The Bitcoin Layer

By The Bitcoin LayerBusiness Technology Investing

The Bitcoin Layer episodes

January 12, 2024 Bitcoin ETFs: Launch Success, Price Fail
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik breaks down one of the most historic weeks for bitcoin since its genesis block. ETF launches were a success, evidenced by strong volumes and solid inflows. The price suffered to end the week, but we explain recent moves in context. Finally, Nik details the recent bull steepening of the yield curve and provides a renewed outlook for Fed cuts this year.
New YouTube videos M/W/F — New Substack posts T/R/S
The Bitcoin Layer is brought to you by River.
Visit https://river.com and start buying today, or use http://River.com/TBL to get up to $100 when you signup and buy Bitcoin
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 #ETFs #BitcoinETFs #MarketInsights #EconomicNews #FinanceAnalysis #Shares #BitcoinFund #ETF #ETFs #BitcoinETF #GreyScale #GBTC #Binance #Coinbase #SEC #BlackRock #Fidelity #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #ETFPortfolio #ETFNews #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro
The Bitcoin Layer and its guests do not provide investment advice.
Subscribe to The Bitcoin Layer on Soundwise
27 min
January 11, 2024 Record-High Office Vacancies Ahead of CPI Report
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik brings us a timely global macroeconomic update. He explains why the global economy is on very weak footing, dives into record-high office vacancy rates, previews Thursday's CPI release, and teaches us how to interpret today's inverted yield curve.
New YouTube videos M/W/F — New Substack posts T/R/S
The Bitcoin Layer is brought to you by River.
Visit https://river.com and start buying today, or use http://River.com/TBL to get up to $100 when you signup and buy Bitcoin
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 #FederalReserve #QuantitativeTightening #MonetaryPolicy #FinancialAnalysis #RRPbalances #SOFR #FinancialPlumbing #EconomicForecast #QE #FinancialCrisis #BitcoinETFs #MarketInsights #EconomicNews #InvestingTips #FinanceAnalysis #Shares #BitcoinFund #ETF #ETFs #BitcoinETF #GreyScale #GBTC #Binance #Coinbase #SEC #BlackRock #Fidelity #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #ETFPortfolio #ETFNews #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro
The Bitcoin Layer and its guests do not provide investment advice.
Subscribe to The Bitcoin Layer on Soundwise
29 min
January 09, 2024 Fed Will End QT Early! Is QE Next?
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik explains why the Fed has already started teasing an early end to Quantitative Tightening. In order to fully understand the Fed's motive, we dive into RRP (Reverse Repo) balances declining, define SOFR and why this rate can tell us about the health of financial plumbing, and forecast why the end of QT sets the table for QE in the next financial crisis. Nik also ends with the news that Bitcoin ETFs will begin trading on Thursday.
New YouTube videos M/W/F — New Substack posts T/R/S
The Bitcoin Layer is brought to you by River.
Visit https://river.com and start buying today, or use http://River.com/TBL to get up to $100 when you signup and buy Bitcoin
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 #FederalReserve #QuantitativeTightening #MonetaryPolicy #FinancialAnalysis #RRPbalances #SOFR #FinancialPlumbing #EconomicForecast #QE #FinancialCrisis #BitcoinETFs #MarketInsights #EconomicNews #InvestingTips #FinanceAnalysis #Shares #BitcoinFund #ETF #ETFs #BitcoinETF #GreyScale #GBTC #Binance #Coinbase #SEC #BlackRock #Fidelity #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #ETFPortfolio #ETFNews #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro
The Bitcoin Layer and its guests do not provide investment advice.
Subscribe to The Bitcoin Layer on Soundwise
28 min
January 05, 2024 Americans Are Struggling: Unpacking Today's Bad Data
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this video, Joe unpacks a sour ISM Services report and a labor report that reveals Americans working multiple jobs to make ends meet is at an all-time high. We dive deeper into the data than any news organization so you can get the real impulse of what's going on around the country.
New YouTube videos M/W/F — New Substack posts T/R/S
The Bitcoin Layer is brought to you by River.
Visit https://river.com and start buying today, or use http://River.com/TBL to get up to $100 when you signup and buy Bitcoin
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 #JoeConsorti #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #EconomicAnalysis #JobMarket #ISMReport #LaborStatistics #MultipleJobs #EconomicInsights #USWorkforce #EmploymentTrends #EconomicNews #DataAnalysis #WorkforceChallenges #EconomicImpact #NewsAnalysis #JobMarketTrends #USLaborMarket #EconomicIndicators #RealNews #DataDeepDive #EconomicTrends #EconomicImpulse #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro
The Bitcoin Layer and its guests do not provide investment advice.
Subscribe to The Bitcoin Layer on Soundwise
14 min
January 04, 2024 Bitcoin ETFs Are Here: Should You Use Them?
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik explains key differences between Bitcoin ETFs and purchasing bitcoin via an exchange, including why ETFs do not allow shareholders to actually use bitcoin. He explains that while people may prefer a fully custodial and non-deliverable bitcoin solution, ETFs don't allow shareholders to participate in the decentralized nature of bitcoin.
New YouTube videos M/W/F — New Substack posts T/R/S
The Bitcoin Layer is brought to you by River.
Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.
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 #RiverFinancial #Exchange #SelfCustody #Proofofkeys #Proofofwork #POW #POK #Delivery #Shares #BitcoinFund #ETF #ETFs #BitcoinETF #GreyScale #GBTC #Binance #Coinbase #SEC #BlackRock #Fidelity #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #ETFPortfolio #ETFNews #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro
The Bitcoin Layer and its guests do not provide investment advice.
Subscribe to The Bitcoin Layer on Soundwise
21 min
December 22, 2023 Bitcoin & Macro 2024 Outlook
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik gives us a detailed 2024 bitcoin and global macroeconomic outlook. He begins with a summary of The Bitcoin Layer's investment framework and explains the reasoning behind our bitcoin-centric approach. We go through a chart pack featuring global interest rates and economic indicators with the highest signal, discussing why our research and analysis focuses on whether a recession is due next year. Finally, Nik establishes the three most important storylines to watch for bitcoin in 2024.
New YouTube videos M/W/F — New Substack posts T/R/S
The Bitcoin Layer is brought to you by River.
Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.
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 #JoeConsorti #GDP #ISM #Manufacturing #REPO #Spreads #Volatility #FinacialConditions #BitcoinBullmarket #BitcoinBearMarket #Gross #Net #Treasuries #Glassnode #Recession #Recessions #TreasuryBills #HousingMarket #EconomicCycle #FederalReserve #USHousingMarkets #Global #GlobalRecession #CentralBanks #Banks #Economy #InterestRates #Inflation #Stocks #StockMarket #Yields #USGoverment #Bonds #BondMarket #Volatility #TradingView #Trading #Charts #Debt #Statistic #Rates #Interest #Expense #Treasury #Global #LiquidityIndex #Risk #Asset #Bitcoin #USD #FED #Dollar #Sats #Gold #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro
The Bitcoin Layer and its guests do not provide investment advice.
Subscribe to The Bitcoin Layer on Soundwise
57 min
December 20, 2023 Understanding The Fed's Balance Sheet with Andy Constan
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, we are joined by portfolio manager Andy Constan. Andy delivers a masterful explainer on the Federal Reserve's balance sheet, including a full breakdown of the Fed's bond portfolio, repo facilities, bailout facilities, and financial plumbing mechanics. Those that are interested in understanding how central banking works will find enormous value in this conversation.
New YouTube videos M/W/F — New Substack posts T/R/S
The Bitcoin Layer is brought to you by River.
Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.
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 #AndyConstran #SOMA #Reserves #RRP #TGA #MBS #MonetaryPolicy #BitcoinThesis #FinancialInsights #FiscalDominance #EconomicDiscussion #GlobalMacro #LightningNetwork #LBTC #BitcoinTransaction #ETF #ETFs #BitcoinETF #GBTC #Binance #Coinbase #SEC #BlackRock #Fidelity #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #ETFPortfolio #ETFNews #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro
The Bitcoin Layer and its guests do not provide investment advice.
Subscribe to The Bitcoin Layer on Soundwise
1 hr 5 min
December 14, 2023 FED PIVOT: Rate Cuts Coming Soon
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik recaps yesterday's FOMC meeting and discusses incoming rate cuts. He starts with an explainer of Treasury supply and the difference between gross and net issuance, continues with a full breakdown of Jerome Powell's press conference and the admission that rate cuts are around the corner, and concludes with the enormous news for bitcoin accounting standards.
New YouTube videos M/W/F — New Substack posts T/R/S
The Bitcoin Layer is brought to you by River.
Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.
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 #JoeConsorti #BitcoinBullmarket #BitcoinBearMarket #Gross #Net #Treasuries #Glassnode #Recession #Recessions #TreasuryBills #HousingMarket #EconomicCycle #FederalReserve #USHousingMarkets #Global #GlobalRecession #CentralBanks #Banks #Economy #InterestRates #Inflation #Stocks #StockMarket #Yields #USGoverment #Bonds #BondMarket #Volatility #TradingView #Trading #Charts #Debt #Statistic #Rates #Interest #Expense #Treasury #Global #LiquidityIndex #Risk #Asset #Bitcoin #USD #FED #Dollar #Sats #Gold #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro
The Bitcoin Layer and its guests do not provide investment advice.
Subscribe to The Bitcoin Layer on Soundwise
26 min
December 08, 2023 Understanding Liquidity & Bitcoin Bull Markets
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik provides us with a global markets update, including a discussion about bitcoin's recent move above $40,000. He covers falling yields, rate cuts coming from the ECB and Fed in 2024, falling RRP, and a deep dive into various definitions for the word 'liquidity.' Finally, Nik looks at bitcoin's price action and some on-chain valuation metrics.
New YouTube videos M/W/F — New Substack posts T/R/S
The Bitcoin Layer is brought to you by River.
Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.
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 #JoeConsorti #BitcoinBullmarket #BitcoinBearMarket #MVRV #Glassnode #Recession #Recessions #TreasuryBills #HousingMarket #EconomicCycle #FederalReserve #USHousingMarkets #Global #GlobalRecession #CentralBanks #Banks #Economy #InterestRates #Inflation #Stocks #StockMarket #Yields #USGoverment #Bonds #BondMarket #Volatility #TradingView #Trading #Charts #Debt #Statistic #Rates #Interest #Expense #Treasury #Global #LiquidityIndex #Risk #Asset #Bitcoin #USD #FED #Dollar #Sats #Gold #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro
The Bitcoin Layer and its guests do not provide investment advice.
Subscribe to The Bitcoin Layer on Soundwise
46 min
December 04, 2023 Bitcoin Fixes Broken Money with Lyn Alden
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, we are joined by Lyn Alden, founder of Lyn Alden Investment Strategy. In a sweeping discussion of bitcoin and global macroeconomics, Lyn walks us through why bitcoin is a solution to the monetary problems of the day. She explains her bitcoin thesis, why it has moved to the center of her framework, fiscal dominance in the US, the Fed's balance sheet, and much more.
New YouTube videos M/W/F — New Substack posts T/R/S
The Bitcoin Layer is brought to you by River.
Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.
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 #LynAlden #MonetaryPolicy #BitcoinThesis #FinancialInsights #FiscalDominance #EconomicDiscussion #GlobalMacro #LightningNetwork #LBTC #BitcoinTransaction #ETF #ETFs #BitcoinETF #GreyScale #GBTC #Binance #Coinbase #SEC #BlackRock #Fidelity #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #ETFPortfolio #ETFNews #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro
The Bitcoin Layer and its guests do not provide investment advice.
Subscribe to The Bitcoin Layer on Soundwise
55 min