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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The Quantum Threat to Bitcoin: Why It’s SAFE and Headed for $200,000

The Quantum Threat to Bitcoin: Why It’s SAFE and Headed for $200,000

In this episode, Nik Bhatia welcomes back Stephen Perrenod, PhD in astrophysics and Bitcoin mathematician, to tackle the looming quantum computing threat to Bitcoin and its implications for security a...

21 Dec 202445min

Bitcoin Is Trump’s Scorecard, Strategic Reserve LIKELY

Bitcoin Is Trump’s Scorecard, Strategic Reserve LIKELY

In this episode, Nik Bhatia and Craig Shapiro explore the ripple effects of Federal Reserve policies, market movements, and the strength of the U.S. dollar under Trump’s pro-Bitcoin administration. Th...

20 Dec 202435min

Dollar Dominates as Global Markets Surrender to U.S. Growth, More Fed Cuts Likely

Dollar Dominates as Global Markets Surrender to U.S. Growth, More Fed Cuts Likely

In this episode, Nik Bhatia is joined by George Goncalves, head of US strategy at MUFG, to deliver a timely global macro update following the Federal Reserve’s latest rate cut and hawkish signals. The...

20 Dec 202457min

Forget Tax Cuts: The Strategic Bitcoin Reserve Is America’s First Move

Forget Tax Cuts: The Strategic Bitcoin Reserve Is America’s First Move

In this episode, Nik Bhatia and Matt Dines explore the seismic shifts in the global economy, focusing on China’s deflationary crisis, America’s industrial resurgence, and Bitcoin’s accelerating role i...

18 Dec 20241h

Bitcoin’s Path to MILLIONS: Strategic Reserves, New Money Creation, and Unprecedented Growth

Bitcoin’s Path to MILLIONS: Strategic Reserves, New Money Creation, and Unprecedented Growth

In this episode, Nik delivers a global macro update as Bitcoin consolidates around $100,000, signaling what could be its most explosive setup yet. Expanding on his bold thesis for Bitcoin’s path to $1...

14 Dec 202444min

Bitcoin’s Fight for Freedom: U.S. Regulations, Court Battles, and the Future of Financial Privacy

Bitcoin’s Fight for Freedom: U.S. Regulations, Court Battles, and the Future of Financial Privacy

In this episode, Nik Bhatia speaks with Yaël Ossowski of @ConsumerChoiceC and @btcpolicyorg to explore the intersection of Bitcoin and U.S. banking laws. They dive into how regulations like the Bank S...

13 Dec 202432min

Trump's POTENTIAL Economic and Dollar Playbook REVEALED by Former Treasury Official

Trump's POTENTIAL Economic and Dollar Playbook REVEALED by Former Treasury Official

In this episode, Nik Bhatia welcomes Stephen Miran, a PhD economist and senior strategist at Hudson Bay, to uncover the economic playbook of the Trump administration and its transformative policies. T...

12 Dec 202446min

MicroStrategy Wants All the Bitcoin—And Their Stock Is Exploding Because of It

MicroStrategy Wants All the Bitcoin—And Their Stock Is Exploding Because of It

In this episode, Nik Bhatia sits down with Jeff Park to dissect MicroStrategy’s bold strategy to dominate the Bitcoin market. They explore how the company’s use of convertible bonds and debt-fueled Bi...

10 Dec 202437min

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