Global Macro Update: The Real Reason Bitcoin Just Ripped

Global Macro Update: The Real Reason Bitcoin Just Ripped

In this Global Macro Update, Nik covers the financial war he sees playing out across treasuries and currencies, and why bitcoin popped above $67,000 on the back of it. He walks through the trend lines he is watching, and why the zone between $70,000 and $82,000 is the work bitcoin has to do before a technical bull market emerges. Nik explains why he calls Treasury Secretary Scott Bessent the Secretary of Volatility, where he thinks Bessent's lines in the sand sit on the dollar and the ten-year yield, and how the new buyback program functions as a form of yield curve control. He also covers why rates are rising naturally in an AI boom. The Bitcoin Layer and its guests do not provide investment advice.

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Episoder(290)

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11 Aug 34min

Self Custody Is Not Dead with Stacie Waleyko

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7 Aug 23min

Why Jack Mallers Walked Away From Twenty One

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5 Aug 39min

Tracing the Stolen Coldcard Bitcoin w/ Galaxy's Alex Thorn

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3 Aug 43min

Coldcard Wallet Hack: What Happened and What to Do Now

Coldcard Wallet Hack: What Happened and What to Do Now

In this episode, Nik and TBL's Demian Schatt cover a breaking security situation: a seed-generation vulnerability in Coldcard hardware wallets that has exposed some bitcoiners to theft, with reports o...

31 Jul 25min

Kevin Warsh Just Blew Up How the Fed Works

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29 Jul 33min

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In this episode, Nik welcomes back Matt Dines to lay out his thesis that the global order built after World War Two is being reset. Matt walks through the signals he is watching: the Kuwaiti pipeline ...

28 Jul 1h 10min

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