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!

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Avsnitt(289)

Why Bitcoin EMERGES from Global Chaos

Why Bitcoin EMERGES from Global Chaos

In this episode, Nik welcomes back Matt Pines, executive director of the Bitcoin Policy Institute, for a sweeping analysis of today’s geopolitical storm—and what it means for Bitcoin, global power, an...

19 Juni 20251h 1min

Corporations Just Surpassed ETFs in Bitcoin Buying—Here’s What It Means with Matthew Sigel

Corporations Just Surpassed ETFs in Bitcoin Buying—Here’s What It Means with Matthew Sigel

In this episode, Nik welcomes Matthew Sigel, Head of Digital Assets Research at VanEck, to unpack Bitcoin’s shifting ownership landscape. Corporations have now surpassed ETFs as the largest buyers of ...

16 Juni 202527min

The Physics Behind Bitcoin’s $10 Million Future

The Physics Behind Bitcoin’s $10 Million Future

In this episode, Nik is joined by astrophysicist Giovanni Santostasi to unpack the Bitcoin Power Law Theory—a scientific framework explaining Bitcoin’s price through natural scaling laws. Giovanni arg...

12 Juni 20251h 11min

Bitcoin’s Bull Market Is Being Built—One Credit Tranche at a Time

Bitcoin’s Bull Market Is Being Built—One Credit Tranche at a Time

Description: In this episode, Nik answers questions from Demian about the structural drivers behind Bitcoin’s strength near all-time highs. He explains how tightening credit spreads on Strategy’s Bitc...

10 Juni 202538min

Trump vs. Musk: A Public Breakup, A Deeper Economic Story

Trump vs. Musk: A Public Breakup, A Deeper Economic Story

In this episode, Nik answers questions from Demian about the Trump–Musk fallout and what it reveals about the trajectory of U.S. economic policy. He unpacks the politics behind Trump’s budget bill, Mu...

7 Juni 202537min

Global Macro Update: The Fed Isn’t Easing—And Bitcoin Doesn’t Care

Global Macro Update: The Fed Isn’t Easing—And Bitcoin Doesn’t Care

In this episode, Nik breaks down the current macro landscape through the lens of Bitcoin, interest rates, and market liquidity. He shares new insights from TBL’s proprietary liquidity index, revealing...

4 Juni 202527min

Bitcoin 2025 Recap: What the Crowd Proved, What the Price Shows

Bitcoin 2025 Recap: What the Crowd Proved, What the Price Shows

In this episode, Nik recaps Bitcoin 2025 in Las Vegas—where the energy wasn’t about price hype, but real-world adoption, corporate treasury interest, and global legitimacy. He shares conversations wit...

31 Maj 202519min

The Financial War Has Begun: Bitcoin, Stablecoins & the End of Eurodollars

The Financial War Has Begun: Bitcoin, Stablecoins & the End of Eurodollars

In this episode, Nik is joined by Kane McGukin, a traditional wealth manager and longtime Bitcoin writer. They break down the global financial war unfolding through treasuries, stablecoins, and Bitcoi...

24 Maj 202552min

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