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)

Washington Goes PRO-CRYPTO: BTC SURGES, ETH ETFs

Washington Goes PRO-CRYPTO: BTC SURGES, ETH ETFs

In today's video, Joe discusses the latest developments in bitcoin and the broader ecosystem. In the last 24 hours, the SEC has pivoted from not approving a spot Ethereum ETF to fast-tracking its appr...

21 Mai 202417min

Explaining Michael Howell's Global Liquidity Framework

Explaining Michael Howell's Global Liquidity Framework

In this episode, Nik summarizes his recent conversation with CrossBorder Capital founder Michael Howell. After Nik interviewed Michael on May 9th, viewers asked us for more education surrounding some ...

21 Mai 202441min

Bitcoin ETFs are DEMOLISHING Records: "This Is Crazy" | Eric Balchunas

Bitcoin ETFs are DEMOLISHING Records: "This Is Crazy" | Eric Balchunas

In this episode, Nik is joined by Bloomberg's senior ETF analyst Eric Balchunas. Eric details the records shattered by BlackRock's and Fidelity's bitcoin ETFs, explains why bitcoin gives investors por...

17 Mai 202435min

Global Macro Update: Bitcoin Soars as CPI Falls

Global Macro Update: Bitcoin Soars as CPI Falls

In this episode, Nik delivers a global macro update after CPI misses expectations and bitcoin jumps over 5%. He starts with the latest inflation data and weighs policy motivations at the Federal Reser...

15 Mai 202442min

Bitcoin Update: GameStop Soars 170%, Bitcoin Flashing Bull Signal, Difficulty Adjustment

Bitcoin Update: GameStop Soars 170%, Bitcoin Flashing Bull Signal, Difficulty Adjustment

In this video, Joe provides a timely bitcoin update after more sideways price action. He covers GameStop's surprise resurgence, why credit spreads are still low and can stay there for a while, miner e...

14 Mai 202413min

Bitcoin's Future Is Bright In USA, Congress Stops Anti-Crypto Agenda

Bitcoin's Future Is Bright In USA, Congress Stops Anti-Crypto Agenda

In this episode, Nik is joined by Crypto.com's head of legal Justin Wales. He is the author of a new book, The Crypto Legal Handbook, an overview of the laws and regulations surrounding the young indu...

13 Mai 202425min

Global Liquidity Update with Michael Howell

Global Liquidity Update with Michael Howell

In this episode, Nik and Joe are joined by CrossBorder Capital founder and Capital Wars author Michael Howell. In a wide ranging discussion on liquidity, the global monetary system, and bitcoin, Micha...

9 Mai 202459min

Bitcoin Update: Older Coins Are HODLING, But Bull Market Is Not Over

Bitcoin Update: Older Coins Are HODLING, But Bull Market Is Not Over

In this video, Joe walks through 4 bitcoin charts and 1 chart about excess savings. He breaks down the near-term price action and why we have been consolidating for 10 weeks in a row, the broader macr...

7 Mai 202417min

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