The Bitcoin Layer

By The Bitcoin LayerBusiness Technology Investing

The Bitcoin Layer episodes

June 23, 2023 World's Empty Office Buildings Become Debt Time Bomb
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Joe breaks down the immense losses facing the holders of office mortgages around the world, concentrated mostly in the hands of already-embattled small and regional banks.
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 #JoeConsorti #Liquidity #Mortgage #Mortgages #CashFlow #RealEstate #Housing #Commercial #Commercialrealestate #Commercialproperty #Bonds #Loans #Defaults #CRV #BalanceSheet #OfficeSpace #BTFP #Trillions #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
19 min
June 21, 2023 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
12 min
June 20, 2023 Ethereum is the Liar's Index | Tuur Demeester
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik explores Tuur's early bitcoin thesis from 2012, the history of Ethereum as crypto's original snake oil, and Tuur's expectations for bitcoin adoption and price over the coming years.
Follow Tuur Demeester on Twitter: https://twitter.com/TuurDemeester
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 #JoeConsorti #TuurDemeester #Economics #Programming #Engineering #Investment #MarketCap #ETH #Ethereum #Staking #SEC #SmartContracts #Code #Node #Dollar #USD #Dollars #Currency #Inflation #FreeMarkets #StoreofValue #MediumofExchange #Banks #Money #DigitalGold #Asset #Gold #BTC #Sats #Satoshi #Bitcoin #Blockchain #Mining #BitcoinMining #Macro #Analysis
The Bitcoin Layer and its guests do not provide investment advice.
Subscribe to The Bitcoin Layer on Soundwise
40 min
June 16, 2023 BlackRock Files For A Spot Bitcoin ETF
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Joe explains BlackRock's proposal for a spot Bitcoin open-ended trust, why its redemption mechanism makes it functionally an ETF, and the likelihood of approval being much higher than previous SEC rejections thanks to its surveillance agreement with the Nasdaq exchange.
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 #JoeConsorti #GBTC #BlackRock #BLK #Nasdaq #Trading #Liquidity #EFT #SpotETF #BitcoinETF #ExchangeTradedFunds #SEC #Trust #Exchange #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
17 min
June 14, 2023 Fed PAUSES! What Does It Mean?
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik analyzes the latest Fed move to keep rates on hold. He breaks down why the Fed is relying more on headlines than raw economic data, what rates markets are telling us about Fed policy, and the damage caused to the economy by 5% Fed Funds.
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 #Hiking #Hikingcycle #Inflation #JeromePowell #TheFED #Data #PressConference #Wages #Employment #Economy #FEDMeeting #CuttingRates #Debt #Debtceiling #TreasuryBills #Risk #RiskAssets #FED #Unemployment #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
10 min
June 12, 2023 Inflation Is Destroying Argentina | Jeronimo Ferrer
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Joe is joined by Jeronimo Ferrer, a bitcoin educator focused on educating the Argentine masses. He discusses life in Argentina under double-digit inflation that is now considered normal, cross-currency markets on the streets, and why citizens treat the US dollar like gold.
Follow Jeronimo Ferrer on Twitter: https://twitter.com/paleobit
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 #JoeConsorti #JeronimoFerrer #Argentina #Peso #Dollar #USD #Dollars #Currency #Welfare #Inflation #Hyperinflation #freemarket #FreeMarkets #StoreofValue #MediumofExchange #Banks #CentralBanks #ArgentinaPeso #Pesos #Money #Devalued #Corruption #Asset #Gold #BTC #Sats #Satoshi #Bitcoin #Blockchain #Mining #BitcoinMining #Macro #Analysis
The Bitcoin Layer and its guests do not provide investment advice.
Subscribe to The Bitcoin Layer on Soundwise
26 min
June 09, 2023 Unpacking the SEC's Charges Against Coinbase & Binance with Joe Carlasare
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Joe sits down with Joe Carlasare, a partner at Amundsen Davis and the foremost authority on the crossroads of crypto and law. They discuss all of the charges levied against Binance and Coinbase, the implications of classifying "crypto" as securities, whether or not these businesses can survive on a bitcoin-only model, and why asking for forgiveness rather than for permission has led to dire consequences for both of these unlicensed exchange, broker-dealer, clearing agency hybrids.
Follow Joe Carlasare on Twitter: https://twitter.com/JoeCarlasare
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 #JoeConsorti #JoeCarlasare #Law #Lawyer #Coinbase #Binance #SEC #Broker #Exchange #Contracts #Court #Courthouse #Criminal #UnregisteredSecurity #Banks #Platforms #CryptoAssets #Complaint #BNB #COIN #Trading #TRO #Asset #BTC #Sats #Satoshi #Bitcoin #Blockchain #Mining #BitcoinMining #Macro #Analysis
The Bitcoin Layer and its guests do not provide investment advice.
Subscribe to The Bitcoin Layer on Soundwise
53 min
June 07, 2023 Lightning Network Adoption Pulse with Graham Krizek
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik sits down with Graham Krizek, the founder and CEO of Voltage a bitcoin company building out infrastructure lightning network. Graham describes his journey to create Voltage and gives his take on the current state of the lightning network ecosystem including the biggest risks, his take on other layer 2 technologies, Voltage's recent partnership with Google Cloud to service a more global customer base, and the future of lightning and Voltage as the bitcoin application ecosystem grows.
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 #GrahamKrizek #Lightning #LightningNetwork #Channels #LightningChannels #Voltage #Industry #LightningNode #BitcoinNode #Node #GoogleCloud #Google #Protocol #Product #Service #FinTech #Engineering #ChannelBalance #Liquidity #UX #Gaming #Payments #Asset #BTC #Sats #Satoshi #Bitcoin #Blockchain #Mining #BitcoinMining #Macro #Analysis
The Bitcoin Layer and its guests do not provide investment advice.
Subscribe to The Bitcoin Layer on Soundwise
30 min
June 06, 2023 Teaching BTC In Africa | Bitcoin In Africa with Noelyne Sumba
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, TBL Africa Correspondent Noelyne Sumba sits down with African teacher and educator Lorraine Marcel to discuss how she is spreading the significance of Bitcoin in the lives of African women, the importance of educating women about Bitcoin, and how Bitcoin can contribute to the growth and prosperity of their community.
Follow Lorraine Marcel on Twitter: https://twitter.com/marcelorraine
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 #NoelyneSumba #LorraineMarcel #SouthAfrica #Kenya #Nigeria #Women #Females #BitcoinDADA #AfricanWomen #Education #Teacher #Teaching #Students #BTCDADA #Freedom #FreeMarket #Government #Taxation #Entrepreneur #Censorship #Corruption #Individuals #Sovereign #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
31 min
June 03, 2023 There Is No New Money
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 what's making him so worried about the economy: there's no new money. He runs through interest rates, home prices, and the looming liquidity drain to make his case.
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 #Debt #Debtceiling #TreasuryBills #Risk #RiskAssets #Balance #Balancesheet #FED #Ceiling #Cash #Inverted #HousingMarket #Unemployment #Interestrates #Liquidity #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
18 min