The Bitcoin Layer18 Jul 2024

Interest Rates Update: Get Ready To ReFi, Bitcoin Valuation

In this episode, Nik brings us a timely update on the path of interest rates in the United States, including a look at Treasury yields and the yield curve, an exploration into the "Trump trade" of a yield curve steepener, the latest with Fed cut expectations, and some bitcoin valuation analysis. Make sure you get your mortgage refinance applications ready, as rates are coming down.

The Bitcoin Layer is proud to be sponsored by Unchained, the leader in Bitcoin financial services. Unchained empowers you to take full control of your Bitcoin with a collaborative multisig vault, where you hold two of three keys, and benefit from a Bitcoin security partner. Purchase Bitcoin directly into your cold storage vault and eliminate exchange risks with Unchained's Trading Desk. Unchained also offers the best IRA product in the industry, allowing you to easily roll over old 401(k)s or IRAs into Bitcoin while keeping control of your keys.Don’t pay more taxes than you have to. Talk to us today.

Visit https://unchained.com/tbl?utm_campaig... and use code TBL for $100 off when you create an account.

Subscribe and turn on notifications for TBL on YouTube.
Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe
Follow 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/merch
Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg

The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
The Bitcoin Layer and its guests do not provide investment advice.

Block Height 852781 #thebitcoinlayer

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

#TheBitcoinLayer #NikBhatia #InterestRates #TreasuryYields #YieldCurve #TrumpTrade #FedCutExpectations #BitcoinValuation #MortgageRefinance #GlobalEconomy #GlobalMacroUpdate #FedRateCuts #FederalReserve #TreasuryYields #StockMarket #BitcoinVolatility #CPIInflation #FallingRents #EconomicUpdate #MarketInsights #RateCuts #Inflation #StockStrength #MacroEconomics #FinancialMarkets #InterestRates #EconomicTrends #SeptemberRateCuts #MarketVolatility #Bloomberg #Macroeconomic #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Learn #Teach #Teacher #Blockchain #Mining #BitcoinMining #macro

Chapters:
00:00:00 - Global Coordination of Central Bank Policies
00:03:41 - Bitcoin Financial Services Unchained
00:07:25 - The Market's Prediction of Rate Cuts
00:10:54 - The Importance of Listening to Treasury Yields
00:14:11 - The Lag of Policy Rates
00:17:43 - Rate cuts and easing policy debates
00:21:06 - The Stock Market Rally and its Impact on Bitcoin
00:24:43 - The FED and Cutting Rates
00:28:02 - The Relationship Between Treasury Yield and Funding

Subscribe to The Bitcoin Layer on Soundwise

The Bitcoin Layer and its guests do not provide investment advice.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(305)

Bitcoin Has A 7x To Catch Gold

In this episode, Nik walks through TBL Pulse and the macro charts he watches every day, starting with why bitcoin is climbing while liquidity drains. He explains why the TBL liquidity index has fallen...

6 Okt 21min

Bitcoin Doesn’t Care About The Bond Crisis

In this episode, Nik asks how bitcoin is outperforming both gold and the dollar in the middle of a global bond crisis. He covers why rising yields, bond volatility, and a stronger dollar all point to ...

2 Okt 14min

Europe Is About To Print

In this Global Macro Update, Nik covers the blowout in French government bond yields against German bunds and why he sees a sovereign debt crisis developing in France. He explains why a falling euro s...

30 Sep 21min

Bitcoin’s Volatility Is Dying (And That’s Bullish)

In this Global Macro Update, Nik walks through a chart pack of more than 100 charts, starting with the bitcoin gold ratio charging back above 20 while global bond markets remain in meltdown. He shows ...

29 Sep 48min

Central Banks Have Lost Control

In this episode, Nik welcomes back James Van Straten of CoinDesk for a conversation on the global bond meltdown and the fiscal crisis building in the United Kingdom. James explains why he thinks centr...

25 Sep 20min

The Bear Market Is Over

In this episode, Nik covers bitcoin's move to $87,000 and why breaking $82,700, the post-bear-market high from May, means the bear market that defined 2026 is over. He zooms all the way into one-minut...

21 Sep 36min

Healthcare Is Eating 70% Of Federal Tax Revenue

In this episode, Nik welcomes Stu Lackey and Jon Gordon of SOUND HSA for a conversation on the fiscal side of American healthcare. Nik opens with the charts: almost $4 trillion of the just over $5 tri...

18 Sep 45min

What Happens If The Fed Hikes Tomorrow

In this Global Macro Update, Nik covers the global bond meltdown and what happens to Liquidity if the Fed hikes rates. He starts with bitcoin losing the trend line he had been tracking and slipping fr...

15 Sep 18min