The Bitcoin Layer

The Bitcoin Layer

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The Bitcoin Layer episodes

  • Global Macro Update: DISASTER WEEK For Stocks & Bitcoin

    In this episode, Nik provides a global macro update covering a disastrous week for Bitcoin and the stock market. We divide the episode into seven sections, answering your questions throughout. We start with bitcoin's price, the Japanese yen carry trade unwind, and the US dollar's impact on financial markets. We also discuss US Treasury yields, the yield curve, the labor market, and S&P 500 performance.

    The Bitcoin Layer is a bitcoin and global macroeconomic research firm.

    The Bitcoin Layer is proud to be sponsored by Unchained, the leader in Bitcoin financial services. Unchained empowers you to take full control of your Bitcoin with a collaborative multisig vault, where you hold two of three keys, and benefit from a Bitcoin security partner. Purchase Bitcoin directly into your cold storage vault and eliminate exchange risks with Unchained's Trading Desk. Unchained also offers the best IRA product in the industry, allowing you to easily roll over old 401(k)s or IRAs into Bitcoin while keeping control of your keys. Don’t pay more taxes than you have to. Talk to us today.

    Visit https://thebitcoinlayer.com/unchained and use code TBL for $100 off when you create an account.

    Efani delivers premium mobile service with unparalleled protection against SIM swaps and privacy invasions. Use code TBL at checkout for $99 off the Efani SAFE Plan. https://www.efani.com/tbl?utm_source=substack&utm_medium=email

    Try Stamp Seed, a DIY kit that enables you to hammer your seed words into a durable plate of titanium using professional stamping tools. Take 15% off with code TBL. Get your Stamp Seed today! https://www.stampseed.com/shop/titanium-seed-phrase-storage-kits.html?utm_source=substack&utm_medium=email

    Subscribe and turn on notifications for TBL on YouTube.

    Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe
    Follow TBL on X: https://twitter.com/TheBitcoinLayer
    Subscribe to The Bitcoin Layer on your favorite podcast platform.
    Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial
    Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch

    Block Height 860204

    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

    #TheBitcoinLayer #NikBhatia #MacroUpdate #Recession #TreasuryYields #GlobalMarkets #CentralBankRates #FinancialMarkets #SeptemberOutlook #MarketAnalysis #TBLiquidity #MonetaryPolicy #InterestRates #DollarStrength #RateCuts #BondMarket #LaborMarket #REPO #GlobalMacro #AssetManagement #NikExplains #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro

    The Bitcoin Layer and its guests do not provide investment advice.

    Subscribe to The Bitcoin Layer on Soundwise

    The Bitcoin Layer and its guests do not provide investment advice.

    51 min
  • HOUSING MARKET CRISIS Is Developing with Melody Wright

    In this episode, Nik is joined by housing analyst Melody Wright to discuss the current state of the housing market, focusing on Texas, Florida, and California. Melody highlights massive inventory in Florida and the difficulty in accurately tracking inventory due to limited data sources. She predicts price declines, particularly in Texas and Florida, and enlightens us on the crisis in speculative home new builds. Delinquencies and foreclosures are also discussed. The conversation also highlights the role of the Federal Reserve in the mortgage market and the potential consequences if the Fed re-enters or entirely exits it.

    The Bitcoin Layer is a bitcoin and global macroeconomic research firm.

    The Bitcoin Layer is proud to be sponsored by Unchained, the leader in Bitcoin financial services. Unchained empowers you to take full control of your Bitcoin with a collaborative multisig vault, where you hold two of three keys, and benefit from a Bitcoin security partner. Purchase Bitcoin directly into your cold storage vault and eliminate exchange risks with Unchained's Trading Desk. Unchained also offers the best IRA product in the industry, allowing you to easily roll over old 401(k)s or IRAs into Bitcoin while keeping control of your keys. Don’t pay more taxes than you have to. Talk to us today.

    Visit https://thebitcoinlayer.com/unchained and use code TBL for $100 off when you create an account.

    Efani delivers premium mobile service with unparalleled protection against SIM swaps and privacy invasions. Use code TBL at checkout for $99 off the Efani SAFE Plan. https://www.efani.com/tbl?utm_source=substack&utm_medium=email

    Try Stamp Seed, a DIY kit that enables you to hammer your seed words into a durable plate of titanium using professional stamping tools. Take 15% off with code TBL. Get your Stamp Seed today! https://www.stampseed.com/shop/titanium-seed-phrase-storage-kits.html?utm_source=substack&utm_medium=email

    Subscribe and turn on notifications for TBL on YouTube.

    Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe
    Follow TBL on X: https://twitter.com/TheBitcoinLayer
    Subscribe to The Bitcoin Layer on your favorite podcast platform.
    Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial
    Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch

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    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

    #TheBitcoinLayer #NikBhatia #HousingMarket #RealEstate #TexasHousing #FloridaRealEstate #CaliforniaHousing #HousingCrisis #HomePrices #Foreclosures #Delinquencies #FederalReserve #MortgageMarket #HousingInventory #NewHomeBuilds #SpeculativeHousing #RealEstateTrends #MarketAnalysis #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Gold #Market #Trading #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro

    The Bitcoin Layer and its guests do not provide investment advice.

    Subscribe to The Bitcoin Layer on Soundwise

    The Bitcoin Layer and its guests do not provide investment advice.

    35 min
  • Bitcoin's Mining Queen Amanda Fabiano

    In this episode, Nik is joined by bitcoin mining industry veteran Amanda Fabiano to discuss efforts to orange pill Donald Trump, an unfortunate political divide on bitcoin, and the mining industry as a whole. We learn about Amanda's early days at Fidelity and the reasons why the financial institution mined bitcoin as early as 2013. We also discuss the dynamic relationship between publicly traded and mom-and-pop miners. Lastly, we dive into the capital structure drivers of success in the industry. Learn why they call her the Bitcoin Mining Queen!

    The Bitcoin Layer is a bitcoin and global macroeconomic research firm.

    The Bitcoin Layer is proud to be sponsored by Unchained, the leader in Bitcoin financial services. Unchained empowers you to take full control of your Bitcoin with a collaborative multisig vault, where you hold two of three keys, and benefit from a Bitcoin security partner. Purchase Bitcoin directly into your cold storage vault and eliminate exchange risks with Unchained's Trading Desk. Unchained also offers the best IRA product in the industry, allowing you to easily roll over old 401(k)s or IRAs into Bitcoin while keeping control of your keys. Don’t pay more taxes than you have to. Talk to us today.

    Visit https://thebitcoinlayer.com/unchained and use code TBL for $100 off when you create an account.

    Efani delivers premium mobile service with unparalleled protection against SIM swaps and privacy invasions. Use code TBL at checkout for $99 off the Efani SAFE Plan. https://www.efani.com/tbl?utm_source=substack&utm_medium=email

    Try Stamp Seed, a DIY kit that enables you to hammer your seed words into a durable plate of titanium using professional stamping tools. Take 15% off with code TBL. Get your Stamp Seed today! https://www.stampseed.com/shop/titanium-seed-phrase-storage-kits.html?utm_source=substack&utm_medium=email

    Subscribe and turn on notifications for TBL on YouTube.

    Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe
    Follow TBL on X: https://twitter.com/TheBitcoinLayer
    Subscribe to The Bitcoin Layer on your favorite podcast platform.
    Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial
    Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch

    Block Height 859869

    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

    #TheBitcoinLayer #NikBhatia #BitcoinMining #AmandaFabiano #BitcoinQueen #DonaldTrump #OrangePill #BitcoinPolitics #FidelityBitcoin #MiningIndustry #PublicVsPrivateMining #CapitalStructure #Podcast #Bitcoin2024 #FinancialIndustry #MiningVeteran #BitcoinCommunity #BitcoinDiscussion #MiningInsights #FinanceAndMining #BitcoinHistory #IndustryVeteran #DigitalGold #FinancialInnovation #MarketDynamics #BlockchainTalks #InvestmentStrategy #EconomicTrends #BitcoinEconomy #TechAndFinance #BitcoinNews #MiningSuccess #FinancialFuture #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Gold #Market #Trading #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro

    The Bitcoin Layer and its guests do not provide investment advice.

    Subscribe to The Bitcoin Layer on Soundwise

    The Bitcoin Layer and its guests do not provide investment advice.

    36 min
  • Global Macro Update: How Soon Is A Recession Coming?

    In this episode, Nik brings us a timely global macro update on Treasury yields, the dollar, and what might happen in financial markets in September. He breaks down the latest path of global central bank rates, including his expectation for rate cuts at every meeting this year. Finally, Nik analyzes the bitcoin consolidation and dives into the math behind TBL Liquidity, our new metric for market signal.

    The Bitcoin Layer is a bitcoin and global macroeconomic research firm.

    The Bitcoin Layer is proud to be sponsored by Unchained, the leader in Bitcoin financial services. Unchained empowers you to take full control of your Bitcoin with a collaborative multisig vault, where you hold two of three keys, and benefit from a Bitcoin security partner. Purchase Bitcoin directly into your cold storage vault and eliminate exchange risks with Unchained's Trading Desk. Unchained also offers the best IRA product in the industry, allowing you to easily roll over old 401(k)s or IRAs into Bitcoin while keeping control of your keys. Don’t pay more taxes than you have to. Talk to us today.

    Visit https://thebitcoinlayer.com/unchained and use code TBL for $100 off when you create an account.

    Efani delivers premium mobile service with unparalleled protection against SIM swaps and privacy invasions. Use code TBL at checkout for $99 off the Efani SAFE Plan. https://www.efani.com/tbl?utm_source=substack&utm_medium=email

    Try Stamp Seed, a DIY kit that enables you to hammer your seed words into a durable plate of titanium using professional stamping tools. Take 15% off with code TBL. Get your Stamp Seed today! https://www.stampseed.com/shop/titanium-seed-phrase-storage-kits.html?utm_source=substack&utm_medium=email

    Subscribe and turn on notifications for TBL on YouTube.

    Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe
    Follow TBL on X: https://twitter.com/TheBitcoinLayer
    Subscribe to The Bitcoin Layer on your favorite podcast platform.
    Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial
    Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch

    Block Height 859146

    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

    #TheBitcoinLayer #NikBhatia #JoeConsorti #MacroUpdate #TreasuryYields #GlobalMarkets #CentralBankRates #FinancialMarkets #SeptemberOutlook #MarketAnalysis #TBLiquidity #MonetaryPolicy #InterestRates #DollarStrength #RateCuts #BondMarket #LaborMarket #REPO #GlobalMacro #AssetManagement #NikExplains #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro

    The Bitcoin Layer and its guests do not provide investment advice.

    Subscribe to The Bitcoin Layer on Soundwise

    The Bitcoin Layer and its guests do not provide investment advice.

    26 min
  • Lightning Network: The Economics of Bitcoin's Global Payment Rails

    In this episode, Nik is joined by Amboss founder Jesse Shrader to discuss his Lightning Network company and the evolution of bitcoin's second layer. Jesse presents fascinating statistics about the usage of LN, discusses how node operators manage payment channels, and explains LN's tradeoffs & relationship with bitcoin's blockchain. Nik and Jesse unveil how the evolution of LN contributes to bitcoin as a global monetary network.

    The Bitcoin Layer is a bitcoin and global macroeconomic research firm.

    The Bitcoin Layer is proud to be sponsored by Unchained, the leader in Bitcoin financial services. Unchained empowers you to take full control of your Bitcoin with a collaborative multisig vault, where you hold two of three keys, and benefit from a Bitcoin security partner. Purchase Bitcoin directly into your cold storage vault and eliminate exchange risks with Unchained's Trading Desk. Unchained also offers the best IRA product in the industry, allowing you to easily roll over old 401(k)s or IRAs into Bitcoin while keeping control of your keys. Don’t pay more taxes than you have to. Talk to us today.

    Visit https://thebitcoinlayer.com/unchained and use code TBL for $100 off when you create an account.

    Efani delivers premium mobile service with unparalleled protection against SIM swaps and privacy invasions. Use code TBL at checkout for $99 off the Efani SAFE Plan. https://www.efani.com/tbl?utm_source=substack&utm_medium=email

    Try Stamp Seed, a DIY kit that enables you to hammer your seed words into a durable plate of titanium using professional stamping tools. Take 15% off with code TBL. Get your Stamp Seed today! https://www.stampseed.com/shop/titanium-seed-phrase-storage-kits.html?utm_source=substack&utm_medium=email

    Subscribe and turn on notifications for TBL on YouTube.

    Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe
    Follow TBL on X: https://twitter.com/TheBitcoinLayer
    Subscribe to The Bitcoin Layer on your favorite podcast platform.
    Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial
    Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch

    Block Height 858994

    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

    #TheBitcoinLayer #NikBhatia #JoeConsorti #LightningNetwork #Bitcoin #LN #BitcoinLightning #LightningNodes #PaymentChannels #LayerTwo #BitcoinScalability #BitcoinPayments #LightningAdoption #BitcoinNetwork #LNTechnology #LightningEcosystem #BitcoinLayerTwo #LightningEvolution #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Gold #Market #Trading #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro

    The Bitcoin Layer and its guests do not provide investment advice.

    Subscribe to The Bitcoin Layer on Soundwise

    The Bitcoin Layer and its guests do not provide investment advice.

    40 min
  • The Slow & Painful Death of Ethereum

    In this video, Joe gives an update on the slow and painful death of Ethereum. He walks through the ETH/BTC pair dropping below the critical 0.05 level, and explains that the downside target is zero over the next several years. With the narratives of ETH all dried up, it and other "crypto" are dying on the vine. The cherry on top is a $100-million sale of ETH from the Ethereum Foundation, a vote from the creators themselves that this is an asset on life support with a value prop that has been completely overtaken by Bitcoin.

    The Bitcoin Layer is a bitcoin and global macroeconomic research firm.

    The Bitcoin Layer is proud to be sponsored by Unchained, the leader in Bitcoin financial services. Unchained empowers you to take full control of your Bitcoin with a collaborative multisig vault, where you hold two of three keys, and benefit from a Bitcoin security partner. Purchase Bitcoin directly into your cold storage vault and eliminate exchange risks with Unchained's Trading Desk. Unchained also offers the best IRA product in the industry, allowing you to easily roll over old 401(k)s or IRAs into Bitcoin while keeping control of your keys. Don’t pay more taxes than you have to. Talk to us today.

    Visit https://thebitcoinlayer.com/unchained and use code TBL for $100 off when you create an account.

    Efani delivers premium mobile service with unparalleled protection against SIM swaps and privacy invasions. Use code TBL at checkout for $99 off the Efani SAFE Plan. https://www.efani.com/tbl?utm_source=substack&utm_medium=email

    Try Stamp Seed, a DIY kit that enables you to hammer your seed words into a durable plate of titanium using professional stamping tools. Take 15% off with code TBL. Get your Stamp Seed today! https://www.stampseed.com/shop/titanium-seed-phrase-storage-kits.html?utm_source=substack&utm_medium=email

    Subscribe and turn on notifications for TBL on YouTube.

    Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe
    Follow TBL on X: https://twitter.com/TheBitcoinLayer
    Subscribe to The Bitcoin Layer on your favorite podcast platform.
    Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial
    Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch

    Block Height 858693

    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

    #TheBitcoinLayer #NikBhatia #JoeConsorti #EthereumUpdate #ETHPrice #BitcoinVsEthereum #ETHDecline #DigitalAssets#ETH #DeathofEthereum #Ethereum #SmartContracts #ProofofStake #ETHBTC #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro #TheBitcoinLayer

    The Bitcoin Layer and its guests do not provide investment advice.

    Subscribe to The Bitcoin Layer on Soundwise

    The Bitcoin Layer and its guests do not provide investment advice.

    15 min
  • Rate Cuts Are Here: Here's What My Portfolio Looks Like

    In this episode, Nik is joined by financial markets trader Craig Shapiro to discuss the monumental shift in tone from Fed Chair Jerome Powell at last week's Jackson Hole central banker conference. Craig Shares with us a snapshot of his portfolio and describes the changes he made after hearing Powell's dovish rhetoric. Watch to find out how he has positioned around the dollar, gold, and bitcoin.

    The Bitcoin Layer is a bitcoin and global macroeconomic research firm.

    The Bitcoin Layer is proud to be sponsored by Unchained, the leader in Bitcoin financial services. Unchained empowers you to take full control of your Bitcoin with a collaborative multisig vault, where you hold two of three keys, and benefit from a Bitcoin security partner. Purchase Bitcoin directly into your cold storage vault and eliminate exchange risks with Unchained's Trading Desk. Unchained also offers the best IRA product in the industry, allowing you to easily roll over old 401(k)s or IRAs into Bitcoin while keeping control of your keys. Don’t pay more taxes than you have to. Talk to us today.

    Visit https://thebitcoinlayer.com/unchained and use code TBL for $100 off when you create an account.

    Efani delivers premium mobile service with unparalleled protection against SIM swaps and privacy invasions. Use code TBL at checkout for $99 off the Efani SAFE Plan. https://www.efani.com/tbl?utm_source=substack&utm_medium=email

    Try Stamp Seed, a DIY kit that enables you to hammer your seed words into a durable plate of titanium using professional stamping tools. Take 15% off with code TBL. Get your Stamp Seed today! https://www.stampseed.com/shop/titanium-seed-phrase-storage-kits.html?utm_source=substack&utm_medium=email

    Subscribe and turn on notifications for TBL on YouTube.

    Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe
    Follow TBL on X: https://twitter.com/TheBitcoinLayer
    Subscribe to The Bitcoin Layer on your favorite podcast platform.
    Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial
    Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch

    Block Height 858552

    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

    #TheBitcoinLayer #NikBhatia #JoeConsorti #JeromePowell #JacksonHole #FederalReserve #CraigShapiro #Portfolio #USDollar #DovishRhetoric #EconomicOutlook #CentralBanking #FinancialAnalysis #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Gold #Market #Trading #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro

    The Bitcoin Layer and its guests do not provide investment advice.

    Subscribe to The Bitcoin Layer on Soundwise

    The Bitcoin Layer and its guests do not provide investment advice.

    30 min
  • Bitcoin Bounces As Fed Confirms Rate Cuts

    In this episode, Nik recaps the news out of Jackson Hole, Wyoming that the Fed is now confirmed to start cutting rates in September. He explains how money markets and Treasury yields already showed us months ago that rate cuts would arrive, discusses the economy and unemployment as drivers of the Fed's latest announcement, and closes with an analysis of bitcoin's price and what rate cuts will mean for bitcoin going forward.

    The Bitcoin Layer is a bitcoin and global macroeconomic research firm.

    The Bitcoin Layer is proud to be sponsored by Unchained, the leader in Bitcoin financial services. Unchained empowers you to take full control of your Bitcoin with a collaborative multisig vault, where you hold two of three keys, and benefit from a Bitcoin security partner. Purchase Bitcoin directly into your cold storage vault and eliminate exchange risks with Unchained's Trading Desk. Unchained also offers the best IRA product in the industry, allowing you to easily roll over old 401(k)s or IRAs into Bitcoin while keeping control of your keys. Don’t pay more taxes than you have to. Talk to us today.

    Visit https://thebitcoinlayer.com/unchained and use code TBL for $100 off when you create an account.

    Efani delivers premium mobile service with unparalleled protection against SIM swaps and privacy invasions. Use code TBL at checkout for $99 off the Efani SAFE Plan. https://www.efani.com/tbl?utm_source=substack&utm_medium=email

    Try Stamp Seed, a DIY kit that enables you to hammer your seed words into a durable plate of titanium using professional stamping tools. Take 15% off with code TBL. Get your Stamp Seed today! https://www.stampseed.com/shop/titanium-seed-phrase-storage-kits.html?utm_source=substack&utm_medium=email

    Subscribe and turn on notifications for TBL on YouTube.

    Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe
    Follow TBL on X: https://twitter.com/TheBitcoinLayer
    Subscribe to The Bitcoin Layer on your favorite podcast platform.
    Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial
    Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch

    Block Height 858158

    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

    #TheBitcoinLayer #NikBhatia #JoeConsorti #JacksonHole #FederalReserve #InterestRates #RateCuts #EconomicUpdate #MoneyMarkets #TreasuryYields #Unemployment #EconomicAnalysis #BitcoinPrice #FinancialNews #MarketTrends #BitcoinAnalysis #FedAnnouncement #EconomicOutlook #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro

    The Bitcoin Layer and its guests do not provide investment advice.

    Subscribe to The Bitcoin Layer on Soundwise

    The Bitcoin Layer and its guests do not provide investment advice.

    36 min
  • How To Mine Bitcoin Quietly At Home

    In this episode, Nik poses a question to the audience about quiet home mining. He goes through the social media responses to his question, and several home mining options are discussed. The Bitcoin Layer is not sponsored by any company discussed in this video, rather we attempt to understand the scope of options for quiet home mining. Enjoy this short episode to learn about this potential endeavor!

    The Bitcoin Layer is a bitcoin and global macroeconomic research firm.

    The Bitcoin Layer is proud to be sponsored by Unchained, the leader in Bitcoin financial services. Unchained empowers you to take full control of your Bitcoin with a collaborative multisig vault, where you hold two of three keys, and benefit from a Bitcoin security partner. Purchase Bitcoin directly into your cold storage vault and eliminate exchange risks with Unchained's Trading Desk. Unchained also offers the best IRA product in the industry, allowing you to easily roll over old 401(k)s or IRAs into Bitcoin while keeping control of your keys. Don’t pay more taxes than you have to. Talk to us today.

    Visit https://thebitcoinlayer.com/unchained and use code TBL for $100 off when you create an account.

    Efani delivers premium mobile service with unparalleled protection against SIM swaps and privacy invasions. Use code TBL at checkout for $99 off the Efani SAFE Plan. https://www.efani.com/tbl?utm_source=substack&utm_medium=email

    Try Stamp Seed, a DIY kit that enables you to hammer your seed words into a durable plate of titanium using professional stamping tools. Take 15% off with code TBL. Get your Stamp Seed today! https://www.stampseed.com/shop/titanium-seed-phrase-storage-kits.html?utm_source=substack&utm_medium=email

    Subscribe and turn on notifications for TBL on YouTube.

    Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe
    Follow TBL on X: https://twitter.com/TheBitcoinLayer
    Subscribe to The Bitcoin Layer on your favorite podcast platform.
    Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial
    Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch

    Block Height 857969

    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

    #TheBitcoinLayer #NikBhatia #JoeConsorti #HomeMining #QuietMining #TechReview #MiningOptions #SustainableMining #TechTalk #HomeTechnology #InnovativeSolutions #DIYMining #EnergyEfficient #HomeInnovation #SilentTech #MiningSetup #TechExploration #ModernLiving #SmartHomeTech #HomeProjects #TechInsight #TechInsights #GadgetTalk #HomeImprovement #EfficientLiving #FutureTech #QuietTechnology #HomeAutomation #TechTrends #InnovativeLiving #DigitalLiving#Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro #TheBitcoinLayer

    The Bitcoin Layer and its guests do not provide investment advice.

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    The Bitcoin Layer and its guests do not provide investment advice.

    10 min
  • Global Macro Update: Bitcoin, Government Lies On Labor Stats, Lower Rates

    In this episode, Nik brings us a global macro update to recap a most dramatic downward revision in labor statistics. He begins with the two most noteworthy items in economics: the downward revision of jobs added by almost one million, the rampant manipulation of labor statistics by the government, and the latest FOMC minutes which stated that the Fed was close to cutting rates in July. Nik breaks down the signals from the yield curve and discusses bitcoin's consolidation.

    The Bitcoin Layer is a bitcoin and global macroeconomic research firm.

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    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

    #TheBitcoinLayer #NikBhatia #JoeConsorti #LaborStatistics #YieldCurve #FOMC #FederalReserve #InterestRates #MarketAnalysis #BitcoinConsolidation #EconomicUpdate #FinancialNews #MonetaryPolicy #JobMarket #EconomicTrends #RateCuts #FinancialMarkets #InvestmentStrategy #EconomicAnalysis #MarketSignals #Macroeconomics #WealthManagement #BitcoinTrends #LaborMarket #EconomicInsights #FiscalPolicy #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarket #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #macro

    The Bitcoin Layer and its guests do not provide investment advice.

    Subscribe to The Bitcoin Layer on Soundwise

    The Bitcoin Layer and its guests do not provide investment advice.

    33 min

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