The Bitcoin Layer

The Bitcoin Layer

Download on the App Store

The Bitcoin Layer episodes

  • Bitcoin Update: Trump Pledges To HODL, Biden Moves $2 BILLION of Our Bitcoin To Sell

    In this video, Joe breaks down all of the mania surrounding bitcoin over the last 72 hours. He first discusses Trump's proposed Strategic National Bitcoin Stockpile, alongside Senator Cynthia Lummis' bill to create a Strategic Bitcoin Reserve. He then breaks the news that the Biden-Harris administration has likely begun the sale of the US' existing bitcoin holdings, moving $2 billion into a new wallet for a likely OTC sale to thwart Trump's plans of a reserve using our existing seized BTC holdings. He then takes a look at bitcoin's price action being driven largely by leveraged trading, wanting to see spot accumulation before we have a solid chance at moving sustainably higher. He rounds out the video discussing the US National Debt hitting $35 trillion as of this morning, and why bitcoin offers a solution not just for the government, but for individuals looking to hedge themselves from the recklessness.

    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.

    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 854566

    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 #Bitcoin #BitcoinNews #BTC #BitcoinPrice #BitcoinUpdate #BitcoinBullMarket #BullMarket #TrumpBitcoin #Trump #TrumpNews #BidenBitcoin #BitcoinReserve #USDebt #FinancialNews #Investment #BitcoinStrategy #BitcoinAnalysis #HedgeAgainstInflation #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.

    19 min
  • Bitcoin Price: "This Is EXACTLY What You Want To See" with Checkmate

    In this episode, Nik is joined again by on-chain and bitcoin analyst Checkmate for a markets overview. The pair discuss bitcoin's 28% correction and recovery, ETF inflows, the basis trade across CME, Binance, spot exchanges, and ETFs, as well as the maturation of bitcoin's market structure. Checkmate concludes that bitcoin exhibits textbook demand through established limit orders.

    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.

    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 853776

    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 #BitcoinCorrection #ETFInflows #CME #Binance #SpotExchanges #ETFs #MarketStructure #LimitOrders #Onchain #UTXO #CheckmateAnalysis #BitcoinRecovery #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #RiverBitcoin #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.

    56 min
  • Bitcoin Price: "This Is EXACTLY What You Want To See" with Checkmate

    In this episode, Nik is joined again by on-chain and bitcoin analyst Checkmate for a markets overview. The pair discuss bitcoin's 28% correction and recovery, ETF inflows, the basis trade across CME, Binance, spot exchanges, and ETFs, as well as the maturation of bitcoin's market structure. Checkmate concludes that bitcoin exhibits textbook demand through established limit orders.

    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.

    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 853776

    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 #BitcoinCorrection #ETFInflows #CME #Binance #SpotExchanges #ETFs #MarketStructure #LimitOrders #Onchain #UTXO #CheckmateAnalysis #BitcoinRecovery #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #RiverBitcoin #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.

    Chapters:

    00:06:24 - Understanding Market Dynamics and Expectations
    00:11:55 - Market Correction and Volume Delta
    00:17:52 - Analysis of Market Structure and Behavior
    00:24:04 - ETF Behavior in Bull Markets
    00:30:24 - Basis Trading and Funding Rates
    00:36:31 - Bitcoin Basis Trading
    00:43:00 - Understanding Capital and Multiple Expansion
    00:48:53 - The Importance of Monitoring Less Sophisticated Actors
    00:54:55 - Helping Hodlers Make Better Decisions

    Subscribe to The Bitcoin Layer on Soundwise

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

    56 min
  • Bitcoin Update: $500 Million from BlackRock, 27% SPIKE in 2 Weeks, Credit Spread Analysis

    In this episode, Joe brings us a bitcoin update. We discuss bitcoin's resilience after the most eventful 2-week period in modern history, a remarkable $500-million inflow to BlackRock's bitcoin ETF on Monday, and more. He also discusses BlackRock and Fidelity taking 4th and 8th place in YTD inflows across all ETFs in US markets. With unprecedented demand from Wall Street and credit spreads still at cycle lows, all signals suggest that the bulk of bitcoin's bull run still has yet to begin.

    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://unchained.com/tbl?utm_campaig... and use code TBL for $100 off when you create an account.

    Subscribe and turn on notifications for TBL on YouTube.

    Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe
    Follow TBL on X: / thebitcoinlayer
    Subscribe to The Bitcoin Layer on your favorite podcast platform.
    Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
    Contribute to The Bitcoin Layer via Lightning Network: [email protected]

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

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

    Block Height 853624 #thebitcoinlayer

    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 #BitcoinUpdate #BitcoinResilience #BlackRockBitcoinETF #BitcoinInflows #ETFs #WallStreetDemand #CreditSpreads #BitcoinBullRun #Investment #FinancialMarkets #BitcoinAnalysis #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Learn #Teach #Teacher #Blockchain #Mining #BitcoinMining #macro

    Subscribe to The Bitcoin Layer on Soundwise

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

    19 min
  • Bitcoin & Macro Update: BTC Spikes 20%, US Strategic Asset, Measuring Liquidity

    In this episode, Nik brings us a markets update on bitcoin and traditional assets. We discuss the potential for bitcoin to become a strategic asset for the United States, BTC's 20% price pop after the early July selloff, and introduce our TBL Liquidity indicator to measure the world's monetary firepower. Nik also analyzes the latest moves in gold, oil, and Treasury yields.

    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://unchained.com/tbl?utm_campaig... and use code TBL for $100 off when you create an account.

    Subscribe and turn on notifications for TBL on YouTube.

    Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe
    Follow TBL on X: / thebitcoinlayer
    Subscribe to The Bitcoin Layer on your favorite podcast platform.
    Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
    Contribute to The Bitcoin Layer via Lightning Network: [email protected]

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

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

    Block Height 852923 #thebitcoinlayer

    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 #Bitcoin #StrategicAsset #BTC #PricePop #TBLIndicator #LiquidityIndicator #Gold #Oil #TreasuryYields #FinancialAnalysis #Bloomberg #Macroeconomic #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Learn #Teach #Teacher #Blockchain #Mining #BitcoinMining #macro

    Subscribe to The Bitcoin Layer on Soundwise

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

    24 min
  • Interest Rates Update: Get Ready To ReFi, Bitcoin Valuation

    In this episode, Nik brings us a timely update on the path of interest rates in the United States, including a look at Treasury yields and the yield curve, an exploration into the "Trump trade" of a yield curve steepener, the latest with Fed cut expectations, and some bitcoin valuation analysis. Make sure you get your mortgage refinance applications ready, as rates are coming down.

    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://unchained.com/tbl?utm_campaig... and use code TBL for $100 off when you create an account.

    Subscribe and turn on notifications for TBL on YouTube.

    Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe
    Follow TBL on X: / thebitcoinlayer
    Subscribe to The Bitcoin Layer on your favorite podcast platform.
    Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
    Contribute to The Bitcoin Layer via Lightning Network: [email protected]

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

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

    Block Height 852781 #thebitcoinlayer

    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 #InterestRates #TreasuryYields #YieldCurve #TrumpTrade #FedCutExpectations #BitcoinValuation #MortgageRefinance #GlobalEconomy #GlobalMacroUpdate #FedRateCuts #FederalReserve #TreasuryYields #StockMarket #BitcoinVolatility #CPIInflation #FallingRents #EconomicUpdate #MarketInsights #RateCuts #Inflation #StockStrength #MacroEconomics #FinancialMarkets #InterestRates #EconomicTrends #SeptemberRateCuts #MarketVolatility #Bloomberg #Macroeconomic #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Learn #Teach #Teacher #Blockchain #Mining #BitcoinMining #macro

    Chapters:

    00:00:00 - The Impact of Declining Interest Rates on Markets
    00:02:23 - The Dominant Risk: Unemployment
    00:04:43 - Bull Market for Treasuries
    00:07:08 - Predicting Lower Treasury Rates
    00:09:31 - Locking in a Lifetime Offer
    00:11:37 - The Trump Steepening Trade
    00:14:03 - Potential Interest Rate Cuts Before Christmas
    00:16:24 - The Relationship between Sofer Usage and the Market
    00:18:32 - Repo Markets and Bitcoin Valuation

    Subscribe to The Bitcoin Layer on Soundwise

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

    22 min
  • Interest Rates Update: Get Ready To ReFi, Bitcoin Valuation

    In this episode, Nik brings us a timely update on the path of interest rates in the United States, including a look at Treasury yields and the yield curve, an exploration into the "Trump trade" of a yield curve steepener, the latest with Fed cut expectations, and some bitcoin valuation analysis. Make sure you get your mortgage refinance applications ready, as rates are coming down.

    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://unchained.com/tbl?utm_campaig... and use code TBL for $100 off when you create an account.

    Subscribe and turn on notifications for TBL on YouTube.

    Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe
    Follow TBL on X: / thebitcoinlayer
    Subscribe to The Bitcoin Layer on your favorite podcast platform.
    Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
    Contribute to The Bitcoin Layer via Lightning Network: [email protected]

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

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

    Block Height 852781 #thebitcoinlayer

    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 #InterestRates #TreasuryYields #YieldCurve #TrumpTrade #FedCutExpectations #BitcoinValuation #MortgageRefinance #GlobalEconomy #GlobalMacroUpdate #FedRateCuts #FederalReserve #TreasuryYields #StockMarket #BitcoinVolatility #CPIInflation #FallingRents #EconomicUpdate #MarketInsights #RateCuts #Inflation #StockStrength #MacroEconomics #FinancialMarkets #InterestRates #EconomicTrends #SeptemberRateCuts #MarketVolatility #Bloomberg #Macroeconomic #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Learn #Teach #Teacher #Blockchain #Mining #BitcoinMining #macro

    Chapters:

    00:00:00 - Global Coordination of Central Bank Policies
    00:03:41 - Bitcoin Financial Services Unchained
    00:07:25 - The Market's Prediction of Rate Cuts
    00:10:54 - The Importance of Listening to Treasury Yields
    00:14:11 - The Lag of Policy Rates
    00:17:43 - Rate cuts and easing policy debates
    00:21:06 - The Stock Market Rally and its Impact on Bitcoin
    00:24:43 - The FED and Cutting Rates
    00:28:02 - The Relationship Between Treasury Yield and Funding

    Subscribe to The Bitcoin Layer on Soundwise

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

    22 min
  • Bitcoin Update: Trump & Vance Establish Pro-Bitcoin Presidential Ticket

    In this video, Joe discusses bitcoin's 2.5% pop following Saturday's assassination attempt and tragedy, and the 11% gain in the days since. Trump has been an outwardly pro-bitcoin candidate, stressing the importance of bitcoin self-custody and mining as a way to bolster U.S. energy independence. He walks through all of the positive statements Trump has made about BTC on the campaign trail. He also discusses JD Vance, the Senator that Trump has chosen for VP, and his pro-bitcoin policies enacted while in office, as well as his own personal bitcoin holdings. We indicate that while we should be skeptical of politicians, JD has put his money where his mouth is. Joe concludes by highlighting that the strong performance of bitcoin following Saturday's events is a preview of the environment for bitcoin's price if we get another 4-year Trump term come November.

    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://unchained.com/tbl?utm_campaig... and use code TBL for $100 off when you create an account.

    Subscribe and turn on notifications for TBL on YouTube.

    Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe
    Follow TBL on X: / thebitcoinlayer
    Subscribe to The Bitcoin Layer on your favorite podcast platform.
    Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
    Contribute to The Bitcoin Layer via Lightning Network: [email protected]

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

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

    Block Height 852492 #thebitcoinlayer

    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 #Bitcoin #BTC #BitcoinNews #BitcoinPrice #BitcoinUpdate #BitcoinMining #BitcoinSelfCustody #President #Pennsylvania #Trump #Trump2024 #JDVance #ProBitcoin #BitcoinPolitics #USPolitics #BitcoinGains #BitcoinMarket #BitcoinInvestment #BitcoinPerformance #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Learn #Teach #Teacher #Blockchain #Mining #BitcoinMining #macro

    Subscribe to The Bitcoin Layer on Soundwise

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

    20 min
  • Fed To CUT RATES In September

    In this episode, Nik delivers a global macro update focused on the Fed cutting rates in September. He explains why the Fed is now officially locked in on rate cuts, offers insights on the signal we gain from Treasury yields, touches on the strength in stocks and the volatility in bitcoin, and finishes with a recap of the latest CPI inflation release and the power of falling rents.

    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://unchained.com/tbl?utm_campaig... and use code TBL for $100 off when you create an account.

    Subscribe and turn on notifications for TBL on YouTube.

    Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe
    Follow TBL on X: / thebitcoinlayer
    Subscribe to The Bitcoin Layer on your favorite podcast platform.
    Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
    Contribute to The Bitcoin Layer via Lightning Network: [email protected]

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

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

    Block Height 851877 #thebitcoinlayer

    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 #GlobalEconomy #GlobalMacroUpdate #FedRateCuts #FederalReserve #TreasuryYields #StockMarket #BitcoinVolatility #CPIInflation #FallingRents #EconomicUpdate #MarketInsights #RateCuts #Inflation #StockStrength #MacroEconomics #FinancialMarkets #InterestRates #EconomicTrends #SeptemberRateCuts #MarketVolatility #Bloomberg #Macroeconomic #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Learn #Teach #Teacher #Blockchain #Mining #BitcoinMining #macro

    Subscribe to The Bitcoin Layer on Soundwise

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

    32 min
  • Property Rights, Capitalism, and Bitcoin with Saifedean Ammous

    In this episode, Nik is joined by author Saifedean Ammous for a masterclass on economics. Saifedean teaches us about the importance of property rights in a capitalistic system and why anti-capitalist rhetoric can be so dangerous. He also explains the role of bitcoin, allowing people to properly save instead of consume. Limited government, taxes, and privately-funded infrastructure are also discussed.

    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://unchained.com/tbl?utm_campaign=the-bitcoin-layer&utm_medium=affiliate&utm_source=podcast&utm_content=podcast-description and use code TBL for $100 off when you create an account.

    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.
    Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
    Contribute to The Bitcoin Layer via Lightning Network: [email protected]

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

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

    Block Height 851747 #TheBitcoinLayer

    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 #Economics #SaifedeanAmmous #PropertyRights #Capitalism #AntiCapitalism #Bitcoin #Savings #LimitedGovernment #Taxes #Infrastructure #EconomicMasterclass #FinancialEducation #CapitalisticSystem #PrivatelyFunded #NikPodcast #EconomicDiscussion #BitcoinSavings #GovernmentPolicy #MarketEconomics #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #RiverBitcoin #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

    Subscribe to The Bitcoin Layer on Soundwise

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

    53 min

About The Bitcoin Layer

From the publisher's feed

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

Best of The Bitcoin Layer

Ranked by our users in the last 21 days

More shows like The Bitcoin Layer

The Investor's Podcast (We Study Billionaires)  - The Investor’s Podcast Network by The Investor's Podcast Network

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

3,327 Listeners

Unchained by Laura Shin

Unchained

1,206 Listeners

TFTC: A Bitcoin Podcast by Marty Bent

TFTC: A Bitcoin Podcast

772 Listeners

The Peter McCormack Show by Peter McCormack

The Peter McCormack Show

2,194 Listeners

The Breakdown by Blockworks

The Breakdown

735 Listeners

The Pomp Podcast by Anthony Pompliano

The Pomp Podcast

1,832 Listeners

Bitcoin News Alerts | Daily BTC Macro Signal by Bitcoin News Alerts

Bitcoin News Alerts | Daily BTC Macro Signal

607 Listeners

What Bitcoin Did by Danny Knowles

What Bitcoin Did

280 Listeners

The Wolf Of All Streets by Scott Melker

The Wolf Of All Streets

234 Listeners

The "What is Money?" Show by Robert Breedlove

The "What is Money?" Show

649 Listeners

Natalie Brunell's Coin Stories by Natalie Brunell

Natalie Brunell's Coin Stories

440 Listeners

Raoul Pal: The Journey Man by Real Vision Podcast Network

Raoul Pal: The Journey Man

131 Listeners

Forward Guidance by Blockworks

Forward Guidance

263 Listeners

The Jack Mallers Show by Jack Mallers

The Jack Mallers Show

123 Listeners

Simply Bitcoin by Simply Bitcoin

Simply Bitcoin

102 Listeners