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)

Understanding Bitcoin Price Movements & Cycles with Checkmate

Understanding Bitcoin Price Movements & Cycles with Checkmate

In this episode, Nik is joined by bitcoin analyst Checkmate. In a brilliant overview of measuring bitcoin price and determining cycle position, Checkmate breaks down bitcoin's novel price performance ...

19 Apr 202445min

CURRENCY WAR: Competitive Devaluation & Central Bank Contagion with Michael Kao

CURRENCY WAR: Competitive Devaluation & Central Bank Contagion with Michael Kao

In this episode, Nik is joined by veteran investor and former Goldman Sachs commodities trader Michael Kao. Michael explains the case for an upcoming currency war and competitive devaluation starting ...

18 Apr 202446min

Bitcoin Against Autocracy: A Modern Tool for Freedom

Bitcoin Against Autocracy: A Modern Tool for Freedom

In this episode, Joe sits down with Felix Maradiaga, the leader of the Nicaraguan Opposition Party, Human Rights Defender, and 2024 Nobel Peace Prize Nominee. Live at the 2nd Annual Bitcoin Policy Sum...

17 Apr 202417min

Why Andy Constan Is Bearish Stocks

Why Andy Constan Is Bearish Stocks

In this episode, Nik joined once again by portfolio manager and fixed-income expert Andy Constan. Andy explains his bearish view on the stock market as a reaction to inflation refusing to come down an...

16 Apr 202450min

Bitcoin Values Are American Values

Bitcoin Values Are American Values

In this episode, Joe sits down with Alex Thorn, Head of Research at Galaxy, live at the Bitcoin Policy Summit in Washington DC. Alex discusses his keynote speech, why bitcoin values are American value...

15 Apr 202418min

WILD WEEK: Gold Up, Stocks Down, Monetary Reset?

WILD WEEK: Gold Up, Stocks Down, Monetary Reset?

In this episode, Nik brings us a timely chart pack to discuss a wild week in financial markets. With weakness in the stock market, Nik goes through charts on bitcoin, the dollar versus euro and Asian ...

13 Apr 202456min

Housing Inventory Up & Affordability At 24-Year Low

Housing Inventory Up & Affordability At 24-Year Low

In this episode, Nik is joined by ResiClub co-founder Lance Lambert to discuss the US residential housing market. Lance explains why he is labeling the housing market 'constrained,' including how high...

11 Apr 202445min

Bitcoin Is America's Edge In The US-China Cold War

Bitcoin Is America's Edge In The US-China Cold War

In this episode, Joe sits down with Matthew Pines, Director of Security Advisory at Sentinel One National Security Fellow. Live at the 2nd Annual Bitcoin Policy Summit hosted by the Bitcoin Policy Ins...

10 Apr 202423min

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