SpaceX Goes Public Tomorrow: Inside the $45 Billion Data Center with John Tinsman
In this episode, Nik welcomes John Tinsman, founder and portfolio manager at AOT Invest, for a conversation on why the AI buildout looks like a revolution rather than a bubble. The Bitcoin Layer and ...
11 Jun 44min
AI Is Breaking the Power Grid, and Bitcoin Is the Fix
In this episode, Nik welcomes back Daniel Batten, bitcoin researcher and longtime voice on bitcoin's role in energy, for a conversation on the collision between AI, the power grid, and bitcoin mining....
9 Jun 37min
The Bitcoin Power Law Points to $300,000 w/ Dr. Stephen Perrenod
In this episode, Nik welcomes back Dr. Stephen Perrenod, astrophysicist and member of the Scientific Bitcoin Institute, for a conversation on the mathematics behind bitcoin's price. The Bitcoin Layer ...
2 Jun 53min
AI May Be the Biggest Bull Case for Bitcoin | Joe Consorti
In this episode, Nik welcomes back Joe Consorti, a TBL veteran who helped build The Bitcoin Layer in its early days, for a conversation on bitcoin, AI, and the next phase of markets. Joe explains why ...
26 Mai 43min
BREAKING: CME Launches Compute Futures, The New Oil
The CME just launched compute futures, with CEO Terry Duffy calling compute "the new oil of the 21st century." In this video, Nik argues this is the dominant force in markets right now, and it's exact...
11 Mai 41min
Global Macro Update: Is Japan Breaking the Bond Market?
In this Global Macro Update, Nik argues a global bond crisis is brewing and it starts outside the United States. Japanese yields are driving the worldwide sell-off, with German and UK bonds close behi...
11 Mai 44min
UAE QUITS OPEC: The Offshore Dollar Era Is Changing with Matt Dines
Nik welcomes Matt Dines, CIO of Build Asset Management, back to The Bitcoin Layer to unpack the UAE leaving OPEC and what it signals about a broader dollar system remake. Dines ties the UAE's pivot to...
5 Mai 57min
The Money Printer Is Back On with Lyn Alden
Nik welcomes back Lyn Alden for a wide-ranging conversation on AI's economic impact, the repricing of software stocks, and why the deficit only goes one direction. The Bitcoin Layer and its guests do ...
12 Apr 1h 1min
