The Bitcoin Layer

By The Bitcoin LayerBusiness Technology Investing

The Bitcoin Layer episodes

March 02, 2023 Don't Mix Crypto & Leverage | Caitlin Long
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 Caitlin Long, Founder and CEO of Custodia Bank, which plans to specialize in digital asset payment and custody solutions for US commercial customers. Caitlin discusses how regulatory bodies have been warned for years that leverage and crypto do not mix, the Ex-Post crackdowns coming in the wake of FTX, and the progress on folding good faith bitcoin financial institutions into the regulatory window.
Follow Caitlin on Twitter: https://twitter.com/CaitlinLong_
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 #CaitlinLong #Washington #Bitcoin #Digital #Asset #Custodia #Bank #Assets #Freedom #BTC #Market #Macro #Crisis #Recession #Currency #Crypto #Analysis #Investment #News #Finance #Education
*The Bitcoin Layer and its guests do not provide investment advice.*
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26 min
February 28, 2023 Stubborn Inflation Is Stirring Up The Market | Markets & Macro Rewind
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Joe discusses last weeks upside surprise in core PCE inflation, why the Fed's preferred inflation metric gives it clearance to hold higher for longer, and how it, in addition to other robust economic data, is moving the markets to adjust to tighter monetary policy with a lower possibility of easing in 2023.
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 #Bull #Rally #Rates #FED #FOMC #Stock #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.
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19 min
February 24, 2023 Pierre Rochard: Bitcoin Has Never Been More Exciting
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 Pierre Rochard, VP of Research at Riot Platforms and longtime bitcoin educator. Pierre discusses ordinal theory as a social layer and why bitcoins fungibility is not impacted, what's going on in Lightning, and the latest developments at Riot and across the BTC/LN ecosystem.
Follow George on Pierre: https://twitter.com/BitcoinPierre
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 #NikBhatia #PierreRochard #Bitcoin #Research #Catholic #Riot #Mining #Assets #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
50 min
February 23, 2023 The US Can't Survive 5% Rates | George Goncalves
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 George Goncalves, Head of US Macro Strategy at MUFG Securities Americas Inc. to discuss the state of financial plumbing, how 5% treasuries yields will affect other assets classes, and why they may be untenable in a very short while for the US Treasury.
Follow George on Twitter: https://twitter.com/bondstrategist
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 #NikBhatia #GeorgeGoncalves #Bond #Strategy #Macro #Securities #Treasuries #Yield #Assets #Freedom #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
46 min
February 20, 2023 Is Bitcoin's Rally The Start Of A New Bull Market? | Markets & Macro Rewind
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Joe discusses the shifting regime in cross-asset correlations, why risk assets are rallying and Treasuries are selling off, and the conditions that could potentially change this trend.
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 #Bull #Rally #Rates #FED #FOMC #Stock #Market #Inflation #Hikes #Rates #Markets #Update #Bitcoin #BTC #Treasuries #Correlation #Market #Recession #Currency #Macro #Analysis #Investment #News #Finance #Economics #Education
Subscribe to The Bitcoin Layer on Soundwise
13 min
February 18, 2023 Bitcoin Adoption in Nigeria with Mary Imasuen | The Bitcoin Layer
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 Mary Imasuen, a podcast host for BTC Gamer Chat and the Nobcast, and a Bitcoin-Only Gamer. In this episode, Mary discusses bitcoin adoption in Nigeria and across Africa, the new Naira that is being ushered into Nigeria, the kleptocracy of fiat money across Africa, and how bitcoin offers a genuine way out.
Follow Mary on Twitter: https://twitter.com/mary_imasuen
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 #NikBhatia #MaryImasuen #Nigeria #Africa #Gaming #Adoption #Bitcoin #Freedom #BTC #Market #Crisis #Recession #Currency #Crypto #Analysis #Investment #News #Finance #Education
Subscribe to The Bitcoin Layer on Soundwise
53 min
February 15, 2023 The 24 Risks of Equities with Michael Saylor
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 Michael Saylor, the Executive Chairman of @microstrategy a publicly traded business intelligence firm he founded in 1989. He founded and serves as trustee for the Saylor Academy, saylor.org, a non-profit organization that has provided free education to over 1 million students. He is an advocate for the Bitcoin Standard (hope.com). In this episode, he walks through 24 risks present in the stock market & with companies, and how bitcoin circumvents those risks to offer an arguably superior investment alternative.
0:00-4:48 - Introduction
4:47-6:31 - #1: Governance Risk
6:32-7:38 - #2: Operational Risk
7:39-9:30 - #3: Strategic Risk
9:31-10:24 - #4: Financial Risk
10:25-15:12 - #5: Competitive Risk
15:13-16:25 - #6: Technology Risk
16:26-18:26 - #7: Political Risk
18:27-21:30 - #8: Facilities Risk
21:31-23:59 - #9: Regulatory Risk
24:00-27:52 - #10: Employee Risk
27:53-35:10 - #11: Vendor Risk
35:11-39:20 - #12: Customer Risk
39:21-41:18 - #13: Reputational Risk
41:19-43:58 - #14: War Risk
43:59-50:53 - #15: Currency Risk
50:54-51:33 - #16: Tax Risk
51:34-52:12 - #17: Weather Risk
52:13-57:04 - #18: Customs Risk
57:05-59:08 - #19: Legal Risk
59:09-1:00:24 - #20: Tort Risk
1:00:25-1:07:29 - #21: Patent Risk
1:07:30-1:10:48 - #22: Health Risk
1:10:49-1:12:20 - #23: Lifecycle Risk
1:12:21-1:13:23 - #24: Dilution Risk
1:22:12-1:25:06 - History of Disney
1:25:07-1:37:04 - Saylor Summarizes
Follow Saylor on Twitter: https://twitter.com/saylor
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 #NikBhatia #MichaelSaylor #Equities #Stocks #Risk #Companies #Bitcoin #BTC #FED #Treasuries #Correlation #Market #Recession #Currency #Crypto #Macro #Analysis #Investment #News #Finance #Economics #Education
Subscribe to The Bitcoin Layer on Soundwise
1 hr 39 min
February 14, 2023 Elevated Stress As The Debt Ceiling Approaches?
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Joe & Matt Dines of Build Asset Management discuss the abundance of dollars still in the system, when the next credit event may occur, and drama as we approach the debt ceiling.
Follow Matt on Twitter: https://twitter.com/BuildCIO
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 #MattDines #Bonds #Derivatives #Private #Build #Asset #Management #Securities #Economics #Bitcoin #BTC #Market #Crisis #Recession #Currency #Crypto #Analysis #Investment #News #Finance #Education
Subscribe to The Bitcoin Layer on Soundwise
1 hr 4 min
February 11, 2023 The 2023 Crypto Lawsuit Tsunami with Joe Carlasare | The Bitcoin Layer
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik & Joe sit down with Joe Carlasare, a Partner at Amundsen Davis working in bitcoin & blockchain litigation, and the newest addition to our team as the Legal Correspondent. Joe, Joe, and Nik discuss current litigation across the crypto industry, what GBTC will signal about bitcoin's direction, action in rates, and his thoughts on where markets are headed in 2023.
Follow Joe on Twitter: https://twitter.com/JoeCarlasare
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 #JoeCarlasare #NikBhatia #JoeConsorti #Legal #Litigation #GBTC #Rates #Bitcoin #Freedom #BTC #Market #Crisis #Recession #Currency #Crypto #Analysis #Investment #News #Finance #Education
Subscribe to The Bitcoin Layer on Soundwise
49 min
February 09, 2023 MMA, Markets, & Bitcoin with Kenny Florian | The Bitcoin Layer
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 Kenny Florian, a former mixed martial artist with the UFC, a contestant on the first season of The Ultimate Fighter, and a color commentator for the PFL. Kenny discusses his journey into MMA, how the concept of pushing your limits and earning it translates into bitcoin, as well as some upcoming fights.
Follow Kenny on Twitter: https://twitter.com/kennyflorian
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 #KennyFlorian #MMA #PFL #Fighting #MartialArts #Bitcoin #Freedom #BTC #Market #Crisis #Recession #Currency #Crypto #Analysis #Investment #News #Finance #Education
Subscribe to The Bitcoin Layer on Soundwise
42 min