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Billions in New Debt Will Drain Market Liquidity: Here's Why
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik explains the crowding out effect from US Treasury yields and issuance. He demonstrates why 5% US Treasury yields are altering investment behavior and what it means for over $1 trillion of new securities does to risk-taking and the repo market.
New YouTube videos M/W/F — New Substack posts T/R/S
Sponsored By Foundation Devices — see what best-in-class Bitcoin storage feels like at thebitcoinlayer.com/foundation
Get $10 off with promo code BITCOINLAYER
Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.com
Follow TBL on Twitter: https://twitter.com/TheBitcoinLayer
Follow TBL on LinkedIn: https://linkedin.com/company/TheBitco...
Follow TBL on Instagram: https://instagram.com/TheBitcoinLayer
Follow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayer
Subscribe to The Bitcoin Layer on your favorite podcast platform.
Subscribe and turn on notifications for TBL on YouTube.
Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
Sign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistory
Contribute to The Bitcoin Layer via Lightning Network: [email protected]
Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
Research Associate Joe Consorti's Twitter: https://twitter.com/JoeConsorti
Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
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#TheBitcoinLayer #NikBhatia #Treasury #Bonds #Banks #Liquidity #Equities #Treasury #S&P #StockMarket #Earnings #Yield #Yields #TheFED #Data #Economy #Debt #Debtceiling #TreasuryBills #Risk #RiskAssets #FED #RepoMarkets #Repo #Interestrates #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Blockchain #Mining #BitcoinMining #Macro
The Bitcoin Layer and its guests do not provide investment advice.
Subscribe to The Bitcoin Layer on Soundwise
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By The Bitcoin Layer
4.8
3939 ratings
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik explains the crowding out effect from US Treasury yields and issuance. He demonstrates why 5% US Treasury yields are altering investment behavior and what it means for over $1 trillion of new securities does to risk-taking and the repo market.
New YouTube videos M/W/F — New Substack posts T/R/S
Sponsored By Foundation Devices — see what best-in-class Bitcoin storage feels like at thebitcoinlayer.com/foundation
Get $10 off with promo code BITCOINLAYER
Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.com
Follow TBL on Twitter: https://twitter.com/TheBitcoinLayer
Follow TBL on LinkedIn: https://linkedin.com/company/TheBitco...
Follow TBL on Instagram: https://instagram.com/TheBitcoinLayer
Follow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayer
Subscribe to The Bitcoin Layer on your favorite podcast platform.
Subscribe and turn on notifications for TBL on YouTube.
Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
Sign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistory
Contribute to The Bitcoin Layer via Lightning Network: [email protected]
Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
Research Associate Joe Consorti's Twitter: https://twitter.com/JoeConsorti
Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
Block Height 795367
#TheBitcoinLayer #NikBhatia #Treasury #Bonds #Banks #Liquidity #Equities #Treasury #S&P #StockMarket #Earnings #Yield #Yields #TheFED #Data #Economy #Debt #Debtceiling #TreasuryBills #Risk #RiskAssets #FED #RepoMarkets #Repo #Interestrates #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Blockchain #Mining #BitcoinMining #Macro
The Bitcoin Layer and its guests do not provide investment advice.
Subscribe to The Bitcoin Layer on Soundwise
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