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!

Episoder(266)

Bitcoin, Treasuries & Sovereign Wealth: The U.S Economy's Fate Under Trump

Bitcoin, Treasuries & Sovereign Wealth: The U.S Economy's Fate Under Trump

In this episode, Nik answers questions from Augustine Carrasco, TBL’s own researcher, on U.S. Treasuries, sovereign wealth, and Bitcoin’s role in government reserves. Nik breaks down the Treasury mark...

8 Feb 202547min

USA Creates a SOVEREIGN WEALTH FUND—Will Bitcoin Fuel America's Economic Takeover?

USA Creates a SOVEREIGN WEALTH FUND—Will Bitcoin Fuel America's Economic Takeover?

In this episode, Nik unpacks one of the most seismic shifts in U.S. economic history—the creation of America’s first sovereign wealth fund. He analyzes what this means for national investment strategy...

5 Feb 202521min

Bitcoin Mining and Circular Economies Are Changing Africa’s Future

Bitcoin Mining and Circular Economies Are Changing Africa’s Future

In this episode, Nik Bhatia sits down with TBL’s correspondent in Africa, Noelyne Sumba, for an in-depth look at Bitcoin adoption across Africa, from thriving circular economies to major mining develo...

31 Jan 202527min

Bitcoin & Stocks SURGE as Fed Keeps Markets Hot

Bitcoin & Stocks SURGE as Fed Keeps Markets Hot

In this episode, Nik Bhatia and Eric Wallerstein analyze the complexities of the current US economy, examining key factors shaping market trends, monetary policy, and Bitcoin's evolving role. They bre...

30 Jan 20255min

Bitcoin Rallies as Fed Greenlights Crypto Banking

Bitcoin Rallies as Fed Greenlights Crypto Banking

In this episode, Nik breaks down the latest Fed meeting and Jerome Powell’s statement that banks are free to serve crypto customers—sending Bitcoin higher and fueling a major shift in policy. With the...

30 Jan 202525min

RIPPLE VS BITCOIN: Will XRP Undermine Strategic Bitcoin Reserve?

RIPPLE VS BITCOIN: Will XRP Undermine Strategic Bitcoin Reserve?

In this episode, Nik sits back down with David Zell, co-founder of the Bitcoin Policy Institute, to discuss the latest developments in Bitcoin’s intersection with U.S. policy and global influence. The...

29 Jan 202534min

Vancouver Mayor: CITY MUST BUY BITCOIN

Vancouver Mayor: CITY MUST BUY BITCOIN

In this episode, Nik and Augustine sit down with Ken Sim, the mayor of Vancouver, to discuss his transformation from a Bitcoin skeptic to a passionate advocate. Ken shares his vision for making Vancou...

23 Jan 202537min

Bitcoin’s 100x Growth Explained Through Time

Bitcoin’s 100x Growth Explained Through Time

In this episode, Nik critiques BlackRock’s recent recommendation of a 2% Bitcoin allocation and explains why this approach undermines the potential of Bitcoin as a transformative asset. He explores tr...

23 Jan 202534min

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