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
    • 4.8 • 27 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!

    Bitcoin Approaching A KEY Support Level... Will It Bounce Or Break?

    Bitcoin Approaching A KEY Support Level... Will It Bounce Or Break?

    In this video, Joe walks through why bitcoin did not break above the low-$70,000 range despite having the setup for it. He talks about what's next for bitcoin as it approaches a key support level called Short-Term Holder Realized Price (STHRP). STHRP has served both as a floor for bitcoin to bounce off of during prior bull runs, but also as confirmation of a downtrend if bitcoin makes a sustained moved below it. You won't want to miss this episode.

    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 848508 #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 #Macro #BitcoinAnalysis #STHRP #BitcoinSupport #BitcoinPrice #MarketAnalysis #InvestmentStrategies #FinancialMarkets #TechnicalAnalysis #BitcoinUpdates #MarketTrends #DigitalAssets #EconomicInsights #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

    • 15 min
    Bitcoin Mining MASTERCLASS: Miner Revenue, Economics, & Integrating AI with Drew Armstrong

    Bitcoin Mining MASTERCLASS: Miner Revenue, Economics, & Integrating AI with Drew Armstrong

    In this episode, Joe sits down with Drew Armstrong, president and chairman of Cathedra Bitcoin, a publicly traded bitcoin miner on the Canadian Stock Exchange. Drew takes Joe through a mining masterclass. They discuss how mining public companies raise money, how the landscape is evolving, hashprice, hash rate migrating from the US, how miners are consolidating, and how L2s, Runes, and other things demanding bitcoin blockspace accelerate the development of scaling solutions so that bitcoin fulfills its chief function: better money.

    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 847905 #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 #BitcoinMining #CathedraBitcoin #DrewArmstrong #Hashrate #Hashprice #Blockchain #CanadianStockExchange #PublicCompanies #Investment #BitcoinScaling #L2 #Runes #BlockchainTechnology #MiningConsolidation #Economics #BetterMoney #BitcoinFuture #DigitalCurrency #FinancialMarkets #MiningMasterclass #TechInnovation #DigitalAssets #StockMarket #Finance #MarketTrends #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

    • 1 hr 3 min
    Macro Update: CPI Cools, Shelter Inflation Tanks & Fed DELAYS Cuts

    Macro Update: CPI Cools, Shelter Inflation Tanks & Fed DELAYS Cuts

    In this episode, Joe walks through an action-packed day in macro. The CPI print for last month came in cooler than analyst estimates, led by the shelter component which saw its first monthly decline in 3 years. Following the cool CPI data, rate expectations fell and risk assets popped, but Powell was quick to temper dovish hopes with his press conference in the afternoon. Though the Fed is content with the path of inflation, it is not satisfied with the level still being well above its 2% target. It remains flexible, with its eye on developments in the labor market, into the end of the year. Joe wraps by talking about how asset prices will behave heading into the end of the year.

    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 847673 #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 #Macro #CPI #Inflation #FederalReserve #InterestRates #RiskAssets #JeromePowell #LaborMarket #ShelterCosts #EconomicUpdate #AssetPrices #Finance #Economy #MarketAnalysis #Investing #FinancialNews #EconomicIndicators #MarketTrends #MonetaryPolicy #RateHike #StockMarket #EconomicForecast #MarketOutlook #CPIReport #InvestmentStrategy #FinancialMarkets #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

    • 26 min
    MONEY PRINTING 101: Banks Print Money To FUND The Deficit

    MONEY PRINTING 101: Banks Print Money To FUND The Deficit

    In this episode, Nik delivers a full explainer on Treasury money printing and the monetization of T-bills by banks. In another follow up episode to the recent series on Michael Howell's liquidity framework, we walk through examples of how the Treasury creates money when it borrows and spend, and compare that to the primary dealer financing of Treasuries via repo investments from money market funds (MMFs).

    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 847409 #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 #Treasury #MoneyPrinting #TbillMonetization #LiquidityFramework #MichaelHowell #FinancialExplainer #MonetaryPolicy #RepoMarket #MoneyMarketFunds #MMFs #PrimaryDealers #TreasuryBonds #EconomicAnalysis #FinancialMechanics #FedPolicy #FinancialEducation #MarketInsights #InvestmentStrategy #TreasuryInvestments #FinancialMarkets #Bloomberg #Macroeconomic #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

    • 25 min
    Global Macro Update: Fed Will Print, Bitcoin STUCK At $70,000, Rate Cuts

    Global Macro Update: Fed Will Print, Bitcoin STUCK At $70,000, Rate Cuts

    In this episode, Nik recaps an eventful week in economic releases and bitcoin price movement. He explains the latest developments in the labor market, analyzes bitcoin fundamentals and price behavior, considers the election's impact on Treasuries, and concludes with an opinion on the state of the Fed's ample reserves framework. His ultimate conclusion is that the Fed will be forced to expand its balance sheet.

    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 846939 #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 #EconomicUpdate #BitcoinAnalysis #LaborMarket #BitcoinPrice #MarketTrends #Treasuries #ElectionImpact #FederalReserve #FedPolicy #FinancialAnalysis #BitcoinFundamentals #EconomicReleases #FinancialNews #BalanceSheet #MonetaryPolicy #FedReserves #BitcoinMovement #MarketRecap #FinancialOutlook #InvestmentInsights #FedPolicy #MonetaryPolicy #FederalReserve #RepoMarket #FinancialPlumbing #Fedwire #ReserveScarcity #FinancialEducation #EconomicAnalysis #MarketInsights #InterestRates #FedBalanceSheet #FinancialMechanics #MonetarySystem #FinancialMarkets #EconomicPolicy #EducationalContent #FinanceExplained #WallStreetJournal #EconomicInsights #Bloomberg #Macroeconomic #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

    • 35 min
    Stanford Professor: Fed Is Scared Of REPO CRISIS

    Stanford Professor: Fed Is Scared Of REPO CRISIS

    In this episode, Nik breaks down a Wall Street Journal opinion piece about the Fed's balance sheet. While explaining Fed policy rates, the repo market, and why wholesale repo funding is the most important component of financial plumbing, Nik describes how the Fed could use the timing of Fedwire payments as an indication of reserve scarcity. This an a very educational episode for those interested in Fed policy mechanics and monetary plumbing.

    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 846676 #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 #FedPolicy #MonetaryPolicy #FederalReserve #RepoMarket #FinancialPlumbing #Fedwire #ReserveScarcity #FinancialEducation #EconomicAnalysis #MarketInsights #InterestRates #FedBalanceSheet #FinancialMechanics #MonetarySystem #FinancialMarkets #EconomicPolicy #EducationalContent #FinanceExplained #WallStreetJournal #EconomicInsights #Bloomberg #Macroeconomic #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

    • 38 min

Customer Reviews

4.8 out of 5
27 Ratings

27 Ratings

SwaggyP76 ,

Porn Music Intro is 5-star!

Brilliant for anyone on the Bitcoin continuum.

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.

Top Podcasts In Business

REAL AF with Andy Frisella
Andy Frisella #100to0
Money Rehab with Nicole Lapin
Money News Network
The Ramsey Show
Ramsey Network
Habits and Hustle
Jen Cohen and Habit Nest
Young and Profiting with Hala Taha
Hala Taha | YAP Media Network
The Money Mondays
Dan Fleyshman

You Might Also Like

Swan Signal - A Bitcoin Podcast
Swan Bitcoin
Stephan Livera Podcast
Stephan Livera
Blue Collar Bitcoin
Blue Collar Bitcoin Podcast
Coin Stories with Natalie Brunell
Natalie Brunell
Simply Bitcoin
Nico Moran
TFTC: A Bitcoin Podcast
Marty Bent