In this global macro update, Nik asks whether bitcoin has finally bottomed after tagging 58k and reclaiming 60,000. He walks through the bullish divergences forming on bitcoin's daily and weekly charts, why a grinding-higher dollar has been weighing on liquidity and bitcoin all year, and why he now sees Asia, particularly yen and Korean won weakness, as the most likely spot for trouble. Nik also covers new Fed chair Kevin Warsh and his read that Warsh is playing junior to Scott Bessent on taming volatility, the state of Michael Saylor's STRC dividend and MSTR, and what TBL liquidity is signaling now
 The Bitcoin Layer and its guests do not provide investment advice.

In this global macro update, Nik asks whether bitcoin has finally bottomed after tagging 58k and reclaiming 60,000. He walks through the bullish divergences forming on bitcoin's daily and weekly charts, why a grinding-higher dollar has been weighing on liquidity and bitcoin all year, and why he now sees Asia, particularly yen and Korean won weakness, as the most likely spot for trouble. Nik also covers new Fed chair Kevin Warsh and his read that Warsh is playing junior to Scott Bessent on taming volatility, the state of Michael Saylor's STRC dividend and MSTR, and what TBL liquidity is signaling now The Bitcoin Layer and its guests do not provide investment advice.

This is the Most Bitcoin I Have Ever Bought

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

Featuring Nik Bhatia, author of the #1 Amazon bestseller Layered Money and USC Marshall School of Business professor.

Subscribe to our research publication and YouTube channel to learn about global macroeconomics, bitcoin, Lightning Network, the monetary and financial system, the Federal Reserve, interest rates, and geopolitics. Most importantly, develop a framework for understanding global markets—connect the dots between economic and financial concepts to see the bigger picture. Look no further for your bitcoin and macro education!

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The Bitcoin Layer is a premium markets research provider, covering bitcoin through a global macro lens | Research, Analysis, & Education Featuring Nik Bhatia, author of the #1 Amazon bestseller Layered Money and USC Marshall School of Business professor. Subscribe to our research publication and YouTube channel to learn about global macroeconomics, bitcoin, Lightning Network, the monetary and financial system, the Federal Reserve, interest rates, and geopolitics. Most importantly, develop a framework for understanding global markets—connect the dots between economic and financial concepts to see the bigger picture. Look no further for your bitcoin and macro education!

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

Featuring Nik Bhatia, author of the #1 Amazon bestseller Layered Money and USC Marshall School of Business professor.

Subscribe to our research publication and YouTube channel to learn about global macroeconomics, bitcoin, Lightning Network, the monetary and financial system, the Federal Reserve, interest rates, and geopolitics. Most importantly, develop a framework for understanding global markets—connect the dots between economic and financial concepts to see the bigger picture. Look no further for your bitcoin and macro education!

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This is the Most Bitcoin I Have Ever Bought

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