The Bitcoin Layer

By The Bitcoin LayerBusiness Technology Investing

The Bitcoin Layer episodes

March 30, 2023 The Future of The Petrodollar | Max Gagliardi
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, TBL's Energy Correspondent Max Gagliardi returns to the show to discuss the petrodollar amid news surrounding the transition away from a US dollar-based global oil trade. Max also delivers a variety of different takes on energy, including gas vs oil and the future of natural gas from a geopolitical perspective, and how the American political landscape affects the energy industry.
Follow our Energy Correspondent, Max on Twitter: https://twitter.com/max_gagliardi
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 #MaxGagliardi #NikBhatia #Ancova #Energy #Oil #Gas #Renewables #Mining #Economics #Philosophy #Bitcoin #BTC #FED #Market #Crisis #Recession #Currency #Crypto #Analysis #Investment #News #Finance #Education
The Bitcoin Layer and its guests do not provide investment advice.
Subscribe to The Bitcoin Layer on Soundwise
49 min
March 28, 2023 Don't Like Bitcoin? Come & Change It | Open-Source Bitcoin with Stacie Waleyko
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 Stacie Waleyko, an open source developer and educator in the bitcoin space. She takes us under the hood of the Bitcoin protocol, explains what BIPs are and how they are used to submit new ideas about how Bitcoin should be improved, and exciting developments happening in Bitcoin development.
Follow Stacie on Twitter: https://twitter.com/satsie
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 #StacieWaleyko #Development #OpenSource #BIP #Push #Pull #Merge #Update #Bitcoin #BTC #Treasuries #Correlation #Market #Recession #Currency #Macro #Analysis #Investment #News #Finance #Economics #Education
The Bitcoin Layer and its guests do not provide investment advice.
Subscribe to The Bitcoin Layer on Soundwise
48 min
March 24, 2023 Recession & Rate Cuts Are Next, Here's Why.
Welcome to The Bitcoin Layer, where we analyze bitcoin through a global macro lens.
In this episode, Nik delivers an updated outlook on the market based on recent moves in rates. He breaks down the rapid moves in rates and resteepening of the yield curve, explaining in detail why both of these signals point to lower rates on the horizon.
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/TheBitcoinLayer
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 #JoeConsorti #SVB #Silicon #Valley #Bank #Failure #Bank #Run #Crash # #Market #Inflation #Hikes #Rates #Markets #Update #Bitcoin #BTC #Treasuries #Correlation #Market #Recession #Currency #Macro #Analysis #Investment #News #Finance #Economics #Education
The Bitcoin Layer and its guests do not provide investment advice.
Subscribe to The Bitcoin Layer on Soundwise
14 min
March 22, 2023 Bitcoin Is SALVATION For Africa | Meron Estefanos
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 journalist and refugee advocate Meron Estefanos to discuss the struggles that the people of Eritrea have faced since gaining independence and how bitcoin has become a useful tool in her efforts to rescue refugees who fall on hard times while fleeing the country.
Follow Meron on Twitter: https://twitter.com/meronina
This video is brought to you by Passport, a Bitcoin hardware wallet by Foundation Devices. Use promo code BITCOINLAYER for $10 off your Passport at http://thebitcoinlayer.com/foundation.
New YouTube videos every Wednesday and Friday. New Substack posts every Tuesday, Thursday & Saturday.
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/TheBitcoinLayer
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 #NoelyneSumba #MeronEstefanos #Africa #Eritrea #Refugees #Bitcoin #Freedom #BTC #Market #Macro #Crisis #Recession #Currency #Crypto #Analysis #Investment #News #Finance #Education
*The Bitcoin Layer and its guests do not provide investment advice.*
Subscribe to The Bitcoin Layer on Soundwise
54 min
March 18, 2023 Record Emergency Lending from The Fed, QE Is (Sort Of) Back
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Joe walks through the Fed and Treasury Department's new BTFP facility to prop up bank liquidity, how it functions a a hybrid between repo and QE, and what impact it's likely to have on asset prices given the stimulative nature of valuing devalued collateral at par.
New YouTube videos every Monday, Wednesday & Friday. New Substack posts every Tuesday, Thursday & Saturday.
This video is brought to you by Passport, a Bitcoin hardware wallet by Foundation Devices. Use promo code BITCOINLAYER for $10 off your Passport at http://thebitcoinlayer.com/foundation.
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/TheBitcoinLayer
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 #JoeConsorti #QE #Quantitative #Easing #FED #Bank #Reserve ##Crash #Market #Inflation #Hikes #Rates #Markets #Update #Bitcoin #BTC #Treasuries #Correlation #Market #Recession #Currency #Macro #Analysis #Investment #News #Finance #Economics #Education
The Bitcoin Layer and its guests do not provide investment advice.
Subscribe to The Bitcoin Layer on Soundwise
21 min
March 16, 2023 Bitcoin Mining Evangelism | Dan Lawrence
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 Dan Lawrence of OBM Inc. to discuss the mining landscape. Dan describes his miner management platforms serving North America and the largest mines in the world, the future of bitcoin mining, and how to evangelize Proof of Work while propagandists insist that bitcoin mining is boiling our oceans.
Follow Foreman Mining on Twitter: https://twitter.com/foremanmining
This video is brought to you by Passport, a Bitcoin hardware wallet by Foundation Devices. Use promo code BITCOINLAYER for $10 off your Passport at http://thebitcoinlayer.com/foundation.
New YouTube videos every Wednesday and Friday. New Substack posts every Tuesday, Thursday & Saturday.
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/TheBitcoinLayer
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 #JoeConsorti #DanLawrence #Bitcoin #Mining #Grid #Energy #Renewables #ESG #Foreman #Freedom #BTC #Market #Macro #Crisis #Recession #Currency #Crypto #Analysis #Investment #News #Finance #Education
*The Bitcoin Layer and its guests do not provide investment advice.*
Subscribe to The Bitcoin Layer on Soundwise
39 min
March 14, 2023 Unpacking The Failure Of Silicon Valley Bank
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Joe unpacks the Silicon Valley Bank implosion and discusses how the bank's asset mix, hedge strategy, and a myriad of other poor decisions led to the second largest bank failure in U.S. history.
New YouTube videos every Monday, Wednesday & Friday. New Substack posts every Tuesday, Thursday & Saturday.
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/TheBitcoinLayer
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 #JoeConsorti #SVP #Silicon #Valley #Bank #Failure #Bank #Run #Crash # #Market #Inflation #Hikes #Rates #Markets #Update #Bitcoin #BTC #Treasuries #Correlation #Market #Recession #Currency #Macro #Analysis #Investment #News #Finance #Economics #Education
The Bitcoin Layer and its guests do not provide investment advice.
Subscribe to The Bitcoin Layer on Soundwise
22 min
March 09, 2023 Jeff Booth: The Dawn of Decentralized Web
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Jeff Booth returns to the channel to discuss the network effects of the centralized web and how bitcoin applications can leverage this in applications like Nostr to accrue value for the users forever. Jeff lays out an exciting decentralized landscape and highlights multiple instances where the centralized web could be replaced with free and censorship resistant technology.
"That change, from a centralized world to decentralized world is underway right now and it produces vastly less risk to individuals and our collective."
Follow Jeff on Nostr: npub1s05p3ha7en49dv8429tkk07nnfa9pcwczkf5x5qrdraqshxdje9sq6eyhe
Follow Jeff on Twitter: https://twitter.com/JeffBooth
This video is brought to you by Passport, a Bitcoin hardware wallet by Foundation Devices. Use promo code BITCOINLAYER for $10 off your Passport at http://thebitcoinlayer.com/foundation.
New YouTube videos every Monday, Wednesday & Friday. New Substack posts every Tuesday, Thursday & Saturday.
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/TheBitcoinLayer
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 Saylor Academy : 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 #JeffBooth #Nostr #Decentralized #Web #Technology #Censorship #Economics #Bitcoin #BTC #Market #Crisis #Recession #Currency #Crypto #Analysis #Investment #News #Finance #Education
The Bitcoin Layer and its guests do not provide investment advice.
Subscribe to The Bitcoin Layer on Soundwise
50 min
March 07, 2023 Liquidity Is Back To Support Markets In 2023 | Michael Howell
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 Michael Howell, Founder and CEO of CrossBorder Capital and the world's foremost authority on liquidity. Michael delivers an excellent discussion on how the liquidity cycle shifted in October of last year. He discusses the gilt scare in England as a wake-up call for global central banks to play a more active role in their sovereign bond markets, how maintaining stability in the Treasury market is of paramount importance, why bond volatility will be more important than equity volatility in the coming decade, and his outlook for liquidity and asset prices for the rest of 2023.
Follow Michael on Twitter: https://twitter.com/crossbordercap
New YouTube videos every Monday, Wednesday & Friday. New Substack posts every Tuesday, Thursday & Saturday.
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/TheBitcoinLayer
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 #JoeConsorti #MichaelHowell #Liquidity #CrossBorder #Capital #England #Asset #Management #Securities #Economics #Bitcoin #BTC #Market #Crisis #Recession #Currency #Crypto #Analysis #Investment #News #Finance #Education
The Bitcoin Layer and its guests do not provide investment advice.
Subscribe to The Bitcoin Layer on Soundwise
53 min
March 06, 2023 Liquidity Is Back To Support Markets In 2023 | Michael Howell
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 Michael Howell, Founder and CEO of CrossBorder Capital and the world's foremost authority on liquidity. Michael delivers an excellent discussion on how the liquidity cycle shifted in October of last year. He discusses the gilt scare in England as a wake-up call for global central banks to play a more active role in their sovereign bond markets, how maintaining stability in the Treasury market is of paramount importance, why bond volatility will be more important than equity volatility in the coming decade, and his outlook for liquidity and asset prices for the rest of 2023.
Follow Michael on Twitter: https://twitter.com/crossbordercap
New YouTube videos every Monday, Wednesday & Friday. New Substack posts every Tuesday, Thursday & Saturday.
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/TheBitcoinLayer
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 #JoeConsorti #MichaelHowell #Liquidity #CrossBorder #Capital #England #Asset #Management #Securities #Economics #Bitcoin #BTC #Market #Crisis #Recession #Currency #Crypto #Analysis #Investment #News #Finance #Education
The Bitcoin Layer and its guests do not provide investment advice.
Subscribe to The Bitcoin Layer on Soundwise
39 min