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The Bitcoin Layer
The Bitcoin Layer episodes
- Crunch Continues: Lending, QT, Businesses & Bank DefaultsWelcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Joe discusses how the credit crunch is progressing in the form of further bank failures as the Fed continues QT, bank lending gradually slowing, both as they derisk and fewer businesses demand loans due to higher rates, and how we are entering the phase of businesses defaulting and going bankrupt.New YouTube videos M/W/F — New Substack posts T/R/SSponsored By Foundation Devices — see what best-in-class Bitcoin storage feels like at thebitcoinlayer.com/foundationGet $10 off with promo code BITCOINLAYERSubscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe 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/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: [email protected]Nik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 787120#TheBitcoinLayer #JoeConsorti #NikBhatia #Credit #Crunch #Lending #QT #Business #Bank #Default #Bitcoin #Dollar #Euro #Yen #Yuan #Gold #Freedom #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #EducationThe Bitcoin Layer and its guests do not provide investment advice.
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18 min - The Debt Ceiling Doomsday Is ApproachingWelcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Joe breaks down how weak 2022 tax receipts contribute to the already-stressful funding situation for the US government as rates remain elevated and a gargantuan maturity wall is on the horizon — he also breaks down how assets prices will behave, and why the US Treasury market is behaving strangely heading into the deadline.New YouTube videos M/W/F — New Substack posts T/R/SSponsored By Foundation Devices — see what best-in-class Bitcoin storage feels like at thebitcoinlayer.com/foundationGet $10 off with promo code BITCOINLAYERSubscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe 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/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: [email protected]Nik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 786887#TheBitcoinLayer #JoeConsorti #NikBhatia #Debt #Ceiling #Tax #UncleSam #Bitcoin #Dollar #Euro #Yen #Yuan #Gold #Freedom #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #EducationThe Bitcoin Layer and its guests do not provide investment advice.
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16 min - The US Dollar Isn't Going AwayWelcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik walks through the runs through the popular alternatives to the US dollar, and explains how each of their drawbacks precludes them from displacing it as the world's main reserve currency, while bitcoin holds a lot of promise for the future.New YouTube videos M/W/F — New Substack posts T/R/SSponsored By Foundation Devices — see what best-in-class Bitcoin storage feels like at thebitcoinlayer.com/foundationGet $10 off with promo code BITCOINLAYERSubscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe 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/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: [email protected]Nik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 786268#TheBitcoinLayer #NikBhatia #JoeConsorti #Bitcoin #Dollar #Euro #Yen #Yuan #Gold #Freedom #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #EducationThe Bitcoin Layer and its guests do not provide investment advice.
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19 min - Exchanges Are Not Safe | Protecting Your Bitcoin 101Welcome 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 Seth and Bitcoin Q+A from Foundation Devices. They break down the mass exodus of bitcoin from exchanges, why more people are starting to take an adversarial approach to how they purchase and store their bitcoin, the serious risks posed to keeping your bitcoin on an exchange, and simple cold storage options that you can start TODAY with nothing but your smartphone.New YouTube videos M/W/F — New Substack posts T/R/SSponsored By Foundation Devices — see what best-in-class Bitcoin storage feels like at thebitcoinlayer.com/foundationGet $10 off with promo code BITCOINLAYERSubscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe 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/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: [email protected]Nik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 785867#TheBitcoinLayer #JoeConsorti #NikBhatia #SethForPrivacy #Foundation #Devices #Passport #Envoy #Wallet #Hardware #Cold #Storage #UTXO #Coin #Control #Freedom #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #EducationThe Bitcoin Layer and its guests do not provide investment advice.
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40 min - Bitcoin's First Big Recession | Here's What Will HappenWelcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Joe breaks down how despite bitcoin being created in the wake of the 2008 recession, it hasn't been a mature asset during a major recession yet. He walks through how risk assets perform well during periods where the Fed pauses rate hikes, how bitcoin will behave when the credit stress becomes too much for the economy to bear and the Fed cuts, and what's in store for bitcoin at the start of the next market cycle.New YouTube videos M/W/F — New Substack posts T/R/SSponsored By Foundation Devices — see what best-in-class Bitcoin storage feels like at thebitcoinlayer.com/foundationGet $10 off with promo code BITCOINLAYERSubscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe 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/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: [email protected]Nik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 785148#TheBitcoinLayer #JoeConsorti #NikBhatia #Recession #RiskOn #Risk #Asset #Crisis #Commercial #Bitcoin #Freedom #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #EducationThe Bitcoin Layer and its guests do not provide investment advice.
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25 min - Is The US Government Attacking Bitcoin? | Legislation Pulse with Dennis PorterWelcome 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 Dennis Porter, CEO and Co-Founder of Satoshi Action Fund to discuss the current state of legislation surrounding bitcoin and bitcoin mining. Dennis shares his thoughts on anti-bitcoin mining bill SB 1751 and drops some key insights on legislative environments in DC and other states.Follow Dennis on Twitter: https://twitter.com/Dennis_Porter_New YouTube videos M/W/F — New Substack posts T/R/SSponsored By Foundation Devices — see what best-in-class Bitcoin storage feels like at thebitcoinlayer.com/foundationGet $10 off with promo code BITCOINLAYERSubscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe 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/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: [email protected]Nik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 784833#TheBitcoinLayer #JoeConsorti #DennisPorter #Satoshi #Action #Fund #Legislation #DC #Senate #Bill #Law #Bitcoin #BTC #Treasuries #Correlation #Market #Recession #Currency #Macro #Analysis #Investment #News #Finance #Economics #EducationThe Bitcoin Layer and its guests do not provide investment advice.
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28 min - The Follies of Fractional Reserve Banking | Peter St OngeWelcome 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 the inimitable Professor Peter St Onge. Peter breaks down the banking crisis and Fed's response, where the credit contraction is headed next, how fractional reserve banking introduces fragility to the financial system, how fully-reserved banks could still prove tenable, and why this is the latest but not last in a long line of bailouts form the Fed unless serious changes are made.Follow Peter St Onge, Ph.D. on Twitter: https://twitter.com/profstongeNew YouTube videos M/W/F — New Substack posts T/R/SSponsored By Foundation Devices — see what best-in-class Bitcoin storage feels like at thebitcoinlayer.com/foundationGet $10 off with promo code BITCOINLAYERSubscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe 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/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: [email protected]Nik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 784403#TheBitcoinLayer #JoeConsorti #PeterStOnge #Fractional #Reserve #Banking #Bitcoin #BTC #Austrian #Economy #Freedom #Market #Crisis #Recession #Currency #Crypto #Analysis #Investment #News #Finance #EducationThe Bitcoin Layer and its guests do not provide investment advice.
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55 min - 3 Signs The Recession Has StartedWelcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik confirms his belief that we have entered a period of economic recession that started sometime in March. Nik talks through the three signs of this slow down that come in conjunction with the SVB fallout, a loss in confidence in banking system, a credit contraction, and an associated slowdown throughout the rest of the economy.New YouTube videos M/W/F — New Substack posts T/R/SSponsored By Foundation Devices — see what best-in-class Bitcoin storage feels like at thebitcoinlayer.com/foundationGet $10 off with promo code BITCOINLAYERSubscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe 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/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: [email protected]Nik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 784097#TheBitcoinLayer #NikBhatia #Recession #March #Crisis #PMI #ISM #Manufacturing #Banking #Credit #Contraction #Bitcoin #Freedom #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #EducationThe Bitcoin Layer and its guests do not provide investment advice.
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16 min - A Crisis Is Brewing in Commercial Real EstateWelcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Joe discusses how the recent bank failures are exacerbating the already-tight funding situation for commercial real estate developers who are facing rising rates and vacant property, and how the upcoming gargantuan maturity wall and potential for default could create a feedback look of bank failures are fire-selling of property in the United States.New YouTube videos M/W/F — New Substack posts T/R/SSponsored By Foundation Devices — see what best-in-class Bitcoin storage feels like at thebitcoinlayer.com/foundationGet $10 off with promo code BITCOINLAYERSubscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe 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/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: [email protected]Nik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 783813#TheBitcoinLayer #JoeConsorti #Crisis #Commercial #RealEstate #Housing #Legal #Litigation #GBTC #Rates #Bitcoin #Freedom #BTC #Market #Recession #Currency #Crypto #Analysis #Investment #News #Finance #EducationThe Bitcoin Layer and its guests do not provide investment advice.
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16 min - Operation Chokepoint 2.0 Is Strangling "Crypto" | Joe CarlasareWelcome 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, an advisor at Amundsen Davis and our TBL Legal Correspondent. Joe delivers an excellent discussion about Binance's recent lawsuit from the CFTC, the potential for additional suits by the SEC and DOJ, Justin Sun's various crypto fraud cases, the Ripple x SEC timeline, the recent Well's Notice served to Coinbase, and why it's much easier to cut off banking partners if you're trying to kill crypto than going after individual companies. This a CAN'T MISS DISCUSSION, enjoy!Follow our Legal Correspondent, Joe Carlasare on Twitter: https://twitter.com/JoeCarlasareNew YouTube videos M/W/F — New Substack posts T/R/SSponsored By Foundation Devices — see what best-in-class Bitcoin storage feels like at thebitcoinlayer.com/foundationGet $10 off with promo code BITCOINLAYERSubscribe to TBL on Substack: https://TheBitcoinLayer.substack.comFollow TBL on Twitter: https://twitter.com/TheBitcoinLayerFollow TBL on LinkedIn: https://linkedin.com/company/TheBitco...Follow TBL on Instagram: https://instagram.com/TheBitcoinLayerFollow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayerSubscribe 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/merchSign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistoryContribute to The Bitcoin Layer via Lightning Network: [email protected]Nik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearch Associate Joe Consorti's Twitter: https://twitter.com/JoeConsortiCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballBlock Height 783394#TheBitcoinLayer #JoeCarlasare #JoeConsorti #Legal #Litigation #GBTC #Rates #Bitcoin #Freedom #BTC #Market #Crisis #Recession #Currency #Crypto #Analysis #Investment #News #Finance #EducationThe Bitcoin Layer and its guests do not provide investment advice.
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1 hr 4 min
About The Bitcoin Layer
From the publisher's feed
The Bitcoin Layer is a premium markets research provider, covering bitcoin through a global macro lens | Research, Analysis, & Education
Featuring Nik Bhatia, author of the #1 Amazon bestseller Layered Money and USC Marshall School of Business professor.
Subscribe to our research publication and YouTube channel to learn about global macroeconomics, bitcoin, Lightning Network, the monetary and financial system, the Federal Reserve, interest rates, and geopolitics. Most importantly, develop a framework for understanding global markets—connect the dots between economic and financial concepts to see the bigger picture. Look no further for your bitcoin and macro education!
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