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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Episoder(289)

Global Macro Update: The Dollar Shortage Pushing Asia Towards Crisis

Global Macro Update: The Dollar Shortage Pushing Asia Towards Crisis

In this Global Macro Update, Nik returns from teaching his summer bitcoin and AI course at USC to a market waking up after the World Cup lull. He makes the case for a global dollar shortage behind the...

17 Jul 1h 5min

Michael Saylor Sold the Bitcoin Bottom

Michael Saylor Sold the Bitcoin Bottom

In this episode, Nik welcomes CoinDesk analyst James Van Straten to discuss why he believes bitcoin's bear market may be nearing its end. James walks through ETF flows that have held firm despite mont...

10 Jul 39min

This is the Most Bitcoin I Have Ever Bought

This is the Most Bitcoin I Have Ever Bought

In this global macro update, Nik asks whether bitcoin has finally bottomed after tagging 58k and reclaiming 60,000. He walks through the bullish divergences forming on bitcoin's daily and weekly chart...

2 Jul 19min

I Built a $1 Million System in 11 Days With No Coding with Peter McCormack

I Built a $1 Million System in 11 Days With No Coding with Peter McCormack

In this episode, Nik welcomes Peter McCormack, host of the Peter McCormack Show, for a conversation on how he is using AI in his own business. Peter, who has no coding background, walks through the fu...

1 Jul 43min

Inside SpaceX's $60 Billion Bet on Cursor with Charlie Hu

Inside SpaceX's $60 Billion Bet on Cursor with Charlie Hu

In this episode, Nik welcomes Charlie Hu, founder of Coco AI and a bitcoiner since 2012, for a wide-ranging conversation on where AI is heading. Charlie shares takeaways from the Super AI conference i...

26 Jun 48min

What Bitcoin Twitter Is Signaling About the Market Bottom w/ Michael Sullivan

What Bitcoin Twitter Is Signaling About the Market Bottom w/ Michael Sullivan

In this episode, Nik welcomes Michael Sullivan, a bitcoin researcher who analyzes market sentiment through language. Michael explains how he runs natural language models across thousands of tweets, co...

23 Jun 31min

I Woke Up Homeless With $75 When the Banks Took Everything | with Tony Yazbek

I Woke Up Homeless With $75 When the Banks Took Everything | with Tony Yazbek

In this episode, Nik welcomes Tony Yazbek, co-founder of The Bitcoin Way, for a conversation on why owning bitcoin yourself is the whole point. Tony argues that bitcoin is money rather than an investm...

18 Jun 34min

The Iran War and the Fight for Energy Dominance with Tanvi Ratna

The Iran War and the Fight for Energy Dominance with Tanvi Ratna

In this episode, Nik welcomes back Tanvi Ratna, geoeconomic strategist and Fox News columnist, for a conversation on why the Iran conflict is far bigger than the Middle East. Tanvi lays out her thesis...

16 Jun 56min

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