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  • Bitcoin Is Trump’s Scorecard, Strategic Reserve LIKELY

    Bitcoin Is Trump’s Scorecard, Strategic Reserve LIKELY

    · The Bitcoin Layer

    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 Trump’s 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 “wrecking ball” across global markets. With insights from the Bear Traps Report, they highlight Bitcoin’s role as a symbolic “scorecard” for Trump’s 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 Bitcoin’s trajectory in a volatile economic environment.

    📊 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.

  • Dollar Dominates as Global Markets Surrender to U.S. Growth, More Fed Cuts Likely

    Dollar Dominates as Global Markets Surrender to U.S. Growth, More Fed Cuts Likely

    · The Bitcoin Layer

    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 Reserve’s latest rate cut and hawkish signals. They explore how the Fed’s 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 Fed’s balance sheet strategy, the shrinking reverse repo program, and the potential timeline for quantitative tightening. Together, they analyze how these developments intersect with Trump’s 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.

    📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.

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    The Bitcoin Layer and its guests do not provide investment advice.

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  • Forget Tax Cuts: The Strategic Bitcoin Reserve Is America’s First Move

    Forget Tax Cuts: The Strategic Bitcoin Reserve Is America’s First Move

    · The Bitcoin Layer

    In this episode, Nik Bhatia and Matt Dines explore the seismic shifts in the global economy, focusing on China’s deflationary crisis, America’s industrial resurgence, and Bitcoin’s accelerating role in financial markets. They examine China’s 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 Bitcoin’s emergence as a major player in corporate debt markets, led by MicroStrategy’s 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.

    📊 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 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.

  • Bitcoin’s Path to MILLIONS: Strategic Reserves, New Money Creation, and Unprecedented Growth

    Bitcoin’s Path to MILLIONS: Strategic Reserves, New Money Creation, and Unprecedented Growth

    · The Bitcoin Layer

    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 Bitcoin’s path to $1 million, he examines the unprecedented drivers behind this moment, including Bitcoin’s 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 he’s never been this bullish on Bitcoin—and why its future has never looked more promising.

    📊 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 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.

  • Bitcoin’s Fight for Freedom: U.S. Regulations, Court Battles, and the Future of Financial Privacy

    Bitcoin’s Fight for Freedom: U.S. Regulations, Court Battles, and the Future of Financial Privacy

    · The Bitcoin Layer

    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.

    📊 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.

  • Trump's POTENTIAL Economic and Dollar Playbook REVEALED by Former Treasury Official

    Trump's POTENTIAL Economic and Dollar Playbook REVEALED by Former Treasury Official

    · The Bitcoin Layer

    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 Reserve’s 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 America’s economic future.

    📊 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 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.

  • MicroStrategy Wants All the Bitcoin—And Their Stock Is Exploding Because of It

    MicroStrategy Wants All the Bitcoin—And Their Stock Is Exploding Because of It

    · The Bitcoin Layer

    In this episode, Nik Bhatia sits down with Jeff Park to dissect MicroStrategy’s bold strategy to dominate the Bitcoin market. They explore how the company’s 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 MicroStrategy’s stock performance, they analyze its correlation with Bitcoin’s 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.

    📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.

    ▶ 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:

    00:04:24 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.

  • China’s Money Printer Set to Explode: Massive Stimulus Amid Trump’s Trade War 2.0

    China’s Money Printer Set to Explode: Massive Stimulus Amid Trump’s Trade War 2.0

    · The Bitcoin Layer

    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

    📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.

    ▶ 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

    ❗ 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.

  • $100,000+ Bitcoin: The Revelation Behind Its Path to $1 Million

    $100,000+ Bitcoin: The Revelation Behind Its Path to $1 Million

    · The Bitcoin Layer

    In this episode, Nik delivers TBL's most critical global macro update yet, breaking down Bitcoin’s surge past $102,000 and unveiling a revelation that redefines its path to $1 million. By exposing the transformative role of credit creation in Bitcoin’s 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.

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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.

  • Can We Really Abolish the Federal Reserve? An Interview with Peter St Onge

    Can We Really Abolish the Federal Reserve? An Interview with Peter St Onge

    · The Bitcoin Layer

    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.

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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.

  • Global Liquidity with Michael Howell: Trump 2.0, US Dollar Influence, and the Next Economic Era

    Global Liquidity with Michael Howell: Trump 2.0, US Dollar Influence, and the Next Economic Era

    · The Bitcoin Layer

    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 Reserve’s easing stance, rising public debt, and the challenges posed by the 2025 maturity wall. Offering a global outlook, he addresses Europe’s economic struggles, China’s 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.

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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.

  • Bitcoin $100,000 Journey: Our Most Powerful Conversations of 2024

    Bitcoin $100,000 Journey: Our Most Powerful Conversations of 2024

    · The Bitcoin Layer

    In this video, we highlight the groundbreaking conversations that shaped Bitcoin’s historic rise to $100,000 in 2024. Featuring Senator Cynthia Lummis on Bitcoin’s role in U.S. financial policy, Caitlin Long’s insights on regulatory clarity, Eric Balchunas’s analysis of ETF market dynamics, and Daniel Batten’s environmental breakthroughs, this compilation connects the dots between macroeconomic uncertainty, political shifts, and Bitcoin’s 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 Bitcoin’s growth and Alex Thorn on institutional adoption, The Bitcoin Layer presents the story of Bitcoin’s transformation into a mainstream economic force.

    The Bitcoin Layer is a bitcoin and global macroeconomic research firm.

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    Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc

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    #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.

  • The Bitcoin Classroom Part 3: Bitcoin’s Scarcity and Global Impact

    The Bitcoin Classroom Part 3: Bitcoin’s Scarcity and Global Impact

    · The Bitcoin Layer

    In this episode, USC professor Nik Bhatia builds on his conversation with economics student Demian Schatt, addressing new questions about Bitcoin’s hard cap, credit systems, and global accessibility. Demian asks whether the fixed supply of 21 million coins limits Bitcoin’s 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 Bitcoin’s 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.

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    Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc

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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.

  • The Bitcoin Classroom Part 2: Bitcoin’s Intrinsic Value

    The Bitcoin Classroom Part 2: Bitcoin’s Intrinsic Value

    · The Bitcoin Layer

    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 Bitcoin’s value, reflects on lessons from historical bank runs, and explores Bitcoin’s 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 Bitcoin’s technical and economic foundations for shaping sustainable financial systems.

    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

    #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.

  • Bitcoin Nears $100,000: How High Can It Go?

    Bitcoin Nears $100,000: How High Can It Go?

    · The Bitcoin Layer

    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 Bitcoin’s 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 Bitcoin’s 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.

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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.

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

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

    · The Bitcoin Layer

    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.

    Subscribe and turn on notifications for TBL on YouTube.

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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.

  • Goodbye Recession: Welcome to the 2025 Economic Boom

    Goodbye Recession: Welcome to the 2025 Economic Boom

    · The Bitcoin Layer

    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.

    Subscribe and turn on notifications for TBL on YouTube.

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    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.

  • Mastering Bitcoin Self-Custody with BTC Sessions

    Mastering Bitcoin Self-Custody with BTC Sessions

    · The Bitcoin Layer

    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.

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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.

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

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

    · The Bitcoin Layer

    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.

    Subscribe and turn on notifications for TBL on YouTube.

    Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe

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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 #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.

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

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

    · The Bitcoin Layer

    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.

    Subscribe and turn on notifications for TBL on YouTube.

    Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe

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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 #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.

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