The Recession That Never Came: Is the US Economy Defying Gravity?
In this episode, Nik presents a global macro update, breaking down conflicting signals in the US economy. He starts with inflation data, a recession that never seems to come, the surging US dollar’s i...
4 Nov 202455min
HBO's Bitcoin Documentary: Bombshell or Blunder?
In this video, Nik dives into HBO's latest Bitcoin documentary, "Money Electric: The Bitcoin Mystery," exploring its take on Bitcoin’s evolution and influence. He covers key moments like the hunt for ...
3 Nov 202427min
Countdown to Election: Treasury Moves and Rising Rates Poised to Shape 2024 Markets
In this episode, Nik Bhatia and Matt Dines unveil the high-stakes dynamics of U.S. Treasury issuance and its immediate ripple effects on markets, set against the backdrop of the upcoming election. The...
31 Okt 202452min
Bitcoin Hits $73,000: The Hidden Money Printer Fueling All-Time Highs
In this episode, Nik examines the powerful forces pushing Bitcoin toward new highs, revealing how government spending sets off new money creation that flows directly into assets. Starting with a break...
30 Okt 202419min
Beyond the Headlines: How to Really Understand Financial Markets
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/subscribeF...
29 Okt 202429min
Bitcoin’s Power Law Path to $1 Million
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/subscribeF...
28 Okt 202438min
The Hidden Forces Driving Bitcoin's Price: A Global Macro Masterclass
In this video, Nik walks through our weekly global macro risk report, Mean Median Mode, where we examine the dynamic relationship between interest rates, bond volatility, stock market, and Bitcoin’s p...
8 Okt 202450min
Operation Chokepoint 2.0: The Fed's Secret War on Crypto with Caitlin Long
In this episode, Nik is joined by Caitlin Long to dissect the evolving landscape of crypto banking. She dives into the impact of Operation Chokepoint 2.0, exploring how government agencies viciously a...
3 Okt 202458min
