100 episodes

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!

The Bitcoin Layer The Bitcoin Layer

    • Business
    • 4.7 • 23 Ratings

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!

    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 in Japan with a weakening yen. In this fantastic overview of the global monetary system's game theory, learn as Michael breaks down the decision trees for Japan, China, the ECB, & Janet Yellen and the US Treasury.

    The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy.

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    The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
    The Bitcoin Layer and its guests do not provide investment advice.

    Block Height 839819 #TheBitcoinLayer

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

    Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
    Research Associate Joe Consorti's Twitter: https://twitter.com/JoeConsorti
    Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball

    #TheBitcoinLayer #NikBhatia #CurrencyWar #GlobalEconomy #MonetaryPolicy #JapanEconomy #YenDevaluation #GameTheory #ECB #JanetYellen #USMonetaryPolicy #CommoditiesTrading #GoldmanSachs #CurrencyStrategy #FinancialMarkets #EconomicAnalysis #CentralBanks #TradePolicy #MacroEconomics #InvestmentStrategy #ForexTrading #CommodityMarkets #FinancialAnalysis #YenWeakness #TradeWar #GlobalTrade #QuantitativeEasing #AssetAllocation #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #RiverBitcoin #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro
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    • 46 min
    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 Summit hosted by the Bitcoin Policy Institute, Felix discusses financial repression in Nicaragua, the modern threat of techno-dictatorships, and how bitcoin functions as the apex tool for advancing financial freedom globally.

    Follow the Bitcoin Policy Institute on X (@)btcpolicyorg
    Follow Felix on X (@)maradiaga

    The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy.

    Subscribe and turn on notifications for TBL on YouTube.
    Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe
    Follow TBL on X: https://twitter.com/TheBitcoinLayer
    Subscribe to The Bitcoin Layer on your favorite podcast platform.
    Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
    Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg

    The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
    The Bitcoin Layer and its guests do not provide investment advice.

    Block Height 839647 #TheBitcoinLayer

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

    Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
    Research Associate Joe Consorti's Twitter: https://twitter.com/JoeConsorti
    Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball

    #TheBitcoinLayer #NikBhatia #JoeConsorti #Nicaragua #OppositionParty #HumanRights #FinancialFreedom #TechnoDictatorships #NobelPeacePrize #BitcoinPolicySummit #BitcoinPolicyInstitute #FelixMaradiaga #BitcoinSummit #PoliticalActivism #FreedomOfSpeech #GlobalIssues #HumanRightsDefender #PeacePrizeNominee #DigitalCurrency #Democracy #PoliticalChange #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #RiverBitcoin #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro
    Subscribe to The Bitcoin Layer on Soundwise

    • 17 min
    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 and the Treasury department likely to keep coupon issuance high. He also breaks down why he does not view today's situation as fiscal dominance any longer and how restrictive monetary policy will ultimately impact the economy. Andy briefly discusses Michael Howell's liquidity framework and why gold's move tells us the Fed is losing on inflation. We also get a rare bitcoin mention from Andy!

    The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy.

    Subscribe and turn on notifications for TBL on YouTube.
    Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe
    Follow TBL on X: https://twitter.com/TheBitcoinLayer
    Subscribe to The Bitcoin Layer on your favorite podcast platform.
    Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
    Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg

    The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
    The Bitcoin Layer and its guests do not provide investment advice.

    Block Height 839523 #TheBitcoinLayer

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

    Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
    Research Associate Joe Consorti's Twitter: https://twitter.com/JoeConsorti
    Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball

    #TheBitcoinLayer #NikBhatia #StockMarket #Inflation #TreasuryDepartment #CouponIssuance #FiscalDominance #MonetaryPolicy #EconomicImpact #LiquidityFramework #Gold #Bitcoin #Finance #Investing #PortfolioManagement #FixedIncome #ExpertInsights #MarketAnalysis #FinancialMarkets #MacroEconomics #FedPolicy #MarketTrends #AssetAllocation #FinancialStrategy #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #RiverBitcoin #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro
    Subscribe to The Bitcoin Layer on Soundwise

    • 50 min
    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 values, and how property rights are now digitally ensured. He also explains the embedded geopolitical resiliency of the bitcoin network.

    The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy.

    Subscribe and turn on notifications for TBL on YouTube.
    Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe
    Follow TBL on X: https://twitter.com/TheBitcoinLayer
    Subscribe to The Bitcoin Layer on your favorite podcast platform.
    Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
    Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg

    The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
    The Bitcoin Layer and its guests do not provide investment advice.

    Block Height 839357 #TheBitcoinLayer

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

    Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
    Research Associate Joe Consorti's Twitter: https://twitter.com/JoeConsorti
    Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball

    #TheBitcoinLayer #NikBhatia #BitcoinPolicySummit #Geopolitics #DigitalPropertyRights #WashingtonDC #AmericanValues #GeopoliticalResiliency #DigitalEconomy #FinancialInnovation #DigitalRights #DataSecurity #TechTalk #DigitalTransformation #FutureOfFinance #EconomicPolicy #DigitalInnovation #Cybersecurity #DigitalSecurity #DigitalAssets #Cryptocurrency #GalaxyResearch #WashingtonDC #JoePodcast #BitcoinValues #GeopoliticalResiliency #BlockchainSecurity #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #RiverBitcoin #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro
    Subscribe to The Bitcoin Layer on Soundwise

    • 18 min
    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 currencies, the latest in Japanese yen weakness, China's currency prospects, US & global debt to GDP, the latest inflation numbers, and recession likelihood. Throughout, Nik wonders if there is a major shift underway in the global monetary system.

    The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy.

    Subscribe and turn on notifications for TBL on YouTube.
    Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe
    Follow TBL on X: / thebitcoinlayer
    Subscribe to The Bitcoin Layer on your favorite podcast platform.
    Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
    Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg

    The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
    The Bitcoin Layer and its guests do not provide investment advice.

    Block Height 838941 #thebitcoinlayer

    Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
    Research Associate Joe Consorti's Twitter: https://twitter.com/JoeConsorti
    Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball

    #TheBitcoinLayer #NikBhatia #JoeConsorti #FinancialMarkets #StockMarket #CurrencyMarkets #Forex #JapaneseYen #ChinaCurrency #USD #Euro #AsianCurrencies #DebtToGDP #Inflation #Recession #GlobalEconomy #MonetarySystem #MarketAnalysis #EconomicTrends #FinanceNews #MarketVolatility #GlobalEconomics #InvestmentInsights #FinancialAnalysis #CurrencyExchange #MacroEconomics #EconomicIndicators #MonetaryPolicy #MarketOutlook #FinancialData #Stocks #Cryptocurrency #USDJPY #EURUSD #InflationData #RecessionRisk #MarketShifts #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Learn #Teach #Teacher #Blockchain #Mining #BitcoinMining #macro
    Subscribe to The Bitcoin Layer on Soundwise

    • 56 min
    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 mortgage rates are limiting buyer affordability while trapping sellers who don't want to give up sub-4% notes. He also breaks down regional differences in the market, addresses short-term rentals (AirBnB), and contrasts multi-family properties to residential housing.

    https://www.resiclubanalytics.com/p/housing-market-affordability-strained-home-depot-selling-tiny-homes-63000

    The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy.

    Subscribe and turn on notifications for TBL on YouTube.
    Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe
    Follow TBL on X: https://twitter.com/TheBitcoinLayer
    Subscribe to The Bitcoin Layer on your favorite podcast platform.
    Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
    Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg

    The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
    The Bitcoin Layer and its guests do not provide investment advice.

    Block Height 838769 #TheBitcoinLayer

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

    Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
    Research Associate Joe Consorti's Twitter: https://twitter.com/JoeConsorti
    Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball

    #TheBitcoinLayer #NikBhatia#ResiClub #HousingMarket #USRealEstate #MortgageRates #Affordability #SellerConundrum #RegionalDifferences #ShortTermRentals #AirBnB #MultiFamilyProperties #RealEstateInvesting #HousingTrends #PropertyMarket #HomeBuying #InvestmentProperties #RealEstateInsights #MarketAnalysis #ResidentialHousing #ConstrainedMarket #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #RiverBitcoin #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro
    Subscribe to The Bitcoin Layer on Soundwise

    • 45 min

Customer Reviews

4.7 out of 5
23 Ratings

23 Ratings

Dutchladle ,

Layered Harmony

Nik is a gifted podcast conductor, evoking the most pertinent information of his guests at the perfect time and maximizing their unique layers of Bitcoin.

DLAJr_ ,

Great content on . . .

portfolio diversification, crypto markets, and even asset protection.

Tightlines10 ,

Good work!

Important news! Good Job! Please listen to episodes - gotta fix that audio a bit. Recommend sending mics to guests to match audio and then check settings so your clicks are silent. Keep em coming!

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