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In this episode, Nik Bhatia welcomes back Stephen Perrenod, PhD in astrophysics and Bitcoin mathematician, to tackle the looming quantum computing threat to Bitcoin and its implications for security and value. Stephen unpacks Googleâs latest advancements in qubit technology and why Bitcoinâs cryptographic security remains strong despite quantum computingâs progress. He explores the potential vulnerabilities in early Bitcoin addresses, the role of quantum-safe solutions like BIP360, and the roadmap to implementing these protections across the network. Shifting to Bitcoinâs price, Stephen uses the power law to project a trajectory toward $200,000, explaining how historical trends and reduced volatility align with this outlook. Together, Nik and Stephen outline how Bitcoin can not only withstand the quantum challenge but continue to thrive as a secure and transformative global asset.
đ The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
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Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
Chapters:
00:00:00 Introduction and Bitcoin's Power Law
00:05:20 Evolution of Supercomputing: From CPUs to Quantum Processors
00:10:11 Quantum Entanglement in Problem Domains
00:15:00 Early Stage Quantum Computing and Its Challenges
00:19:59 Vulnerabilities in Bitcoin Cryptography
00:25:52 Quantum Computers and Bitcoin Mining
00:30:01 Quantum Safety: Preparing for the Future
00:36:01 Bitcoin Price Analysis and Power Law Model Prediction
00:40:22 Bitcoin Price Predictions for 2025
The Bitcoin Layer and its guests do not provide investment advice.
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In this episode, Nik Bhatia and Craig Shapiro explore the ripple effects of Federal Reserve policies, market movements, and the strength of the U.S. dollar under Trumpâs pro-Bitcoin administration. They unpack how rising yields, persistent inflation, and tightening financial conditions are reshaping risk assets like Bitcoin, while the dollar acts as a âwrecking ballâ across global markets. With insights from the Bear Traps Report, they highlight Bitcoinâs role as a symbolic âscorecardâ for Trumpâs economic agenda and discuss its potential as a national asset under a populist-driven strategy. Wrapping up, they assess the geopolitical landscape and the future of financial markets, exploring how these forces could shape Bitcoinâs trajectory in a volatile economic environment.
đ The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
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Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
The Bitcoin Layer and its guests do not provide investment advice.
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Fehlende Folgen?
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In this episode, Nik Bhatia is joined by George Goncalves, head of US strategy at MUFG, to deliver a timely global macro update following the Federal Reserveâs latest rate cut and hawkish signals. They explore how the Fedâs shift marks a potential end to the easing cycle, the implications for a steepening yield curve, and the unprecedented strength of the U.S. dollar as global currencies falter. George provides insights into the mechanics of the Fedâs balance sheet strategy, the shrinking reverse repo program, and the potential timeline for quantitative tightening. Together, they analyze how these developments intersect with Trumpâs incoming administration, touching on tax cuts, industrial policy, and fiscal reform. Closing with a discussion on liquidity, credit markets, and the evolving role of private sector money creation, they chart the intersection of monetary policy and global economic dominance heading into 2025.
đ The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
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Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
The Bitcoin Layer and its guests do not provide investment advice.
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In this episode, Nik Bhatia and Matt Dines explore the seismic shifts in the global economy, focusing on Chinaâs deflationary crisis, Americaâs industrial resurgence, and Bitcoinâs accelerating role in financial markets. They examine Chinaâs collapsing sovereign bond yields, aging demographics, and reliance on exports, signaling deep economic challenges and policy uncertainty. Shifting to the U.S., Nik and Matt analyze the rise of industrial policy, reshoring momentum, and the impact of a strong dollar in navigating inflation and growth. They discuss the risks of tax cuts in a post-2024 political landscape and the transformative potential of the Bitcoin Strategic Reserve Act as a generational policy shift. Closing with Bitcoinâs emergence as a major player in corporate debt markets, led by MicroStrategyâs use of convertible bonds, Nik and Matt paint a picture of a world where Bitcoin is no longer on the sidelines but at the center of the global economic realignment.
đ The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
â¶ïž Subscribe and turn on notifications for TBL on YouTube.
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Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
Chapters:
00:00:00 Impact of China's Bond Market on Bitcoin
00:06:53 Challenges Facing China's Economic Growth
00:13:43 China's Strategic Economic Challenges
00:20:41 Post-WWII Economic Imbalances
00:26:43 Evaluating U.S. Economic Growth and Policy Prospects
00:33:28 The Impact of a Strong Dollar on Inflation and the Economy
00:40:15 Volatility in International Capital Markets
00:47:01 2024 Bond Market Projections and Trends
00:54:06 Reshoring and the US Chip Foundry Endeavor
The Bitcoin Layer and its guests do not provide investment advice.
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In this episode, Nik delivers a global macro update as Bitcoin consolidates around $100,000, signaling what could be its most explosive setup yet. Expanding on his bold thesis for Bitcoinâs path to $1 million, he examines the unprecedented drivers behind this moment, including Bitcoinâs evolution as a strategic asset and the transformative role of new money creation. Connecting the dots between market momentum, institutional strategies, and the global macro landscape, Nik shares why heâs never been this bullish on Bitcoinâand why its future has never looked more promising.
đ The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
â¶ïž Subscribe and turn on notifications for TBL on YouTube.
đ Subscribe to TBLâs research letter: https://thebitcoinlayer.com/subscribe
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đ± Follow TBL on X: https://twitter.com/TheBitcoinLayer
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Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
Chapters:
00:00:00 The Astounding Fundamentals of Bitcoin
00:04:52 Bitcoin's Strategic Asset Potential
00:09:53 Analyzing Bitcoin Price Targets and Future Growth
00:14:50 Understanding Monetization in Real Estate
00:19:27 Understanding Bond Settlement and Portfolio Accounting
00:24:32 Understanding Repo Financing and Its Impact
00:29:21 Bitcoin's Connection to the Bond Market
00:34:13 Strategic Bitcoin Reserve for the US
00:39:11 The Shift in American Economic Policy
The Bitcoin Layer and its guests do not provide investment advice.
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In this episode, Nik Bhatia speaks with Yaël Ossowski of @ConsumerChoiceC and @btcpolicyorg to explore the intersection of Bitcoin and U.S. banking laws. They dive into how regulations like the Bank Secrecy Act have shaped Bitcoin's evolution, the impact of financial surveillance on privacy, and the growing issue of debanking for cryptocurrency entrepreneurs. Yaël breaks down key controversies, including legal cases involving Tornado Cash and Samurai Wallet, and explains the proposed Savings Privacy Act, which could redefine financial privacy for Bitcoin users. Together, they examine the challenges and opportunities for Bitcoin in an era of increasing regulatory scrutiny and highlight the future of decentralized tools in a rapidly changing landscape.
đ The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
â¶ïž Subscribe and turn on notifications for TBL on YouTube.
đ Subscribe to TBLâs research letter: https://thebitcoinlayer.com/subscribe
đ§ Subscribe to The Bitcoin Layer on your favorite podcast platform.
đ± Follow TBL on X: https://twitter.com/TheBitcoinLayer
đ© Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial
𧹠Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
The Bitcoin Layer and its guests do not provide investment advice.
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In this episode, Nik Bhatia welcomes Stephen Miran, a PhD economist and senior strategist at Hudson Bay, to uncover the economic playbook of the Trump administration and its transformative policies. They dive into the strategic use of tariffs to reshape global trade, the implications of a strong U.S. dollar on the economy, and how tax cuts and deregulation fueled economic growth. Stephen reveals insights on the Federal Reserveâs evolving role, industrial policies targeting national security sectors, and the challenges of reshoring critical industries like rare earth production. Closing with a discussion on inflation, interest rates, and financial innovation, they outline the policies that could define Americaâs economic future.
đ The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
â¶ïž Subscribe and turn on notifications for TBL on YouTube.
đ Subscribe to TBLâs research letter: https://thebitcoinlayer.com/subscribe
đ§ Subscribe to The Bitcoin Layer on your favorite podcast platform.
đ± Follow TBL on X: https://twitter.com/TheBitcoinLayer
đ© Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial
𧹠Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
Chapters:
00:00:00 Introduction to Steve: Economist and Treasury Veteran
00:05:20 Impact of U.S. Dollar on Global Trade and Manufacturing
00:10:42 Impact of Tariffs on US Competitiveness and Revenue
00:15:56 Currency Fluctuations and Tariffs on China
00:20:48 Economic Strategies: Tax Cuts and Non-Inflationary Growth
00:25:52 The Role of Rare Earths in US-China Relations
00:30:41 Trump's Economic Strategy: Deregulation and Deflationary Policies
00:35:47 The Impact of Regulations on Market Competition
00:41:06 Consequences of Short-term Borrowing
00:46:14 Global Trading System Restructuring
The Bitcoin Layer and its guests do not provide investment advice.
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In this episode, Nik Bhatia sits down with Jeff Park to dissect MicroStrategyâs bold strategy to dominate the Bitcoin market. They explore how the companyâs use of convertible bonds and debt-fueled Bitcoin accumulation has made it a unique force in the financialization of Bitcoin. Delving into the mechanics of MicroStrategyâs stock performance, they analyze its correlation with Bitcoinâs volatility and the opportunities it presents for retail and institutional investors alike. Nik and Jeff also discuss yield generation strategies and the role of options trading, offering insights into navigating crypto investments in an increasingly complex and evolving market landscape.
đ The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
â¶ïž Subscribe and turn on notifications for TBL on YouTube.
đ Subscribe to TBLâs research letter: https://thebitcoinlayer.com/subscribe
đ§ Subscribe to The Bitcoin Layer on your favorite podcast platform.
đ± Follow TBL on X: https://twitter.com/TheBitcoinLayer
đ© Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial
𧹠Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
Chapters:
00:04:24 Understanding Capital Structure and Debt Instruments
00:08:24 Understanding Yield and its Importance for Credit Investors
00:12:17 The Unique Position of MicroStrategy in Bitcoin Strategy
00:16:21 Understanding MicroStrategy's Bitcoin Strategy
00:20:19 Understanding the Options Market for Bitcoin ETFs
00:24:42 Future of MicroStrategy's Bitcoin Strategy
00:28:46 Trend Strategies in Crypto Investing
00:32:53 Understanding Volatility Harvesting
00:36:55 Closing Remarks and Farewell
The Bitcoin Layer and its guests do not provide investment advice.
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In this video, Nik unravels the complex dynamics between the United States and China, exploring the profound shifts in the global monetary system triggered by Donald Trump's return to office. Drawing on insights from Russell Napier's groundbreaking thesis, Bhatia touches on China's strategic response to changing geopolitical tensions, revealing the complex dynamics between Chinese ownership of U.S. Treasuries and money printing. In that same vein, Nik also explains the intricate manipulation of currency markets, as well as the emergence of dual supply chains and escalating trade wars. This video is part of Nik's research to better understand how China is preparing to navigate Trump's nationalist policies and what this means for international trade, monetary policy, and asset liquidity in the coming years.
Article Links:
- https://americanaffairsjournal.org/2024/11/america-china-and-the-death-of-the-international-monetary-non-system/
- https://www.bloomberg.com/news/articles/2024-12-09/china-shifts-monetary-policy-stance-for-first-time-since-2011?sref=ieet9cdI
đ The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
â¶ïž Subscribe and turn on notifications for TBL on YouTube.
đ Subscribe to TBLâs research letter: https://thebitcoinlayer.com/subscribe
đ§ Subscribe to The Bitcoin Layer on your favorite podcast platform.
đ± Follow TBL on X: https://twitter.com/TheBitcoinLayer
đ© Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial
𧹠Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
â The Bitcoin Layer and its guests do not provide investment advice.
Chapters:
00:00:00 Renewed Trade Tensions Between the US and China
00:02:23 Chinese Currency Manipulation and Its Impact on US Interest Rates
00:05:17 China's Shift from US Treasuries
00:07:30 Who's Buying US Treasuries?
00:10:04 China's Strategic Shift in Economic Policy
00:12:36 Impact of U.S. Tariffs on China and Global Economy
00:14:59 Impact of US Asset Side Liquidity on Stock Market
00:17:26 China's Currency Strategy and Economic Tensions
00:20:03 US-China Trade War and AI Technology Cold War
The Bitcoin Layer and its guests do not provide investment advice.
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In this episode, Nik delivers TBL's most critical global macro update yet, breaking down Bitcoinâs surge past $102,000 and unveiling a revelation that redefines its path to $1 million. By exposing the transformative role of credit creation in Bitcoinâs rise, Nik challenges traditional views of asset rotation and highlights the forces driving its explosive growth. He analyzes key technical and on-chain metrics, macroeconomic trends like Treasury yields and dollar strength, and the broader implications of institutional activity. Closing with insights into geopolitical and fiscal shifts heading into 2025, Nik outlines how this revelation could shape the next era for Bitcoin and global markets.
The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
Subscribe and turn on notifications for TBL on YouTube.
Subscribe to TBLâs research letter: https://thebitcoinlayer.com/subscribe
Follow TBL on X: https://twitter.com/TheBitcoinLayer
Subscribe to The Bitcoin Layer on your favorite podcast platform.
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Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
The Bitcoin Layer and its guests do not provide investment advice.
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In this video, Peter St. Onge breaks down the complex machinery of the Federal Reserve, exploring the historical, economic, and political dimensions of potentially abolishing central banking. From the evolving landscape of populism to the intricate power structures governing monetary policy, Peter dissects the moral hazards of bailouts, examines the historical context of financial crashes, and challenges conventional wisdom about the Fed's necessity. Peter also walks Nik through the shifting Overton window, the potential for radical tax reforms, and a provocative look at how free speech and economic policy intersect in shaping our financial future. This interview provides a blueprint for reimagining the fundamental structures of modern economics.
The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
Subscribe and turn on notifications for TBL on YouTube.
Subscribe to TBLâs research letter: https://thebitcoinlayer.com/subscribe
Follow TBL on X: https://twitter.com/TheBitcoinLayer
Subscribe to The Bitcoin Layer on your favorite podcast platform.
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Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
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Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
#TheBitcoinLayer #NikBhatia #Bitcoin #FederalReserve #EndCentralBanking #PopulismAndEconomics #MonetaryPolicy #PeterStOnge #FedPolicy #FinancialCrashes #Bailouts #AbolishTheFed #EconomicReform #TaxReform #FreeSpeechAndEconomics #OvertonWindow #FinancialPolicy #RadicalEconomics #MonetarySystem #CentralBankingDebate #ReimagineEconomics #ModernEconomics #FinancialFuture #FedCriticism #EconomicStructures #BailoutDebate #PopulismAndFinance #FinancialTransparency #FedHistory #EconomicInequality #MarketCrashHistory #EconomicFreedom #ReformTheFed #MoneyAndPolitics #FinancialPolicyReform #FinancialJustice #TaxPolicy #EconomicRevolution #FedAccountability #EconomicBlueprint #ChallengingTheFed #EconomicPhilosophy #MoneyCreation #FedReserves #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.
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In this episode, liquidity expert Michael Howell explores the economic implications of Trump 2.0, focusing on the US dollar's pivotal role in global liquidity and market dynamics. He examines how a strong dollar helps contain domestic inflation while tightening monetary conditions abroad, fueled by capital inflows into the US and the risks of exceptionalism driving market bubbles. Howell also discusses the Federal Reserveâs easing stance, rising public debt, and the challenges posed by the 2025 maturity wall. Offering a global outlook, he addresses Europeâs economic struggles, Chinaâs dollarized economy, and investment strategies for inflation hedges like Bitcoin and gold, highlighting opportunities amid shifting market conditions.
The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
Subscribe and turn on notifications for TBL on YouTube.
Subscribe to TBLâs 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
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Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
#TheBitcoinLayer #NikBhatia #Bitcoin #GlobalLiquidity #USDollar #MarketDynamics #Trump2024 #StrongDollar #InflationHedges #BitcoinAndGold #FederalReserve #EconomicOutlook #InvestmentStrategies #PublicDebt #MarketBubbles #LiquidityExpert #MichaelHowell #GlobalEconomy #MonetaryPolicy #CapitalInflows #EconomicTrends #DollarDominance #InflationControl #ChinaEconomy #EuropeEconomy #2025MaturityWall #MarketAnalysis #InvestmentOpportunities #EconomicChallenges #BitcoinAsHedge #GoldInvestment #USExceptionalism #MacroEconomics #MarketShifts #EconomicRisks #FedPolicy #EconomicInsights #InvestmentTips #DollarStrength #BitcoinFuture #GoldAndInflation #FinancialOutlook #ShiftingMarkets #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.
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In this video, we highlight the groundbreaking conversations that shaped Bitcoinâs historic rise to $100,000 in 2024. Featuring Senator Cynthia Lummis on Bitcoinâs role in U.S. financial policy, Caitlin Longâs insights on regulatory clarity, Eric Balchunasâs analysis of ETF market dynamics, and Daniel Battenâs environmental breakthroughs, this compilation connects the dots between macroeconomic uncertainty, political shifts, and Bitcoinâs emergence as a global financial instrument. With additional perspectives from Checkmate on on-chain analytics, Jeff Booth on deflationary principles, Michael Howell unpacking liquidity trends that fueled Bitcoinâs growth and Alex Thorn on institutional adoption, The Bitcoin Layer presents the story of Bitcoinâs transformation into a mainstream economic force.
The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
Subscribe and turn on notifications for TBL on YouTube.
Subscribe to TBLâs research letter: https://thebitcoinlayer.com/subscribe
Follow TBL on X: https://twitter.com/TheBitcoinLayer
Subscribe to The Bitcoin Layer on your favorite podcast platform.
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Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
#TheBitcoinLayer #NikBhatia #BitcoinTo100K #Bitcoin2024 #BitcoinBullRun #BitcoinHistory #BitcoinPolicy #BitcoinAdoption #SenatorLummis #CaitlinLong #ETFMarket #BitcoinETFs #OnChainAnalytics #BitcoinEnvironment #DeflationaryEconomics #InstitutionalAdoption #BitcoinLiquidity #MacroEconomics #BitcoinMainstream #BTCExplained #BitcoinTransformation #BitcoinRegulation #BitcoinFuture #BitcoinMilestone #BitcoinInsights #WhyBitcoin #BitcoinPriceAnalysis #BitcoinAsMoney #BitcoinExplained #BitcoinAndFinance #GlobalBitcoin #BitcoinAndPolicy #BitcoinRise #BitcoinGrowth #BitcoinMarketTrends #BitcoinInvestment #BTCNews #BitcoinSustainability #BitcoinInnovation #FinancialEvolution #BitcoinLeadership #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.
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In this episode, USC professor Nik Bhatia builds on his conversation with economics student Demian Schatt, addressing new questions about Bitcoinâs hard cap, credit systems, and global accessibility. Demian asks whether the fixed supply of 21 million coins limits Bitcoinâs adoption and how it fits into a world reliant on credit. Nik explains the dynamics of lending in a Bitcoin-based system, explores the role of stablecoins like Tether in volatile economies, and discusses Bitcoinâs potential to empower individuals in inflationary environments. They close by exploring whether Bitcoin could reduce inequality and how its adoption might impact wealth distribution over time.
The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
Subscribe and turn on notifications for TBL on YouTube.
Subscribe to TBLâs research letter: https://thebitcoinlayer.com/subscribe
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#TheBitcoinLayer #NikBhatia #Bitcoin #WhatIsBitcoin #BitcoinForBeginners #LearnBitcoin #HowBitcoinWorks #BitcoinExplained #BitcoinBasics #BitcoinEducation #BitcoinMining101 #BitcoinAndSavings #IsBitcoinWorthIt #HowToUseBitcoin #BitcoinMadeSimple #BitcoinForStudents #WhyBitcoin #BitcoinQuestions #UnderstandingBTC #BitcoinFuture #BitcoinInPlainEnglish #BitcoinVsMoney #BitcoinStarter #BitcoinValueExplained #BitcoinJourney #BitcoinAndEconomics #BitcoinNewbie #Bitcoin101 #BitcoinTips #BitcoinDemystified #IntroToBitcoin #FirstStepsInBitcoin #BitcoinInvesting101 #BitcoinAsMoney #BitcoinForEveryone #BitcoinHistory #BitcoinWalletBasics #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.
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In this episode, USC professor Nik Bhatia continues answering questions from economics student Demian Schatt, diving deeper into the challenges and opportunities of integrating Bitcoin into modern economic systems. Demian asks about Bitcoin's impact on savings, its intrinsic value, and the feasibility of a Bitcoin-backed system. Nik explains how mining and hashing create Bitcoinâs value, reflects on lessons from historical bank runs, and explores Bitcoinâs coexistence with fiat as an alternative asset. Wrapping up, they consider the potential future of banking in a Bitcoin-centric world and the importance of understanding Bitcoinâs technical and economic foundations for shaping sustainable financial systems.
The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
Subscribe and turn on notifications for TBL on YouTube.
Subscribe to TBLâs research letter: https://thebitcoinlayer.com/subscribe
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Subscribe to The Bitcoin Layer on your favorite podcast platform.
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Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
#TheBitcoinLayer #NikBhatia #Bitcoin #WhatIsBitcoin #BitcoinForBeginners #LearnBitcoin #HowBitcoinWorks #BitcoinExplained #BitcoinBasics #BitcoinEducation #BitcoinMining101 #BitcoinAndSavings #IsBitcoinWorthIt #HowToUseBitcoin #BitcoinMadeSimple #BitcoinForStudents #WhyBitcoin #BitcoinQuestions #UnderstandingBTC #BitcoinFuture #BitcoinInPlainEnglish #BitcoinVsMoney #BitcoinStarter #BitcoinValueExplained #BitcoinJourney #BitcoinAndEconomics #BitcoinNewbie #Bitcoin101 #BitcoinTips #BitcoinDemystified #IntroToBitcoin #FirstStepsInBitcoin #BitcoinInvesting101 #BitcoinAsMoney #BitcoinForEveryone #BitcoinHistory #BitcoinWalletBasics #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.
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In this episode, Nik delivers a global macro update as Bitcoin surges to $99,000, nearing six figures after a major breakout. He analyzes the drivers behind this rally, including institutional demand, market cycles, and Bitcoinâs dominance over Ethereum. Nik reveals why recession fears are fading, with resilient housing and labor markets, booming corporate bond issuance, and anticipated Trump-era fiscal policies like tax cuts and infrastructure spending. Wrapping up, he explores Bitcoinâs path to multi-trillion-dollar valuation, its halving cycle, and the roadmap to $1 million Bitcoin, uncovering the critical dynamics driving this extraordinary moment.
The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
Subscribe and turn on notifications for TBL on YouTube.
Subscribe to TBLâs research letter: https://thebitcoinlayer.com/subscribe
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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
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Contribute to The Bitcoin Layer via Lightning Network: [email protected]
Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
#TheBitcoinLayer #NikBhatia #Bitcoin #BitcoinPrice #BitcoinSurge #BitcoinBullRun #BitcoinTo100K #WillBitcoinHit100K #BitcoinAllTimeHigh #WhyIsBitcoinRising #ShouldIBuyBitcoin #HowHighWillBitcoinGo #BitcoinForecast #BitcoinMarketTrends #BTCPriceToday #BitcoinHalvingCycle #BitcoinVsEthereum #BitcoinFuture #BitcoinInvestmentTips #BTCNews #BitcoinBreakout #BestTimeToBuyBitcoin #BitcoinFOMO #WhatDrivesBitcoinPrice #BitcoinAnalysis #BitcoinMarketCap #BitcoinNextMove #WillBitcoinHit1Million #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.
The Bitcoin Layer and its guests do not provide investment advice.
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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 Bitcoinâs deflationary nature in supporting sustainable growth, while contrasting it with traditional monetary systems. He also addresses inflation, quantitative easing, liquidity, and Bitcoinâs 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.
Subscribe and turn on notifications for TBL on YouTube.
Subscribe to TBLâs 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
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Contribute to The Bitcoin Layer via Lightning Network: [email protected]
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.
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In this episode, Nik Bhatia sits down with Eric Wallerstein of Yardeni Research to dissect the forces driving todayâs 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 Fedâs 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 Treasuryâs 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.
Subscribe and turn on notifications for TBL on YouTube.
Subscribe to TBLâs 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
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Contribute to The Bitcoin Layer via Lightning Network: [email protected]
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.
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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.
Subscribe and turn on notifications for TBL on YouTube.
Subscribe to TBLâs 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
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Contribute to The Bitcoin Layer via Lightning Network: [email protected]
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
The Bitcoin Layer and its guests do not provide investment advice.
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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 instituteâs strategy with lawmakers, and the push for Ross Ulbrichtâs 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 Bitcoinâs 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 Bitcoinâs 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.
Subscribe and turn on notifications for TBL on YouTube.
Subscribe to TBLâs 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: [email protected]
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.
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