Bitcoin Update: $500 Million from BlackRock, 27% SPIKE in 2 Weeks, Credit Spread Analysis

Bitcoin Update: $500 Million from BlackRock, 27% SPIKE in 2 Weeks, Credit Spread Analysis

In this episode, Joe brings us a bitcoin update. We discuss bitcoin's resilience after the most eventful 2-week period in modern history, a remarkable $500-million inflow to BlackRock's bitcoin ETF on Monday, and more. He also discusses BlackRock and Fidelity taking 4th and 8th place in YTD inflows across all ETFs in US markets. With unprecedented demand from Wall Street and credit spreads still at cycle lows, all signals suggest that the bulk of bitcoin's bull run still has yet to begin.

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

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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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Episoder(305)

Bitcoin Has A 7x To Catch Gold

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

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

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)

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

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

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

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

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

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