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!

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Bitcoin’s Bull Run Is Absorbing MASSIVE Selling w/ James Check

Bitcoin’s Bull Run Is Absorbing MASSIVE Selling w/ James Check

In this episode, Demian Schatt is joined by James Check (Checkmate) from Checkonchain to unpack Bitcoin’s recent breakout and the mystery behind the 80,000 BTC that moved for the first time since 2011...

16 Heinä 202530min

Bitcoin Soars Past $113,000 as Liquidity Surges and Stablecoins Boom

Bitcoin Soars Past $113,000 as Liquidity Surges and Stablecoins Boom

In this episode, Nik breaks down Bitcoin’s latest breakout to all-time highs and what’s driving price action under the hood. He covers the Golden Cross formation, historical performance following tech...

10 Heinä 202516min

Mysterious $8 Billion Bitcoin Move: Quantum Theft, Legal Seizure, or Hoax?

Mysterious $8 Billion Bitcoin Move: Quantum Theft, Legal Seizure, or Hoax?

In this episode, Nik breaks down the mysterious on-chain movement of 80,000 dormant Bitcoin that last moved in 2011. He walks through the implications of this $8 billion transaction, the legal-soundin...

8 Heinä 202517min

The Real Link Between M2, Bank Assets & Bitcoin’s $110,000 Strength

The Real Link Between M2, Bank Assets & Bitcoin’s $110,000 Strength

In this episode, Nik is joined by TBL researcher Demian Schatt to unpack why Bitcoin is trading so strongly near all-time highs and what the current liquidity setup tells us about where things are hea...

3 Heinä 202527min

Mainstream Media Has FLIPPED on Bitcoin Mining

Mainstream Media Has FLIPPED on Bitcoin Mining

In this episode, Nik highlights the work of Daniel Batten and walks through 17 examples of mainstream media outlets covering Bitcoin mining in a dramatically more positive light. From Iceland’s renewa...

1 Heinä 202522min

Global Macro Update: Bitcoin Holds Steady as Trade and Treasury Regs Shift

Global Macro Update: Bitcoin Holds Steady as Trade and Treasury Regs Shift

In this episode, Nik breaks down the latest global macro developments driving Bitcoin’s price action and Treasury market conditions. He explores major trade news out of Europe and China, the U.S. agen...

27 Kesä 202523min

U.S. Bitcoin Boom: 50M Users, $30B Mining & Bipartisan Momentum

U.S. Bitcoin Boom: 50M Users, $30B Mining & Bipartisan Momentum

In this episode, Nik is joined by River’s head of research Sam Baker to discuss “The American Bitcoin Advantage,” a report outlining the United States’ strategic position in Bitcoin adoption. They exp...

25 Kesä 202533min

Bitcoin’s Hidden Signals REVEALED in the TBL Chart Pack

Bitcoin’s Hidden Signals REVEALED in the TBL Chart Pack

In this episode, Nik is joined by TBL's lead statistician Augustine Carrasco for a walkthrough of the latest TBL chart pack, covering the key macro and on-chain dynamics shaping Bitcoin’s current stru...

24 Kesä 202553min

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