The Bitcoin Layer

The Bitcoin Layer

By The Bitcoin LayerBusinessTechnologyInvesting
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The Bitcoin Layer episodes

  • Macro Masterclass with Cullen Roche | The Bitcoin Layer
    Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. Nik sat down with Cullen Roche, author, macro investor, and Chief Investment Officer at Discipline Funds. Cullen discusses the current macroeconomic environment, similarities and differences to 2008, and how stocks will respond as we reach peak interest rates for this cycle.
    Follow Cullen on Twitter: https://twitter.com/cullenroche
    Cullen's Book 'Pragmatic Capitalism': https://www.amazon.com/Pragmatic-Capitalism-Every-Investor-Finance/dp/1137279311/
    New YouTube videos every Wednesday and Friday. New Substack posts
    every Tuesday, Thursday & Saturday.
    Thanks to our Sponsor!
    VOLTAGE: https://TheBitcoinLayer.com/voltage
    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 #CullenRoche #DisciplineFunds #Global #Macro #Bitcoin #BTC #FED #Treasuries #Correlation #Market #Recession #Currency #Crypto #Analysis #Investment #News #Finance #Economics #Education

    Subscribe to The Bitcoin Layer on Soundwise

    59 min
  • EXCLUSIVE ON-CHAIN INSIGHTS with Lucas Nuzzi: FTX & Alameda Secret Relationship | The Bitcoin Layer
    Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. Nik sits down for a guest lecture from Lucas Nuzzi, on-chain explorer and Head of Research & Development at CoinMetrics. Lucas speaks about uncovering the FTX & Alameda relationship using on-chain data, how client funds were commingled with Alameda, and the fallout from this situation both from a regulatory standpoint and an industry perspective.
    Follow Lucas on Twitter: https://twitter.com/LucasNuzzi
    New YouTube videos every Wednesday and Friday. New Substack posts
    every Tuesday, Thursday & Saturday.
    Thanks to our Sponsor!
    VOLTAGE: https://TheBitcoinLayer.com/voltage
    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
    Block Height 765657
    #TheBitcoinLayer #NikBhatia #LucasNuzzi #CoinMetrics #Research #OnChain #Analytics #Bitcoin #BTC #FED #Treasuries #Correlation #Market #Recession #Currency #Crypto #Macro #Analysis #Investment #News #Finance #Economics #Education

    Subscribe to The Bitcoin Layer on Soundwise

    54 min
  • Bitcoin Will Survive, But Crypto Will Not - Monthly Markets Recap
    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 the current turbulent macro environment. As bitcoin has drawn down more than 75% for the fifth time in its life, and "crypto" companies fall into insolvency like a chain of dominoes, we're more confident than ever that moving into this global growth slowdown, bitcoin will survive, but all of crypto will not.
    New YouTube videos every Wednesday and Friday. New Substack posts
    every Tuesday, Thursday & Saturday.
    Thanks to our Sponsor!
    VOLTAGE: https://TheBitcoinLayer.com/voltage
    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
    Block Height 765403
    #TheBitcoinLayer #NikBhatia #November #Markets #Update #Bitcoin #BTC #FED #Treasuries #Correlation #Market #Recession #Currency #Macro #Analysis #Investment #News #Finance #Economics #Education

    Subscribe to The Bitcoin Layer on Soundwise

    16 min
  • Bitcoin & The Austrian School of Economics with Peter St. Onge | The Bitcoin Layer
    Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. Joe sits down with Peter St. Onge, an economist at the Heritage Foundation. In this episode, Peter discusses the Austrian School of Economics, its view on hard money, why bitcoin fits that bill, and central bank distortions.
    Follow Peter on Twitter: https://twitter.com/profstonge
    New YouTube videos every Wednesday and Friday. New Substack posts
    every Tuesday, Thursday & Saturday.
    Thanks to our Sponsor!
    VOLTAGE: https://TheBitcoinLayer.com/voltage
    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
    Block Height 763929
    #TheBitcoinLayer #JoeConsorti #PeterStOnge #NikBhatia #Austrian #Debt #Energy #Globalization #Bitcoin #BTC #FED #Treasuries #Correlation #Market #Recession #Currency #Crypto #Macro #Analysis #Investment #News #Finance #Economics #Education

    Subscribe to The Bitcoin Layer on Soundwise

    52 min
  • Bitcoin & The US Debt Problem with James Lavish | The Bitcoin Layer

    Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. James Lavish is a hedge fund manager, chartered financial analyst, co-founder of Looking Glass Edu, and the author of the popular The Informationist Newsletter at jameslavish.substack.com. In this episode, James discusses the pivotal books which lead him on his journey to bitcoin, the issue of central banks becoming the marginal buyer of their own sovereign debt and currencies, the United States debt problem, and the bitcoin of it all.

    Follow James on Twitter: https://twitter.com/jameslavish

    New YouTube videos every Wednesday and Friday. New Substack posts
    every Tuesday, Thursday & Saturday.

    Thanks to our Sponsor!
    VOLTAGE: https://TheBitcoinLayer.com/voltage

    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 #JoeConsorit #JamesLavish #NikBhatia #USA #Debt #China #Energy #Globalization #Bitcoin #BTC #FED #Treasuries #Correlation #Market #Recession #Currency #Crypto #Macro #Analysis #Investment #News #Finance #Economics #Education

    Subscribe to The Bitcoin Layer on Soundwise

    55 min
  • Binance Speculatively Attacked FTX Into Insolvency
    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 FTX situation start to finish. From the vaporware FTT token being used as collateral for real liabilities, to Binance's public declaration of sale which drove spot and derivatives selling pressure, to the ultimate admittance of insolvency and capitulation of FTX.
    New YouTube videos every Wednesday and Friday. New Substack posts
    every Tuesday, Thursday & Saturday.
    Thanks to our Sponsor!
    VOLTAGE: https://TheBitcoinLayer.com/voltage
    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
    Block Height 762682
    #TheBitcoinLayer #JoeConsorti #FTX #Binance #FTT #Crypto #NikBhatia #Bitcoin #BTC #FED #Treasuries #Correlation #Market #Recession #Currency #Macro #Analysis #Investment #News #Finance #Economics #Education

    Subscribe to The Bitcoin Layer on Soundwise

    16 min
  • China, Energy, and Deglobalization with Jacob Shapiro | The Bitcoin Layer
    Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. Jacob Shapiro is the Director of Geopolitics at Cognitive Investments. In this episode, he discusses the European energy situation, and the geopolitical landscape encompassing deglobalization and China.
    Follow Jacob on Twitter: https://twitter.com/JacobShap
    New YouTube videos every Wednesday and Friday. New Substack posts
    every Tuesday, Thursday & Saturday.
    Thanks to our Sponsor!
    VOLTAGE: https://TheBitcoinLayer.com/voltage
    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
    Block Height 762504
    #TheBitcoinLayer #NikBhatia #JacobShapiro #China #Energy #Globalization #Bitcoin #BTC #FED #Treasuries #Correlation #Market #Recession #Currency #Crypto #Macro #Analysis #Investment #News #Finance #Economics #Education

    Subscribe to The Bitcoin Layer on Soundwise

    51 min
  • The Long-Term Debt Cycle, Bitcoin, and the Shaky Macro Landscape with TXMC | The Bitcoin Layer
    Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. TXMC is a data-visualization expert and markets researcher, host of Alpha Beta Soup, on Twitter @TXMCtrades. In this episode, he discusses pivotal books, the long-term debt cycle, bitcoin, and the current macro and geopolitical landscape.
    Follow Santiago Capital on Twitter: https://twitter.com/SantiagoAuFund
    New YouTube videos every Wednesday and Friday. New Substack posts
    every Tuesday, Thursday & Saturday.
    Thanks to our Sponsor!
    VOLTAGE: https://TheBitcoinLayer.com/voltage
    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
    Block Height 761750
    #TheBitcoinLayer #NikBhatia #TXMC #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 7 min
  • FOMC Live Discussion: Another 75 Basis Points, Fed Speak Shift, Slowdown to a Pause In Sight?
    Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik & Joe breakdown the markets reaction to the FOMC decision to hike another 75 basis points. What did the Fed say differently, what does the path for monetary policy look like going into Q4, and when will we see the real regime change for markets?
    Follow Santiago Capital on Twitter: https://twitter.com/SantiagoAuFund
    New YouTube videos every Wednesday and Friday. New Substack posts
    every Tuesday, Thursday & Saturday.
    Thanks to our Sponsor!
    VOLTAGE: https://TheBitcoinLayer.com/voltage
    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
    Block Height
    #TheBitcoinLayer #NikBhatia #JoeConsorti #FOMC #TwitterSpaces #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 5 min

About The Bitcoin Layer

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The Bitcoin Layer is a premium markets research provider, covering bitcoin through a global macro lens | Research, Analysis, & Education

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