Afleveringen
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In this episode, Nik decodes the Fed’s strategy as Bitcoin surges on the central bank’s decision to slow QT while maintaining its commitment to rate cuts. He breaks down what the Fed’s decision means for liquidity, why banks are holding onto reserves, and how this shift impacts risk assets. Nik also unpacks the latest moves in global bond markets, with Japanese and German yields spiking while U.S. Treasuries remain supported. With TBL’s proprietary liquidity metrics providing key insights, he connects the dots across Bitcoin, stocks, bonds, and global flow to assess what’s next for markets.
📚 Bitcoin Age is here, order yours today: https://a.co/d/5gau08H
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
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Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
Chapters:
00:00:00 Bitcoin Surges as Fed Adjusts Economic Policy
00:03:25 Enhancing Bitcoin Security: The Importance of Seed Phrase Protection
00:07:36 Understanding the September 2019 Repo Crisis
00:10:44 Jerome Powell's Comments on Money Market and QT
00:14:11 Understanding Bank Capitalization and Reserves
00:17:46 Bitcoin's Price Surge and Fed's Impact
00:21:22 Impact of Mortgage Basis on US Economy
00:25:12 Impact of Tariffs on Inflation
00:29:00 Japan's Bond Market Crisis
The Bitcoin Layer and its guests do not provide investment advice.
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In this global macro update, Nik analyzes the latest economic data and market moves, from recession fears and falling stock prices to Bitcoin’s rebound. He breaks down the drop in consumer sentiment, the wealth effect’s impact on spending, and the yield curve’s steepening as markets price in rate cuts. With Treasury yields falling and gold hitting $3,000, he examines liquidity conditions and shifting inflation expectations. Nik wraps up with Bitcoin’s technical and on-chain indicators, assessing what the latest price action signals for the market ahead.
📚 Bitcoin Age is here, order yours today: https://thebitcoinlayer.com/bitcoinage
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
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Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
Chapters:
00:00:00 Understanding Market Volatility and Recession Fears
00:03:52 Current State of the US Economy and Consumer Sentiment
00:07:36 FED Rate Cuts Expected in 2025
00:11:26 Global Monetary Shifts and China's Gold Strategy
00:14:58 Understanding US Treasury Yields and Market Expectations
00:18:34 Understanding the US Treasury Deficit and Market Impact
00:22:15 Understanding the MOVE Index and Its Impact on Risk Assets
00:26:07 The Impact of Bond Volatility on Market Dynamics
00:29:44 Economic Slowdown and Its Impact on Inflation
The Bitcoin Layer and its guests do not provide investment advice.
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Zijn er afleveringen die ontbreken?
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In this episode, Nik welcomes Vaughn Kellerman of Sound Advisory to discuss financial planning for Bitcoin holders. With Bitcoin’s fixed supply of 21 million, they explore strategies for managing taxes, estate planning, and retirement while minimizing risk. Vaughn breaks down tax-efficient selling, inheritance planning, and portfolio structuring to balance Bitcoin with traditional assets. They also cover capital gains, multi-bucket tax planning, and charitable giving, outlining practical steps to preserve wealth and ensure a seamless transfer of assets.
📚 Bitcoin Age is here, order yours today: https://www.amazon.com/Bitcoin-Age-Nik-Bhatia-ebook/dp/B0DZY38QR1
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube.
📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe
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📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer
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⚡ Contribute to The Bitcoin Layer via Lightning Network: [email protected]
Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
Chapters:
00:00:00 Navigating Bitcoin Investment with Sound Advisory
00:03:32 Strategies for Tax Planning with Bitcoin
00:06:38 Importance of Seeking Professional Financial Advice
00:10:14 Navigating Bitcoin Tax Implications
00:13:31 The Role of Estate Planning in Financial Security
00:16:39 ETF Strategies for Bitcoin Investors
00:20:27 Fiduciary Duty and Bitcoin Investment Strategy
00:23:42 The Epiphany on Bitcoin's Scarcity and Value
00:27:23 The Scarcity of Bitcoin Compared to Gold
The Bitcoin Layer and its guests do not provide investment advice.
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In this episode, Nik welcomes back Michael Howell, founder of CrossBorder Capital and author of Capital Wars, to discuss global liquidity and the mounting case for a U.S. gold revaluation. Howell explains why M2 is outdated, highlighting the shift to asset-based liquidity as a better market gauge. They explore the U.S. debt spiral, pressure on the Fed to resume QE, and China’s role in shaping liquidity. Howell also examines how a gold revaluation could inject much-needed liquidity into the system as debt levels surge. With tightening financial conditions and shifting risk appetite, this conversation unpacks why liquidity—not interest rates—drives markets.
📚 Bitcoin Age is here, pre-order yours today: https://www.amazon.com/dp/B0DQK2RQ5J
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube.
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Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
The Bitcoin Layer and its guests do not provide investment advice.
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In this episode, Nik sits down with Matt Pines, the new Executive Director of the Bitcoin Policy Institute, to discuss the U.S. government's evolving Bitcoin strategy. They break down the push for a Bitcoin strategic reserve, the political forces shaping policy, and why Bitcoin is essential for economic resilience. Matt explains how government agencies are aligning on Bitcoin’s role, the potential for funding through gold revaluation, and the broader geopolitical stakes. With Bitcoin at the center of financial and policy debates, this conversation highlights how the U.S. is positioning for a Bitcoin-backed future.
📚 Bitcoin Age is here, pre-order yours today: https://www.amazon.com/dp/B0DQK2RQ5J
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube.
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Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
The Bitcoin Layer and its guests do not provide investment advice.
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📚 Bitcoin Age is available for pre-order now: https://www.amazon.com/dp/B0DQK2RQ5J
The Bitcoin Layer and its guests do not provide investment advice.
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In this episode, Nik delivers a global macro update as Bitcoin tumbles over 12% this week, down more than 20% from all-time highs. He breaks down the drivers behind this pullback, from shifting risk sentiment to key technical levels, and what it means for the broader market. Nik also unpacks the latest stock market weakness, the sharp drop in Treasury yields, and emerging policy signals from the White House. With TBL’s proprietary metric providing critical insights, he connects the dots across Bitcoin, stocks, bonds, and global liquidity to assess what’s next for markets.
📚 Bitcoin Age is available for pre-order now: https://www.amazon.com/dp/B0DQK2RQ5J
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube.
📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe
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📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer
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Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
The Bitcoin Layer and its guests do not provide investment advice.
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Bitcoin Age is available for pre-order now: https://www.amazon.com/dp/B0DQK2RQ5J
The Bitcoin Layer and its guests do not provide investment advice.
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In this episode, Nik delivers a global macro update as Bitcoin coils for its next major move, with key indicators flashing signals of imminent volatility. He analyzes Bitcoin’s price action relative to its 200-day moving average and short-term holder realized price, revealing why the market is primed for expansion. Nik examines ETF-driven on-chain movements, breaking down how institutional flows are reshaping liquidity and driving demand. With TBL’s proprietary metric signaling a supportive environment, he connects the dots across stocks, bonds, and commodities, explaining why macro conditions are setting up for Bitcoin’s breakout.
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube.
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Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
The Bitcoin Layer and its guests do not provide investment advice.
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In this episode, Nik explores the growing movement among U.S. states to establish strategic Bitcoin reserves, with 20 proposed bills representing up to $23 billion in potential Bitcoin purchases. He breaks down the states pushing these initiatives, the legislative progress of key bills, and the impact of these reserves on state budgets and pension funds. The discussion moves to the broader implications of government Bitcoin adoption, the limited daily supply available, and how these purchases could drive significant price pressure. Closing with insights on global adoption, Nik examines how Bitcoin reserve strategies are spreading beyond the U.S., with signs of interest from Japan, Russia, and other nations.
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
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Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
The Bitcoin Layer and its guests do not provide investment advice.
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In this episode, Nik unveils a bold idea to split the U.S. dollar, separating the eurodollar system from a new national currency. Before diving in, he breaks down key economic shifts shaping Bitcoin, including the administration’s focus on productivity, deregulation, and credit expansion. The discussion moves to government efficiency, Elon Musk’s audit of federal spending, and how cutting waste could strengthen the Treasury market. Nik then examines the push to eliminate the IRS, the sovereign wealth fund as a potential revenue source, and Bitcoin’s role in this new framework. Closing with his dollar split concept, he explores how a new national currency could break free from the Fed’s global banking system, redefining America’s financial future.
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
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Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
The Bitcoin Layer and its guests do not provide investment advice.
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In this episode, Nik answers questions from Augustine Carrasco, TBL’s own researcher, on U.S. Treasuries, sovereign wealth, and Bitcoin’s role in government reserves. Nik breaks down the Treasury market’s size, liquidity, and the need for continuous debt issuance, explaining how deficits, interest rates, and market demand shape economic policy. The discussion moves to tariffs, their impact on inflation, and whether ISM manufacturing’s rise signals inflationary pressures. Augustine asks if tariffs are meant to restore U.S. manufacturing, while Nik argues they are driven by geopolitical strategy. Turning to the sovereign wealth fund, Nik examines its ties to China, the risks of moral hazard, and whether Bitcoin could play a role as a strategic reserve in a rapidly shifting global financial order.
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
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Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
The Bitcoin Layer and its guests do not provide investment advice.
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In this episode, Nik unpacks one of the most seismic shifts in U.S. economic history—the creation of America’s first sovereign wealth fund. He analyzes what this means for national investment strategy, why it represents a fundamental break from past economic policy, and how it could serve as the ultimate vehicle for Bitcoin accumulation and infrastructure investment. With policymakers already exploring a strategic Bitcoin reserve, Nik examines whether this fund could be the mechanism to bring Bitcoin onto the U.S. balance sheet, following the playbook of energy-rich sovereign wealth funds like Norway and the UAE. He also explores the broader economic and geopolitical implications, from trade war tensions to a potential restructuring of the U.S. financial system—and what this means for markets, investors, and Bitcoin’s future.
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
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Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
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The Bitcoin Layer and its guests do not provide investment advice.
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In this episode, Nik Bhatia sits down with TBL’s correspondent in Africa, Noelyne Sumba, for an in-depth look at Bitcoin adoption across Africa, from thriving circular economies to major mining developments. Noelyne shares insights from her trip to South Africa, where Bitcoin-friendly communities are boosting local economies and major retailers are adopting BTC. The discussion moves to Ethiopia’s expanding hydro-powered mining sector and Kenya’s shifting stance on digital assets, setting the stage for a broader look at Tether’s role as a financial lifeline, Bitcoin’s impact on energy infrastructure, and the growing influence of U.S. policy on African adoption. As adoption and regulation evolve, Bitcoin’s influence across the continent continues to grow.
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
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The Bitcoin Layer and its guests do not provide investment advice.
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In this episode, Nik Bhatia and Eric Wallerstein analyze the complexities of the current US economy, examining key factors shaping market trends, monetary policy, and Bitcoin's evolving role. They break down stock market dynamics, the Federal Reserve's potential path for interest rates, and treasury yields. The discussion also highlights the transformative ® and its implications for equity markets. Additionally, they examine the dollar's position in global trade, assess China’s economic struggles, and consider how potential US-China trade negotiations might unfold in this shifting macroeconomic environment.
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
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Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
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The Bitcoin Layer and its guests do not provide investment advice.
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In this episode, Nik breaks down the latest Fed meeting and Jerome Powell’s statement that banks are free to serve crypto customers—sending Bitcoin higher and fueling a major shift in policy. With the Fed holding rates steady and signaling no appetite for further hikes, markets are taking note. Nik explains why stable bond volatility, a cooling dollar, and the broader liquidity picture are creating a strong setup for Bitcoin. As regulatory barriers ease and discussions around a Strategic Bitcoin Reserve escalate, Bitcoin is becoming impossible to ignore in U.S. financial policy.
Read Caitlin's latest piece: https://caitlin-long.com/how-to-keep-bitcoin-strategic-reserve-from-morphing-into-a-bailout-fund/
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
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The Bitcoin Layer and its guests do not provide investment advice.
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In this episode, Nik sits back down with David Zell, co-founder of the Bitcoin Policy Institute, to discuss the latest developments in Bitcoin’s intersection with U.S. policy and global influence. They begin with Ross Ulbricht’s release, a victory that highlights the political momentum of Bitcoin advocates, and the recent executive order that acknowledges Bitcoin as freedom technology. David dives into the challenges posed by Ripple’s lobbying efforts and why securing an SBR is critical for America to support innovation, signal leadership in freedom technology, and remain competitive on the global stage.
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
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The Bitcoin Layer and its guests do not provide investment advice.
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In this episode, Nik and Augustine sit down with Ken Sim, the mayor of Vancouver, to discuss his transformation from a Bitcoin skeptic to a passionate advocate. Ken shares his vision for making Vancouver a Bitcoin-friendly city, highlighting Bitcoin's role in addressing economic challenges like affordability and currency debasement. The conversation explores the motion to integrate Bitcoin into the city’s framework, the importance of community engagement and education, and how Bitcoin's finite nature can stabilize Vancouver's financial future. Ken also touches on the vibrant Bitcoin community in Vancouver and the potential for Bitcoin to attract businesses, driving economic growth and innovation.
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
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The Bitcoin Layer and its guests do not provide investment advice.
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In this episode, Nik critiques BlackRock’s recent recommendation of a 2% Bitcoin allocation and explains why this approach undermines the potential of Bitcoin as a transformative asset. He explores traditional portfolio management concepts like the 60/40 allocation and how they fall short in today’s economic landscape. Nik dives into Bitcoin’s historical performance, highlighting how long-term holders have seen exponential returns, while emphasizing the critical role of volatility in determining allocation strategies. By connecting these ideas to broader macroeconomic themes like inflation, bond volatility, and institutional adoption, Nik outlines why Bitcoin is reshaping the rules of portfolio management in an era of financial innovation.
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
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The Bitcoin Layer and its guests do not provide investment advice.
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In this episode, Nik examines Donald Trump’s first day back in the White House, where no announcements were made about a Strategic Bitcoin Reserve or clemency for Ross Ulbricht, leaving Bitcoiners wondering what’s next for the administration’s crypto agenda. Nik explores how Trump’s energy policy, hiring freeze, and broader economic agenda could still pave the way for Bitcoin’s long-term success. He analyzes Bitcoin’s price action at $102,000, the curious rise of Trump-themed meme coins, and the market’s path dependency as it heads toward the next major bull phase. With insights into liquidity conditions, credit expansion, and Bitcoin’s growing strategic importance, this episode charts how Bitcoin’s bull case remains intact despite a quiet start from the new administration.
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
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❗ The Bitcoin Layer and its guests do not provide investment advice.
The Bitcoin Layer and its guests do not provide investment advice.
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