JAPAN RATE CHECK Triggers a DOLLAR INDEX COLLAPSE

JAPAN RATE CHECK Triggers a DOLLAR INDEX COLLAPSE

In this episode, Nik breaks down the Japan “rate check” that sent the U.S. dollar sharply lower and triggered major moves across global markets. He explains how Japan’s bond stress, rising yields, and yen instability forced coordination with the U.S., why the dollar index breaking long-term support matters for liquidity, and how a weaker dollar is pushing stocks and gold higher. Nik closes by connecting the rate check to TBL Liquidity, why Bitcoin has lagged gold so far, and why a sustained dollar breakdown could be a powerful setup for Bitcoin heading into 2026.

📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.

▶️ Subscribe and turn on notifications for TBL on YouTube.
📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe
🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform.
📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer
📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial
🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch

⛓️ ₿lock Height 934035

⚡ Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg

Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
Researcher Demian Schatt's Twitter: https://x.com/demianschatt
Lead Statistician Augustine Carrasco Twitter: https://x.com/AugustineCarrB

The Bitcoin Layer and its guests do not provide investment advice.

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(289)

Russia Is Now Legalizing Bitcoin for Trade with Joe Consorti

Russia Is Now Legalizing Bitcoin for Trade with Joe Consorti

In this episode, Demian welcomes back Joe Consorti for a conversation on the Clarity Act and what it means for bitcoin. Joe explains the bill's three buckets, how it would separate commodities from se...

11 Aug 34min

Self Custody Is Not Dead with Stacie Waleyko

Self Custody Is Not Dead with Stacie Waleyko

In this episode, Demian welcomes back Stacie Waleyko, a bitcoin developer with the Bitcoin Dev Project, on the Coldcard entropy vulnerability and the ongoing theft of funds. Stacie explains how hardwa...

7 Aug 23min

Why Jack Mallers Walked Away From Twenty One

Why Jack Mallers Walked Away From Twenty One

In this episode, Nik welcomes Jack Mallers, founder and CEO of Strike, for a conversation on his exit from Twenty One. Jack describes the guilt and humility of stepping away from a company whose visio...

5 Aug 39min

Tracing the Stolen Coldcard Bitcoin w/ Galaxy's Alex Thorn

Tracing the Stolen Coldcard Bitcoin w/ Galaxy's Alex Thorn

In this episode, Nik welcomes back Alex Thorn of Galaxy Research on the Coldcard key generation vulnerability and the theft that followed. Alex explains how a March 17, 2021 firmware change left the d...

3 Aug 43min

Coldcard Wallet Hack: What Happened and What to Do Now

Coldcard Wallet Hack: What Happened and What to Do Now

In this episode, Nik and TBL's Demian Schatt cover a breaking security situation: a seed-generation vulnerability in Coldcard hardware wallets that has exposed some bitcoiners to theft, with reports o...

31 Juli 25min

Kevin Warsh Just Blew Up How the Fed Works

Kevin Warsh Just Blew Up How the Fed Works

In this Global Macro Update, Nik covers today's FOMC decision and Kevin Warsh's press conference, where the new Fed chair reaffirmed the 2% inflation target as a firm goal and made clear he is steerin...

29 Juli 33min

The Great Unwinding Wall Street Isn’t Pricing In with Matt Dines

The Great Unwinding Wall Street Isn’t Pricing In with Matt Dines

In this episode, Nik welcomes back Matt Dines to lay out his thesis that the global order built after World War Two is being reset. Matt walks through the signals he is watching: the Kuwaiti pipeline ...

28 Juli 1h 10min

The $45,000 Bitcoin Everyone Fears Is Getting Less Likely

The $45,000 Bitcoin Everyone Fears Is Getting Less Likely

In this episode, Nik walks through the latest bitcoin research from Johan Bergman, head of bitcoin research at The Bitcoin Layer, using the charts inside TBL Pulse. He explains Johan's state grid, whi...

22 Juli 51min

Populärt inom Business & ekonomi

framgangspodden
badfluence
varvet
dynastin
uppgang-och-fall
rss-borsens-finest
avanzapodden
svd-tech-brief
rss-inga-dumma-fragor-om-pengar
fill-or-kill
tabberaset
lastbilspodden
rikatillsammans-om-privatekonomi-rikedom-i-livet
rss-dagen-med-di
borsmorgon
rss-kort-lang-analyspodden-fran-di
rss-hos-psykologen
borslunch-2
rss-veckans-trade
rss-borslunch