The Bitcoin Layer

The Bitcoin Layer
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. HACE 2 DÍAS

    The Bitcoin Classroom Part 1: Challenging a Bitcoin Professor on Monetary Policy

    In this episode, USC professor Nik Bhatia answers questions from economics student Demian Schatt, exploring how Bitcoin could fit within modern fiscal and monetary policy frameworks. Demian asks thought-provoking questions about operating under a Bitcoin standard during recessions, such as how governments could stimulate the economy without increasing the money supply. Nik explains the role of fiscal policy, free markets, and Bitcoin’s deflationary nature in supporting sustainable growth, while contrasting it with traditional monetary systems. He also addresses inflation, quantitative easing, liquidity, and Bitcoin’s potential as a reserve currency, demonstrating how Bitcoin could transform the future of finance. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer is proud to be sponsored by Unchained, the leader in Bitcoin financial services. Unchained empowers you to take full control of your Bitcoin with a collaborative multisig vault, where you hold two of three keys, and benefit from a Bitcoin security partner. Purchase Bitcoin directly into your cold storage vault and eliminate exchange risks with Unchained's Trading Desk. Unchained also offers the best IRA product in the industry, allowing you to easily roll over old 401(k)s or IRAs into Bitcoin while keeping control of your keys. Don’t pay more taxes than you have to. Talk to us today. Visit https://thebitcoinlayer.com/unchained and use code TBL for $100 off when you create an account. Try Stamp Seed, a DIY kit that enables you to hammer your seed words into a durable plate of titanium using professional stamping tools. Take 15% off with code TBL. Get your Stamp Seed today! https://www.stampseed.com/shop/titanium-seed-phrase-storage-kits.html?utm_source=substack&utm_medium=email 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. Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch Block Height 870941 Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball #TheBitcoinLayer #NikBhatia #Bitcoin #BitcoinEconomics #FiscalPolicy #MonetaryPolicy #BitcoinStandard #DeflationaryEconomy #SustainableGrowth #ReserveCurrency #EconomicStimulus #BitcoinFuture #FreeMarkets #EconomicQuestions #RecessionSolutions #BitcoinAndInflation #QuantitativeEasing #Liquidity #FinancialTransformation #BitcoinAsMoney #EconomicFrameworks #BitcoinReserve #BitcoinEducation #FutureOfFinance #ModernEconomics #BitcoinVsFiat #EconomicsForStudents #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Gold #Market #Trading #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro The Bitcoin Layer and its guests do not provide investment advice. Subscribe to The Bitcoin Layer on Soundwise

    44 min
  2. HACE 6 DÍAS

    Goodbye Recession: Welcome to the 2025 Economic Boom

    In this episode, Nik Bhatia sits down with Eric Wallerstein of Yardeni Research to dissect the forces driving today’s financial markets. They explore how rising interest rates and evolving monetary policy are reshaping recession expectations and the resilience of the corporate bond market, dive into the Fed’s cautious balance sheet management, the risks of private credit, and the impact of bond volatility on equity returns. The discussion highlights the effects of a strong dollar, the Treasury’s strategy to manage the yield curve, and the interplay between the Fed and Treasury in shaping future policy. Eric draws from his experience at the New York Fed to analyze how these factors influence stock market profit margins, the housing market, and the global economic outlook, offering key insights into the shifting dynamics of financial markets. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer is proud to be sponsored by Unchained, the leader in Bitcoin financial services. Unchained empowers you to take full control of your Bitcoin with a collaborative multisig vault, where you hold two of three keys, and benefit from a Bitcoin security partner. Purchase Bitcoin directly into your cold storage vault and eliminate exchange risks with Unchained's Trading Desk. Unchained also offers the best IRA product in the industry, allowing you to easily roll over old 401(k)s or IRAs into Bitcoin while keeping control of your keys. Don’t pay more taxes than you have to. Talk to us today. Visit https://thebitcoinlayer.com/unchained and use code TBL for $100 off when you create an account. Try Stamp Seed, a DIY kit that enables you to hammer your seed words into a durable plate of titanium using professional stamping tools. Take 15% off with code TBL. Get your Stamp Seed today! https://www.stampseed.com/shop/titanium-seed-phrase-storage-kits.html?utm_source=substack&utm_medium=email 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. Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch Block Height 870410 Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball #TheBitcoinLayer #NikBhatia #FinancialMarkets #MonetaryPolicy #InterestRates #RecessionOutlook #CorporateBonds #BondMarket #StrongDollar #YieldCurve #FedPolicy #TreasuryStrategy #BondVolatility #EquityReturns #EconomicInsights #HousingMarket #GlobalEconomy #PrivateCredit #MarketResilience #StockMarketTrends #EconomicShifts #FinancialAnalysis #FedAndTreasury #MarketDynamics #ProfitMargins #EconomicOutlook #InvestmentStrategies #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Gold #Market #Trading #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro The Bitcoin Layer and its guests do not provide investment advice. Subscribe to The Bitcoin Layer on Soundwise

    52 min
  3. 14 NOV

    Mastering Bitcoin Self-Custody with BTC Sessions

    In this episode, BTC Sessions, a seasoned Bitcoin educator, dives into the essential skills and tools for achieving true self-custody and financial sovereignty in bitcoin. In this insightful conversation with Nik, BTC Sessions shares his personal journey, highlighting how he learned about self-custody, using hardware wallets, and running Bitcoin nodes. They also discuss the evolution of the hardware wallet ecosystem. This episode comes in an effort to help our viewers understand the practical aspects of living in a bitcoin standard, and how to overcome the challenges involved in doing so. BTC Sessions helps Nik discover the empowering tools that can streamline bitcoin transactions and enhance privacy. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer is proud to be sponsored by Unchained, the leader in Bitcoin financial services. Unchained empowers you to take full control of your Bitcoin with a collaborative multisig vault, where you hold two of three keys, and benefit from a Bitcoin security partner. Purchase Bitcoin directly into your cold storage vault and eliminate exchange risks with Unchained's Trading Desk. Unchained also offers the best IRA product in the industry, allowing you to easily roll over old 401(k)s or IRAs into Bitcoin while keeping control of your keys. Don’t pay more taxes than you have to. Talk to us today. Visit https://thebitcoinlayer.com/unchained and use code TBL for $100 off when you create an account. Try Stamp Seed, a DIY kit that enables you to hammer your seed words into a durable plate of titanium using professional stamping tools. Take 15% off with code TBL. Get your Stamp Seed today! https://www.stampseed.com/shop/titanium-seed-phrase-storage-kits.html?utm_source=substack&utm_medium=email 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. Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch Block Height 870206 Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball #TheBitcoinLayer #NikBhatia #SelfCustody #FinancialSovereignty #BTCsessions #BitcoinEducation #HardwareWallets #BitcoinSecurity #RunANode #BitcoinPrivacy #BitcoinStandard #BitcoinJourney #FinancialIndependence #BitcoinTools #CryptoWallets #NodeSetup #BitcoinTransactions #DigitalSovereignty #BitcoinLifestyle #BitcoinEcosystem #PersonalFinance #SecureYourBitcoin #BitcoinEmpowerment #PrivacyMatters #BitcoinSkills #LearnBitcoin #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Gold #Market #Trading #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro The Bitcoin Layer and its guests do not provide investment advice. Subscribe to The Bitcoin Layer on Soundwise

    38 min
  4. 12 NOV

    Building a U.S. Strategic Bitcoin Reserve: A New Era in Bitcoin Policy

    In this episode, Nik welcomes David Zell, co-founder of the Bitcoin Policy Institute, to analyze the shifting tides in Bitcoin policy and the regulatory challenges posed by Operation Choke Point 2.0. As the post-election landscape evolves, David shares what these changes mean for Bitcoin advocacy, the institute’s strategy with lawmakers, and the push for Ross Ulbricht’s freedom as part of broader policy shifts. He and Nik discuss a Strategic Bitcoin Reserve (SBR) as a priority for the new administration, its potential to align government incentives with Bitcoin’s growth, and the need for a de minimis exemption to simplify transactions. Together, they underscore the importance of bipartisan support and clear policy to secure Bitcoin’s role in the U.S. economic future. Follow David's Work: www.btcpolicy.org The Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer is proud to be sponsored by Unchained, the leader in Bitcoin financial services. Unchained empowers you to take full control of your Bitcoin with a collaborative multisig vault, where you hold two of three keys, and benefit from a Bitcoin security partner. Purchase Bitcoin directly into your cold storage vault and eliminate exchange risks with Unchained's Trading Desk. Unchained also offers the best IRA product in the industry, allowing you to easily roll over old 401(k)s or IRAs into Bitcoin while keeping control of your keys. Don’t pay more taxes than you have to. Talk to us today. Visit https://thebitcoinlayer.com/unchained and use code TBL for $100 off when you create an account. Try Stamp Seed, a DIY kit that enables you to hammer your seed words into a durable plate of titanium using professional stamping tools. Take 15% off with code TBL. Get your Stamp Seed today! https://www.stampseed.com/shop/titanium-seed-phrase-storage-kits.html?utm_source=substack&utm_medium=email 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. Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch Block Height 870062 Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball #TheBitcoinLayer #NikBhatia #BitcoinPolicy #BitcoinRegulation #OperationChokePoint #PostElection #BitcoinAdvocacy #BitcoinPolicyInstitute #DavidZell #BitcoinLegislation #BitcoinInWashington #BitcoinFuture #BitcoinStrategy #CryptoRegulation #RossUlbricht #BitcoinFreedom #StrategicBitcoinReserve #SBR #GovernmentIncentives #BitcoinGrowth #DeMinimisExemption #BitcoinTransactions #BipartisanSupport #BitcoinAndPolitics #EconomicFuture #SecureBitcoin #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Gold #Market #Trading #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro The Bitcoin Layer and its guests do not provide investment advice. Subscribe to The Bitcoin Layer on Soundwise

    40 min
  5. 12 NOV

    The Math Behind Bitcoin's Move to $96,000

    In this video, Nik discusses bitcoin's recent path to all-time highs as it surges above $85,000. Nik breaks down why his technical analysis points to $96,000 as the next major target. Bitcoin's exit from a $23,000 consolidation funnel has pushed its current market cap up to $1.5 trillion, and Nik dives into what it means for bitcoin to approach 2% of the value of total global equities. He also discusses traditional markets and explains why money market parity suggests potential upside to $300,000. Lastly, given this historic move, Nik also discusses halving cycles and probability-weighted targets to deliver a more comprehensive analysis. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer is proud to be sponsored by Unchained, the leader in Bitcoin financial services. Unchained empowers you to take full control of your Bitcoin with a collaborative multisig vault, where you hold two of three keys, and benefit from a Bitcoin security partner. Purchase Bitcoin directly into your cold storage vault and eliminate exchange risks with Unchained's Trading Desk. Unchained also offers the best IRA product in the industry, allowing you to easily roll over old 401(k)s or IRAs into Bitcoin while keeping control of your keys. Don’t pay more taxes than you have to. Talk to us today. Visit https://thebitcoinlayer.com/unchained and use code TBL for $100 off when you create an account. Try Stamp Seed, a DIY kit that enables you to hammer your seed words into a durable plate of titanium using professional stamping tools. Take 15% off with code TBL. Get your Stamp Seed today! https://www.stampseed.com/shop/titanium-seed-phrase-storage-kits.html?utm_source=substack&utm_medium=email 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. Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch Block Height 869916 Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball #TheBitcoinLayer #NikBhatia #Bitcoin #BitcoinAllTimeHigh #BitcoinTo100K #HowHighCanBitcoinGo #BitcoinPricePrediction #IsBitcoinABubble #Bitcoin2024 #BitcoinBullRun #InvestInBitcoin #BitcoinMarketCap #WhyIsBitcoinRising #BitcoinVsStocks #BitcoinFuture #BitcoinNextTarget #BitcoinHalving #ShouldIBuyBitcoin #BitcoinInvestment #HowToBuyBitcoin #BitcoinNews #BitcoinTechnicalAnalysis #BitcoinTrends #BitcoinForecast2024 #BitcoinToTheMoon #WillBitcoinHit300K #BTC #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro The Bitcoin Layer and its guests do not provide investment advice. Subscribe to The Bitcoin Layer on Soundwise

    37 min
  6. 8 NOV

    Why Bitcoin $77,000 Is Just The Warm-Up Act

    In this episode, Nik analyzes the historic market movements following Bitcoin’s surge to an all-time high of $77,000 amidst Donald Trump’s return to the White House. He explores how the election impacted financial markets, focusing on prediction markets like Polymarket that signaled Trump’s victory early. Nik examines the S&P 500’s reaction, shifts in U.S. Treasury yields, and projections for upcoming tax cuts, deficit spending, and increased liquidity. He wraps up with insights into the U.S. dollar and Trump’s likely fiscal moves, revealing how these shifts could fuel Bitcoin’s next explosive run. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer is proud to be sponsored by Unchained, the leader in Bitcoin financial services. Unchained empowers you to take full control of your Bitcoin with a collaborative multisig vault, where you hold two of three keys, and benefit from a Bitcoin security partner. Purchase Bitcoin directly into your cold storage vault and eliminate exchange risks with Unchained's Trading Desk. Unchained also offers the best IRA product in the industry, allowing you to easily roll over old 401(k)s or IRAs into Bitcoin while keeping control of your keys. Don’t pay more taxes than you have to. Talk to us today. Visit https://thebitcoinlayer.com/unchained and use code TBL for $100 off when you create an account. Try Stamp Seed, a DIY kit that enables you to hammer your seed words into a durable plate of titanium using professional stamping tools. Take 15% off with code TBL. Get your Stamp Seed today! https://www.stampseed.com/shop/titanium-seed-phrase-storage-kits.html?utm_source=substack&utm_medium=email 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. Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch Block Height 869353 Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball #TheBitcoinLayer #NikBhatia #BitcoinAllTimeHigh #MarketAnalysis #Trump2024 #FinancialMarkets #ElectionImpact #PredictionMarkets #Polymarket #SP500 #TreasuryYields #TaxCuts #DeficitSpending #MarketLiquidity #USDollar #FiscalPolicy #BitcoinSurge #MacroEconomics #EconomicTrends #InvestmentOutlook #BitcoinForecast #TrumpEffect #FinancialInsights #MarketMovements #BitcoinRun #USEconomy #BitcoinVolatility #ElectionMarkets #InvestmentTrends #USFiscalPolicy #BitcoinGrowth #BitcoinPriceAction #DigitalAssets #GlobalMarkets #BitcoinInvestors #MarketReaction #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro The Bitcoin Layer and its guests do not provide investment advice. Subscribe to The Bitcoin Layer on Soundwise

    36 min
  7. 7 NOV

    Store Your Bitcoin SECURELY: Multi-Sig & Key Control

    In this episode, Nik sits down with Unchained co-founders Dhruv Bansal and Joe Kelly to unpack why Bitcoin security demands a unique approach—far different from traditional financial services. They discuss why bitcoin's structure requires holders to prioritize collaborative custody over standard methods. Dhruv and Joe also provide technical insights behind multi-signature (multi-sig) security, key management, and inheritance planning. The logistical background behind managing your bitcoin illustrates how this asset is reshaping our understanding of security and protection in the world of personal finance. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer is proud to be sponsored by Unchained, the leader in Bitcoin financial services. Unchained empowers you to take full control of your Bitcoin with a collaborative multisig vault, where you hold two of three keys, and benefit from a Bitcoin security partner. Purchase Bitcoin directly into your cold storage vault and eliminate exchange risks with Unchained's Trading Desk. Unchained also offers the best IRA product in the industry, allowing you to easily roll over old 401(k)s or IRAs into Bitcoin while keeping control of your keys. Don’t pay more taxes than you have to. Talk to us today. Visit https://thebitcoinlayer.com/unchained and use code TBL for $100 off when you create an account. Try Stamp Seed, a DIY kit that enables you to hammer your seed words into a durable plate of titanium using professional stamping tools. Take 15% off with code TBL. Get your Stamp Seed today! https://www.stampseed.com/shop/titanium-seed-phrase-storage-kits.html?utm_source=substack&utm_medium=email 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. Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch Block Height 869215 Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball #TheBitcoinLayer #NikBhatia #BitcoinSecurity #UnchainedCapital #CollaborativeCustody #DhruvBansal #JoeKelly #MultiSig #KeyManagement #BitcoinCustody #FinancialSecurity #BitcoinOwnership #SelfCustody #InheritancePlanning #BitcoinProtection #PersonalFinance #DigitalAssets #BitcoinEducation #BitcoinPodcast #KeyProtection #BitcoinStorage #BitcoinCommunity #AssetSecurity #FinancialIndependence #BitcoinPlanning #FutureOfFinance #DigitalWealth #BitcoinMindset #SecureYourBitcoin #FinancialInnovation #LongTermSecurity #BitcoinResponsibility #BitcoinManagement #WealthProtection #BitcoinSafety #BitcoinResilience #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Gold #Market #Trading #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro The Bitcoin Layer and its guests do not provide investment advice. Subscribe to The Bitcoin Layer on Soundwise

    39 min
  8. 6 NOV

    BITCOIN SPECULATORS ARE BACK: Inflows & On-Chain Analysis

    In this episode, Nik Bhatia and James from Checkonchain dive deep into Bitcoin's current market landscape, breaking down the driving forces behind Bitcoin's recent volatility. This in-depth analysis covers the role of options trading, the impact of ETF inflows, and the latest on-chain data insights. As speculators return to the market and "hodlers" hold steady, Nik and James discuss how the tug-of-war between short-term traders and long-term investors shapes Bitcoin's price movements. With the upcoming election adding a layer of uncertainty, Nik and James also talk about trading dynamics, discuss market mechanics, and explain why understanding these dynamics is key for bitcoiners today. Follow Checkmate's work: https://newsletter.checkonchain.com/ The Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer is proud to be sponsored by Unchained, the leader in Bitcoin financial services. Unchained empowers you to take full control of your Bitcoin with a collaborative multisig vault, where you hold two of three keys, and benefit from a Bitcoin security partner. Purchase Bitcoin directly into your cold storage vault and eliminate exchange risks with Unchained's Trading Desk. Unchained also offers the best IRA product in the industry, allowing you to easily roll over old 401(k)s or IRAs into Bitcoin while keeping control of your keys. Don’t pay more taxes than you have to. Talk to us today. Visit https://thebitcoinlayer.com/unchained and use code TBL for $100 off when you create an account. Try Stamp Seed, a DIY kit that enables you to hammer your seed words into a durable plate of titanium using professional stamping tools. Take 15% off with code TBL. Get your Stamp Seed today! https://www.stampseed.com/shop/titanium-seed-phrase-storage-kits.html?utm_source=substack&utm_medium=email Efani delivers premium mobile service with unparalleled protection against SIM swaps and privacy invasions. Use code TBL at checkout for $99 off the Efani SAFE Plan. https://www.efani.com/tbl?utm_source=substack&utm_medium=email 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. Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch Block Height 869038 Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball #TheBitcoinLayer #NikBhatia #Bitcoin #OnChainMetrics #BitcoinVolatility #BitcoinMarket #BitcoinInsights #OptionsTrading #BitcoinETF #Hodlers #BitcoinInvesting #Bitcoiners #MarketDynamics #BitcoinTrends #BTCPrice #OnChainData #Election2024 #BitcoinAndElections #PoliticalImpact #LongTermHodlers #SpeculationVsInvestment #BTC #MacroEconomics #PoliticalUncertainty #ElectionImpact #BitcoinAndPolitics #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Gold #Market #Trading #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro The Bitcoin Layer and its guests do not provide investment advice. Subscribe to The Bitcoin Layer on Soundwise

    38 min
4.8
de 5
35 calificaciones

Acerca de

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!

También te podría interesar

Para escuchar episodios explícitos, inicia sesión.

Mantente al día con este programa

Inicia sesión o regístrate para seguir programas, guardar episodios y enterarte de las últimas novedades.

Elige un país o región

Africa, Oriente Medio e India

Asia-Pacífico

Europa

Latinoamérica y el Caribe

Estados Unidos y Canadá