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PODCAST

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

business investing

All Episodes

42:37

Bitcoin & Gold Know Fed Has Lost Control Of The Money

The Bitcoin Layer ·

2024/03/25

In this episode, Joe is joined by Lawrence Lepard, an investment manager with Equity Management Advisors. In this all-encompassing discussion, he breaks down why Jerome Powell's tapering of the balance sheet and rate cuts are to support the US Treasury, why gold and bitcoin are reflecting easy money conditions still to come, and what individual investors can do to position themselves properly in this deteriorating fiscal and monetary landscape. The Bitcoin Layer is brought to you by River. Visit

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26:05

Banks Are Funding ANTI-BITCOIN Propaganda

The Bitcoin Layer ·

2024/03/20

In this episode, Nik is joined by Daniel Batten of CH4 Capital to discuss anti-Bitcoin propaganda. Daniel summarizes how Bitcoin helps the environment by miners removing harmful methane emissions, identifies anti-bitcoin propaganda as a mix of ignorance and incumbent malice, and explains the source of propaganda as primarily European financial institutions. 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

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11:01

Bitcoin Dips 15% In Bull-Market Correction

The Bitcoin Layer ·

2024/03/19

In this episode, Joe discusses bitcoin's current 15% pullback. He walks through several charts to discuss how how these pullbacks happen 10 times or more during typical bull markets, potential levels of support for bitcoin's price as it regains its footing, and why given long-term holder behavior, the halving, and the macro backdrop, he believes this is merely a minor pullback in an overall bull market. The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in

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52:06

Lightning Network Is Layered Bitcoin

The Bitcoin Layer ·

2024/03/18

In this episode, Nik is joined by Blockstream developer Rusty Russell for an incredible conversation about Lightning Network. Rusty explains why he agrees with the thesis of Lightning Network as a type of layered bitcoin, how it is evolving, and how he measures its success. 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:

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17:27

Is Bitcoin's Bull Run Already Over?

The Bitcoin Layer ·

2024/03/15

In this episode, Nik conducts price study on bitcoin to gauge whether or not the market is overheated and topping out. We begin with an analysis of bitcoin funding markets and a brief explanation of their significance, and then proceed with a look at weekly and monthly candles and bitcoin's relative strength index (RSI). 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

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40:49

Bitcoin ETF MANIA As Flows Top $1 BILLION PER DAY

The Bitcoin Layer ·

2024/03/13

In this episode, Nik is joined by Galaxy head of research, Alex Thorn. Alex gives his take on bitcoin ETF inflows now topping $1 billion per day, explains the ability of shareholders to leverage holdings with prime brokers, and shares an excellent overview of how on-chain metrics are evolving. Learn why Alex believes we are still early in this current bitcoin bull market. The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you

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39:29

Wall Street Will NEVER Control Bitcoin

The Bitcoin Layer ·

2024/03/13

In this episode, Nik is joined by Caitlin Long, founder and CEO of Custodia Bank to discuss the current bitcoin bull market. Caitlin shares her thoughts on the enormous demand for bitcoin ETFs since approval, explains why Wall Street will never control bitcoin, and discusses her bank's regulatory fight against the US government. 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

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28:58

What Is Bitcoin Realized Price?

The Bitcoin Layer ·

2024/03/12

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik presents an explainer on Bitcoin's realized price. In an effort to simplify the understanding of on-chain metrics, Nik gives us basic definitions of nodes, UTXOs (unspent transaction outputs), realized capitalization, and realized price. We look at the formula for realized price, and give several illustrations of the differences between market price and realized

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42:47

$10 TRILLION Deficit

The Bitcoin Layer ·

2024/03/08

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik breaks down the massive fiscal deficits of the US government over the past five years. We begin with comparing today's deficit historically, explain the numbers behind how the US has spent $10 trillion more than it has collected since 2020, and how this deficit has impacted financial markets and the economy. Nik discusses bitcoin's price increase to $70,000, the

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33:03

Nation States ADOPTING BITCOIN

The Bitcoin Layer ·

2024/03/06

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik is joined by bitcoin researcher Jamie Coutts to discuss his thesis on nation states adopting bitcoin via domestic mining operations, including the United Arab Emirates (UAE). Jamie explains his bitcoin research process, including how he looks at perpetual futures funding markets, on-chain metrics, and ETF flows. Jamie has the Chartered Market Technician

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67:58

TROUBLE BREWING In Commercial Real Estate

The Bitcoin Layer ·

2024/03/05

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik is joined by real estate investor Kelly Lannan. Kelly breaks down the trouble brewing across the commercial real estate sector, including how new multifamily properties are unable to receive financing, existing properties are struggling to refinance due to reduced occupancy and higher rates, and whether the sector can survive until rates are lower in 2025. TSMC,

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57:29

Bitcoin ON FIRE | Markets & Macro Update

The Bitcoin Layer ·

2024/03/02

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik brings us a massive chart pack from around the world of financial markets, global macro, and bitcoin. He begins with a recap on why debt monetization is TBL's underlying thesis looking forward, goes through manufacturing, home price, and inflation data, and spends time on weekly candlesticks from all the major markets. Finally, Nik concludes with some very

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51:50

NEW Satoshi Emails: Who Created Bitcoin?

The Bitcoin Layer ·

2024/02/29

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik is joined by Benobi, a Bitcoin researcher. Ben helps us understand the latest Satoshi Nakamoto emails, including why we have access to these communications for the first time, what we can conclude about Satoshi's identity, and why Ben believes there is powerful evidence Satoshi was a single person. Instead of trying to uncover the exact person behind Satoshi

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51:50

NEW Satoshi Emails: Who Created Bitcoin?

The Bitcoin Layer ·

2024/02/29

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik is joined by Benobi, a Bitcoin researcher. Ben helps us understand the latest Satoshi Nakamoto emails, including why we have access to these communications for the first time, what we can conclude about Satoshi's identity, and why Ben believes there is powerful evidence Satoshi was a single person. Instead of trying to uncover the exact person behind Satoshi

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39:33

Building A Financial System On Bitcoin

The Bitcoin Layer ·

2024/02/28

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik is joined by Bitcoin researcher David Seroy. David explains why a type of cryptography called "zero-knowledge (ZK) proofs" has the potential to bring scaling to Bitcoin. David argues that Lighting Network isn't enough by itself as a layer 2, and that ZK Rollups, sidechains, and BitVM might bring additional users to Bitcoin. He believes that in order to build a

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53:31

Trading With Contrarian Indicators | Jason Shapiro

The Bitcoin Layer ·

2024/02/26

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik is joined by Jason Shapiro, a futures trader and hedge fund manager with 30+ years of experience. Jason breaks down his trading system, including how he uses speculative positioning and headlines to generate contrarian positions. He explains his current positioning, shares contrarian thoughts about a US recession, and discloses a long position in bitcoin. New

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45:17

$100,000 Bitcoin As Fed Monetizes Debt

The Bitcoin Layer ·

2024/02/23

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik explores the path to $100,000 bitcoin by explaining why the Fed will be forced to monetize debt. By presenting trends in the Fed's balance sheet, total Treasury debt, and debt in global banking systems, we conclude that the ability for central banks to create liabilities to purchase government bonds will lead to a wave of debt monetization in the future. Finally,

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37:46

Bitcoin Miners SUPERCHARGED With Generative AI

The Bitcoin Layer ·

2024/02/21

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik is joined by Dan Roberts, CEO of IREN, a data center operator focused on bitcoin mining and generative AI computing. Dan discusses how his company approaches the race for low-cost renewable energy to power bitcoin mining and AI cloud computing services, including the decision between buying Bitmain miners or NVIDIA GPUs, how operating data centers gives IREN an

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54:39

A Global Banking Crisis Is The Endgame

The Bitcoin Layer ·

2024/02/16

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik is joined by Matt Dines, CIO of Build Asset Management. Matt walks us through the latest in the troubled banking sector, including how commercial real estate losses will trickle down throughout the world. We also take a look at some long term charts of the dollar and US Treasury yields to understand the United States position under perpetual deficits and sky-high

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40:40

Growth On Bitcoin & Lightning Is EXPLODING | Alyse...

The Bitcoin Layer ·

2024/02/14

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik speaks with Alyse Killeen, founder of Stillmark and investor in bitcoin and Lightning Network companies. We learn how Alyse is currently approaching the Lightning Network ecosystem, including her thoughts on stablecoins on Lightning, how Lightning has reinvented the design and user experience of bitcoin, and how this cycle's approach to second layer solutions

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234 results

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