The Bitcoin Layer

The Bitcoin Layer
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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!

  1. Bitcoin Jumps 5%: Fed Eases QT & Global Liquidity Shifts

    4D AGO

    Bitcoin Jumps 5%: Fed Eases QT & Global Liquidity Shifts

    In this episode, Nik decodes the Fed’s strategy as Bitcoin surges on the central bank’s decision to slow QT while maintaining its commitment to rate cuts. He breaks down what the Fed’s decision means for liquidity, why banks are holding onto reserves, and how this shift impacts risk assets. Nik also unpacks the latest moves in global bond markets, with Japanese and German yields spiking while U.S. Treasuries remain supported. With TBL’s proprietary liquidity metrics providing key insights, he connects the dots across Bitcoin, stocks, bonds, and global flow to assess what’s next for markets.

    33 min
  2. Global Macro Update: Recession Fears Surge, But Bitcoin and Risk Markets Bounce

    MAR 15

    Global Macro Update: Recession Fears Surge, But Bitcoin and Risk Markets Bounce

    In this global macro update, Nik analyzes the latest economic data and market moves, from recession fears and falling stock prices to Bitcoin’s rebound. He breaks down the drop in consumer sentiment, the wealth effect’s impact on spending, and the yield curve’s steepening as markets price in rate cuts. With Treasury yields falling and gold hitting $3,000, he examines liquidity conditions and shifting inflation expectations. Nik wraps up with Bitcoin’s technical and on-chain indicators, assessing what the latest price action signals for the market ahead.

    34 min
  3. Bitcoin’s 21 Million Supply: Planning for Taxes, Estate & Retirement

    MAR 12

    Bitcoin’s 21 Million Supply: Planning for Taxes, Estate & Retirement

    In this episode, Nik welcomes Vaughn Kellerman of Sound Advisory to discuss financial planning for Bitcoin holders. With Bitcoin’s fixed supply of 21 million, they explore strategies for managing taxes, estate planning, and retirement while minimizing risk. Vaughn breaks down tax-efficient selling, inheritance planning, and portfolio structuring to balance Bitcoin with traditional assets. They also cover capital gains, multi-bucket tax planning, and charitable giving, outlining practical steps to preserve wealth and ensure a seamless transfer of assets.

    31 min
  4. Global Liquidity Update with Michael Howell: The Case for a U.S. Gold Revaluation Is Building

    MAR 8

    Global Liquidity Update with Michael Howell: The Case for a U.S. Gold Revaluation Is Building

    In this episode, Nik welcomes back Michael Howell, founder of CrossBorder Capital and author of Capital Wars, to discuss global liquidity and the mounting case for a U.S. gold revaluation. Howell explains why M2 is outdated, highlighting the shift to asset-based liquidity as a better market gauge. They explore the U.S. debt spiral, pressure on the Fed to resume QE, and China’s role in shaping liquidity. Howell also examines how a gold revaluation could inject much-needed liquidity into the system as debt levels surge. With tightening financial conditions and shifting risk appetite, this conversation unpacks why liquidity—not interest rates—drives markets.

    48 min
  5. America Moves Toward a Bitcoin-Backed Future

    MAR 5

    America Moves Toward a Bitcoin-Backed Future

    In this episode, Nik sits down with Matt Pines, the new Executive Director of the Bitcoin Policy Institute, to discuss the U.S. government's evolving Bitcoin strategy. They break down the push for a Bitcoin strategic reserve, the political forces shaping policy, and why Bitcoin is essential for economic resilience. Matt explains how government agencies are aligning on Bitcoin’s role, the potential for funding through gold revaluation, and the broader geopolitical stakes. With Bitcoin at the center of financial and policy debates, this conversation highlights how the U.S. is positioning for a Bitcoin-backed future.

    1h 5m
  6. Bitcoin Whipsaws as Markets Brace for Trump’s Next Move

    MAR 4

    Bitcoin Whipsaws as Markets Brace for Trump’s Next Move

    In this episode, Nik Bhatia breaks down the recent volatility in both Bitcoin and the stock market. He talks about how Bitcoin's price is influenced by interest rates and the broader stock market, as well as the impact of Trump’s proposed Strategic Bitcoin Reserve. Nik also looks at the current price action, including the consolidation between $80K and $110K, and explains the importance of realized price as an indicator of Bitcoin’s value. He wraps up by discussing potential market movements, Bitcoin’s future, and what to expect in the coming months.

    16 min
  7. Global Macro Update: Bitcoin Dips, Stocks Stall, Yields Continue to Fall

    FEB 26

    Global Macro Update: Bitcoin Dips, Stocks Stall, Yields Continue to Fall

    In this episode, Nik delivers a global macro update as Bitcoin tumbles over 12% this week, down more than 20% from all-time highs. He breaks down the drivers behind this pullback, from shifting risk sentiment to key technical levels, and what it means for the broader market. Nik also unpacks the latest stock market weakness, the sharp drop in Treasury yields, and emerging policy signals from the White House. With TBL’s proprietary metric providing critical insights, he connects the dots across Bitcoin, stocks, bonds, and global liquidity to assess what’s next for markets.

    25 min
  8. Welcome to the BITCOIN AGE: Nik Bhatia’s Latest Book on Money’s Transformation

    FEB 24

    Welcome to the BITCOIN AGE: Nik Bhatia’s Latest Book on Money’s Transformation

    In this episode, Nik Bhatia unveils his highly anticipated new book, Bitcoin Age, set for release on March 11, 2025 in both hardcover and Kindle. He shares the inspiration behind the book, detailing how Bitcoin is transforming money, finance, and global power structures. Nik walks through key themes, from the history of the dollar and cryptography to the emergence of Bitcoin as the foundation of a new monetary era. He reveals why Bitcoin’s 21 million supply cap is the glue holding its system together and breaks down the seven protocol rules that make it unstoppable. Closing out, he discusses the policies that cemented Bitcoin’s legitimacy and explains why those who understand it today will shape the economy of tomorrow.

    12 min
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Ratings & Reviews

5
out of 5
5 Ratings

About

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!

Information

  • Creator
    The Bitcoin Layer
  • Years Active
    2024 - 2025
  • Episodes
    157
  • Rating
    Clean
  • Copyright
    © 2024 The Bitcoin Layer
  • Show Website
    The Bitcoin Layer

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