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)

The BITCOIN Act of 2024 with Senator Cynthia Lummis

The BITCOIN Act of 2024 with Senator Cynthia Lummis

In this episode, Joe and Nik sit down with Senator Cynthia Lummis of Wyoming for a detailed discussion of the United States' unsustainable debt problem, and how Bitcoin can help address it. Senator Lu...

1 Aug 202432min

Bitcoin Update: Trump Pledges To HODL, Biden Moves $2 BILLION of Our Bitcoin To Sell

Bitcoin Update: Trump Pledges To HODL, Biden Moves $2 BILLION of Our Bitcoin To Sell

In this video, Joe breaks down all of the mania surrounding bitcoin over the last 72 hours. He first discusses Trump's proposed Strategic National Bitcoin Stockpile, alongside Senator Cynthia Lummis' ...

30 Jul 202418min

Bitcoin Price: "This Is EXACTLY What You Want To See" with Checkmate

Bitcoin Price: "This Is EXACTLY What You Want To See" with Checkmate

In this episode, Nik is joined again by on-chain and bitcoin analyst Checkmate for a markets overview. The pair discuss bitcoin's 28% correction and recovery, ETF inflows, the basis trade across CME, ...

24 Jul 202455min

Bitcoin Price: "This Is EXACTLY What You Want To See" with Checkmate

Bitcoin Price: "This Is EXACTLY What You Want To See" with Checkmate

In this episode, Nik is joined again by on-chain and bitcoin analyst Checkmate for a markets overview. The pair discuss bitcoin's 28% correction and recovery, ETF inflows, the basis trade across CME, ...

24 Jul 202455min

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...

23 Jul 202418min

Bitcoin & Macro Update: BTC Spikes 20%, US Strategic Asset, Measuring Liquidity

Bitcoin & Macro Update: BTC Spikes 20%, US Strategic Asset, Measuring Liquidity

In this episode, Nik brings us a markets update on bitcoin and traditional assets. We discuss the potential for bitcoin to become a strategic asset for the United States, BTC's 20% price pop after the...

19 Jul 202423min

Interest Rates Update: Get Ready To ReFi, Bitcoin Valuation

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 y...

18 Jul 202421min

Interest Rates Update: Get Ready To ReFi, Bitcoin Valuation

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 y...

18 Jul 202421min

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