The Bitcoin Layer: Recent Episodes
The Bitcoin Layer
The Bitcoin Layer is a premium markets research provider, covering bitcoin through a global macro lens | Research, Analysis, & Education
Featuring Nik Bhatia, author of the #1 Amazon bestseller Layered Money and USC Marshall School of Business professor.
Subscribe to our research publication and YouTube channel to learn about global macroeconomics, bitcoin, Lightning Network, the monetary and financial system, the Federal Reserve, interest rates, and geopolitics. Most importantly, develop a framework for understanding global markets—connect the dots between economic and financial concepts to see the bigger picture. Look no further for your bitcoin and macro education!
In this episode, Nik delivers a global macroeconomic update after the all-important ISM manufacturing and services surveys, and a close technical look at bitcoin, stocks, and Treasury yields. We remain on recession watch after a scary ISM services contraction and multi-year high in unemployment claims. Stay to the end of the episode for Nik's crucial bitcoin technical area to watch.Subscribe and turn on notifications for TBL on YouTube.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: / thebitcoinlayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 850585 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#TheBitcoinLayer #NikBhatia #GlobalEconomy #MacroeconomicUpdate #ISMReport #ManufacturingSurvey #ServicesSurvey #BitcoinAnalysis #StockMarket #TreasuryYields #RecessionWatch #UnemploymentClaims #TechnicalAnalysis #EconomicUpdate #FinancialNews #MarketTrends #NikTalksFinance #InvestmentInsights #EconomicIndicators #BitcoinTechnicalAnalysis #FinancialMarkets #EconomicOutlook #InvestmentStrategies #MarketWatch #EconomicTrends #BitcoinWatch #FinancialUpdate #InvestmentAnalysis #BitcoinInvestment #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 #macroSubscribe to The Bitcoin Layer on Soundwise
In this episode, Joe walks through four important bitcoin charts before the long 4th of July weekend gets underway. He looks at ETF buyers re-entering the market after a 3-week slump, forecasting that bitcoin may be slated to break its consolidation. He suggests that BTC will likely resume its bull run due to the S&P 500 correlation with BTC dropping rapidly. He takes a look at BTC dominance relative to crypto to make the assertion that, judging by past cycles, the bulk of bitcoin's bull run is still on its way. Finally, he concludes with a look at performance of the S&P 500 in the second half of the year to determine how bitcoin will do.Subscribe and turn on notifications for TBL on YouTube.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: https://x.com/TheBitcoinLayerSubscribe to The Bitcoin Layer on your favorite podcast platform. Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at https://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 850429 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#TheBitcoinLayer #NikBhatia #JoeConsorti #BitcoinCharts #ETFBuyers #BullRun #BTCConsolidation #SP500 #BitcoinDominance #MarketForecast #BitcoinPerformance #MarketTrends #4thOfJuly #MarketUpdate #BitcoinBullRun #Macro #BitcoinAnalysis #BitcoinSupport #BitcoinPrice #MarketAnalysis #InvestmentStrategies #FinancialMarkets #TechnicalAnalysis #BitcoinUpdates #MarketTrends #DigitalAssets #EconomicInsights #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 #macroSubscribe to The Bitcoin Layer on Soundwise
In this episode, Nik is joined by Peak Vortex Capital co-founder Shash Aryal to discuss the commercial real estate market. As a distressed CRE investor, Shash brings an on-the-ground knowledge of the latest economics in office buildings, multifamily residential, and data centers and presents an informative chart pack with the most important CRE numbers. He explains why equity for many projects has been wiped out, details the apartment bubble in the Sunbelt, cites AI compute and data center projects to explain why "power is gold," and breaks down why modest rate cuts do nothing to help property holders and builders.Subscribe and turn on notifications for TBL on YouTube.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: https://twitter.com/TheBitcoinLayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 850278 #TheBitcoinLayerContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#TheBitcoinLayer #NikBhatia #JoeConsorti #CommercialRealEstate #CRE #OfficeBuildings #MultifamilyResidential #DataCenters #RealEstateInvestment #ApartmentBubble #SunbeltRealEstate #AICompute #DataCenterProjects #EconomicTrends #PowerIsGold #InterestRates #PropertyInvestment #RealEstateMarket #RealEstate #HousingMarket #TexasRealEstate #FloridaRealEstate #MarketTrends #HomePrices #RealEstateCrisis #MelodyWright #PropertyInvestment #HomeBuying #RealEstateUpdate #MarketAnalysis #HousingCrisis #RealEstateTrends #AirbnbInvestments #InterestRates #FreddieMac #NewConstruction #ResidentialRealEstate #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 #macroSubscribe to The Bitcoin Layer on Soundwise
In this episode, Nik is joined by housing analyst Melody Wright to discuss the US residential real estate market. In a sweeping analysis of why the housing market is heading for a very troublesome 2025, Melody details the inventory issues in Texas and Florida due to pocket listings, private equity, and other forms of distressed borrowing arrangements. She also explains what Americans should do in their search for a home, especially in new construction. Also discussed are millennials' investments in Airbnb properties, trends in rents, the Fed's interest rate path, and Freddie Mac's home equity underwriting program.Follow Melody's Writings: https://m3melody.substack.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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: https://twitter.com/TheBitcoinLayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 849824 #TheBitcoinLayerContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#TheBitcoinLayer #NikBhatia #JoeConsorti #RealEstate #HousingMarket #TexasRealEstate #FloridaRealEstate #MarketTrends #HomePrices #2025Forecast #RealEstateCrisis #MelodyWright #PropertyInvestment #HomeBuying #RealEstateUpdate #MarketAnalysis #HousingCrisis #RealEstateTrends #AirbnbInvestments #InterestRates #FreddieMac #NewConstruction #ResidentialRealEstate #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 #macroSubscribe to The Bitcoin Layer on Soundwise
In this episode, Nik is joined by real estate developer Kelly Lannan to discuss his vision of Bitcoin Urbanism. Kelly walks us through a history of residential real estate in the United States and skillfully explains why government policies and central banking have driven extreme distortion. He covers the reasons for a drop in building quality, describes the multi-trillion dollar infrastructure gap, and concludes with a vision of how bitcoin can contribute to a renewal of beauty and craftsmanship within homes and cities.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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: https://twitter.com/TheBitcoinLayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 849741 #TheBitcoinLayerContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#TheBitcoinLayer #NikBhatia #JoeConsorti #BitcoinUrbanism #RealEstate #KellyLannan #ResidentialRealEstate #UrbanDesign #GovernmentPolicies #CentralBanking #BuildingQuality #InfrastructureGap #Bitcoin #Architecture #UrbanRenewal #Craftsmanship #EconomicPolicy #HousingMarket #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 #macroSubscribe to The Bitcoin Layer on Soundwise
In this video, Joe explores several crucial factors influencing the bitcoin market. He begins by addressing the Mt. Gox FUD and its historical impact on Bitcoin's price, explaining why most creditors are unlikely to sell their recovered Bitcoin. Joe then discusses recent net outflows from Bitcoin ETFs and their connection to declining cash-and-carry trade premiums. He briefly touches on NVIDIA's recent market performance before delving into a price study of Bitcoin's moving averages. A significant portion of the video analyzes the Short-Term Holder Cost Basis and its implications for investor confidence. Joe concludes by discussing macro trends affecting capital flows, emphasizing Bitcoin's role as a liquidity proxy, and reminding viewers to maintain a long-term perspective on Bitcoin as the apex monetary tool.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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: / thebitcoinlayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 849473 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#TheBitcoinLayer #NikBhatia #JoeConsorti #BitcoinBull #BitcoinBear #Correction #BTCUSD #MarketAnalysis #InvestmentInsights #FinancialTrends #MarketPerformance #EconomicAnalysis #MovingAverages #InvestorConfidence #CapitalFlows #LiquidityProxy #LongTermPerspective #InvestmentStrategy #MarketNews #FinancialInsights #InvestmentTrends #MarketAnalysis #FinancialMarkets #EconomicTrends #MarketUpdates #InvestmentTools #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 #macroSubscribe to The Bitcoin Layer on Soundwise
In this episode, Nik is joined by Marathon Digital Holdings CEO Fred Thiel. Fred shares details surrounding the company's historical bitcoin mining agreement with the Kenyan government, skillfully describes the global energy landscape in the AI era, and details why bitcoin is a revolutionary force in the future of energy consumption. Heating homes in Finland, anaerobic digestion of methane, and the global deficiency of electricity transmission are also discussed.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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: https://twitter.com/TheBitcoinLayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 848805 #TheBitcoinLayerContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#TheBitcoinLayer #NikBhatia #JoeConsorti #MARA #Marathon #Marathonmining #BitcoinMining #EnergyInnovation #AI #GlobalEnergy #KenyanGovernment #FredThiel #MarathonDigitalHoldings #BitcoinRevolution #EnergyConsumption #MethaneDigestion #ElectricityTransmission #FinlandEnergy #RenewableEnergy #CleanEnergy #TechPodcast #BitcoinMining #Hashrate #Hashprice #PublicCompanies #BitcoinScaling #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 #macroSubscribe to The Bitcoin Layer on Soundwise
In this episode, Nik answers a question from the audience about bitcoin's purpose on our hectic financial world. We present the case for bitcoin as a tool for wealth preservation. By comparing bitcoin to money, currency, commodities, properties, and assets, we conclude that bitcoin's most valuable characteristic is helping people achieve deflation in a highly inflationary world. Nik discusses bitcoin and equity correlation, $100 trillion in global bank assets, and presents incredible charts on assets priced in BTC.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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: / thebitcoinlayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 848685 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#TheBitcoinLayer #NikBhatia #Bitcoin #WealthPreservation #FinancialWorld #BitcoinPurpose #Inflation #Deflation #FinancialEducation #Investment #BTC #NikTalksBitcoin #GlobalBankAssets #AssetComparison #BitcoinCharts #FinancialAnalysis #Money #Currency #Commodities #Properties #Assets #BitcoinVsEquity #EconomicDiscussion #FinancialInsights #BitcoinValue #AudienceQuestions #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 #macroSubscribe to The Bitcoin Layer on Soundwise
In this video, Joe walks through why bitcoin did not break above the low-$70,000 range despite having the setup for it. He talks about what's next for bitcoin as it approaches a key support level called Short-Term Holder Realized Price (STHRP). STHRP has served both as a floor for bitcoin to bounce off of during prior bull runs, but also as confirmation of a downtrend if bitcoin makes a sustained moved below it. You won't want to miss this episode.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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: / thebitcoinlayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 848508 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#TheBitcoinLayer #NikBhatia #JoeConsorti #Macro #BitcoinAnalysis #STHRP #BitcoinSupport #BitcoinPrice #MarketAnalysis #InvestmentStrategies #FinancialMarkets #TechnicalAnalysis #BitcoinUpdates #MarketTrends #DigitalAssets #EconomicInsights #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 #macroSubscribe to The Bitcoin Layer on Soundwise
In this episode, Joe sits down with Drew Armstrong, president and chairman of Cathedra Bitcoin, a publicly traded bitcoin miner on the Canadian Stock Exchange. Drew takes Joe through a mining masterclass. They discuss how mining public companies raise money, how the landscape is evolving, hashprice, hash rate migrating from the US, how miners are consolidating, and how L2s, Runes, and other things demanding bitcoin blockspace accelerate the development of scaling solutions so that bitcoin fulfills its chief function: better money.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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: https://twitter.com/TheBitcoinLayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 847905 #TheBitcoinLayerContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#TheBitcoinLayer #NikBhatia #JoeConsorti #BitcoinMining #CathedraBitcoin #DrewArmstrong #Hashrate #Hashprice #Blockchain #CanadianStockExchange #PublicCompanies #Investment #BitcoinScaling #L2 #Runes #BlockchainTechnology #MiningConsolidation #Economics #BetterMoney #BitcoinFuture #DigitalCurrency #FinancialMarkets #MiningMasterclass #TechInnovation #DigitalAssets #StockMarket #Finance #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 #macroSubscribe to The Bitcoin Layer on Soundwise
In this episode, Joe walks through an action-packed day in macro. The CPI print for last month came in cooler than analyst estimates, led by the shelter component which saw its first monthly decline in 3 years. Following the cool CPI data, rate expectations fell and risk assets popped, but Powell was quick to temper dovish hopes with his press conference in the afternoon. Though the Fed is content with the path of inflation, it is not satisfied with the level still being well above its 2% target. It remains flexible, with its eye on developments in the labor market, into the end of the year. Joe wraps by talking about how asset prices will behave heading into the end of 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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: / thebitcoinlayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 847673 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#TheBitcoinLayer #NikBhatia #JoeConsorti #Macro #CPI #Inflation #FederalReserve #InterestRates #RiskAssets #JeromePowell #LaborMarket #ShelterCosts #EconomicUpdate #AssetPrices #Finance #Economy #MarketAnalysis #Investing #FinancialNews #EconomicIndicators #MarketTrends #MonetaryPolicy #RateHike #StockMarket #EconomicForecast #MarketOutlook #CPIReport #InvestmentStrategy #FinancialMarkets #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 #macroSubscribe to The Bitcoin Layer on Soundwise
In this episode, Nik delivers a full explainer on Treasury money printing and the monetization of T-bills by banks. In another follow up episode to the recent series on Michael Howell's liquidity framework, we walk through examples of how the Treasury creates money when it borrows and spend, and compare that to the primary dealer financing of Treasuries via repo investments from money market funds (MMFs).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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: / thebitcoinlayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 847409 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#TheBitcoinLayer #NikBhatia #Treasury #MoneyPrinting #TbillMonetization #LiquidityFramework #MichaelHowell #FinancialExplainer #MonetaryPolicy #RepoMarket #MoneyMarketFunds #MMFs #PrimaryDealers #TreasuryBonds #EconomicAnalysis #FinancialMechanics #FedPolicy #FinancialEducation #MarketInsights #InvestmentStrategy #TreasuryInvestments #FinancialMarkets #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 #macroSubscribe to The Bitcoin Layer on Soundwise
In this episode, Nik recaps an eventful week in economic releases and bitcoin price movement. He explains the latest developments in the labor market, analyzes bitcoin fundamentals and price behavior, considers the election's impact on Treasuries, and concludes with an opinion on the state of the Fed's ample reserves framework. His ultimate conclusion is that the Fed will be forced to expand its balance sheet.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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: / thebitcoinlayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 846939 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#TheBitcoinLayer #NikBhatia #EconomicUpdate #BitcoinAnalysis #LaborMarket #BitcoinPrice #MarketTrends #Treasuries #ElectionImpact #FederalReserve #FedPolicy #FinancialAnalysis #BitcoinFundamentals #EconomicReleases #FinancialNews #BalanceSheet #MonetaryPolicy #FedReserves #BitcoinMovement #MarketRecap #FinancialOutlook #InvestmentInsights #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 #macroSubscribe to The Bitcoin Layer on Soundwise
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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: / thebitcoinlayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 846676 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#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 #macroSubscribe to The Bitcoin Layer on Soundwise
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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: / thebitcoinlayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 846515 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#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 #macroSubscribe to The Bitcoin Layer on Soundwise
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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: / thebitcoinlayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 846420 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#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 #macroSubscribe to The Bitcoin Layer on Soundwise
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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: / thebitcoinlayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 845830 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#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 #macroSubscribe to The Bitcoin Layer on Soundwise
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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: https://twitter.com/TheBitcoinLayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 845670 #TheBitcoinLayerContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#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 #macroSubscribe to The Bitcoin Layer on Soundwise
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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: / thebitcoinlayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 845573 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#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 #macroSubscribe to The Bitcoin Layer on Soundwise
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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: https://twitter.com/TheBitcoinLayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 844670 #TheBitcoinLayerContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#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 #macroSubscribe to The Bitcoin Layer on Soundwise
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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: / thebitcoinlayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 844478 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#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 #macroSubscribe to The Bitcoin Layer on Soundwise
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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: / thebitcoinlayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 844372 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#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 #macroSubscribe to The Bitcoin Layer on Soundwise
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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: / thebitcoinlayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 843901 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#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 #macroSubscribe to The Bitcoin Layer on Soundwise
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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: / thebitcoinlayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 843620 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#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 #macroSubscribe to The Bitcoin Layer on Soundwise
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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: / thebitcoinlayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 843472 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#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 #macroSubscribe to The Bitcoin Layer on Soundwise
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/ Use Code: "Layered" to save 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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: / thebitcoinlayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 843310 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#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 #macroSubscribe to The Bitcoin Layer on Soundwise
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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: / thebitcoinlayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 842768 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#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 #macroSubscribe to The Bitcoin Layer on Soundwise
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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: / thebitcoinlayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 842498 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#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 #macroSubscribe to The Bitcoin Layer on Soundwise
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: - https://t.co/gXfJxXXnhW- https://t.co/qtPWQ4dbvJ- https://twitter.com/ces921The 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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: / thebitcoinlayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 842367 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#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 #macroSubscribe to The Bitcoin Layer on Soundwise
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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: / thebitcoinlayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 841960 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#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 #macroSubscribe to The Bitcoin Layer on Soundwise
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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: / thebitcoinlayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 841805 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#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 #macroSubscribe to The Bitcoin Layer on Soundwise
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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: / thebitcoinlayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 841555 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#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 #macroSubscribe to The Bitcoin Layer on Soundwise
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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: / thebitcoinlayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 841017 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#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 #macroSubscribe to The Bitcoin Layer on Soundwise
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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: / thebitcoinlayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 840738 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#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 #macroSubscribe to The Bitcoin Layer on Soundwise
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 AhamedDebt: The First 5000 Years by David GraeberReminiscences of a Stock Operator by Edwin LefèvreNew York 2140 by Kim Stanley RobinsonThe Price of Time: The Real Story of Interest by Edward ChancellorWhen Genius Failed by Roger LowensteinAdam ToozeBethany McLeanBarry J. EichengreenThe 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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: https://twitter.com/TheBitcoinLayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 840573 #TheBitcoinLayerContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#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 #macroSubscribe to The Bitcoin Layer on Soundwise
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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: https://twitter.com/TheBitcoinLayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 840408 #TheBitcoinLayerContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#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 #macroSubscribe to The Bitcoin Layer on Soundwise
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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: https://twitter.com/TheBitcoinLayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 839981 #TheBitcoinLayerContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#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 #macroSubscribe to The Bitcoin Layer on Soundwise
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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: https://twitter.com/TheBitcoinLayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 839819 #TheBitcoinLayerContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#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 #macroSubscribe to The Bitcoin Layer on Soundwise
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 (@)btcpolicyorgFollow Felix on X (@)maradiagaThe 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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: https://twitter.com/TheBitcoinLayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 839647 #TheBitcoinLayerContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#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 #macroSubscribe to The Bitcoin Layer on Soundwise
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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: https://twitter.com/TheBitcoinLayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 839523 #TheBitcoinLayerContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#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 #macroSubscribe to The Bitcoin Layer on Soundwise
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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: https://twitter.com/TheBitcoinLayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 839357 #TheBitcoinLayerContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#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 #macroSubscribe to The Bitcoin Layer on Soundwise
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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: / thebitcoinlayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 838941 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#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 #macroSubscribe to The Bitcoin Layer on Soundwise
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-63000The 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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: https://twitter.com/TheBitcoinLayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 838769 #TheBitcoinLayerContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#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 #macroSubscribe to The Bitcoin Layer on Soundwise
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 (@)btcpolicyorgFollow Matt Pines on X (@)matthew_pinesThe 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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: https://twitter.com/TheBitcoinLayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 838636 #TheBitcoinLayerContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#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 #macroSubscribe to The Bitcoin Layer on Soundwise
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/@3circleinvestmentsThe 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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: / thebitcoinlayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 838445 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#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 #macroSubscribe to The Bitcoin Layer on Soundwise
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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: https://twitter.com/TheBitcoinLayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 838366 #TheBitcoinLayerContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#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 #macroSubscribe to The Bitcoin Layer on Soundwise
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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: https://twitter.com/TheBitcoinLayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 837828 #TheBitcoinLayerContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#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 #macroSubscribe to The Bitcoin Layer on Soundwise
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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: https://twitter.com/TheBitcoinLayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 837491 #TheBitcoinLayerContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#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 #macroSubscribe to The Bitcoin Layer on Soundwise
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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: https://twitter.com/TheBitcoinLayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 837299 #TheBitcoinLayerContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#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 #macroSubscribe to The Bitcoin Layer on Soundwise
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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: / thebitcoinlayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 836711 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#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 #macroSubscribe to The Bitcoin Layer on Soundwise
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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: https://twitter.com/TheBitcoinLayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 836527 #TheBitcoinLayerContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#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 #macroSubscribe to The Bitcoin Layer on Soundwise
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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: https://twitter.com/TheBitcoinLayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 836421 #TheBitcoinLayerContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#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 #MacroSubscribe to The Bitcoin Layer on Soundwise
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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: https://twitter.com/TheBitcoinLayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 836245 #TheBitcoinLayerContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#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 #MacroSubscribe to The Bitcoin Layer on Soundwise
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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: https://twitter.com/TheBitcoinLayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 835557 #TheBitcoinLayerContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#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 #MacroSubscribe to The Bitcoin Layer on Soundwise
In this episode, Joe discusses bitcoin's current 15% pullback. He walks through several charts to discuss how how these pullbacks happen 10 times or more during typical bull markets, potential levels of support for bitcoin's price as it regains its footing, and why given long-term holder behavior, the halving, and the macro backdrop, he believes this is merely a minor pullback in an overall bull market.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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: / thebitcoinlayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 835431 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#TheBitcoinLayer #NikBhatia #JoeConsorti #BitcoinBullMarket #BullMarket #PricePullback #ChartAnalysis #SupportLevels #LongTermInvesting #HalvingImpact #MacroEconomics #FinancialAnalysis #InvestmentStrategy #BitcoinCommunity #MarketVolatility #FinancialEducation #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 #macroSubscribe to The Bitcoin Layer on Soundwise
In this episode, Nik is joined by Blockstream developer Rusty Russell for an incredible conversation about Lightning Network. Rusty explains why he agrees with the thesis of Lightning Network as a type of layered bitcoin, how it is evolving, and how he measures its success.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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: https://twitter.com/TheBitcoinLayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 835270 #TheBitcoinLayerContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#TheBitcoinLayer #NikBhatia #RustyRussell #ComputerScience #Coding #Cryptography #Softfork #BitcoinTech #AdamBack #BlockstreamInsights #Node #LightningNode #Channels #LightningChannels #Blockstream #Taproot #PUBKey #Scripts #Code #BitcoinKeys #Sidechains #Lightning #LightningNetwork #Scaling #HardwareWallet #BitcoinWallet #Privacy #Signature #Censorship #Cypherpunk #Cryptography #Computer #ComputerScience #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 #MacroSubscribe to The Bitcoin Layer on Soundwise
In this episode, Nik conducts price study on bitcoin to gauge whether or not the market is overheated and topping out. We begin with an analysis of bitcoin funding markets and a brief explanation of their significance, and then proceed with a look at weekly and monthly candles and bitcoin's relative strength index (RSI).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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: / thebitcoinlayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 834832 #thebitcoinlayer Nik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#TheBitcoinLayer #NikBhatia #BitcoinAnalysis #PriceStudy #MarketAnalysis #BitcoinFunding #RSI #TechnicalAnalysis #BitcoinTrends #BTC #MarketSignals #MarketIndicators #CryptocurrencyAnalysis #MarketInsights #NikShow #BitcoinMarket #TradingSignals #BitcoinResearch #CryptoInvesting #MarketResearch #PriceStudy #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 #MacroSubscribe to The Bitcoin Layer on Soundwise
In this episode, Nik is joined by Galaxy head of research, Alex Thorn. Alex gives his take on bitcoin ETF inflows now topping $1 billion per day, explains the ability of shareholders to leverage holdings with prime brokers, and shares an excellent overview of how on-chain metrics are evolving. Learn why Alex believes we are still early in this current bitcoin bull market.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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: https://twitter.com/TheBitcoinLayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 834560 #TheBitcoinLayerContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#TheBitcoinLayer #NikBhatia #BitcoinMarket #GalaxyHQ #Galaxy #AlexThorn #GLXY #BITO #XBTF #BITI #BTF #MAXI #BITS #FinancialAdvisors #ETF #ETFs #BitcoinETF #GreyScale #GBTC #Binance #Coinbase #SEC #BlackRock #ETFs #FinancialRegulation #BitcoinDemand #ETFApproval #USGovernmentRegulation #FinancialInsights #InvestmentStrategy #EconomicAnalysis #BankingSector #RegulatoryChallenges #FinancialMarketTrends #BitcoinAnalysis #ETFInvesting #FinancialInnovation #EconomicPolicy #MarketTrends #InvestmentInsights #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #ETFPortfolio #ETFNews #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 #MacroSubscribe to The Bitcoin Layer on Soundwise
In this episode, Nik is joined by Caitlin Long, founder and CEO of Custodia Bank to discuss the current bitcoin bull market. Caitlin shares her thoughts on the enormous demand for bitcoin ETFs since approval, explains why Wall Street will never control bitcoin, and discusses her bank's regulatory fight against the US government.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.Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribeFollow TBL on X: https://twitter.com/TheBitcoinLayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggThe Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice.Block Height 834429 #TheBitcoinLayerContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrball#TheBitcoinLayer #NikBhatia #CaitlinLong #CustodiaBank #BitcoinMarket #ETFs #WallStreetVsBitcoin #Regulation #WallStreet #FinancialRegulation #BitcoinDemand #ETFApproval #USGovernmentRegulation #FinancialInsights #InvestmentStrategy #EconomicAnalysis #BankingSector #RegulatoryChallenges #FinancialMarketTrends #BitcoinAnalysis #ETFInvesting #FinancialInnovation #EconomicPolicy #MarketTrends #InvestmentInsights #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #ETFPortfolio #ETFNews #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 #MacroSubscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik presents an explainer on Bitcoin's realized price. In an effort to simplify the understanding of on-chain metrics, Nik gives us basic definitions of nodes, UTXOs (unspent transaction outputs), realized capitalization, and realized price. We look at the formula for realized price, and give several illustrations of the differences between market price and realized price.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or use http://River.com/TBL to get up to $100 when you signup and buy BitcoinSubscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 834282#TheBitcoinLayer #NikBhatia #UTXO #RealizedPrice #OnChainMetrics #Node #BitcoinNode #Transactions #Output #Input #MarketCapitalization #MarketCap #MarketPrice #BitcoinExplained #FinancialEducation #BlockchainInsights #BTCUSD #BitcoinPrice #BitcoinChart #BTCCharts #BullMarket #BitcoinBullMarket #BitcoinBullRun #BitcoinToday #BitcoinAdoption #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #ETFPortfolio #ETFNews #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 #Learn #Teach #Teacher #Blockchain #Mining #BitcoinMining #Macro The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik breaks down the massive fiscal deficits of the US government over the past five years. We begin with comparing today's deficit historically, explain the numbers behind how the US has spent $10 trillion more than it has collected since 2020, and how this deficit has impacted financial markets and the economy. Nik discusses bitcoin's price increase to $70,000, the signal we are getting from realized price, and generally speaks to what we missed last year when forecasting a recession.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or use http://River.com/TBL to get up to $100 when you signup and buy BitcoinSubscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 833780#TheBitcoinLayer #NikBhatia #BTCUSD #BitcoinPrice #BitcoinChart #BTCCharts #Trendlines #BullMarket #BitcoinBullMarket #BitcoinBullRun #BitcoinToday #BitcoinAdoption #BitcoinAnalysis #EconomicUpdate #FedPolicy #FinancialMarkets #REPO #ReverseREPO #TreasuryVsFed #MonetaryPolicy #BitcoinInvestment #CentralBankers #PMI #CPI #FinancialCrisisPlanning #MarketAnalysis #MacroEconomics #BitcoinOutlook #EconomicForecast #USGovernmentDeficits #FiscalPolicyAnalysis #EconomicImpact #FinancialMarkets #BudgetaryConcerns #USDeficitTrends #EconomicForecasting #BitcoinPriceAnalysis #RealizedPriceSignals #RecessionForecast #FinancialInsights #EconomicOutlook #USBudgetAnalysis #EconomicPolicy #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #ETFPortfolio #ETFNews #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 The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik is joined by bitcoin researcher Jamie Coutts to discuss his thesis on nation states adopting bitcoin via domestic mining operations, including the United Arab Emirates (UAE). Jamie explains his bitcoin research process, including how he looks at perpetual futures funding markets, on-chain metrics, and ETF flows. Jamie has the Chartered Market Technician designation, a markets charter he shares with Nik. He previously built Bloomberg Intelligence's cryptocurrency research product and now is the Chief Crypto Analyst at Real Vision.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or use http://River.com/TBL to get up to $100 when you signup and buy BitcoinSubscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 833424#TheBitcoinLayer #NikBhatia #JoeConsorti #BitcoinResearch #NationStates #UAEAdoption #Dubai #DubaiBitcoin #BlockRewards #KYC #NONKYC #MiningOperations #BitcoinThesis #FuturesMarkets #OnChainMetrics #ETFFlows #ESG #Energy #ClimateChange #MarketTechnician #BloombergIntelligence #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #ETFPortfolio #ETFNews #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 The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik is joined by real estate investor Kelly Lannan. Kelly breaks down the trouble brewing across the commercial real estate sector, including how new multifamily properties are unable to receive financing, existing properties are struggling to refinance due to reduced occupancy and higher rates, and whether the sector can survive until rates are lower in 2025. TSMC, Taiwan's semiconductor giant, and its new chip production facility in Arizona is also discussed.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or use http://River.com/TBL to get up to $100 when you signup and buy BitcoinSubscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 833175#TheBitcoinLayer #NikBhatia #JoeConsorti #GlobalLiquidity #FinancialMarkets #MarketForecast #BullMarketInsights #RealEstateTroubles #CommercialRealEstate #FinanceChallenges #PropertyStruggles #RefinanceIssues #MarketTrends #SectorSurvival #2025Outlook #TSMCInsights #SemiconductorNews #MarketAnalysis #InvestmentInsights #RealEstateTalk #TSMCExpansion #Semiconductor #FinancingDilemmas #PropertyMarket #OccupancyRates #EconomicForecast #RealEstate #OfficeVacancy #ArizonaChipFacility #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #ETFPortfolio #ETFNews #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 The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik brings us a massive chart pack from around the world of financial markets, global macro, and bitcoin. He begins with a recap on why debt monetization is TBL's underlying thesis looking forward, goes through manufacturing, home price, and inflation data, and spends time on weekly candlesticks from all the major markets. Finally, Nik concludes with some very high-signal data from bitcoin's on-chain data.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or use http://River.com/TBL to get up to $100 when you signup and buy BitcoinSubscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 832760#TheBitcoinLayer #NikBhatia #BTCUSD #BitcoinPrice #BitcoinChart #BTCCharts #Trendlines #BullMarket #BitcoinBullMarket #BitcoinBullRun #BitcoinToday #BitcoinAdoption #BitcoinAnalysis #EconomicUpdate #FedPolicy #FinancialMarkets #REPO #ReverseREPO #TreasuryVsFed #MonetaryPolicy #BitcoinInvestment #CentralBankers #PMI #CPI #FinancialCrisisPlanning #MarketAnalysis #MacroEconomics #FinanceTalk #BitcoinOutlook #EconomicForecast #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #ETFPortfolio #ETFNews #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 The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik is joined by Benobi, a Bitcoin researcher. Ben helps us understand the latest Satoshi Nakamoto emails, including why we have access to these communications for the first time, what we can conclude about Satoshi's identity, and why Ben believes there is powerful evidence Satoshi was a single person. Instead of trying to uncover the exact person behind Satoshi Nakamoto, this episode instead takes an intense look at the earliest days of Bitcoin.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or use http://River.com/TBL to get up to $100 when you signup and buy BitcoinSubscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 832577#TheBitcoinLayer #NikBhatia #Satoshi #HalFinney #SatoshiEmails #SatoshisEmails #BitcoinResearch #SatoshiNakamoto #BitcoinHistory #BitcoinIdentity #DigitalCurrency #TechExploration #BitcoinAnalysis #BitcoinBeginnings #BitcoinPodcast #TechTalk #FinancialTechnology #BitcoinOrigins #CryptoChat #BitcoinBeliefs #BitcoinResearch #BitcoinResearcher #Cryptography #LND #LightningNetwork #BitcoinFinancialSystem #DecentralizedFinance #BitcoinTechnology #BitcoinDevelopment #BIPs #BitcoinImprovementProposels #BitcoinUpdates #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 #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro The Bitcoin Layer and its guests do not provide investment advice.Chapters:00:00:00 - New Information on Satoshi Nakamoto00:06:01 - The Fascination with Satoshi Nakamoto00:11:49 - Building Bitcoin Features00:17:23 - The Danger of Cryptography00:23:10 - Satoshi's Complex Story and Identity00:28:56 - Satoshi's Separate Life00:34:51 - Stoal IP Addresses and VPN Usage00:40:23 - Speculations about Craig Wright and Satoshi00:46:00 - Satoshi as a Coder and the End of CommunicationSubscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik is joined by Benobi, a Bitcoin researcher. Ben helps us understand the latest Satoshi Nakamoto emails, including why we have access to these communications for the first time, what we can conclude about Satoshi's identity, and why Ben believes there is powerful evidence Satoshi was a single person. Instead of trying to uncover the exact person behind Satoshi Nakamoto, this episode instead takes an intense look at the earliest days of Bitcoin.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or use http://River.com/TBL to get up to $100 when you signup and buy BitcoinSubscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 832577#TheBitcoinLayer #NikBhatia #Satoshi #HalFinney #SatoshiEmails #SatoshisEmails #BitcoinResearch #SatoshiNakamoto #BitcoinHistory #BitcoinIdentity #DigitalCurrency #TechExploration #BitcoinAnalysis #BitcoinBeginnings #BitcoinPodcast #TechTalk #FinancialTechnology #BitcoinOrigins #CryptoChat #BitcoinBeliefs #BitcoinResearch #BitcoinResearcher #Cryptography #LND #LightningNetwork #BitcoinFinancialSystem #DecentralizedFinance #BitcoinTechnology #BitcoinDevelopment #BIPs #BitcoinImprovementProposels #BitcoinUpdates #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 #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik is joined by Bitcoin researcher David Seroy. David explains why a type of cryptography called "zero-knowledge (ZK) proofs" has the potential to bring scaling to Bitcoin. David argues that Lighting Network isn't enough by itself as a layer 2, and that ZK Rollups, sidechains, and BitVM might bring additional users to Bitcoin. He believes that in order to build a Bitcoin-based financial system and avoid excessive banking leverage, Bitcoin must add expressive transactions to its arsenal.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or use http://River.com/TBL to get up to $100 when you signup and buy BitcoinSubscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 832423#TheBitcoinLayer #NikBhatia #JoeConsorti #BitcoinScaling #ZeroKnowledgeProofs #Cryptography #LND #LightningNetwork #ZKRollups #Sidechains #BitVM #ExpressiveTransactions #BitcoinFinancialSystem #DecentralizedFinance #BitcoinTechnology #FinancialInclusion #BitcoinDevelopment #Layer2Solutions #DigitalCurrency #BIPs #BitcoinImprovementProposels #BitcoinUpdates #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 #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik is joined by Jason Shapiro, a futures trader and hedge fund manager with 30+ years of experience. Jason breaks down his trading system, including how he uses speculative positioning and headlines to generate contrarian positions. He explains his current positioning, shares contrarian thoughts about a US recession, and discloses a long position in bitcoin.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or use http://River.com/TBL to get up to $100 when you signup and buy BitcoinSubscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 832189#TheBitcoinLayer #NikBhatia #JoeConsorti #GlobalLiquidity #FinancialMarkets #MarketForecast #BullMarketInsights #TradingInsights #HedgeFundManager #ContrarianTrading #FuturesTrader#InvestmentStrategies #MarketAnalysis #TradingSystem #FinancialExpertise #USRecession #BitcoinInvestment #SpeculativePositioning #TradingWisdom #LongPosition #MarketNews #InvestmentTalk #TradingPodcast #FinancialDisclosure #ExpertInterview #MarketTrends#MarketDiscussion #FinancialInsights #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #ETFPortfolio #ETFNews #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 The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik explores the path to $100,000 bitcoin by explaining why the Fed will be forced to monetize debt. By presenting trends in the Fed's balance sheet, total Treasury debt, and debt in global banking systems, we conclude that the ability for central banks to create liabilities to purchase government bonds will lead to a wave of debt monetization in the future. Finally, we look at the chart of bitcoin to project historic trends four years into the future.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or use http://River.com/TBL to get up to $100 when you signup and buy BitcoinSubscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 831748#TheBitcoinLayer #NikBhatia #BTCUSD #BitcoinPrice #BitcoinChart #BTCCharts #Trendlines #BullMarket #BitcoinBullMarket #BitcoinBullRun #BitcoinToday #BitcoinAdoption #BitcoinAnalysis #EconomicUpdate #FedPolicy #FinancialMarkets #REPO #ReverseREPO #TreasuryVsFed #MonetaryPolicy #BitcoinInvestment #CentralBankers #FinancialCrisisPlanning #MarketAnalysis #MacroEconomics #FinanceTalk #BitcoinOutlook #EconomicForecast #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #ETFPortfolio #ETFNews #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 The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik is joined by Dan Roberts, CEO of IREN, a data center operator focused on bitcoin mining and generative AI computing. Dan discusses how his company approaches the race for low-cost renewable energy to power bitcoin mining and AI cloud computing services, including the decision between buying Bitmain miners or NVIDIA GPUs, how operating data centers gives IREN an advantage, and the strategy behind trying to find cheap renewable power.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or use http://River.com/TBL to get up to $100 when you signup and buy BitcoinSubscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 831427#TheBitcoinLayer #NikBhatia #JoeConsorti #BitcoinMining #RenewableEnergy #AIComputing #DataCenter #Bitmain #NVIDIA #GreenTech #TechInnovation #Sustainability #RenewablePower #EnergyEfficiency #IREN #Blockchain #CloudComputing #TechStrategy #InnovationTalk #MiningHardware #GreenBitcoin #DataCenterOperations #TechCEO #DigitalTransformation #BitcoinTech #MiningStrategy #TechLeadership #EnergySolutions #BlockchainInnovation #GreenDataCenters #GPUvsASIC #FutureTech #SustainableMining #DataCenterAdvantage #RenewableTech #CostEffectivePower #InnovationInsights #TechDiscussion #EcoFriendlyTech #AIInnovation #TechDecisions #CleanEnergy #DigitalMining #EnergyInnovation #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #ETFPortfolio #ETFNews #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 The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik is joined by Matt Dines, CIO of Build Asset Management. Matt walks us through the latest in the troubled banking sector, including how commercial real estate losses will trickle down throughout the world. We also take a look at some long term charts of the dollar and US Treasury yields to understand the United States position under perpetual deficits and sky-high debt levels. We conclude with Matt's opinion that the last excuse to buy bitcoin at asset managers is now gone.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or use http://River.com/TBL to get up to $100 when you signup and buy BitcoinSubscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 830753#TheBitcoinLayer #NikBhatia #JoeConsorti #BankingSector #AssetManagement #RealEstateLosses #EconomicAnalysis #DollarCharts #USTreasuryYields #USDebtLevels #BitcoinInvesting #FinancialInsights #PerpetualDeficits #MarketAnalysis #InvestmentTalk #FinancialPodcast #EconomicOutlook #BitcoinAnalysis #FinancialMarkets #WealthManagement #CIOInsights #LongTermInvesting #GlobalEconomy #FinancialDiscussion #AssetManagers #InvestmentStrategies #MoneyTalks #GlobalLiquidity #FinancialMarkets #MarketForecast #BullMarketInsights #Q1Outlook #MarketDiscussion #FinancialInsights #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #ETFPortfolio #ETFNews #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 The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik speaks with Alyse Killeen, founder of Stillmark and investor in bitcoin and Lightning Network companies. We learn how Alyse is currently approaching the Lightning Network ecosystem, including her thoughts on stablecoins on Lightning, how Lightning has reinvented the design and user experience of bitcoin, and how this cycle's approach to second layer solutions differs from the past.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or use http://River.com/TBL to get up to $100 when you signup and buy BitcoinSubscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 830442#TheBitcoinLayer #NikBhatia #JoeConsorti #L402 #LightningNetwork #Nodes #LightningNode #LightningChannel #SecondLayer #ScalingBitcoin #Scaling #Stablecoins #Tether #Tethercoin #BitcoinInvesting #LightningNetworkInsights #BitcoinEcosystem #FintechInvestments #TechInnovation #SecondLayerSolutions #BitcoinInterviews #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #ETFPortfolio #ETFNews #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 The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Michael Howell, CEO of CrossBorder Capital, returns for a rousing discussion on his global liquidity framework. He talks about why 2023 played out according to his framework, why the end of Q1 could get dicey for financial markets, and while the bull market rages on and the party continues, why dancing near the door is your best bet.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or use http://River.com/TBL to get up to $100 when you signup and buy BitcoinSubscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 830183#TheBitcoinLayer #NikBhatia #JoeConsorti #GlobalLiquidity #FinancialMarkets #CrossBorderCapital #MarketForecast #2023Analysis #BullMarketInsights #Q1Outlook #MarketDiscussion #FinancialInsights #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #ETFPortfolio #ETFNews #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 The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik is joined by Andrew Poelstra, head of research at Blockstream. Andrew presents his argument for Bitcoin covenants and why he believes introducing OP_CAT via soft fork is a sensible first step. In a fascinating dive into bitcoin's cryptography and inner workings, Andrew teaches us about vault construction and rate limiting, why he believes OP_CAT as a soft fork is low risk, and some of the greater implications of covenants on Bitcoin.Relevant websites:https://github.com/apoelstraCodex32: Shamir Secret Sharing Scheme Book: https://secretcodex32.com/Blockstream Research Twitter account: https://twitter.com/blksresearchThe OG bitcointalk post where gmax suggested listing crazy covenant ideas: https://bitcointalk.org/index.php?topic=278122.0Andrew's blog posts on how to do covenants using only OP_CAT and taproot:https://www.wpsoftware.net/andrew/blog/cat-and-schnorr-tricks-i.htmlhttps://www.wpsoftware.net/andrew/blog/cat-and-schnorr-tricks-ii.htmlNew YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or use http://River.com/TBL to get up to $100 when you signup and buy Bitcoin.Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 829588#TheBitcoinLayer #NikBhatia #JoeConsorti #BitcoinCovenants #OP_CAT #BlockchainResearch #CryptoCryptography #SoftForkAnalysis #BitcoinTech #AndrewPoelstra #AdamBack #BlockstreamInsights #BitcoinVaultConstruction #CovenantImplications #Blockstream #Taproot #PUBKey #Scripts #Code #BitcoinKeys #Sidechains #Lightning #LightningNetwork #Scaling #HardwareWallet #BitcoinWallet #Privacy #Signature #Censorship #Cypherpunk #Cryptography #Computer #ComputerScience #PaperComputer #Secrets #Markets #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik brings us a global macroeconomic and markets update from around the world. He begins with the incredible concentration of equity returns in the Magnificent 7 (Apple, Amazon, Google, Facebook, Tesla, and NVIDIA), addresses problems in commercial real estate and renewed banking contagion, and concludes with a revelation about bitcoin ETF ownership disclosures. The Fed's QT program, volatility, and the dollar are also covered.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or use http://River.com/TBL to get up to $100 when you signup and buy BitcoinSubscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 829424#TheBitcoinLayer #NikBhatia #Apple #Amazon #Google #Facebook #Tesla #NVIDIA #Yields #EconomicUpdate #FedPolicy #FinancialMarkets #REPO #ReverseREPO #FederalFunds #TreasuryVsFed #MonetaryPolicy #BitcoinInvestment #CentralBankers #FinancialCrisisPlanning #MarketAnalysis #NikUpdates #InvestmentInsights #MacroEconomics #FinanceTalk #BitcoinOutlook #EconomicForecast #ETFs #BitcoinETFs #MarketInsights #EconomicNews #FinanceAnalysis #Shares #BitcoinFund #ETF #ETFs #BitcoinETF #GreyScale #GBTC #Binance #Coinbase #SEC #BlackRock #Fidelity #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #ETFPortfolio #ETFNews #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 The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik offers a second look at this week's FOMC meeting and breaks down the strong jobs numbers from Friday morning. He begins with why the 353,000 jobs gained in January is not necessarily significant, discusses what is happening in money markets with assets under management now over $6 trillion for the first time, and finishes with some analysis on bitcoin ETF flows and a major milestone for BlackRock.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or use http://River.com/TBL to get up to $100 when you signup and buy BitcoinSubscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 828642#TheBitcoinLayer #NikBhatia #Yields #EconomicUpdate #FedPolicy #FinancialMarkets #REPO #ReverseREPO #FederalFunds #TreasuryVsFed #MonetaryPolicy #BitcoinInvestment #CentralBankers #FinancialCrisisPlanning #MarketAnalysis #NikUpdates #InvestmentInsights #MacroEconomics #FinanceTalk #BitcoinOutlook #EconomicForecast #ETFs #BitcoinETFs #MarketInsights #EconomicNews #FinanceAnalysis #Shares #BitcoinFund #ETF #ETFs #BitcoinETF #GreyScale #GBTC #Binance #Coinbase #SEC #BlackRock #Fidelity #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #ETFPortfolio #ETFNews #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 The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik breaks down the eventful week in macro, central banking, and financial markets. He begins by answering a viewer's question about the interaction between the Fed and the US Treasury, recaps the FOMC's decision to make no changes to policy, and describes why the Fed might be late to recognize trouble in financial plumbing. He ends with a discussion on where The Bitcoin Layer's name comes from and why an allocation to bitcoin is essential in today's dollar system.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or use http://River.com/TBL to get up to $100 when you signup and buy BitcoinSubscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 828318#TheBitcoinLayer #NikBhatia #Yields #EconomicUpdate #FedPolicy #FinancialMarkets #REPO #ReverseREPO #TreasuryVsFed #MonetaryPolicy #BitcoinInvestment #CentralBankers #FinancialCrisisPlanning #MarketAnalysis #NikUpdates #InvestmentInsights #MacroEconomics #FinanceTalk #BitcoinOutlook #EconomicForecast #ETFs #BitcoinETFs #MarketInsights #EconomicNews #FinanceAnalysis #Shares #BitcoinFund #ETF #ETFs #BitcoinETF #GreyScale #GBTC #Binance #Coinbase #SEC #BlackRock #Fidelity #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #ETFPortfolio #ETFNews #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 The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik brings us a timely macroeconomic and financial markets update. Starting with the Fed's policy changes from the past couple weeks, we learn about the Treasury's battle with the Fed over monetary policy, how central bankers are planning for the next financial crisis, and what this all means for the investment case for bitcoin.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or use http://River.com/TBL to get up to $100 when you signup and buy BitcoinSubscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 827520#TheBitcoinLayer #NikBhatia #Yields #EconomicUpdate #FedPolicy #FinancialMarkets #TreasuryVsFed #MonetaryPolicy #BitcoinInvestment #CentralBankers #FinancialCrisisPlanning #MarketAnalysis #NikUpdates #InvestmentInsights #MacroEconomics #FinanceTalk #BitcoinOutlook #EconomicForecast #ETFs #BitcoinETFs #MarketInsights #EconomicNews #FinanceAnalysis #Shares #BitcoinFund #ETF #ETFs #BitcoinETF #GreyScale #GBTC #Binance #Coinbase #SEC #BlackRock #Fidelity #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #ETFPortfolio #ETFNews #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 The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, we are joined by Alex Thorn, head of research at Galaxy, to discuss how bitcoin ETFs work. Alex explains the mechanics of how and when ETF managers purchase and store bitcoin, why GBTC's high fees are clobbering its assets under management, and when he believes bitcoin ETFs will be on the menu for financial advisors.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or use http://River.com/TBL to get up to $100 when you signup and buy BitcoinSubscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 827147#TheBitcoinLayer #NikBhatia #GalaxyHQ #Galaxy #AlexThorn #GLXY #BITO #XBTF #BITI #BTF #MAXI #BITS #FinancialAdvisors #ETF #ETFs #BitcoinETF #GreyScale #GBTC #Binance #Coinbase #SEC #BlackRock #Fidelity #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #ETFPortfolio #ETFNews #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 The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, we are joined by TBL Africa Correspondent Noelyne Sumba. Noelyne walks us through stages of bitcoin adoption in Kenya, Nigeria, and South Africa, citing a report that suggests Sub-Saharan Africa has one of the most active bitcoin user bases in the world. Finally, Noelyne shares with us her vision on how bitcoin is helping Africans fight back against corrupt governments and leaders.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or use http://River.com/TBL to get up to $100 when you signup and buy BitcoinSubscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 826869#TheBitcoinLayer #NikBhatia #BitcoinAdoption #AfricaTech #CryptoNews #FinancialInclusion #BlockchainAfrica #AfricanLeadership #CorruptionFighters #DigitalCurrency #BitcoinAfrica #SubSaharanAfrica #NoelyneSumba #TBLAfrica #CryptocurrencyExplained #EmpoweringAfrica #AfricanBitcoinRevolution #CryptocurrencyInsights #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 #Sovereign #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Blockchain #Mining #BitcoinMining #Macro The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, we are once again joined by Glassnode's lead on-chain analyst, Checkmate. He gives us a masterful overview of bitcoin markets heading into and post ETF approval, including a breakdown of the latest in futures and options market structure, what is happening on-chain with various cohorts of investors, and how to interpret all the data now available as bitcoin matures as an asset class.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or use http://River.com/TBL to get up to $100 when you signup and buy BitcoinSubscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 826433#TheBitcoinLayer #NikBhatia #Futures #Options #OptionsTrading #FuturesTrading #ETF #GBTC #BitcoinETF #BitcoinETFs #Onchain #Glassnode #Node #Nodes #BitcoinNode #Halving #BlockchainAnlaysis #Hodler #Holders #Network #BullMarket #Bull #Bear #BearMarket #Correction #Charts #Chart #Cycles #ATH #AVIV #Ratio #Deviation #Average #Cost #Accumulation #Supply #21million #Exchanges #Balance #WalletBalance #Divergence #Longterm #ShortTerm #Patterns #Trading #Gains #Loss #Issuance #SupplyStorage #RealizedPrice #Coins #ActiveInvestors #Freedom #FreeMarket #FreeMarkets #Markets #USTreasury #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, we are joined by technology entrepreneur and author Jeff Booth to discover why bitcoin makes the world a better place. Jeff helps us through understanding why bitcoin is the only global solution to a broken money system, including providing a history of Internet protocols and explaining how government currencies steal from our time.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or use http://River.com/TBL to get up to $100 when you signup and buy BitcoinSubscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 826185#TheBitcoinLayer #NikBhatia #JeffBooth #Freemarket #Freedom #MonetaryPolicy #BitcoinThesis #FinancialInsights #MonetaryPolicy #BitcoinAdvocacy #DigitalCurrency #GlobalMacro #LightningNetwork #LBTC #BitcoinTransaction #ETF #ETFs #BitcoinETF #GreyScale #GBTC #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #ETFPortfolio #ETFNews #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 The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik breaks down one of the most historic weeks for bitcoin since its genesis block. ETF launches were a success, evidenced by strong volumes and solid inflows. The price suffered to end the week, but we explain recent moves in context. Finally, Nik details the recent bull steepening of the yield curve and provides a renewed outlook for Fed cuts this year.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or use http://River.com/TBL to get up to $100 when you signup and buy BitcoinSubscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 825529#TheBitcoinLayer #NikBhatia #ETFs #BitcoinETFs #MarketInsights #EconomicNews #FinanceAnalysis #Shares #BitcoinFund #ETF #ETFs #BitcoinETF #GreyScale #GBTC #Binance #Coinbase #SEC #BlackRock #Fidelity #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #ETFPortfolio #ETFNews #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 The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik brings us a timely global macroeconomic update. He explains why the global economy is on very weak footing, dives into record-high office vacancy rates, previews Thursday's CPI release, and teaches us how to interpret today's inverted yield curve.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or use http://River.com/TBL to get up to $100 when you signup and buy BitcoinSubscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 825229#TheBitcoinLayer #NikBhatia #FederalReserve #QuantitativeTightening #MonetaryPolicy #FinancialAnalysis #RRPbalances #SOFR #FinancialPlumbing #EconomicForecast #QE #FinancialCrisis #BitcoinETFs #MarketInsights #EconomicNews #InvestingTips #FinanceAnalysis #Shares #BitcoinFund #ETF #ETFs #BitcoinETF #GreyScale #GBTC #Binance #Coinbase #SEC #BlackRock #Fidelity #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #ETFPortfolio #ETFNews #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 The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik explains why the Fed has already started teasing an early end to Quantitative Tightening. In order to fully understand the Fed's motive, we dive into RRP (Reverse Repo) balances declining, define SOFR and why this rate can tell us about the health of financial plumbing, and forecast why the end of QT sets the table for QE in the next financial crisis. Nik also ends with the news that Bitcoin ETFs will begin trading on Thursday.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or use http://River.com/TBL to get up to $100 when you signup and buy BitcoinSubscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 824920#TheBitcoinLayer #NikBhatia #FederalReserve #QuantitativeTightening #MonetaryPolicy #FinancialAnalysis #RRPbalances #SOFR #FinancialPlumbing #EconomicForecast #QE #FinancialCrisis #BitcoinETFs #MarketInsights #EconomicNews #InvestingTips #FinanceAnalysis #Shares #BitcoinFund #ETF #ETFs #BitcoinETF #GreyScale #GBTC #Binance #Coinbase #SEC #BlackRock #Fidelity #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #ETFPortfolio #ETFNews #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 The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this video, Joe unpacks a sour ISM Services report and a labor report that reveals Americans working multiple jobs to make ends meet is at an all-time high. We dive deeper into the data than any news organization so you can get the real impulse of what's going on around the country.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or use http://River.com/TBL to get up to $100 when you signup and buy BitcoinSubscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 824506#TheBitcoinLayer #NikBhatia #JoeConsorti #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #EconomicAnalysis #JobMarket #ISMReport #LaborStatistics #MultipleJobs #EconomicInsights #USWorkforce #EmploymentTrends #EconomicNews #DataAnalysis #WorkforceChallenges #EconomicImpact #NewsAnalysis #JobMarketTrends #USLaborMarket #EconomicIndicators #RealNews #DataDeepDive #EconomicTrends #EconomicImpulse #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 The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik explains key differences between Bitcoin ETFs and purchasing bitcoin via an exchange, including why ETFs do not allow shareholders to actually use bitcoin. He explains that while people may prefer a fully custodial and non-deliverable bitcoin solution, ETFs don't allow shareholders to participate in the decentralized nature of bitcoin.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 824235#TheBitcoinLayer #NikBhatia #RiverFinancial #Exchange #SelfCustody #Proofofkeys #Proofofwork #POW #POK #Delivery #Shares #BitcoinFund #ETF #ETFs #BitcoinETF #GreyScale #GBTC #Binance #Coinbase #SEC #BlackRock #Fidelity #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #ETFPortfolio #ETFNews #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 The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik gives us a detailed 2024 bitcoin and global macroeconomic outlook. He begins with a summary of The Bitcoin Layer's investment framework and explains the reasoning behind our bitcoin-centric approach. We go through a chart pack featuring global interest rates and economic indicators with the highest signal, discussing why our research and analysis focuses on whether a recession is due next year. Finally, Nik establishes the three most important storylines to watch for bitcoin in 2024.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 822433#TheBitcoinLayer #NikBhatia #JoeConsorti #GDP #ISM #Manufacturing #REPO #Spreads #Volatility #FinacialConditions #BitcoinBullmarket #BitcoinBearMarket #Gross #Net #Treasuries #Glassnode #Recession #Recessions #TreasuryBills #HousingMarket #EconomicCycle #FederalReserve #USHousingMarkets #Global #GlobalRecession #CentralBanks #Banks #Economy #InterestRates #Inflation #Stocks #StockMarket #Yields #USGoverment #Bonds #BondMarket #Volatility #TradingView #Trading #Charts #Debt #Statistic #Rates #Interest #Expense #Treasury #Global #LiquidityIndex #Risk #Asset #Bitcoin #USD #FED #Dollar #Sats #Gold #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, we are joined by portfolio manager Andy Constan. Andy delivers a masterful explainer on the Federal Reserve's balance sheet, including a full breakdown of the Fed's bond portfolio, repo facilities, bailout facilities, and financial plumbing mechanics. Those that are interested in understanding how central banking works will find enormous value in this conversation.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 822004#TheBitcoinLayer #NikBhatia #AndyConstran #SOMA #Reserves #RRP #TGA #MBS #MonetaryPolicy #BitcoinThesis #FinancialInsights #FiscalDominance #EconomicDiscussion #GlobalMacro #LightningNetwork #LBTC #BitcoinTransaction #ETF #ETFs #BitcoinETF #GBTC #Binance #Coinbase #SEC #BlackRock #Fidelity #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #ETFPortfolio #ETFNews #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 The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik recaps yesterday's FOMC meeting and discusses incoming rate cuts. He starts with an explainer of Treasury supply and the difference between gross and net issuance, continues with a full breakdown of Jerome Powell's press conference and the admission that rate cuts are around the corner, and concludes with the enormous news for bitcoin accounting standards.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 821187#TheBitcoinLayer #NikBhatia #JoeConsorti #BitcoinBullmarket #BitcoinBearMarket #Gross #Net #Treasuries #Glassnode #Recession #Recessions #TreasuryBills #HousingMarket #EconomicCycle #FederalReserve #USHousingMarkets #Global #GlobalRecession #CentralBanks #Banks #Economy #InterestRates #Inflation #Stocks #StockMarket #Yields #USGoverment #Bonds #BondMarket #Volatility #TradingView #Trading #Charts #Debt #Statistic #Rates #Interest #Expense #Treasury #Global #LiquidityIndex #Risk #Asset #Bitcoin #USD #FED #Dollar #Sats #Gold #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik provides us with a global markets update, including a discussion about bitcoin's recent move above $40,000. He covers falling yields, rate cuts coming from the ECB and Fed in 2024, falling RRP, and a deep dive into various definitions for the word 'liquidity.' Finally, Nik looks at bitcoin's price action and some on-chain valuation metrics.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 820324#TheBitcoinLayer #NikBhatia #JoeConsorti #BitcoinBullmarket #BitcoinBearMarket #MVRV #Glassnode #Recession #Recessions #TreasuryBills #HousingMarket #EconomicCycle #FederalReserve #USHousingMarkets #Global #GlobalRecession #CentralBanks #Banks #Economy #InterestRates #Inflation #Stocks #StockMarket #Yields #USGoverment #Bonds #BondMarket #Volatility #TradingView #Trading #Charts #Debt #Statistic #Rates #Interest #Expense #Treasury #Global #LiquidityIndex #Risk #Asset #Bitcoin #USD #FED #Dollar #Sats #Gold #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, we are joined by Lyn Alden, founder of Lyn Alden Investment Strategy. In a sweeping discussion of bitcoin and global macroeconomics, Lyn walks us through why bitcoin is a solution to the monetary problems of the day. She explains her bitcoin thesis, why it has moved to the center of her framework, fiscal dominance in the US, the Fed's balance sheet, and much more.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 819782#TheBitcoinLayer #NikBhatia #LynAlden #MonetaryPolicy #BitcoinThesis #FinancialInsights #FiscalDominance #EconomicDiscussion #GlobalMacro #LightningNetwork #LBTC #BitcoinTransaction #ETF #ETFs #BitcoinETF #GreyScale #GBTC #Binance #Coinbase #SEC #BlackRock #Fidelity #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #ETFPortfolio #ETFNews #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 The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Joe breaks down the ISM Manufacturing survey for November into its subcomponents, explaining why the survey hasn't contracted as quickly as previous cycles and why the rates market's reaction has an equal shot at overdoing it as it has at being correct in preparing for the worst.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 819311#TheBitcoinLayer #NikBhatia #JoeConsorti #JeromePowell #EconomicData #TreasuryYield #PMI #ISM #Manufacturing #Employment #Business #NSA #BitcoinBullmarket #BitcoinBearMarket #Recession #Recessions #TreasuryBills #HousingMarket #EconomicCycle #Housing #FederalReserve #USHousingMarkets #Global #GlobalRecession #CentralBanks #Banks #Economy #InterestRates #Inflation #Stocks #StockMarket #Yields #USGoverment #Bonds #BondMarket #Volatility #TradingView #Trading #Charts #Debt #Statistic #Rates #Interest #Expense #Treasury #Global #LiquidityIndex #Risk #Asset #Bitcoin #USD #FED #Dollar #Sats #Gold #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, we are joined by Bloomberg Senior ETF Analyst Eric Balchunas. Eric breaks down the latest in BlackRock's and Fidelity's efforts to achieve approval for their bitcoin spot ETFs. His expectation is for approval early next year based on the SEC's latest requests and shares his thoughts on Binance and Coinbase. New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 819063#TheBitcoinLayer #NikBhatia #EricBalchunas #ETF #ETFs #BitcoinETF #GreyScale #GBTC #Binance #Coinbase #SEC #BlackRock #Fidelity #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #ETFPortfolio #ETFNews #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 The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik delivers 6 talking points for your holiday gatherings on bitcoin and global macroeconomics. From bitcoin's staggering outperformance to the deterioration of US economic data, equip yourself with charts and metrics to explain today's macro picture.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 817998#TheBitcoinLayer #NikBhatia #JoeConsorti #BitcoinBullmarket #BitcoinBearMarket #Recession #Recessions #TreasuryBills #HousingMarket #EconomicCycle #Housing #FederalReserve #USHousingMarkets #Global #GlobalRecession #CentralBanks #Banks #Economy #InterestRates #Inflation #Stocks #StockMarket #Yields #USGoverment #Bonds #BondMarket #Volatility #TradingView #Trading #Charts #Debt #Statistic #Rates #Interest #Expense #Treasury #Global #LiquidityIndex #Risk #Asset #Bitcoin #USD #FED #Dollar #Sats #Gold #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik dives deeper into the Fed's Reverse Repo (RRP) facility and gives a brief history of its origin and function. He explains how the RRP relates to other portions of the Fed's balance sheet as well as other money market sectors. Lastly, Nik provides an update on Treasury yields, the yield curve, and monetary policy expectations.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 817242#TheBitcoinLayer #NikBhatia #JoeConsorti #Recession #Recessions #TreasuryBills #Repo #ReverseRepo #CMEGroup #QT #QE #PMI #InvertedCurve #CPI #ISM #GDP #SOMA #Equities #Manufacturing #Steepening #HousingMarket #EconomicCycle #Housing #FederalReserve #Riskmarkets #USHousingMarkets #Global #GlobalRecession #CentralBanks #Banks #Economy #InterestRates #Inflation #Stocks #StockMarket #Yields #USGoverment #Bonds #BondMarket #Volatility #TradingView #Trading #Charts #Debt #Statistic #Rates #Interest #Expense #Treasury #Global #LiquidityIndex #Risk #Asset #Bitcoin #USD #FED #Dollar #Sats #Gold #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, we are joined by Daniel Batten, cofounder of CH4 Capital. Daniel is a clean tech investor and has been dedicated to the mitigation of methane emissions for the past several years. He now invests in bitcoin mining operations around the world that utilize landfill gases for energy. The implications for bitcoin as an environmental force are wide and powerful, and Daniel guides us through what might happen when bitcoin is recognized for its clean energy potential. New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 816943#TheBitcoinLayer #NikBhatia #BitcoinMining #Landfield #Methane #Oil #Gas #Energy #Emissions #Emission #MiningFarm #BitcoinNetwork #Environment #Environmental #EnergyMining #CleanEnergy #EmissionsReduction #GasUtilization #OilAndGas #SustainableMining #RenewableEnergy #EnvironmentalImpact #CarbonFootprint #GreenTech #EnergyTransition #FossilFuelAlternatives #EcoFriendlyMining #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 The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, we are joined by Max Gagliardi, founder of Ancova Energy. We bring Max on to discuss his real estate project, Mountain Fork Vacations in Oklahoma. Max explains the economics of short-term rentals and answers questions about a potential Airbnb bubble.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 816645#TheBitcoinLayer #NikBhatia #RealEstate #Housing #Land #Airbnb #RealEstateAgent #HousingMarket #Rent #Buy #FirstTimeBuyer #IncomeProperty #AirbnbSuccess #HousingMarket #RealEstateAdvice #PropertyInvesting #VacationRentals #RealEstateInvesting #ShortTermRentals #PropertyManagement #HomeOwnership #RealEstateTips #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 The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik gives us another timely global macroeconomic and markets update. He explains the recent weakness in oil price by using recent news from FedEx, transportation employment data, and used car prices for context. He also walks us through why the terrible Treasury auction requires further investigation and explains the Fed's reverse repo facility for beginners.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 816207#TheBitcoinLayer #NikBhatia #JoeConsorti #Recession #Recessions #TreasuryBills #Oil #OilPrice #OilPrices #Repo #ReverseRepo #EnergyMarket #Transportation #CMEGroup #QT #QE #PMI #InvertedCurve #CPI #ISM #GDP #SOMA #Equities #Manufacturing #Steepening #HousingMarket #EconomicCycle #Housing #FederalReserve #Riskmarkets #USHousingMarkets #Global #GlobalRecession #CentralBanks #Banks #Economy #InterestRates #Inflation #Stocks #StockMarket #Yields #USGoverment #Bonds #BondMarket #Volatility #TradingView #Trading #Charts #Debt #Statistic #Rates #Interest #Expense #Treasury #Global #LiquidityIndex #Risk #Asset #Bitcoin #USD #FED #Dollar #Sats #Gold #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, we are joined by Riot CEO Jason Les. Jason walks us through what it's like operating one of the world's largest mining facilities, legislative efforts throughout the United States to support miners, and why bitcoin can contribute to the stabilization of energy grids.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 815921#TheBitcoinLayer #NikBhatia #Riot #RiotMining #RiotPlatform #Mining #Energy #EnergyEfficiency #MiningPools #Hashrate #Hashing #GigaHashes #HashPower #MiningRig #MiningRigs #BTCHashrate #POW #ProofOfWork #Halving #HalvingBitcoin #Blocks #BlockTime #MiningBlocks #Chips #Asics #Blockreward #Hardware #Difficulty #DifficultyAdjustment #MiningHardware #GPU #GPUMining #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 The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, we are joined once again by Glassnode on-chain analyst Checkmate. He walks us through a series of charts in which we see holder behavior and exchange flows consistent with the transition from bear market to bull market. We also learn about Glassnode's preferred metric to realized value and MVRV.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 815639#TheBitcoinLayer #NikBhatia #Onchain #Glassnode #Node #Nodes #BitcoinNode #Halving #BlockchainAnlaysis #Hodler #Holders #Network #BullMarket #Bull #Bear #BearMarket #Correction #Charts #Chart #Cycles #ATH #AVIV #Ratio #Deviation #Average #Cost #Accumulation #Supply #21million #Exchanges #Balance #WalletBalance #Divergence #Longterm #ShortTerm #Patterns #Trading #Gains #Loss #Issuance #SupplyStorage #RealizedPrice #Coins #ActiveInvestors #Freedom #FreeMarket #FreeMarkets #Markets #USTreasury #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
“There are three kinds of lies: lies, damned lies, and the US Labor Secretary." In this video, Joe walks through the largest week of economic data in 2023 which is bound to be a cycle turning point thanks to an overwhelming influx of bad data on all fronts.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 815153#TheBitcoinLayer #NikBhatia #JoeConsorti #Recession #USEconomy #Recessions #FederalDeficit #GDP #TreasuryBills #PMI #NFP #Unemployment #Jobs #JoblessClaims #NSA #QT #QE #HousingMarket #EconomicCycle #Housing #FederalReserve #Riskmarkets #USHousingMarkets #Global #GlobalRecession #CentralBanks #Banks #Economy #InterestRates #Bloomberg #Inflation #Stocks #StockMarket #Yields #USGoverment #Bonds #BondMarket #Volatility #TradingView #Trading #Charts #Debt #Statistic #Rates #Interest #Expense #Treasury #Global #LiquidityIndex #Risk #Asset #Bitcoin #USD #FED #Dollar #Sats #Gold #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik walks us through his entire global macroeconomic framework. From Treasuries to economic indicators to the Federal Reserve's seemingly unlimited money creation, join us for a masterclass in economic and markets analysis. This lecture combines interest rates, inflation, yield curve, business surveys, and asset performance into one study.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 814912#TheBitcoinLayer #NikBhatia #JoeConsorti #Recession #Recessions #TreasuryBills #QT #QE #PMI #InvertedCurve #CPI #ISM #GDP #SOMA #Equities #Manufacturing #Steepening #HousingMarket #EconomicCycle #Housing #FederalReserve #Riskmarkets #USHousingMarkets #Global #GlobalRecession #CentralBanks #Banks #Economy #InterestRates #Inflation #Stocks #StockMarket #Yields #USGoverment #Bonds #BondMarket #Volatility #TradingView #Trading #Charts #Debt #Statistic #Rates #Interest #Expense #Treasury #Global #LiquidityIndex #Risk #Asset #Bitcoin #USD #FED #Dollar #Sats #Gold #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Do you think the US economy is growing at 4.9% quarterly? I've got a bridge to sell you. In this video, Joe debunks the headline data regarding a strong and resilient US economy and unpacks the unsustainable fiscal path that has fueled this disingenuous data for several decades.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 814089#TheBitcoinLayer #NikBhatia #JoeConsorti #Recession #USEconomy #Recessions #FederalDeficit #GDP #TreasuryBills #QT #QE #HousingMarket #EconomicCycle #Housing #FederalReserve #Riskmarkets #USHousingMarkets #Global #GlobalRecession #CentralBanks #Banks #Economy #InterestRates #Bloomberg #Inflation #Stocks #StockMarket #Yields #USGoverment #Bonds #BondMarket #Volatility #TradingView #Trading #Charts #Debt #Statistic #Rates #Interest #Expense #Treasury #Global #LiquidityIndex #Risk #Asset #Bitcoin #USD #FED #Dollar #Sats #Gold #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik provides an update across bitcoin and financial markets, including bitcoin's strong price increase over the past week. He discusses bitcoin outpacing Ethereum as of late, compares bitcoin's returns to other asset classes, and explains the risks facing bitcoin amidst the optimism surrounding an ETF approval.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 813828#TheBitcoinLayer #NikBhatia #JoeConsorti #BitcoinBullRun #BitcoinBullMarket #ETHBTC #BTCETH #MarketCap #MarketCapitalization #Ratio #BitcoinMarketCap #Recession #Recessions #TreasuryBills #QT #QE #HousingMarket #EconomicCycle #Housing #FederalReserve #Riskmarkets #USHousingMarkets #Global #GlobalRecession #CentralBanks #Banks #Economy #InterestRates #Inflation #Stocks #StockMarket #Yields #USGoverment #Bonds #BondMarket #Volatility #TradingView #Trading #Charts #Debt #Statistic #Rates #Interest #Expense #Treasury #Global #LiquidityIndex #Risk #Asset #Bitcoin #USD #FED #Dollar #Sats #Gold #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik is joined by United States Senator Cynthia Lummis to discuss Bitcoin and digital asset regulation. Senator Lummis explains why she believes Bitcoin is a commodity, but more importantly, why there is so much momentum throughout the government on understanding Bitcoin's correct classification. We also learn about the latest legislative efforts across stablecoins, illicit financing, and whether Bitcoin will be included within agricultural commodity regulation.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 813071#TheBitcoinLayer #NikBhatia #SenatorCynthiaLummis #CynthiaLummis #Wyoming #UnitedStates #UnitedStatesOfAmerica #Commodity #CommodityMarket #CapitalHill #Government #USGovernment #Bills #Privacy #USCitizens #Citizens #Regulation #DigitalAssets #DigitalAssetCommunity #Freedom #FreeMarket #FreeMarkets #Markets #USTreasury #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik answers the question everybody is wondering: is 2024 going to bring a recession along with it? He goes through economic data on the consumer, housing, business sentiment, and manufacturing and determine that the economy is showing many signs of recession despite some bright spots. Nik also shows us the massive inflow into cash instruments which generally indicates investor fear.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 812527#TheBitcoinLayer #NikBhatia #JoeConsorti #Recession #Recessions #QT #QE #HousingMarket #EconomicCycle #JoblessClaims ##SalesIndex #Funds #FundAssets ##PolicyRates #Housing #Consumer #Manufacturing #FederalReserve #Riskmarkets #USHousingMarkets #Global #GlobalRecession #CentralBanks #Banks #Economy #InterestRates #Hiking #Inflation #Stocks #StockMarket #ISM #SmallBusiness #Yields #USGoverment #Bonds #BondMarket #Volatility #TradingView #Trading #Charts #Debt #Statistic #Rates #Interest #Expense #Treasury #Global #LiquidityIndex #Risk #Asset #Bitcoin #USD #FED #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik is joined by bitcoin miner Marshall Long, who has been involved in the industry since 2010. Marshall gives the audience a captivating mix of bitcoin mining basics and global experience, in which he discusses mining in China, power grid management, emersion technology, and his opinions on the global chip supply chain.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 812014#TheBitcoinLayer #NikBhatia #Mining #Energy #EnergyEfficiency #MiningPools #Hashrate #Hashing #GigaHashes #HashPower #MiningRig #MiningRigs #BTCHashrate #POW #ProofOfWork #Halving #HalvingBitcoin #Puzzle #Puzzles #Blocks #BlockTime #MiningBlocks #Chips #Asics #Blockreward #Hardware #Difficulty #DifficultyAdjustment #MiningHardware #GPU #GPUMining #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 The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik is joined by bitcoin miner Marshall Long, who has been involved in the industry since 2010. Marshall gives the audience a captivating mix of bitcoin mining basics and global experience, in which he discusses mining in China, power grid management, emersion technology, and his opinions on the global chip supply chain.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River.Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 812014#TheBitcoinLayer #NikBhatia #Mining #Energy #EnergyEfficiency #MiningPools #Hashrate #Hashing #GigaHashes #HashPower #MiningRig #MiningRigs #BTCHashrate #POW #ProofOfWork #Halving #HalvingBitcoin #Puzzle #Puzzles #Blocks #BlockTime #MiningBlocks #Chips #Asics #Blockreward #Hardware #Difficulty #DifficultyAdjustment #MiningHardware #GPU #GPUMining #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 The Bitcoin Layer and its guests do not provide investment advice.Chapters:00:00:00 - Marshall Long's Bitcoin Journey00:04:23 - Competing with Big Miners00:08:41 - Bitcoin Mining Around the World00:12:38 - Bitcoin Mining in Southeast Asia00:16:54 - Bitcoin Mining and Local Grids00:21:14 - Bitcoin Mining Legislation in Texas and Other States00:25:26 - Immersion for Bitcoin Mining00:29:22 - Different Camps in Bitcoin Mining00:33:19 - Concentration Risk in Semiconductor ManufacturingSubscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this short film, we walk around University of Southern California with Nik. He shares his deep family connection to @USC & @USCMarshallSchoolofBusiness , what he is trying to build as an educator, and how it all relates to the work done by The Bitcoin Layer.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River and Foundation Devices.Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.Go to https://thebitcoinlayer.com/foundation to receive $10 off your purchase of a Passport by Foundation Devices, the most intuitive bitcoin wallet on the market today.Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 811631#TheBitcoinLayer #NikBhatia #BitcoinClass #BitcoinCourse #USC #UniversityofSouthernCalifornia #Trojans #USCTrojans #University #UniversityLife #Student #Undergrad #Undergraduate #Graduate #Students #Teaching #SchoolOfBusiness #Professor #DigitalAssets #Commodity #Learn #Studies #Study #Campus #CampusLife #Walkaround #Banks #Bank #CentralBanks #LegalTender #CBDC #Economics #Payments #Educator #Teacher #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Blockchain #BitcoinMining #Macro The Bitcoin Layer and its guests do not provide investment advice.Chapters:00:00:00 - My USC Tradition00:00:37 - A Career in Bond Trading00:01:04 - Bitcoin and USC's Digital Assets Initiative00:01:34 - Bitcoin Course in the Business School00:02:04 - Teaching Bitcoin as Software00:02:28 - My Family and My Relationship with the University00:03:01 - Driving the Research in Bitcoin00:03:28 - Explaining New Concepts through Research and Videos00:03:55 - The Connection Between Bond Markets and Bitcoin00:04:25 - The Bitcoin Layer and USCSubscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In today's episode, Joe explores the latest candidates for "worst data manipulation of all time" as he breaks down the lies and damned lies from the statisticians tasked with reporting on the US labor market.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River and Foundation Devices.Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.Go to https://thebitcoinlayer.com/foundation to receive $10 off your purchase of a Passport by Foundation Devices, the most intuitive bitcoin wallet on the market today.Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 810952#TheBitcoinLayer #NikBhatia #JoeConsorti #Labor #LaborMarket #Reports #Reporter #Lies #Banks #Bank #CentralBanks #LegalTender #CBDC #Economics #Payments #Educator #Teacher #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Blockchain #BitcoinMining #Macro The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik joins us from Pacific Bitcoin's Mining Industry Day in Santa Monica, California. He recaps a panel consisting of CEOs of publicly traded bitcoin miners, and explains why Bitmain's dominance of cutting-edge ASIC production poses enormous risks for these firms. Bitcoin miners integrating with the power generation industry is also discussed.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River and Foundation Devices.Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.Go to https://thebitcoinlayer.com/foundation to receive $10 off your purchase of a Passport by Foundation Devices, the most intuitive bitcoin wallet on the market today.Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 810679#TheBitcoinLayer #NikBhatia #Mining #Hashing #PacificBitcoin #Swan #Bitmain #Power #Energy #Banks #Bank #CentralBanks #LegalTender #CBDC #Economics #Payments #Educator #Teacher #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Blockchain #BitcoinMining #Macro The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik is joined by TBL's Africa Correspondent Noelyne Sumba. Based in Kenya, Noelyne regularly joins our show to discuss bitcoin adoption throughout Africa. Today, we learn about the inflation crisis and union strikes in Nigeria, as well as why Nigerians are extremely reliant on Tether and other dollar stablecoins for business survival. Also discussed are bitcoin as a savings tool and coups in areas affected by French neocolonialism.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River and Foundation Devices.Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.Go to https://thebitcoinlayer.com/foundation to receive $10 off your purchase of a Passport by Foundation Devices, the most intuitive bitcoin wallet on the market today.Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 810356#TheBitcoinLayer #NikBhatia #JoeConsorti #NoelyneSumba #BitcoinEkasi #Africa #Kenya #Nigeria #French #Union #SouthAfrica #Democracy #Governance #Lightning #Sats #Satoshis #Satoshi #BitcoinNode #Node #SelfSovereign #Adoption #Earn #Spend #Travel #AfricaBitcoinConference #CircularEconomy #Banks #Bank #CentralBanks #LegalTender #CBDC #Economics #Payments #Educator #Teacher #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Blockchain #Mining #BitcoinMining #Macro The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik breaks down what's going on with the S&P 500, which is experiencing its worst month of the year, and explains why Treasury yields spiked throughout September.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River and Foundation Devices.Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.Go to https://thebitcoinlayer.com/foundation to receive $10 off your purchase of a Passport by Foundation Devices, the most intuitive bitcoin wallet on the market today.Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 809931#TheBitcoinLayer #NikBhatia #JoeConsorti #Revenue #Recession #Recession #QT #QE #Trillion #Riskmarkets #Global #GlobalRecession #CentralBanks #Banks #Economy #InterestRates #Hiking #Inflation #Stocks #StockMarket #SandP500 #Yields #USGoverment #Bonds #BondMarket #Volatility #TradingView #Trading #Charts #Debt #Statistic #Rates #Interest #Expense #Treasury #Global #LiquidityIndex #Risk #Asset #Bitcoin #USD #FED #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik is joined by Raj Wadhwani, a bankruptcy attorney based in California. Raj explains to us how bankruptcies are spiking both for consumers and small businesses, and why he thinks that inflation, student loans, personal loans, and high interest rates are combining to create a tornado of problems in the economy.Follow Raj Wadhwani: https://www.wslaw.com/meet-our-team/raj-wadhwani/ & https://www.tiktok.com/@labankruptcyattorneyNew YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River and Foundation Devices.Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.Go to https://thebitcoinlayer.com/foundation to receive $10 off your purchase of a Passport by Foundation Devices, the most intuitive bitcoin wallet on the market today.Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 809624#TheBitcoinLayer #NikBhatia #RajWadhwani #Law #Lawyer #Lawyers #Bankruptcy #Income #Household #Spending #Attorneys #Attorney #Courts #Lawsuit #Lawsuits ##Property #Consumerloans #Consumer #SmallBusiness #Interest #InterestRates #Bankruptcies #Cali #LA #LosAngeles #Loans #California #Covid19 #Covid #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 The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Joe discusses the rapid yield spike, yield curve uninversion, and why the market believes the Fed will cut rates sooner rather than later. New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River and Foundation Devices.Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.Go to https://thebitcoinlayer.com/foundation to receive $10 off your purchase of a Passport by Foundation Devices, the most intuitive bitcoin wallet on the market today.Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 808894#TheBitcoinLayer #NikBhatia #JoeConsorti #Yieldcurve #USTreasury #Collateral #History #Recession #BIPS #UST #MBS #Trillions #Loses #Gains #Morgages #Morgage #Withdrawl #BTFP #Yieldspike #Fiat #Banks #Cash #Deposit # #Interest #Debt #Statistic #Rates #Interest #Expense #Premium #Treasury #Liquidity #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro The Bitcoin Layer and its guests do not provide investment advice.Chapters:00:00:00 - Economic Contraction and Yield Curve Inversion00:01:37 - The Uninverting Yield Curve00:03:10 - The Importance of Financial Plumbing in the Economy00:04:39 - Duration and Interest Rate Risk00:07:39 - Banks and the Borrowing Model00:09:02 - Banks Selling Assets and Seeking Bailouts00:10:31 - Financial Instability and Rate Cuts00:11:59 - Real-Time Updates on Global MarketsSubscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Joe discusses the rapid yield spike, yield curve uninversion, and why the market believes the Fed will cut rates sooner rather than later. New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River and Foundation Devices.Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.Go to https://thebitcoinlayer.com/foundation to receive $10 off your purchase of a Passport by Foundation Devices, the most intuitive bitcoin wallet on the market today.Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 808894#TheBitcoinLayer #NikBhatia #JoeConsorti #Yieldcurve #USTreasury #Collateral #History #Recession #BIPS #UST #MBS #Trillions #Loses #Gains #Morgages #Morgage #Withdrawl #BTFP #Yieldspike #Fiat #Banks #Cash #Deposit # #Interest #Debt #Statistic #Rates #Interest #Expense #Premium #Treasury #Liquidity #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik is joined by Alex Thorn, head of research at Galaxy. Alex explains how investors are supposed to think about bitcoin valuation, breaks down how institutional adoption is helping to moderate volatility and bring in more stability for bitcoin as payment, and forecasts the driving factors behind bitcoin markets going forward.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River and Foundation Devices.Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.Go to https://thebitcoinlayer.com/foundation to receive $10 off your purchase of a Passport by Foundation Devices, the most intuitive bitcoin wallet on the market today.Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 808639#TheBitcoinLayer #NikBhatia #Galazy #BitcoinSupply #Scarcity #Trades #ETF #Broker #OTC #NAV #Glassnode #Liquidity #BTCETH #Bonds #Business #Investments #Treasuries #Sovereign #SovereignDebt #ReserveCurrency #SoundMoney #Savings #Save #Gold #Digital #Commodity #Currency #Assets #YieldCurve #Property #Markets #USTreasury #TreasuryBills #BalanceSheet #LowRisk #Long #Short #Markets #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik is joined by Michael Saylor to discuss bitcoin in relation to government debt. Michael shares the importance of upcoming accounting changes that will allow corporations to build bitcoin endowments, a fundamental shift in treasury management of operating companies. Michael also shares his thoughts on spot ETFs, systemic inflation, and long-term bitcoin adoption.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River and Foundation Devices.Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.Go to https://thebitcoinlayer.com/foundation to receive $10 off your purchase of a Passport by Foundation Devices, the most intuitive bitcoin wallet on the market today.Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 807882#TheBitcoinLayer #NikBhatia #MichaelSaylor #Saylor #MicroStrategy #BalanceSheet #GovernmentDebt #ETF #Bonds #Business #Investments ##Treasuries #Sovereign #SovereignDebt ##ReserveCurrency #SoundMoney #Savings #Save #Gold #Digital #Commodity #Currency #Assets #YieldCurve #Property #USTreasury #TreasuryBills #JacksonHole #BalanceSheet #BalanceSheets #LowRisk #Long #Short #Markets #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik walks us through the implications for bitcoin if we enter a global recession. We start with a quick recap of what's happening around the global economy, what central banks might be doing over the next year, and examine if bitcoin is positioned to benefit or not during that time horizon.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River and Foundation Devices.Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.Go to https://thebitcoinlayer.com/foundation to receive $10 off your purchase of a Passport by Foundation Devices, the most intuitive bitcoin wallet on the market today.Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 807537#TheBitcoinLayer #NikBhatia #JoeConsorti #Recession #Global #GlobalRecession #Lightning #LightningNetwork #CentralBanks #Banks #Economy #Germany #UK #PMI #Growth #Unemployment #InterestRates #Hiking #Euro #Inflation #Futures #Stocks #StockMarket #Yields #USGoverment #Bonds #BondMarket #Volatility #TradingView #Trading #Charts #Debt #Statistic #Rates #Interest #Expense #Treasury #Global #LiquidityIndex #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, TBL Africa correspondent Noelyne Sumba is joined by Hermann Vivier. Hermann Vivier, a multifaceted personality and surf coach, educator, teacher, and organizer of Bitcoin Ekasi. Discover how the circular economy is taking shape around Bitcoin in South Africa, and gain valuable insights into the country's democracy and governance. Hermann also shares his inspiring journey of making a positive impact by extending a helping hand to the townships of South Africa.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River and Foundation Devices.Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.Go to https://thebitcoinlayer.com/foundation to receive $10 off your purchase of a Passport by Foundation Devices, the most intuitive bitcoin wallet on the market today.Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 806775#TheBitcoinLayer #NikBhatia #JoeConsorti #NoelyneSumba #BitcoinEkasi #Africa #SouthAfrica #Townships #Democracy #Governance #Surf #Surfing #Instructor #Lifeguard #Lightning #Sats #Satoshis #Satoshi #BitcoinNode #Node #SelfSovereign #Adoption #Earn #Spend #Travel #AfricaBitcoinConference #CircularEconomy #Banks #Bank #CentralBanks #LegalTender #CBDC #Economics #Payments #Educator #Teacher #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Blockchain #Mining #BitcoinMining #Macro The Bitcoin Layer and its guests do not provide investment advice.Chapters:00:00:00 - Introduction and Background of Bitcoin00:04:43 - The Fall of Democracy in South Africa00:09:06 - The Economic Situation in South Africa00:13:17 - Taking Ownership of the Situation00:17:21 - Onboarding Coaches to Educate the Shops00:21:19 - Challenges and the Importance of Education in South Africa00:25:09 - Bitcoin Adoption in the Township00:29:27 - Organizing Parallel Institutions in South Africa00:33:36 - The Mission of Bitcoin Ekasi and Global ImpactSubscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik summarizes the latest developments in financial markets and the global economy. He discusses the strong readings in the US services sector that is challenged by terrible mortgage applications and a weakening consumer. Also covered are Europe's ugly recession and China's property sector defaults which both bring the danger of dollar strength.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River and Foundation Devices.Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.Go to https://thebitcoinlayer.com/foundation to receive $10 off your purchase of a Passport by Foundation Devices, the most intuitive bitcoin wallet on the market today.Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 806527#TheBitcoinLayer #NikBhatia #JoeConsorti #PMI #Services #Manufacturing #Morgage #Morgages #Consumerloans #ConsumerSpending #CorporateBond #CorporateBonds #InterestRates #Euro #Yuan #Inflation #Futures #Stocks #StockMarket #Yields #USGoverment #Bonds #BondMarket #Volatility #TradingView #Trading #Charts #ChartPack #Debt #Statistic #Rates #Interest #Expense #10year #Premium #Treasury #Global #LiquidityIndex #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro The Bitcoin Layer and its guests do not provide investment advice.Chapters:00:00:00 - State of the U.S Economy00:02:56 - Manufacturing and Employment00:05:43 - Near Record Corporate Bond Issuance00:08:37 - Corporate Markets and Mortgage Applications00:11:22 - Slowing US Consumer Spending00:14:22 - The Complexity of Economic Data Analysis00:17:06 - European Economic Recession and Weakness in the Euro00:19:51 - The Impact on the Euro Market00:22:33 - Weakness in China's CurrencySubscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Joe is joined by the inimitable Joe Carlasare, partner at Amundsen Davis & TBL Legal Correspondent. Joe breaks down Grayscale's victory over the SEC, what this means for GBTC and other spot bitcoin ETF applicants, the timetable for when these may be approved, the SEC's plan of delaying until the final deadline for each applicant, the trouble brewing in the SEC v Binance case, and his outlook for bitcoin as we head into a volatile Q4.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River and Foundation Devices.Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.Go to https://thebitcoinlayer.com/foundation to receive $10 off your purchase of a Passport by Foundation Devices, the most intuitive bitcoin wallet on the market today.Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 805928#TheBitcoinLayer #NikBhatia #JoeConsorti #JoeCarlasare #ETC #BlackRock #BitcoinETF #XRP #Ripple #Schemes #Judge #Court #Courtroom #Law #Lawyer #SEC #UnregisteredSecurities #Securities #Sales #Enforcement #RippleLabs #Industry #Investors #Coinbase #Binance #Unlawful #Suit #Sue #Selling #Exchange #Coins #Markets #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Joe walks through how 45% of federal student loan borrowers expect to go delinquent once payments resume in October, and the crushing impact it very well may have on consumer spending, and by extension, US economic activity.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River and Foundation Devices.Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.Go to https://thebitcoinlayer.com/foundation to receive $10 off your purchase of a Passport by Foundation Devices, the most intuitive bitcoin wallet on the market today.Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 805510#TheBitcoinLayer #NikBhatia #JoeConsorti #StudentDebt #Borrowers #Default #Payments #Education #SchoolSystem #FederalStudentDebt #College #CollegeTuition #Tuition #StudentLoans #Tax #Loans #Trillions #StudentLoanDebt #Graduate #Graduates #GraduateStudent #Interest #Debt #Statistic #Rates #Interest #Expense #Premium #Treasury #Liquidity #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, we are joined by Blockstream's Director of Research, Andrew Poelstra. Andrew has released a new book that provides a fascinating offline solution for secret sharing. We discuss how his book works and how it applies to bitcoin storage and verification. Andrew also shares his early motivations for working on bitcoin.Relevant websites:Codex32: Shamir Secret Sharing Scheme Book: https://store.blockstream.com/product/codex32-shamir-secret-sharing-scheme-book/Blockstream Research Twitter account: https://twitter.com/blksresearchNew YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River and Foundation Devices.Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.Go to https://thebitcoinlayer.com/foundation to receive $10 off your purchase of a Passport by Foundation Devices, the most intuitive bitcoin wallet on the market today.Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 805238#TheBitcoinLayer #NikBhatia #JoeConsorti #Blockstream #Taproot #PUBKey #Scripts #Code #BitcoinKeys #Sidechains #Lightning #LightningNetwork #Scaling #HardwareWallet #BitcoinWallet #Privacy #Signature #Censorship #Cypherpunk #Cryptography #Computer #ComputerScience #PaperComputer #Secrets #Markets #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, we are joined by Build CIO Matt Dines. Matt walks us through the epic bear market in Treasuries and projects that investors are approaching yield levels that will bring portfolios a lot of pain. Nik asks Matt to explain why the 3-month/6-month Treasury bill curve is inverted and what it means for markets.New YouTube videos M/W/F — New Substack posts T/R/SThe Bitcoin Layer is brought to you by River and Foundation Devices.Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.Go to https://thebitcoinlayer.com/foundation to receive $10 off your purchase of a Passport by Foundation Devices, the most intuitive bitcoin wallet on the market today.Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe to The Bitcoin Layer on your favorite podcast platform.Subscribe and turn on notifications for TBL on YouTube.Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 804562#TheBitcoinLayer #NikBhatia #MattDines #JoeConsorti #Treasuries #YieldCurve #USTreasury #TreasuryBills #JacksonHole #BalanceSheet #BalanceSheets #LowRisk #Long #Short #Markets #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise
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Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. Brent Johnson is the CEO of Santiago Capital, which offers portfolio management and advisory services. In this episode, Brent explains his Dollar Milkshake Theory, and why the Eurodollar system is a global game of musical chairs.
Follow Santiago Capital on Twitter: https://twitter.com/SantiagoAuFund
New YouTube videos every Wednesday and Friday. New Substack posts every Tuesday, Thursday & Saturday.
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Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg
Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Research Associate Joe Consorti's Twitter: https://twitter.com/JoeConsorti Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
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Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik discusses the premise that Jerome Powell and the US Federal Reserve are attempting to reclaim dollar monetary policy away from European banks.
New YouTube videos every Wednesday and Friday. New Substack posts every Tuesday and Thursday.
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Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg
Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Research Associate Joe Consorti's Twitter: https://twitter.com/JoeConsorti Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
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Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. Michael Saylor is the Executive Chairman of MicroStrategy, a publicly traded business intelligence firm he founded in 1989. He founded and serves as trustee for the Saylor Academy, saylor.org, a non-profit organization that has provided free education to over 1 million students. He is an advocate for the Bitcoin Standard (hope.com). In this episode, he delivers a comprehensive and scathing rebuke of real estate as a store of value, and lays out his case for why bitcoin will demonetize it.
Follow Saylor on Twitter: https://twitter.com/saylor
New YouTube videos every Wednesday and Friday. New Substack posts every Tuesday and Thursday.
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Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg
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Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. Matthew Pines is a Managing Consultant at Krebs Stamos Group, where he advises on geopolitics, tech security, and business strategy. He is also a National Security Fellow at the Bitcoin Policy Institute. In this episode, he delivers a comprehensive breakdown on the tension between China & Taiwan, as well as the boiling economic war being waged with US Treasuries at the center.
Follow Matt on Twitter: https://twitter.com/matthew_pines
New YouTube videos every Tuesday and Thursday. New Substack posts every Wednesday and Friday.
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Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg
Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Research Associate Joe Consorti's Twitter: https://twitter.com/JoeConsorti Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
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Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. Andy Constan is the CEO of Damped Spring Advisors, a founder of two multi-strategy hedge funds, and a former associate with Bridgewater. He is an experienced global relative value and macro investor. In this episode, he delivers a masterclass in treasuries and QT, as well as implications for asset prices.
Follow Andy on Twitter: https://twitter.com/dampedspring
New YouTube videos every Tuesday and Thursday. New Substack posts every Wednesday and Friday.
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Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg
Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Research Associate Joe Consorti's Twitter: https://twitter.com/JoeConsorti Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
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Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik walks through the default risk of Credit Suisse and its potential outcomes, including our thesis that we will not see another 2008-style financial crisis.
New YouTube videos every Tuesday and Thursday. New Substack posts every Wednesday and Friday.
Thanks to our Sponsor! VOLTAGE: https://TheBitcoinLayer.com/voltage
Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.com Follow TBL on Twitter: https://twitter.com/TheBitcoinLayer Follow TBL on LinkedIn: https://linkedin.com/company/TheBitcoinLayer Follow TBL on Instagram: https://instagram.com/TheBitcoinLayer Follow TBL on TikTok: https://tiktok.com/@TheBitcoinLayer Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch Sign up for the free Monetary History course on Saylor Academy: http://sylr.org/MonetaryHistory
Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg
Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Research Associate Joe Consorti's Twitter: https://twitter.com/JoeConsorti Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
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Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this second episode of Drive With Nik, Nik discusses this week's global economic releases, central bank policy tightening, and bitcoin price action as he drives around LA.
New YouTube videos every Tuesday and Thursday. New Substack posts every Wednesday and Friday. In October 2022, we introduced our new institutional service for professional investors: https://TheBitcoinLayer.com/pro
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Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch Sign up for the free Monetary History course on Saylor Academy: http://sylr.org/MonetaryHistory Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg
Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Research Associate Joe Consorti's Twitter: https://twitter.com/JoeConsorti Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
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Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik breaks down this week's Bank of England intervention in the UK government bond market. After the new leadership announced large tax cuts, UK gilts entered a downward spiral that resulted in an emergency bailout of pension managers, including BlackRock.
New YouTube videos every Tuesday and Thursday. New Substack posts every Wednesday and Friday.
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Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.com Follow TBL on Twitter: https://twitter.com/TheBitcoinLayer Follow TBL on LinkedIn: https://linkedin.com/company/TheBitcoinLayer Follow TBL on Instagram: https://instagram.com/TheBitcoinLayer Follow TBL on TikTok: https://tiktok.com/@TheBitcoinLayer Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch Sign up for the free Monetary History course on Saylor Academy: http://sylr.org/MonetaryHistory
Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg
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Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik and Joe discuss the wild market moves after the Federal Reserve hiked interest rates by another 0.75% in September. They also break down why stocks and bitcoin are both flirting with their lows of the year.
New YouTube videos every Tuesday and Thursday. New Substack posts every Wednesday and Friday.
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Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.com Follow TBL on Twitter: https://twitter.com/TheBitcoinLayer Follow TBL on LinkedIn: https://linkedin.com/company/TheBitcoinLayer Follow TBL on Instagram: https://instagram.com/TheBitcoinLayer Follow TBL on TikTok: https://tiktok.com/@TheBitcoinLayer Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch Sign up for the free Monetary History course on Saylor Academy: http://sylr.org/MonetaryHistory
Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg
Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Research Associate Joe Consorti's Twitter: https://twitter.com/JoeConsorti Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
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Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this discussion, Nik and Joe are joined by macro heavyweights TXMC, Jeff Ross, Croesus, and Greg Foss to discuss the Fed's decision to hike 75 basis points. What does the path for monetary policy look like, how will markets digest this decision, and will the real economy be able to handle a 4%+ risk-free rate?
New YouTube videos every Tuesday and Thursday. New Substack posts every Wednesday and Friday.
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Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.com Follow TBL on Twitter: https://twitter.com/TheBitcoinLayer Follow TBL on LinkedIn: https://linkedin.com/company/TheBitcoinLayer Follow TBL on Instagram: https://instagram.com/TheBitcoinLayer Follow TBL on TikTok: https://tiktok.com/@TheBitcoinLayer Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch Sign up for the free Monetary History course on Saylor Academy: http://sylr.org/MonetaryHistory
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Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Research Associate Joe Consorti's Twitter: https://twitter.com/JoeConsorti Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
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Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik breaks down the correlation between bitcoin and the stock market, which are usually strongly correlated, but not when bitcoin goes on its signature bull runs! Watch to learn more.
New YouTube videos every Tuesday and Thursday. New Substack posts every Wednesday and Friday.
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Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.com Follow TBL on Twitter: https://twitter.com/TheBitcoinLayer Follow TBL on LinkedIn: https://linkedin.com/company/TheBitcoinLayer Follow TBL on Instagram: https://instagram.com/TheBitcoinLayer Follow TBL on TikTok: https://tiktok.com/@TheBitcoinLayer Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch Sign up for the free Monetary History course on Saylor Academy: http://sylr.org/MonetaryHistory
Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg
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Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik breaks down the latest dramatic price action in rates and risk markets after recent economic data. Is the Fed heading for further policy error?
New YouTube videos every Tuesday and Thursday. New Substack posts every Wednesday and Friday.
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Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.com Follow TBL on Twitter: https://twitter.com/TheBitcoinLayer Follow TBL on LinkedIn: https://linkedin.com/company/TheBitcoinLayer Follow TBL on Instagram: https://instagram.com/TheBitcoinLayer Follow TBL on TikTok: https://tiktok.com/@TheBitcoinLayer Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch Sign up for the free Monetary History course on Saylor Academy: http://sylr.org/MonetaryHistory
Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg
Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Research Associate Joe Consorti's Twitter: https://twitter.com/JoeConsorti Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
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Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik discusses this week's inflation economic releases and the potential path of Fed policy and interest rates as he drives around LA.
New YouTube videos every Tuesday and Thursday. New Substack posts every Wednesday and Friday.
Thanks to our Sponsor! VOLTAGE: https://TheBitcoinLayer.com/voltage
Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.com Follow TBL on Twitter: https://twitter.com/TheBitcoinLayer Follow TBL on LinkedIn: https://linkedin.com/company/TheBitcoinLayer Follow TBL on Instagram: https://instagram.com/TheBitcoinLayer Follow TBL on TikTok: https://tiktok.com/@TheBitcoinLayer Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch Sign up for the free Monetary History course on Saylor Academy: http://sylr.org/MonetaryHistory
Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg
Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Research Associate Joe Consorti's Twitter: https://twitter.com/JoeConsorti Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
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Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik breaks down several reasons why the Fed is not expected to cut rates any time soon, including current market pricing, recent Jerome Powell rhetoric after Jackson Hole, an absence of trouble in money markets and financial plumbing, and a Fed committed to a lengthy period of balance sheet runoff, or QT.
New YouTube videos every Tuesday and Thursday. New Substack posts every Wednesday and Friday.
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Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.com Follow TBL on Twitter: https://twitter.com/TheBitcoinLayer Follow TBL on LinkedIn: https://linkedin.com/company/TheBitcoinLayer Follow TBL on Instagram: https://instagram.com/TheBitcoinLayer Follow TBL on TikTok: https://tiktok.com/@TheBitcoinLayer Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch Sign up for the free Monetary History course on Saylor Academy: http://sylr.org/MonetaryHistory
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Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Research Associate Joe Consorti's Twitter: https://twitter.com/JoeConsorti Strategist Matthew Ball's Twitter: https://twitter.com/matthewrball
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Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik demonstrates how investors can utilize on-chain metrics to identify price floors for bitcoin. Nik uses this HODL Waves Bitcoin UTXO Age Distribution chart: https://unchained.com/hodlwaves/
New YouTube videos every Tuesday and Thursday. New Substack posts every Wednesday and Friday.
Thanks to our Sponsor! VOLTAGE: https://TheBitcoinLayer.com/voltage
Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.com Follow TBL on Twitter: https://twitter.com/TheBitcoinLayer Follow TBL on LinkedIn: https://linkedin.com/company/TheBitcoinLayer Follow TBL on Instagram: https://instagram.com/TheBitcoinLayer Follow TBL on TikTok: https://tiktok.com/@TheBitcoinLayer Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch Sign up for the free Monetary History course on Saylor Academy: http://sylr.org/MonetaryHistory
Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg
Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Research Associate Joe Consorti's Twitter: https://twitter.com/JoeConsorti Strategist Matthew Ball's Twitter: https://twitter.com/matthewrball
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Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik explains why comparing bitcoin to the dollar isn't as appropriate as comparing it to gold, equities, real estate, and bonds. This episode touches on points from his book Layered Money.
New YouTube episodes every Tuesday and Thursday. New Substack posts every Wednesday and Friday.
Thanks to our Sponsor! VOLTAGE: https://TheBitcoinLayer.com/voltage
Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.com Follow TBL on Twitter: https://twitter.com/TheBitcoinLayer Follow TBL on LinkedIn: https://linkedin.com/company/TheBitcoinLayer Follow TBL on Instagram: https://instagram.com/TheBitcoinLayer Follow TBL on TikTok: https://tiktok.com/@TheBitcoinLayer Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch Sign up for the free Monetary History course on Saylor Academy: http://sylr.org/MonetaryHistory
Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg
Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Research Associate Joe Consorti's Twitter: https://twitter.com/JoeConsorti Strategist Matthew Ball's Twitter: https://twitter.com/matthewrball
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Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, we give you a behind the scenes recap from the bitcoin-only conference BitBlockBoom in Austin, Texas. Thank you to all our readers and fans for an awesome weekend!
New YouTube episodes every Tuesday and Thursday. New Substack posts every Wednesday and Friday.
Thanks to our Sponsors! ZEBEDEE: https://TheBitcoinLayer.com/zebedee VOLTAGE: https://TheBitcoinLayer.com/voltage
Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.com Follow TBL on Twitter: https://twitter.com/TheBitcoinLayer Follow TBL on LinkedIn: https://linkedin.com/company/TheBitcoinLayer Sign up for the free Monetary History course on Saylor Academy: http://sylr.org/MonetaryHistory
Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg
Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Research Associate Joe Consorti's Twitter: https://twitter.com/JoeConsorti Strategist Matthew Ball's Twitter: https://twitter.com/matthewrball
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Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik explains the recent Chinese economic contraction that has led to targeted stimulus and a currency devaluation, and what the implications are for global markets.
New YouTube episodes every Tuesday and Thursday. New Substack posts every Wednesday and Friday.
Thanks to our Sponsors! ZEBEDEE: https://TheBitcoinLayer.com/zebedee VOLTAGE: https://TheBitcoinLayer.com/voltage
Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.com Follow TBL on Twitter: https://twitter.com/TheBitcoinLayer Follow TBL on LinkedIn: https://linkedin.com/company/TheBitcoinLayer Sign up for the free Monetary History course on Saylor Academy: http://sylr.org/MonetaryHistory
Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg
Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Research Associate Joe Consorti's Twitter: https://twitter.com/JoeConsorti Strategist Matthew Ball's Twitter: https://twitter.com/matthewrball
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