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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

25:37

Global Macro Update: How Soon Is A Recession Coming?

The Bitcoin Layer ·

2024/08/30

In this episode, Nik brings us a timely global macro update on Treasury yields, the dollar, and what might happen in financial markets in September. He breaks down the latest path of global central bank rates, including his expectation for rate cuts at every meeting this year. Finally, Nik analyzes the bitcoin consolidation and dives into the math behind TBL Liquidity, our new metric for market signal. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer is

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39:27

Lightning Network: The Economics of Bitcoin's Global...

The Bitcoin Layer ·

2024/08/29

In this episode, Nik is joined by Amboss founder Jesse Shrader to discuss his Lightning Network company and the evolution of bitcoin's second layer. Jesse presents fascinating statistics about the usage of LN, discusses how node operators manage payment channels, and explains LN's tradeoffs & relationship with bitcoin's blockchain. Nik and Jesse unveil how the evolution of LN contributes to bitcoin as a global monetary network. The Bitcoin Layer is a bitcoin and global macroeconomic research firm

en

14:35

The Slow & Painful Death of Ethereum

The Bitcoin Layer ·

2024/08/27

In this video, Joe gives an update on the slow and painful death of Ethereum. He walks through the ETH/BTC pair dropping below the critical 0.05 level, and explains that the downside target is zero over the next several years. With the narratives of ETH all dried up, it and other "crypto" are dying on the vine. The cherry on top is a $100-million sale of ETH from the Ethereum Foundation, a vote from the creators themselves that this is an asset on life support with a value prop that has been

en

29:53

Rate Cuts Are Here: Here's What My Portfolio Looks Like

The Bitcoin Layer ·

2024/08/26

In this episode, Nik is joined by financial markets trader Craig Shapiro to discuss the monumental shift in tone from Fed Chair Jerome Powell at last week's Jackson Hole central banker conference. Craig Shares with us a snapshot of his portfolio and describes the changes he made after hearing Powell's dovish rhetoric. Watch to find out how he has positioned around the dollar, gold, and bitcoin. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer is proud to be

en

35:16

Bitcoin Bounces As Fed Confirms Rate Cuts

The Bitcoin Layer ·

2024/08/24

In this episode, Nik recaps the news out of Jackson Hole, Wyoming that the Fed is now confirmed to start cutting rates in September. He explains how money markets and Treasury yields already showed us months ago that rate cuts would arrive, discusses the economy and unemployment as drivers of the Fed's latest announcement, and closes with an analysis of bitcoin's price and what rate cuts will mean for bitcoin going forward. The Bitcoin Layer is a bitcoin and global macroeconomic research firm

en

9:08

How To Mine Bitcoin Quietly At Home

The Bitcoin Layer ·

2024/08/22

In this episode, Nik poses a question to the audience about quiet home mining. He goes through the social media responses to his question, and several home mining options are discussed. The Bitcoin Layer is not sponsored by any company discussed in this video, rather we attempt to understand the scope of options for quiet home mining. Enjoy this short episode to learn about this potential endeavor! The Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer is proud

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32:40

Global Macro Update: Bitcoin, Government Lies On...

The Bitcoin Layer ·

2024/08/22

In this episode, Nik brings us a global macro update to recap a most dramatic downward revision in labor statistics. He begins with the two most noteworthy items in economics: the downward revision of jobs added by almost one million, the rampant manipulation of labor statistics by the government, and the latest FOMC minutes which stated that the Fed was close to cutting rates in July. Nik breaks down the signals from the yield curve and discusses bitcoin's consolidation. The Bitcoin Layer is a

en

32:40

Global Macro Update: Bitcoin, Government Lies On...

The Bitcoin Layer ·

2024/08/22

In this episode, Nik brings us a global macro update to recap a most dramatic downward revision in labor statistics. He begins with the two most noteworthy items in economics: the downward revision of jobs added by almost one million, the rampant manipulation of labor statistics by the government, and the latest FOMC minutes which stated that the Fed was close to cutting rates in July. Nik breaks down the signals from the yield curve and discusses bitcoin's consolidation. The Bitcoin Layer is a

en

37:28

Sovereign Wealth Funds Could Take Bitcoin To $148,000

The Bitcoin Layer ·

2024/08/16

In this episode, Nik is joined once again by Daniel Batten to discuss overcoming ESG roadblocks to bitcoin investment at sovereign wealth funds. Daniel breaks down the math behind his projection that a 1% allocation from this pool of $35 trillion in capital could drive bitcoin's price higher by nearly $100,000 from here. He also explains how he is fighting the existing negative propaganda about bitcoin with new studies about the environmental benefits of bitcoin mining. The Bitcoin Layer is a

en

37:28

Sovereign Wealth Funds Could Take Bitcoin To $148,000

The Bitcoin Layer ·

2024/08/16

In this episode, Nik is joined once again by Daniel Batten to discuss overcoming ESG roadblocks to bitcoin investment at sovereign wealth funds. Daniel breaks down the math behind his projection that a 1% allocation from this pool of $35 trillion in capital could drive bitcoin's price higher by nearly $100,000 from here. He also explains how he is fighting the existing negative propaganda about bitcoin with new studies about the environmental benefits of bitcoin mining. The Bitcoin Layer is a

en

27:35

Goldman Sachs: $400 Million BITCOIN BUY

The Bitcoin Layer ·

2024/08/15

In this episode, Nik discusses the latest news about Goldman Sachs allocating over $400 million to spot ETFs. He explores the wave of institutional investment expected to arrive in bitcoin over the next couple of years, explains why only imagination can cap potential future price, and discusses the latest CPI reading and what it means for interest rates and Fed cuts. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer is proud to be sponsored by Unchained, the

en

37:29

Global Markets Update: Bitcoin Consolidation, Macro...

The Bitcoin Layer ·

2024/08/13

In this episode, Nik recaps an eventful couple weeks in financial markets. With heightened volatility across Treasuries, stocks, and bitcoin, Nik breaks down the path of Fed policy rates, yield curve inversion (and why it's still happening), how poor Treasury auctions impact our view on rates, and the potential for several months of choppy bitcoin prices. We also discuss some of the more extreme tail risks for bitcoin. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. The

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43:05

How Stacie Waleyko is Transforming Bitcoin Education

The Bitcoin Layer ·

2024/08/09

In this episode, Nik is joined by bitcoin developer and educator Stacie Waleyko to discuss her educational bitcoin pocket guides and brand new online game called Saving Satoshi. Stacie explains the type of student she is trying to reach and shares with us a vision of how Saving Satoshi can become one of the most powerful educational resources in all of bitcoin. Stratum V2, a bitcoin mining protocol, is also discussed. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. The

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64:19

Exploring Bitcoin's Strategic Role & AI's National...

The Bitcoin Layer ·

2024/08/07

In this episode, Joe Consorti sits down with Matt Pines, the Director of Intelligence at Sentinel One and National Security Fellow at the Bitcoin Policy Institute. They dive into a multifaceted discussion covering the mechanics behind a strategic Bitcoin reserve, geopolitical flashpoints, advancements in AI technology, and the intriguing topic of UFOs. Matt Pines explains the strategic Bitcoin reserve bill and how the U.S. government could operationalize it. They discuss the feasibility and

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45:27

GLOBAL MARKETS PANIC: Bitcoin & Stocks CRASH But Recover

The Bitcoin Layer ·

2024/08/07

In this episode, Nik recaps one of the most eventful few days for financial markets this decade. With the soft landing narrative quickly giving way to a recession after last week's employment data, global markets went into a full tailspin, with US Treasuries dramatically bull steepening, stocks crashing, and bitcoin dipping below $50,000. He analyzes recent economic releases, discusses the volatility event and unwind of the Japanese yen carry trade, and carefully breaks down the price action from

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44:59

Navigating Economic Waves: Felix Jauvin on Market...

The Bitcoin Layer ·

2024/08/02

In this episode, Joe sits down with Felix Jauvin, macro analyst and host of On The Margin at Blockworks Macro. They dive into the latest economic data, discuss the Federal Reserve's rate decisions, and explore the intricate dynamics between macroeconomic signals and Bitcoin's market behavior. Felix shares his insights on current market conditions, the Fed's September cut, and the broader implications for risk assets. Tune in to gain a deeper understanding of how macro factors shape the financial

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32:56

The BITCOIN Act of 2024 with Senator Cynthia Lummis

The Bitcoin Layer ·

2024/08/01

In this episode, Joe and Nik sit down with Senator Cynthia Lummis of Wyoming for a detailed discussion of the United States' unsustainable debt problem, and how Bitcoin can help address it. Senator Lummis discusses the establishment of a Strategic Bitcoin Reserve (SBR), how Bitcoin can strengthen the US dollar's position as the world reserve currency, the geographic distribution of the SBR's private keys, what Proof of Reserves for the SBR will look like, and how holding Bitcoin on the United

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18:24

Bitcoin Update: Trump Pledges To HODL, Biden Moves $2...

The Bitcoin Layer ·

2024/07/30

In this video, Joe breaks down all of the mania surrounding bitcoin over the last 72 hours. He first discusses Trump's proposed Strategic National Bitcoin Stockpile, alongside Senator Cynthia Lummis' bill to create a Strategic Bitcoin Reserve. He then breaks the news that the Biden-Harris administration has likely begun the sale of the US' existing bitcoin holdings, moving $2 billion into a new wallet for a likely OTC sale to thwart Trump's plans of a reserve using our existing seized BTC holdings

en

55:28

Bitcoin Price: "This Is EXACTLY What You Want To See"...

The Bitcoin Layer ·

2024/07/24

In this episode, Nik is joined again by on-chain and bitcoin analyst Checkmate for a markets overview. The pair discuss bitcoin's 28% correction and recovery, ETF inflows, the basis trade across CME, Binance, spot exchanges, and ETFs, as well as the maturation of bitcoin's market structure. Checkmate concludes that bitcoin exhibits textbook demand through established limit orders. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer is proud to be sponsored by

en

55:28

Bitcoin Price: "This Is EXACTLY What You Want To See"...

The Bitcoin Layer ·

2024/07/24

In this episode, Nik is joined again by on-chain and bitcoin analyst Checkmate for a markets overview. The pair discuss bitcoin's 28% correction and recovery, ETF inflows, the basis trade across CME, Binance, spot exchanges, and ETFs, as well as the maturation of bitcoin's market structure. Checkmate concludes that bitcoin exhibits textbook demand through established limit orders. The Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer is proud to be sponsored by

en

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