is Gold For The People | 00:54:25 | |
In this episode, Nik is joined by veteran investor Craig Shapiro to discuss the US Treasury debt market and what it means for the global monetary system, gold, and bitcoin. Craig explains what to look for during next week's FOMC meeting and Treasury refunding announcement, and how the balance between Treasury bills and coupons affects risk markets. He also dissects double speak out of the Fed on financial conditions and provides an epic rant on the case for bitcoin in today's global setting. Follow Craig's Writing: https://laductrading.com/pricing/ref/10/ The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. Block Height 840738 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc #TheBitcoinLayer #NikBhatia #Gold #TreasuryDebtMarket #GlobalMonetarySystem #GoldMarket #BitcoinAnalysis #FOMCMeeting #TreasuryRefunding #RiskMarkets #FedSpeak #FinancialConditions #BitcoinCase #InvestmentInsights #FinancialAnalysis #MonetaryPolicy #MarketAnalysis #EconomicOutlook #InvestmentStrategy #FinancialMarkets #TreasuryBonds #BitcoinInvestment #EconomicPolicy #MarketTrends #FinancialNews #InvestorDiscussion #MarketInsights #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Learn #Teach #Teacher #Blockchain #Mining #BitcoinMining #macro Subscribe to The Bitcoin Layer on Soundwise The Bitcoin Layer and its guests do not provide investment advice. | |||
| 26 Apr 2024 | Global Macro Update: Proceed With CAUTION | 01:09:35 | |
In this episode, Nik brings us a global macro update to discuss recent weakness in stocks and bitcoin, and looks ahead to next week Treasury's quarterly refunding announcement. With over 30 charts from inflation to the economy to asset markets, Nik shares his analysis on the stocks/bitcoin correlation, the Fed's mistakes around rhetoric and financial conditions, and the dangers stemming from a significant devaluation of the Japanese yen. The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. Block Height 841017 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc #TheBitcoinLayer #NikBhatia #JoeConsorti #GlobalMacroUpdate #StockMarketAnalysis #BitcoinAnalysis #TreasuryRefunding #InflationData #EconomicIndicators #AssetMarkets #FedAnalysis #FinancialConditions #StockBitcoinCorrelation #JapaneseYenDevaluation #MarketInsights #EconomicAnalysis #FinancialNews #MarketTrends #InvestmentStrategy #FinancialAnalysis #MarketVolatility #EconomicOutlook #FedPolicy #AssetAllocation #MarketResearch #InvestorInsights #GlobalMacro #Stocks #Bitcoin #Treasury #Inflation #Economy #Markets #Fed #Yen #Analysis #Charts #Finance #Investing #Trends #Insights #Update #News #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Learn #Teach #Teacher #Blockchain #Mining #BitcoinMining #macro Subscribe to The Bitcoin Layer on Soundwise The Bitcoin Layer and its guests do not provide investment advice. | |||
| 30 Apr 2024 | Japanese Yen MEGA DEVALUATION: What's Next? | 00:24:42 | |
In this episode, Nik breaks down the current devaluation of the Japanese yen. With a 27% decline since the beginning of 2022, the weakening yen is a policy decision by the government to attempt to inflate away its debt. Nik goes through charts on Japan's debt to GDP, speculates on whether this move is influenced by the United States in an effort to impact China's economy, and concludes with a chart of bitcoin priced in JPY. The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. Block Height 841555 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc #TheBitcoinLayer #NikBhatia #JoeConsorti #JapaneseYen #CurrencyDevaluation #EconomicPolicy #GovernmentDecisions #DebtInflation #USDvsJPY #GlobalEconomy #USInfluence #ChinaEconomy #Bitcoin #BTCJPY #FinanceAnalysis #MarketTrends #EconomicImpact #JapanEconomy #CurrencyDevaluation #GovernmentPolicy #DebtCrisis #USDollar #ChinaImpact #BitcoinPrice #FinanceInsights #MarketAnalysis #EconomicTrends #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Learn #Teach #Teacher #Blockchain #Mining #BitcoinMining #macro Subscribe to The Bitcoin Layer on Soundwise The Bitcoin Layer and its guests do not provide investment advice. | |||
| 02 May 2024 | The AI REVOLUTION & Its Impact On The World Economy with Lars Christensen | 01:05:33 | |
In this episode, Nik is joined by international economist and Copenhagen Business School professor Lars Christensen. Lars presents a masterclass on foreign exchange rates, currency movements, and the international monetary system. The audience will learn about secular shifts in the Japanese economy driving currency devaluation, China's predicament of below-trend growth, why the AI revolution is boosting the natural growth rate in the United States, and how the global economy will be impacted by it all. Follow Lars Writing: https://marketmonetarist.com/ The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. Block Height 841805 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc #TheBitcoinLayer #NikBhatia #Economics #ForeignExchange #CurrencyMovements #InternationalMonetarySystem #JapaneseEconomy #CurrencyDevaluation #ChinaEconomy #GrowthTrends #AIRevolution #USGrowth #GlobalEconomy #EconomicAnalysis #FinancialEducation #EconomicTrends #EconomicOutlook #Economics101 #Currency #GlobalEconomy #Japan #China #US #AI #Growth #Finance #EconomicImpact #LearnEconomics #FinancialEducation #EconomicTrends #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Learn #Teach #Teacher #Blockchain #Mining #BitcoinMining #macro Subscribe to The Bitcoin Layer on Soundwise The Bitcoin Layer and its guests do not provide investment advice. | |||
| 03 May 2024 | Global Macro Update: Bitcoin Bounces 10%, Economy Falters | 00:31:36 | |
In this episode, Nik brings us a global macro update, focusing on bitcoin's correlation with the stock market, the US government's intentions on inflation, and recent weak economic data. He presents 18 charts to recap an eventful week in currency markets, what was said at the FOMC meeting and Jerome Powell press conference, and the latest US Treasury deficit funding needs. The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. Block Height 841960 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc #TheBitcoinLayer #NikBhatia #JoeConsorti #GlobalMacroUpdate #BitcoinCorrelation #StockMarket #USGovernment #Inflation #EconomicData #CurrencyMarkets #FOMCMeeting #JeromePowell #USATreasury #DeficitFunding #FinancialNews #MarketAnalysis #MacroEconomics #YouTubeFinance #InvestingInsights #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Learn #Teach #Teacher #Blockchain #Mining #BitcoinMining #macro Subscribe to The Bitcoin Layer on Soundwise The Bitcoin Layer and its guests do not provide investment advice. | |||
| 06 May 2024 | Wall St. Trader: Fed Is TRAPPED, I'm SHORT Small Cap Stocks | 00:40:11 | |
In this episode, Nik is joined by veteran investor Craig Shapiro. Craig breaks down why he is short small cap stocks by explaining how Powell is gaslighting the markets, why Yellen continues to dump Treasuries on the investing public, and how profit margins will struggle considering policy rates remain above 5%. Craig also explains why he is long bitcoin and gold. Craig's Trading Service & Writing:
The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. Block Height 842367 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc #TheBitcoinLayer #NikBhatia #Gold #InvestingInsights #StockMarketAnalysis #FederalReserve #JanetYellen #InterestRates #PolicyRates #BitcoinInvesting #GoldInvesting #FinancialMarkets #MarketTrends #EconomicAnalysis #InvestmentStrategy #YouTubeFinance #MarketAnalysis #VeteranInvestor #SmallCapStocks #Treasuries #ProfitMargins #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Learn #Teach #Teacher #Blockchain #Mining #BitcoinMining #macro Subscribe to The Bitcoin Layer on Soundwise The Bitcoin Layer and its guests do not provide investment advice. | |||
| 07 May 2024 | Bitcoin Update: Older Coins Are HODLING, But Bull Market Is Not Over | 00:17:12 | |
In this video, Joe walks through 4 bitcoin charts and 1 chart about excess savings. He breaks down the near-term price action and why we have been consolidating for 10 weeks in a row, the broader macro factors at play for the rest of the year, why the smart money have taken profits but are now holding onto their coins, and why you should zoom out and observe that the bull market is likely not even close to finished just yet. The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. Block Height 842498 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc #TheBitcoinLayer #NikBhatia #Gold #InvestingInsights #StockMarketAnalysis #FederalReserve #JanetYellen #InterestRates #PolicyRates #BitcoinInvesting #GoldInvesting #FinancialMarkets #MarketTrends #EconomicAnalysis #InvestmentStrategy #YouTubeFinance #MarketAnalysis #VeteranInvestor #SmallCapStocks #Treasuries #ProfitMargins #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Learn #Teach #Teacher #Blockchain #Mining #BitcoinMining #macro Subscribe to The Bitcoin Layer on Soundwise The Bitcoin Layer and its guests do not provide investment advice. | |||
| 09 May 2024 | Global Liquidity Update with Michael Howell | 00:59:47 | |
In this episode, Nik and Joe are joined by CrossBorder Capital founder and Capital Wars author Michael Howell. In a wide ranging discussion on liquidity, the global monetary system, and bitcoin, Michael shares his theories on how this year will play out in financial markets. We ask him about debt monetization, currency devaluation forces on Japan and China, the impact of cross-border capital flows, why bitcoin is an excellent barometer of global liquidity, and much more. The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. Block Height 842768 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc #TheBitcoinLayer #NikBhatia #CrossBorderCapital #CapitalWars #MichaelHowell #Liquidity #GlobalMonetarySystem #Bitcoin #DebtMonetization #CurrencyDevaluation #Japan #China #CapitalFlows #BitcoinBarometer #FinancialMarkets #Economics #FinanceDiscussion #MarketInsights #InvestingInsights #MarketAnalysis #EconomicOutlook #MonetaryPolicy #FinancialTrends #AssetAllocation #GlobalEconomy #CurrencyMarkets #Cryptocurrency #FinancialForecast #CapitalMarkets #MacroEconomics #CentralBanks #MonetaryTheory #CrossBorderInvesting #FinancialTheory #Bloomberg #Macroeconomic #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Learn #Teach #Teacher #Blockchain #Mining #BitcoinMining #macro Subscribe to The Bitcoin Layer on Soundwise The Bitcoin Layer and its guests do not provide investment advice. | |||
| 13 May 2024 | Bitcoin's Future Is Bright In USA, Congress Stops Anti-Crypto Agenda | 00:25:58 | |
In this episode, Nik is joined by Crypto.com's head of legal Justin Wales. He is the author of a new book, The Crypto Legal Handbook, an overview of the laws and regulations surrounding the young industry of digital assets. A long time bitcoiner, Justin walks us through the industry's latest legislative battles against the SEC and the notable victory in Congress from a bipartisan contingent to block the SEC's anti-crypto agenda. He concludes that the future is bright for bitcoin regulation in the United States. Justin's Book: https://thecryptolegalhandbook.com/ The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. Block Height 843310 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc #TheBitcoinLayer #NikBhatia #Regulation #DigitalAssets #SEC #CryptoLaw #CryptoRegulation #LegalInsights #CryptoIndustry #CryptoCommunity #CryptoLegalHandbook #BitcoinRegulation #USRegulation #CryptoPolicy #CryptoNews #CryptocurrencyLaw #CryptoLawyer #SECRegulation #Congress #Bipartisan #Bitcoiner #LegalExpert #CryptoInsights #LawAndBlockchain #CryptoCompliance #CryptoTrends #CryptoDiscussion #BitcoinCommunity #CryptocurrencyUpdates #Bloomberg #Macroeconomic #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Learn #Teach #Teacher #Blockchain #Mining #BitcoinMining #macro Subscribe to The Bitcoin Layer on Soundwise The Bitcoin Layer and its guests do not provide investment advice. | |||
| 14 May 2024 | Bitcoin Update: GameStop Soars 170%, Bitcoin Flashing Bull Signal, Difficulty Adjustment | 00:13:02 | |
In this video, Joe provides a timely bitcoin update after more sideways price action. He covers GameStop's surprise resurgence, why credit spreads are still low and can stay there for a while, miner economics, spending behavior, and why bitcoin stands to chop higher through the summer given the favorable macro and liquidity backdrop. The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. Block Height 843472 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc #TheBitcoinLayer #NikBhatia #JoeConsorti #BitcoinUpdate #BitcoinBullMarket #XBTUSD #BTCUSD #Consolidating #DifficultyAdjustment #Glassnode #Metrics #GME #RoaringKitty #MemeStocks #GameStop #MarketAnalysis #CreditSpreads #MinerEconomics #SpendingBehavior #FinancialMarkets #MarketTrends #InvestmentAnalysis #EconomicUpdate #MarketInsights #SidewaysMarket #Liquidity #SummerTrends #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Learn #Teach #Teacher #Blockchain #Mining #BitcoinMining #macro Subscribe to The Bitcoin Layer on Soundwise The Bitcoin Layer and its guests do not provide investment advice. | |||
| 15 May 2024 | Global Macro Update: Bitcoin Soars as CPI Falls | 00:42:53 | |
In this episode, Nik delivers a global macro update after CPI misses expectations and bitcoin jumps over 5%. He starts with the latest inflation data and weighs policy motivations at the Federal Reserve. After recapping inflation and very poor retail sales data, Nik goes through the candlesticks of Treasuries, stocks, and bitcoin to measure the market's reaction, which is bullish due to the promise of more liquidity and rate cuts this year. He also notes that TBL is on recession watch and Ethereum death watch. The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. Block Height 843620 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc #TheBitcoinLayer #NikBhatia #JoeConsorti #GlobalMacroUpdate #BitcoinJump #CPIData #InflationUpdate #FederalReserve #MarketAnalysis #TreasuryCandlesticks #StockMarket #RetailSales #BitcoinAnalysis #Liquidity #RateCuts #RecessionWatch #EthereumDeathWatch #ETH #ETHBTC #CryptoMarket #EconomicUpdate #FinancialNews #MarketReaction #Investing #EconomicTrends #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Learn #Teach #Teacher #Blockchain #Mining #BitcoinMining #macro Subscribe to The Bitcoin Layer on Soundwise The Bitcoin Layer and its guests do not provide investment advice. | |||
| 17 May 2024 | Bitcoin ETFs are DEMOLISHING Records: "This Is Crazy" | Eric Balchunas | 00:35:24 | |
In this episode, Nik is joined by Bloomberg's senior ETF analyst Eric Balchunas. Eric details the records shattered by BlackRock's and Fidelity's bitcoin ETFs, explains why bitcoin gives investors portfolio completion, and forecasts the next couple years of institutional demand. He also opines on the latest disclosures showing that hedge funds and pension funds have started purchasing bitcoin ETFs. The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. Block Height 843901 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc #TheBitcoinLayer #NikBhatia #BitcoinETFs #BlackRock #Fidelity #EricBalchunas #HedgeFunds #PensionFunds #InstitutionalDemand #InvestingTips #ETFs #PortfolioManagement #BitcoinInvesting #ETFAnalysis #MarketTrends #BlackRockETF #FidelityETF #BloombergFinance #HedgeFundInvesting #PensionFundInvesting #InvestmentStrategies #BitcoinMarket #ETFTrends #InstitutionalInvestment #FinancialInsights #BitcoinNews #Bloomberg #Macroeconomic #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Learn #Teach #Teacher #Blockchain #Mining #BitcoinMining #macro Subscribe to The Bitcoin Layer on Soundwise The Bitcoin Layer and its guests do not provide investment advice. | |||
| 21 May 2024 | Explaining Michael Howell's Global Liquidity Framework | 00:41:09 | |
In this episode, Nik summarizes his recent conversation with CrossBorder Capital founder Michael Howell. After Nik interviewed Michael on May 9th, viewers asked us for more education surrounding some of the key concepts covered, including how to understand Howell's liquidity index itself, Treasury bill monetization by banks, and duration's impact on financial markets. Nik concludes with why global liquidity matters for bitcoin. The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. Block Height 844372 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc #TheBitcoinLayer #NikBhatia #CrossBorderCapital #CapitalWars #MichaelHowell #Liquidity #GlobalMonetarySystem #Bitcoin #DebtMonetization #CurrencyDevaluation #Japan #China #CapitalFlows #BitcoinBarometer #FinancialMarkets #Economics #FinanceDiscussion #MarketInsights #InvestingInsights #MarketAnalysis #EconomicOutlook #MonetaryPolicy #FinancialTrends #AssetAllocation #GlobalEconomy #CurrencyMarkets #Cryptocurrency #FinancialForecast #CapitalMarkets #MacroEconomics #CentralBanks #MonetaryTheory #CrossBorderInvesting #FinancialTheory #Bloomberg #Macroeconomic #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Learn #Teach #Teacher #Blockchain #Mining #BitcoinMining #macro Subscribe to The Bitcoin Layer on Soundwise The Bitcoin Layer and its guests do not provide investment advice. | |||
| 21 May 2024 | Washington Goes PRO-CRYPTO: BTC SURGES, ETH ETFs | 00:17:40 | |
In today's video, Joe discusses the latest developments in bitcoin and the broader ecosystem. In the last 24 hours, the SEC has pivoted from not approving a spot Ethereum ETF to fast-tracking its approval, causing Ethereum to jump 20% and ETH/BTC to move above 0.05. He discusses how the House and Senate are now majorly pro-crypto, passing 3 separate bills in the last 10 days in support of the ecosystem. Finally, Joe wraps it all up with a look at bitcoin's bull flag breakout, signaling a bull market continuation if we can get past this brief consolidation period near $70,000. The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. Block Height 844478 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc #TheBitcoinLayer #NikBhatia #JoeConsorti #Bitcoin #Ethereum #CryptoEcosystem #SECApproval #EthereumETF #CryptoJump #ETHBTC #ProCryptoLegislation #CryptoBills #BitcoinBullFlag #BullMarket #CryptoNews #MarketUpdate #FinancialNews #InvestmentAnalysis #BitcoinUpdate #ETFNews #LegislationUpdate #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Learn #Teach #Teacher #Blockchain #Mining #BitcoinMining #macro Subscribe to The Bitcoin Layer on Soundwise The Bitcoin Layer and its guests do not provide investment advice. | |||
| 23 May 2024 | Bitcoin Is In A Classic BULL MARKET with Checkmate | 00:46:52 | |
In this episode, Nik is joined by bitcoin on-chain analyst James Check (Checkmate). They present an overview of realized price and MVRV, two of bitcoin's foundational on-chain metrics to help people understand the importance of this new study. Checkmate presents bitcoin market analysis and his highest signal on-chain charts to demonstrate why he believes bitcoin is exhibiting classic bull market behavior. Nik finishes with some bullish thoughts on bitcoin's maturation. The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. Block Height 844670 #TheBitcoinLayer Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc #TheBitcoinLayer #NikBhatia #Checkmate #BitcoinAnalysis #OnChainMetrics #RealizedPrice #MVRV #MarketAnalysis #BitcoinMarket #InvestmentInsights #TradingSignals #BitcoinBullMarket #FinancialAnalysis #BlockchainMetrics #BitcoinInsights #MarketTrends #BitcoinGrowth #BitcoinHalving2024 #BitcoinHalving #Halving #OnChainAnalysis #BitcoinOnChain #BlockchainAnalytics #BitcoinMetrics #NetworkData #BitcoinTransactions #TransactionAnalysis #BitcoinFundamentals #OnChainMetrics #BTCAnalytics #BlockchainInsights #BitcoinData #NetworkMetrics #BlockchainResearch #BitcoinAnalysis #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #RiverBitcoin #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro Subscribe to The Bitcoin Layer on Soundwise The Bitcoin Layer and its guests do not provide investment advice. | |||
| 29 May 2024 | Could The United States BUY BITCOIN? | 00:18:52 | |
In this video, Joe walks through bombshell developments last week in the political sphere surrounding bitcoin. He discusses the announcement that Donald Trump is reportedly considering bitcoin to address the U.S.' $35-trillion debt problem. He also breaks down the U.S. debt problem and why it has become so unsustainable, showing the trajectory of our debt growth and providing an analogy for viewers to better understand it. He discusses how this would be the first instance of a G20 nation purchasing bitcoin for its reserves, and why it would pave the way for a tidal wave of other nations to follow suit. The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. Block Height 845573 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc #TheBitcoinLayer #NikBhatia #JoeConsorti #Trump #Election2024 #DonaldTrump #ProBitcoin #Republican #Democrat #UnitedStates #USNationalDebt #Debt #Monitization USDebt #GDP #USDebt #DebtCrisis #EconomicPolicy #FinancialNews #G20 #DebtGrowth #PoliticalDevelopments #NationalDebt #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Learn #Teach #Teacher #Blockchain #Mining #BitcoinMining #macro Subscribe to The Bitcoin Layer on Soundwise The Bitcoin Layer and its guests do not provide investment advice. | |||
| 29 May 2024 | Bitcoin Is Changing Lives In Africa | 00:16:59 | |
In this episode, Nik is joined by TBL's correspondent in Africa, Noelyne Sumba. Recorded just before Marathon's huge announcement on mining bitcoin in Kenya, Noelyne explains recent positive developments in North and East Africa around bitcoin mining. As policymakers continue to enact pro-mining ordinances and approve investment in Africa, Noelyne discusses why she thinks lives will be positively affected as energy infrastructure and consumption can bring people hope and better access to the global economy. The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. Block Height 845670 #TheBitcoinLayer Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc #TheBitcoinLayer #NikBhatia #BitcoinAdoption #AfricaTech #FinancialInclusion #AfricanLeadership #CorruptionFighters #DigitalCurrency #BitcoinAfrica #SubSaharanAfrica #NoelyneSumba #TBLAfrica #EmpoweringAfrica #AfricanBitcoinRevolution #DigitalFinance #BitcoinInKenya #BitcoinInNigeria #BitcoinInSouthAfrica #DecentralizedFinance #AfricaNews #EmpowerAfrica #BitcoinVision #FightingCorruption #TechInAfrica #CryptoAwareness #TBLShow #AfricanInnovation #FinancialEmpowerment #SouthAfrica #Kenya #Power #Electricity #Nigeria #Energy #FreeMarket #Government #Taxation #Catalyst #Entrepreneur #OnChain #Censorship #Corruption #Individuals #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #RiverBitcoin #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro Subscribe to The Bitcoin Layer on Soundwise The Bitcoin Layer and its guests do not provide investment advice. | |||
| 30 May 2024 | Global Macro Update: Bitcoin Thrives When US Manipulates Dollar | 00:47:13 | |
In this episode, Nik brings us a global macro update focused on the US government's grand manipulation of the dollar. Nik argues that although the dollar index oscillates, the major theme of introducing dollar liquidity/supply to suppress its value continues to drive asset prices, including Treasuries, stocks, gold, and of course, bitcoin. Join us for an in-depth discussion of the US fiscal picture, tax receipts, interest expense, debt-to-GDP, asset returns, and a global monetary reset. The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. Block Height 845830 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc #TheBitcoinLayer #NikBhatia #DollarManipulation #USGovernment #GlobalMacro #DollarIndex #AssetPrices #Treasuries #Stocks #Gold #FiscalPolicy #DebtToGDP #MonetaryReset #EconomicUpdate #FinancialAnalysis #USDebt #TaxReceipts #InterestExpense #GlobalEconomy #InvestmentStrategy #MonetaryPolicy #FiscalUpdate #MacroEconomics #FinancialMarkets #EconomicDiscussion #DollarLiquidity #AssetReturns #Bloomberg #Macroeconomic #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Learn #Teach #Teacher #Blockchain #Mining #BitcoinMining #macro Subscribe to The Bitcoin Layer on Soundwise The Bitcoin Layer and its guests do not provide investment advice. | |||
| 04 Jun 2024 | Markets Update: BAD DATA To Kick-Off June | 00:26:46 | |
In this episode, Nik delivers an economic and markets update to start the trading month of June. With a weak ISM manufacturing release on Monday morning, Treasury yields and the dollar declined, the latter breaking an important trendline. Nik discusses a record in SOFR daily usage, a terrible day in crude oil prices, and looks at Redfin housing data to identify a some trouble in inventories. The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. Block Height 846420 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc #TheBitcoinLayer #NikBhatia #EconomicUpdate #MarketAnalysis #JuneTrading #ISMManufacturing #TreasuryYields #DollarTrendline #SOFR #CrudeOilPrices #RedfinHousingData #InventoryTroubles #FinanceNews #StockMarket #EconomicTrends #MarketUpdate #TradingInsights #HousingMarket #Economy #Investment #MarketTrends #RealEstate #FinancialAnalysis #MarketMovers #OilMarket #USEconomy #MarketOutlook #Bloomberg #Macroeconomic #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Learn #Teach #Teacher #Blockchain #Mining #BitcoinMining #macro Subscribe to The Bitcoin Layer on Soundwise The Bitcoin Layer and its guests do not provide investment advice. | |||
| 04 Jun 2024 | Bitcoin Is About To BREAKOUT To $80,000 | 00:22:26 | |
In this video, Joe walks through several bitcoin charts to make the case that we're breaking out and moving to and through new all-time highs. He discusses some price action technical analysis, the descending channel bitcoin is trying to break above, the momentum that BTC has built underneath it, and the solid launchpad to take off from with very little froth in the futures market. He concludes with the dismal macro data of late, and how that will impact BTC and other risk throughout the year. The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. Block Height 846515 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc #TheBitcoinLayer #NikBhatia #JoeConsorti #BitcoinCharts #TechnicalAnalysis #BitcoinPrice #BTCPrice #MarketAnalysis #BitcoinBreakout #Investing #Trading #BTCMomentum #MacroEconomy #RiskAssets #MarketTrends #BitcoinTechnicalAnalysis #BitcoinUpdate #BitcoinNews #FuturesMarket #EconomicData #BitcoinInsight #BTCAnalysis #PriceAction #TradingBitcoin #InvestmentStrategy #FinancialMarkets #MarketOutlook #EconomicImpact #TradingStrategy #BTCLaunchpad #InvestmentTrends #MarketUpdate #TechnicalBreakout #BTCPriceAction #MarketForecast #InvestmentOutlook #BitcoinForecast #MarketMovers #EconomicTrends #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Learn #Teach #Teacher #Blockchain #Mining #BitcoinMining #macro Subscribe to The Bitcoin Layer on Soundwise The Bitcoin Layer and its guests do not provide investment advice. | |||
| 06 Jun 2024 | Stanford Professor: Fed Is Scared Of REPO CRISIS | 00:38:14 | |
In this episode, Nik breaks down a Wall Street Journal opinion piece about the Fed's balance sheet. While explaining Fed policy rates, the repo market, and why wholesale repo funding is the most important component of financial plumbing, Nik describes how the Fed could use the timing of Fedwire payments as an indication of reserve scarcity. This an a very educational episode for those interested in Fed policy mechanics and monetary plumbing. The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. Block Height 846676 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc #TheBitcoinLayer #NikBhatia #FedPolicy #MonetaryPolicy #FederalReserve #RepoMarket #FinancialPlumbing #Fedwire #ReserveScarcity #FinancialEducation #EconomicAnalysis #MarketInsights #InterestRates #FedBalanceSheet #FinancialMechanics #MonetarySystem #FinancialMarkets #EconomicPolicy #EducationalContent #FinanceExplained #WallStreetJournal #EconomicInsights #Bloomberg #Macroeconomic #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Learn #Teach #Teacher #Blockchain #Mining #BitcoinMining #macro Subscribe to The Bitcoin Layer on Soundwise The Bitcoin Layer and its guests do not provide investment advice. | |||