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 Update: Trump & Vance Establish Pro-Bitcoin Presidential Ticket

Bitcoin Update: Trump & Vance Establish Pro-Bitcoin Presidential Ticket

In this video, Joe discusses bitcoin's 2.5% pop following Saturday's assassination attempt and tragedy, and the 11% gain in the days since. Trump has been an outwardly pro-bitcoin candidate, stressing...

16 Jul 202419min

Fed To CUT RATES In September

Fed To CUT RATES In September

In this episode, Nik delivers a global macro update focused on the Fed cutting rates in September. He explains why the Fed is now officially locked in on rate cuts, offers insights on the signal we ga...

12 Jul 202431min

Property Rights, Capitalism, and Bitcoin with Saifedean Ammous

Property Rights, Capitalism, and Bitcoin with Saifedean Ammous

In this episode, Nik is joined by author Saifedean Ammous for a masterclass on economics. Saifedean teaches us about the importance of property rights in a capitalistic system and why anti-capitalist ...

11 Jul 202452min

Bitcoin Update: $500-Million ETF Inflows, Market Absorbs Mt. Gox BTC, $50K Level Defended

Bitcoin Update: $500-Million ETF Inflows, Market Absorbs Mt. Gox BTC, $50K Level Defended

In this video, Joe walks through how bitcoin's 4-week 25% correction may be coming to a close. Despite Mt. Gox now redistributing 94,500 BTC, and the German government selling $21 billion in BTC over ...

10 Jul 202419min

Global Macro Update: ISM Shocks, Recession Watch & Bitcoin's Critical Level

Global Macro Update: ISM Shocks, Recession Watch & Bitcoin's Critical Level

In this episode, Nik delivers a global macroeconomic update after the all-important ISM manufacturing and services surveys, and a close technical look at bitcoin, stocks, and Treasury yields. We remai...

4 Jul 202419min

Bitcoin Update: ETF-Buyers, BTC Dominance, Stocks Correlation

Bitcoin Update: ETF-Buyers, BTC Dominance, Stocks Correlation

In this episode, Joe walks through four important bitcoin charts before the long 4th of July weekend gets underway. He looks at ETF buyers re-entering the market after a 3-week slump, forecasting that...

2 Jul 202413min

Commercial Real Estate Update: Property Is DOWN 30%, Equity Is GONE

Commercial Real Estate Update: Property Is DOWN 30%, Equity Is GONE

In this episode, Nik is joined by Peak Vortex Capital co-founder Shash Aryal to discuss the commercial real estate market. As a distressed CRE investor, Shash brings an on-the-ground knowledge of the ...

1 Jul 202425min

Housing Market Update: Price Declines & Inventory Woes with Melody Wright

Housing Market Update: Price Declines & Inventory Woes with Melody Wright

In this episode, Nik is joined by housing analyst Melody Wright to discuss the US residential real estate market. In a sweeping analysis of why the housing market is heading for a very troublesome 202...

28 Jun 202437min

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