The Bitcoin Layer

In this episode, Nik brings us a global macro update, focusing on bitcoin's correlation with the stock market, the US government's intentions on inflation, and recent weak economic data. He presents 18 charts to recap an eventful week in currency markets, what was said at the FOMC meeting and Jerome Powell press conference, and the latest US Treasury deficit funding needs.

The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy.

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

Block Height 841960 #thebitcoinlayer

Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc

#TheBitcoinLayer #NikBhatia #JoeConsorti #GlobalMacroUpdate #BitcoinCorrelation #StockMarket #USGovernment #Inflation #EconomicData #CurrencyMarkets #FOMCMeeting #JeromePowell #USATreasury #DeficitFunding #FinancialNews #MarketAnalysis #MacroEconomics #YouTubeFinance #InvestingInsights #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

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

In this episode, Nik is joined by international economist and Copenhagen Business School professor Lars Christensen. Lars presents a masterclass on foreign exchange rates, currency movements, and the international monetary system. The audience will learn about secular shifts in the Japanese economy driving currency devaluation, China's predicament of below-trend growth, why the AI revolution is boosting the natural growth rate in the United States, and how the global economy will be impacted by it all.

Follow Lars Writing: https://marketmonetarist.com/

The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy.

Subscribe and turn on notifications for TBL on YouTube.

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

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Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc

#TheBitcoinLayer #NikBhatia #Economics #ForeignExchange #CurrencyMovements #InternationalMonetarySystem #JapaneseEconomy #CurrencyDevaluation #ChinaEconomy #GrowthTrends #AIRevolution #USGrowth #GlobalEconomy #EconomicAnalysis #FinancialEducation #EconomicTrends #EconomicOutlook #Economics101 #Currency #GlobalEconomy #Japan #China #US #AI #Growth #Finance #EconomicImpact #LearnEconomics #FinancialEducation #EconomicTrends #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

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

In this episode, Nik breaks down the current devaluation of the Japanese yen. With a 27% decline since the beginning of 2022, the weakening yen is a policy decision by the government to attempt to inflate away its debt. Nik goes through charts on Japan's debt to GDP, speculates on whether this move is influenced by the United States in an effort to impact China's economy, and concludes with a chart of bitcoin priced in JPY.

The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy.

Subscribe and turn on notifications for TBL on YouTube.

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

Block Height 841555 #thebitcoinlayer

Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc

#TheBitcoinLayer #NikBhatia #JoeConsorti #JapaneseYen #CurrencyDevaluation #EconomicPolicy #GovernmentDecisions #DebtInflation #USDvsJPY #GlobalEconomy #USInfluence #ChinaEconomy #Bitcoin #BTCJPY #FinanceAnalysis #MarketTrends #EconomicImpact #JapanEconomy #CurrencyDevaluation #GovernmentPolicy #DebtCrisis #USDollar #ChinaImpact #BitcoinPrice #FinanceInsights #MarketAnalysis #EconomicTrends #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.

In this episode, Nik brings us a global macro update to discuss recent weakness in stocks and bitcoin, and looks ahead to next week Treasury's quarterly refunding announcement. With over 30 charts from inflation to the economy to asset markets, Nik shares his analysis on the stocks/bitcoin correlation, the Fed's mistakes around rhetoric and financial conditions, and the dangers stemming from a significant devaluation of the Japanese yen.

The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy.

Subscribe and turn on notifications for TBL on YouTube.

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

Block Height 841017 #thebitcoinlayer

Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc

#TheBitcoinLayer #NikBhatia #JoeConsorti #GlobalMacroUpdate #StockMarketAnalysis #BitcoinAnalysis #TreasuryRefunding #InflationData #EconomicIndicators #AssetMarkets #FedAnalysis #FinancialConditions #StockBitcoinCorrelation #JapaneseYenDevaluation #MarketInsights #EconomicAnalysis #FinancialNews #MarketTrends #InvestmentStrategy #FinancialAnalysis #MarketVolatility #EconomicOutlook #FedPolicy #AssetAllocation #MarketResearch #InvestorInsights #GlobalMacro #Stocks #Bitcoin #Treasury #Inflation #Economy #Markets #Fed #Yen #Analysis #Charts #Finance #Investing #Trends #Insights #Update #News #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

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

In this episode, Nik is joined by veteran investor Craig Shapiro to discuss the US Treasury debt market and what it means for the global monetary system, gold, and bitcoin. Craig explains what to look for during next week's FOMC meeting and Treasury refunding announcement, and how the balance between Treasury bills and coupons affects risk markets. He also dissects double speak out of the Fed on financial conditions and provides an epic rant on the case for bitcoin in today's global setting.

Follow Craig's Writing: https://laductrading.com/pricing/ref/10/

The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy.

Subscribe and turn on notifications for TBL on YouTube.

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

Block Height 840738 #thebitcoinlayer

Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc

#TheBitcoinLayer #NikBhatia #Gold #TreasuryDebtMarket #GlobalMonetarySystem #GoldMarket #BitcoinAnalysis #FOMCMeeting #TreasuryRefunding #RiskMarkets #FedSpeak #FinancialConditions #BitcoinCase #InvestmentInsights #FinancialAnalysis #MonetaryPolicy #MarketAnalysis #EconomicOutlook #InvestmentStrategy #FinancialMarkets #TreasuryBonds #BitcoinInvestment #EconomicPolicy #MarketTrends #FinancialNews #InvestorDiscussion #MarketInsights #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

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

In this episode, Nik is joined by Jack Farley, host of the Forward Guidance podcast. Jack and Nik discuss their favorite books on finance and global macroeconomics. From banking history to financial markets to science fiction, Jack discusses what he loved about each book and inquires about Nik's background as a money markets and Treasury repo trader. Books and authors mentioned during this recording:

Lords of Finance by Liaquat Ahamed

The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy.

Subscribe and turn on notifications for TBL on YouTube.

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

Block Height 840573 #TheBitcoinLayer

Contribute to The Bitcoin Layer via Lightning Network: [email protected]

Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc

#TheBitcoinLayer #NikBhatia #FinanceBooks #MacroEconomics #BankingHistory #FinancialMarkets #ScienceFictionBooks #BookRecommendations #FinancialLiterature #GlobalEconomics #MoneyMarkets #TreasuryRepo #PodcastDiscussion #BookLovers #FinancialEducation #InvestmentBooks #EconomicReading #FinancialPodcast #BookTalk #FinancePodcast #FinancialAnalysis #EconomicInsights #InvestmentReading #MarketAnalysis #BookReviews #FinancialPodcasting #MacroAnalysis #InvestmentTips #EconomicBooks #FinancialKnowledge #ReadingList #InvestorEducation #FinancePodcasts #EconomicDiscussion #FinanceCommunity #BookDiscussion #EconomicPodcasts #FinancialInnovation #MarketTrends #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.

In this episode, Nik Bhatia and Ritik Goyal present an in-depth graduate seminar on money creation. With over a dozen examples of monetary operations, watch this episode to learn how money is created by banks, the relationship between banks and central banks, the interaction between reserves and deposits, and an overview of repo. For those looking for over an hour of balance sheet mechanics and T-chart examples, this episode is for you. Grab your pens and pencils!

The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy.

Subscribe and turn on notifications for TBL on YouTube.

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

Block Height 840408 #TheBitcoinLayer

Contribute to The Bitcoin Layer via Lightning Network: [email protected]

Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc

#TheBitcoinLayer #NikBhatia #MoneyCreation #BankingSystem #CentralBanks #Reserves #Deposits #RepoMarket #BalanceSheetMechanics #FinancialEducation #MonetaryOperations #TChartExamples #GraduateSeminar #FinancialLiteracy #EconomicEducation #MoneyManagement #InvestingEducation #FinanceSeminar #BankingEducation #FinancialSeminar #EconomicSeminar #MonetaryPolicy #FinancialMarkets #EconomicAnalysis #BankingStructure #MoneySupply #FinancialInstitutions #InvestmentStrategies #MarketSignals #FinancialTheory #FinancialManagement #EconomicPolicy #FinancialModels #MoneyFlow #BankingRegulations #MoneyManagementTips #FinancialPlanning #EconomicTheory #FinancialSystems #RepoOperations #BankingRelationships #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.

In this episode, Nik is joined by bitcoin analyst Checkmate. In a brilliant overview of measuring bitcoin price and determining cycle position, Checkmate breaks down bitcoin's novel price performance relative to traditional assets, closely examines the current round of selling at $70,000, and most importantly tells us exactly what to look for in order to identify the legitimate end of this bull market. Learn why he doesn't believe the current market is "top heavy."

The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy.

Subscribe and turn on notifications for TBL on YouTube.

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

Block Height 839981 #TheBitcoinLayer

Contribute to The Bitcoin Layer via Lightning Network: [email protected]

Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc

#TheBitcoinLayer #NikBhatia #Checkmate #BitcoinHalving2024 #BitcoinHalving #Halving #OnChainAnalysis #BitcoinOnChain #BlockchainAnalytics #BitcoinMetrics #NetworkData #BitcoinTransactions #TransactionAnalysis #BitcoinFundamentals #OnChainMetrics #BTCAnalytics #BlockchainInsights #BitcoinData #NetworkMetrics #BlockchainResearch #BitcoinAnalysis #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

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

In this episode, Nik is joined by veteran investor and former Goldman Sachs commodities trader Michael Kao. Michael explains the case for an upcoming currency war and competitive devaluation starting in Japan with a weakening yen. In this fantastic overview of the global monetary system's game theory, learn as Michael breaks down the decision trees for Japan, China, the ECB, & Janet Yellen and the US Treasury.

The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy.

Subscribe and turn on notifications for TBL on YouTube.

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

Block Height 839819 #TheBitcoinLayer

Contribute to The Bitcoin Layer via Lightning Network: [email protected]

Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc

#TheBitcoinLayer #NikBhatia #CurrencyWar #GlobalEconomy #MonetaryPolicy #JapanEconomy #YenDevaluation #GameTheory #ECB #JanetYellen #USMonetaryPolicy #CommoditiesTrading #GoldmanSachs #CurrencyStrategy #FinancialMarkets #EconomicAnalysis #CentralBanks #TradePolicy #MacroEconomics #InvestmentStrategy #ForexTrading #CommodityMarkets #FinancialAnalysis #YenWeakness #TradeWar #GlobalTrade #QuantitativeEasing #AssetAllocation #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

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

In this episode, Joe sits down with Felix Maradiaga, the leader of the Nicaraguan Opposition Party, Human Rights Defender, and 2024 Nobel Peace Prize Nominee. Live at the 2nd Annual Bitcoin Policy Summit hosted by the Bitcoin Policy Institute, Felix discusses financial repression in Nicaragua, the modern threat of techno-dictatorships, and how bitcoin functions as the apex tool for advancing financial freedom globally.

Follow the Bitcoin Policy Institute on X (@)btcpolicyorg

The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy.

Subscribe and turn on notifications for TBL on YouTube.

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

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Contribute to The Bitcoin Layer via Lightning Network: [email protected]

Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc

#TheBitcoinLayer #NikBhatia #JoeConsorti #Nicaragua #OppositionParty #HumanRights #FinancialFreedom #TechnoDictatorships #NobelPeacePrize #BitcoinPolicySummit #BitcoinPolicyInstitute #FelixMaradiaga #BitcoinSummit #PoliticalActivism #FreedomOfSpeech #GlobalIssues #HumanRightsDefender #PeacePrizeNominee #DigitalCurrency #Democracy #PoliticalChange #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

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