The Bitcoin Layer
The Bitcoin Layer
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. Have you always been interested in how global markets function but are frustrated by how confusing it all is? 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...
Bitcoin Will Survive, But Crypto Will Not - Monthly Markets Recap
12/1/2022 • 15m
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik breaks down the current turbulent macro environment. As bitcoin has drawn down more than 75% for the fifth time in its life, and "crypto" companies fall into insolvency like a chain of dominoes, we're more confident than ever that moving into this global growth slowdown, bitcoin will survive, but all of crypto will not. New YouTube videos every Wednesday and Friday. New Substack posts every Tuesday, Thursday & Saturday. Thanks to our Sponsor! VOLTAGE: https://TheBitcoinLayer.com/voltage Subscribe...
Bitcoin & The Austrian School of Economics with Peter St. Onge | The Bitcoin Layer
11/20/2022 • 51m
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. Joe sits down with Peter St. Onge, an economist at the Heritage Foundation. In this episode, Peter discusses the Austrian School of Economics, its view on hard money, why bitcoin fits that bill, and central bank distortions. Follow Peter on Twitter: https://twitter.com/profstonge New YouTube videos every Wednesday and Friday. New Substack posts every Tuesday, Thursday & Saturday. Thanks to our Sponsor! VOLTAGE: https://TheBitcoinLayer.com/voltage Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.com Follow TBL on Twitter...
Bitcoin & The Austrian School of Economics with Peter St. Onge | The Bitcoin Layer
11/20/2022 • 51m
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. Joe sits down with Peter St. Onge, an economist at the Heritage Foundation. In this episode, Peter discusses the Austrian School of Economics, its view on hard money, why bitcoin fits that bill, and central bank distortions. Follow Peter on Twitter: https://twitter.com/profstonge New YouTube videos every Wednesday and Friday. New Substack posts every Tuesday, Thursday & Saturday. Thanks to our Sponsor! VOLTAGE: https://TheBitcoinLayer.com/voltage Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.com Follow TBL on Twitter...
Bitcoin & The US Debt Problem with James Lavish | The Bitcoin Layer
11/18/2022 • 54m
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. James Lavish is a hedge fund manager, chartered financial analyst, co-founder of Looking Glass Edu, and the author of the popular The Informationist Newsletter at jameslavish.substack.com. In this episode, James discusses the pivotal books which lead him on his journey to bitcoin, the issue of central banks becoming the marginal buyer of their own sovereign debt and currencies, the United States debt problem, and the bitcoin of it all. Follow James on Twitter: https://twitter.com...
Binance Speculatively Attacked FTX Into Insolvency
11/11/2022 • 15m
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Joe breaks down the FTX situation start to finish. From the vaporware FTT token being used as collateral for real liabilities, to Binance's public declaration of sale which drove spot and derivatives selling pressure, to the ultimate admittance of insolvency and capitulation of FTX. New YouTube videos every Wednesday and Friday. New Substack posts every Tuesday, Thursday & Saturday. Thanks to our Sponsor! VOLTAGE: https://TheBitcoinLayer.com/voltage Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.com Follow TBL...
China, Energy, and Deglobalization with Jacob Shapiro | The Bitcoin Layer
11/10/2022 • 50m
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. Jacob Shapiro is the Director of Geopolitics at Cognitive Investments. In this episode, he discusses the European energy situation, and the geopolitical landscape encompassing deglobalization and China. Follow Jacob on Twitter: https://twitter.com/JacobShap New YouTube videos every Wednesday and Friday. New Substack posts every Tuesday, Thursday & Saturday. Thanks to our Sponsor! VOLTAGE: https://TheBitcoinLayer.com/voltage Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.com Follow TBL on Twitter: https://twitter.com/TheBitcoinLayer Follow TBL on LinkedIn: https://linkedin...
The Long-Term Debt Cycle, Bitcoin, and the Shaky Macro Landscape with TXMC | The Bitcoin Layer
11/5/2022 • 1hr 6m
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. TXMC is a data-visualization expert and markets researcher, host of Alpha Beta Soup, on Twitter @TXMCtrades. In this episode, he discusses pivotal books, the long-term debt cycle, bitcoin, and the current macro and geopolitical landscape. Follow Santiago Capital on Twitter: https://twitter.com/SantiagoAuFund New YouTube videos every Wednesday and Friday. New Substack posts every Tuesday, Thursday & Saturday. Thanks to our Sponsor! VOLTAGE: https://TheBitcoinLayer.com/voltage Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.com Follow TBL on Twitter: https...
FOMC Live Discussion: Another 75 Basis Points, Fed Speak Shift, Slowdown to a Pause In Sight?
11/3/2022 • 1hr 4m
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik & Joe breakdown the markets reaction to the FOMC decision to hike another 75 basis points. What did the Fed say differently, what does the path for monetary policy look like going into Q4, and when will we see the real regime change for markets? Follow Santiago Capital on Twitter: https://twitter.com/SantiagoAuFund New YouTube videos every Wednesday and Friday. New Substack posts every Tuesday, Thursday & Saturday. Thanks to our Sponsor! VOLTAGE: https://TheBitcoinLayer.com/voltage Subscribe to...
Daily Cup of Joe ☕ | Markets & Macro
10/31/2022 • 0m
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Daily Cup of Joe ☕ | Markets & Macro
10/28/2022 • 0m
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Eurodollar System: A Game Of Musical Chairs with Brent Johnson | The Bitcoin Layer
10/28/2022 • 49m
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. Brent Johnson is the CEO of Santiago Capital, which offers portfolio management and advisory services. In this episode, Brent explains his Dollar Milkshake Theory, and why the Eurodollar system is a global game of musical chairs. Follow Santiago Capital on Twitter: https://twitter.com/SantiagoAuFund New YouTube videos every Wednesday and Friday. New Substack posts every Tuesday, Thursday & Saturday. Thanks to our Sponsor! VOLTAGE: https://TheBitcoinLayer.com/voltage Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.com Follow TBL on Twitter...
Daily Cup of Joe ☕ | Markets & Macro
10/27/2022 • 0m
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Is the US Federal Reserve At War With European Banks?
10/27/2022 • 11m
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik discusses the premise that Jerome Powell and the US Federal Reserve are attempting to reclaim dollar monetary policy away from European banks. New YouTube videos every Wednesday and Friday. New Substack posts every Tuesday and Thursday. Thanks to our Sponsor! VOLTAGE: https://TheBitcoinLayer.com/voltage Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.com Follow TBL on Twitter: https://twitter.com/TheBitcoinLayer Follow TBL on LinkedIn: https://linkedin.com/company/TheBitcoinLayer Follow TBL on Instagram: https://instagram...
Daily Cup of Joe ☕ | Markets & Macro
10/27/2022 • 1m
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Daily Cup of Joe ☕ | Markets & Macro
10/26/2022 • 1m
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Daily Cup of Joe ☕ | Markets & Macro
10/25/2022 • 0m
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Daily Cup of Joe ☕ | Markets & Macro
10/24/2022 • 0m
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Daily Cup of Joe ☕ | Markets & Macro
10/21/2022 • 0m
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Bitcoin As Property: What Perfection Looks Like with Michael Saylor | The Bitcoin Layer
10/21/2022 • 55m
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. Michael Saylor is the Executive Chairman of MicroStrategy, a publicly traded business intelligence firm he founded in 1989. He founded and serves as trustee for the Saylor Academy, saylor.org, a non-profit organization that has provided free education to over 1 million students. He is an advocate for the Bitcoin Standard (hope.com). In this episode, he delivers a comprehensive and scathing rebuke of real estate as a store of value, and lays out his case for why bitcoin will demonetize it. Follow...
Daily Cup of Joe ☕ | Markets & Macro
10/20/2022 • 0m
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China, Taiwan & The Economic War with Matthew Pines | The Bitcoin Layer
10/20/2022 • 51m
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. Matthew Pines is a Managing Consultant at Krebs Stamos Group, where he advises on geopolitics, tech security, and business strategy. He is also a National Security Fellow at the Bitcoin Policy Institute. In this episode, he delivers a comprehensive breakdown on the tension between China & Taiwan, as well as the boiling economic war being waged with US Treasuries at the center. Follow Matt on Twitter: https://twitter.com/matthew_pines New YouTube videos every Tuesday and Thursday. New Substack posts every...
China, Taiwan, & The Economic War with Matthew Pines | The Bitcoin Layer
10/20/2022 • 51m
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. Matthew Pines is a Managing Consultant at Krebs Stamos Group, where he advises on geopolitics, tech security, and business strategy. He is also a National Security Fellow at the Bitcoin Policy Institute. In this episode, he delivers a comprehensive breakdown on the tension between China & Taiwan, as well as the boiling economic war being waged with US Treasuries at the center. Follow Matt on Twitter: https://twitter.com/matthew_pines New YouTube videos every Tuesday and Thursday. New Substack posts every...
Daily Cup of Joe ☕ | Markets & Macro
10/19/2022 • 0m
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Daily Cup of Joe ☕ | Bitcoin & Macro
10/14/2022 • 0m
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Fed and US Treasuries Masterclass with Andy Constan | The Bitcoin Layer
10/14/2022 • 45m
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. Andy Constan is the CEO of Damped Spring Advisors, a founder of two multi-strategy hedge funds, and a former associate with Bridgewater. He is an experienced global relative value and macro investor. In this episode, he delivers a masterclass in treasuries and QT, as well as implications for asset prices. Follow Andy on Twitter: https://twitter.com/dampedspring New YouTube videos every Tuesday and Thursday. New Substack posts every Wednesday and Friday. Thanks to our Sponsor! VOLTAGE: https://TheBitcoinLayer.com/voltage ...
FINANCIAL CRISIS 2022 - Is Credit Suisse Collapsing?
10/7/2022 • 9m
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik walks through the default risk of Credit Suisse and its potential outcomes, including our thesis that we will not see another 2008-style financial crisis. New YouTube videos every Tuesday and Thursday. New Substack posts every Wednesday and Friday. Thanks to our Sponsor! VOLTAGE: https://TheBitcoinLayer.com/voltage Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.com Follow TBL on Twitter: https://twitter.com/TheBitcoinLayer Follow TBL on LinkedIn...
Ride With Nik: Economy, Central Banks & Bitcoin
10/5/2022 • 8m
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this second episode of Drive With Nik, Nik discusses this week's global economic releases, central bank policy tightening, and bitcoin price action as he drives around LA. New YouTube videos every Tuesday and Thursday. New Substack posts every Wednesday and Friday. In October 2022, we introduced our new institutional service for professional investors: https://TheBitcoinLayer.com/pro Thanks to our Sponsor! VOLTAGE: https://TheBitcoinLayer.com/voltage Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL on Substack: https...
Daily Cup of Joe ☕ | Bitcoin & Macro
10/4/2022 • 0m
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Bank Of England BAILS OUT BLACKROCK in UK Bond Crisis 🚨
9/30/2022 • 10m
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik breaks down this week's Bank of England intervention in the UK government bond market. After the new leadership announced large tax cuts, UK gilts entered a downward spiral that resulted in an emergency bailout of pension managers, including BlackRock. New YouTube videos every Tuesday and Thursday. New Substack posts every Wednesday and Friday. Thanks to our Sponsor! VOLTAGE: https://TheBitcoinLayer.com/voltage Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL on Substack: https...
SEPTEMBER MARKET RECAP: Interest Rates Skyrocketing
9/27/2022 • 41m
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik and Joe discuss the wild market moves after the Federal Reserve hiked interest rates by another 0.75% in September. They also break down why stocks and bitcoin are both flirting with their lows of the year. New YouTube videos every Tuesday and Thursday. New Substack posts every Wednesday and Friday. Thanks to our Sponsor! VOLTAGE: https://TheBitcoinLayer.com/voltage Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.com Follow...
FOMC Live Discussion: 75 Basis Points, Market Reaction, Can The Economy Handle It?
9/22/2022 • 1hr 27m
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this discussion, Nik and Joe are joined by macro heavyweights TXMC, Jeff Ross, Croesus, and Greg Foss to discuss the Fed's decision to hike 75 basis points. What does the path for monetary policy look like, how will markets digest this decision, and will the real economy be able to handle a 4%+ risk-free rate? New YouTube videos every Tuesday and Thursday. New Substack posts every Wednesday and Friday. Thanks to our Sponsor! VOLTAGE: https://TheBitcoinLayer.com/voltage Subscribe and turn on...
BITCOIN AND S&P 500 CORRELATION EXPLAINED
9/21/2022 • 7m
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik breaks down the correlation between bitcoin and the stock market, which are usually strongly correlated, but not when bitcoin goes on its signature bull runs! Watch to learn more. New YouTube videos every Tuesday and Thursday. New Substack posts every Wednesday and Friday. Thanks to our Sponsor! VOLTAGE: https://TheBitcoinLayer.com/voltage Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.com Follow TBL on Twitter: https://twitter.com...
INFLATION STILL 🔥: Can The Markets Survive Higher Rates?
9/15/2022 • 12m
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik breaks down the latest dramatic price action in rates and risk markets after recent economic data. Is the Fed heading for further policy error? New YouTube videos every Tuesday and Thursday. New Substack posts every Wednesday and Friday. Thanks to our Sponsor! VOLTAGE: https://TheBitcoinLayer.com/voltage Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.com Follow TBL on Twitter: https://twitter.com/TheBitcoinLayer Follow TBL on LinkedIn...
Ride With Nik: CPI Inflation & Fed Hikes
9/12/2022 • 7m
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik discusses this week's inflation economic releases and the potential path of Fed policy and interest rates as he drives around LA. New YouTube videos every Tuesday and Thursday. New Substack posts every Wednesday and Friday. Thanks to our Sponsor! VOLTAGE: https://TheBitcoinLayer.com/voltage Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.com Follow TBL on Twitter: https://twitter.com/TheBitcoinLayer Follow TBL on LinkedIn: https://linkedin.com...
Daily Cup of Joe ☕ | Bitcoin & Macro To Start Your Day
9/12/2022 • 0m
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Daily Cup of Joe ☕ | Bitcoin & Macro To Start Your Day
9/12/2022 • 0m
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Joe Consorti Explains The US Dollar Capital Market Risk Curve
9/8/2022 • 0m
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NO RATE CUTS Coming This Year, But Maybe A Pause!
9/8/2022 • 8m
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik breaks down several reasons why the Fed is not expected to cut rates any time soon, including current market pricing, recent Jerome Powell rhetoric after Jackson Hole, an absence of trouble in money markets and financial plumbing, and a Fed committed to a lengthy period of balance sheet runoff, or QT. New YouTube videos every Tuesday and Thursday. New Substack posts every Wednesday and Friday. Thanks to our Sponsor! VOLTAGE: https://TheBitcoinLayer.com/voltage Subscribe and turn...
IDENTIFY BITCOIN PRICE FLOORS: Using On-Chain Metrics
9/6/2022 • 9m
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik demonstrates how investors can utilize on-chain metrics to identify price floors for bitcoin. Nik uses this HODL Waves Bitcoin UTXO Age Distribution chart: https://unchained.com/hodlwaves/ New YouTube videos every Tuesday and Thursday. New Substack posts every Wednesday and Friday. Thanks to our Sponsor! VOLTAGE: https://TheBitcoinLayer.com/voltage Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.com Follow TBL on Twitter: https://twitter.com/TheBitcoinLayer Follow...
Comparing Bitcoin & Dollars? Not Correct, Here's Why.
9/1/2022 • 5m
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik explains why comparing bitcoin to the dollar isn't as appropriate as comparing it to gold, equities, real estate, and bonds. This episode touches on points from his book Layered Money. New YouTube episodes every Tuesday and Thursday. New Substack posts every Wednesday and Friday. Thanks to our Sponsor! VOLTAGE: https://TheBitcoinLayer.com/voltage Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.com Follow TBL on Twitter: https://twitter...
Daily Cup of Joe ☕ | Bitcoin & Macro to start your day
8/31/2022 • 0m
Daily Cup of Joe ☕ | Bitcoin & Macro to start your day #TheBitcoinLayer #NikBhatia #Bitcoin #BTC #Crypto #Macro #Analysis #Recession #News #Finance #FED #Economics #Education #shortSubscribe to The Bitcoin Layer on Soundwise
RECAP: The Bitcoin Layer at BitBlockBoom 2022
8/30/2022 • 2m
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, we give you a behind the scenes recap from the bitcoin-only conference BitBlockBoom in Austin, Texas. Thank you to all our readers and fans for an awesome weekend! New YouTube episodes every Tuesday and Thursday. New Substack posts every Wednesday and Friday. Thanks to our Sponsors! ZEBEDEE: https://TheBitcoinLayer.com/zebedee VOLTAGE: https://TheBitcoinLayer.com/voltage Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.com Follow TBL on Twitter...
Daily Cup of Joe ☕ | Bitcoin & Macro to start your morning
8/29/2022 • 0m
Daily Cup of Joe ☕ | Bitcoin & Macro to start your morning #TheBitcoinLayer #NikBhatia #Bitcoin #BTC #Crypto #Macro #Analysis #Recession #News #Finance #FED #Economics #EducationSubscribe to The Bitcoin Layer on Soundwise
CHINA DEVALUATION: Are We In A Global Recession?
8/25/2022 • 6m
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik explains the recent Chinese economic contraction that has led to targeted stimulus and a currency devaluation, and what the implications are for global markets. New YouTube episodes every Tuesday and Thursday. New Substack posts every Wednesday and Friday. Thanks to our Sponsors! ZEBEDEE: https://TheBitcoinLayer.com/zebedee VOLTAGE: https://TheBitcoinLayer.com/voltage Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.com Follow TBL on Twitter: https://twitter.com...
BITCOIN ETF: Will GBTC ever be approved?
8/23/2022 • 14m
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik covers Grayscale's bitcoin trust offering, GBTC, and explains the premium/discount to NAV situation. Will Grayscale’s GBTC ever get ETF Approval? New YouTube episodes every Tuesday and Thursday. New Substack posts every Wednesday and Friday. Thanks to our Sponsors! ZEBEDEE: https://TheBitcoinLayer.com/zebedee VOLTAGE: https://TheBitcoinLayer.com/voltage Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.com Follow TBL on Twitter: https://twitter.com/TheBitcoinLayer Follow TB...
MONETARY HISTORY COURSE: Saylor Academy + Nik Bhatia
8/18/2022 • 5m
In this episode, Nik announces his "Monetary History" course, a new addition to Michael Saylor's bitcoin educational offering at @Saylor Academy. Get a world class monetary history, economics, and bitcoin education for FREE at: http://sylr.org/MonetaryHistory. New YouTube episodes every Tuesday and Thursday. New Substack posts every Wednesday and Friday. Thanks to our Sponsors! ZEBEDEE: https://thebitcoinlayer.com/zebedee VOLTAGE: https://thebitcoinlayer.com/voltage Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL on Substack: https://thebitcoinlayer.substack.com Follow TBL on Twitter: https://twitter.com/TheBitcoinLayer Follow TBL on LinkedIn: https://linkedin.com/company...
BITCOIN VS. ETHEREUM: Why Bitcoin Is A Superior Investment
8/16/2022 • 8m
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik highlights some of the key differences between bitcoin and Ethereum and explains why he believes bitcoin is the superior investment. New YouTube episodes every Tuesday and Thursday. New Substack posts every Wednesday and Friday. Thanks to our Sponsors! ZEBEDEE: https://thebitcoinlayer.com/zebedee VOLTAGE: https://thebitcoinlayer.com/voltage Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL on Substack: https://thebitcoinlayer.substack.com Follow TBL on Twitter: https://twitter.com/TheBitcoinLayer Follow TBL on...
THE BIGGEST News In Bitcoin (Blackrock X Coinbase)
8/11/2022 • 8m
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, we talk about @BlackRock partnering with @Coinbase to offer bitcoin connectivity to its clients. The largest asset manager in the world just opened the world's most popular portfolio management software to bitcoin purchases. Read the @Bloomberg Markets and Finance article: https://bloomberg.com/news/articles/2022-08-04/blackrock-teams-up-with-coinbase-in-crypto-market-expansion?sref=ieet9cdI New YouTube episodes every Tuesday and Thursday. New Substack posts every Wednesday and Friday. Thanks to our Sponsors! ZEBEDEE: https://thebitcoinlayer.com/zebedee VOLTAGE: https://thebitcoinlayer.com...
BTC IS CHEAP? EXPENSIVE? | Bitcoin Valuation Explained
8/9/2022 • 12m
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik explains The Bitcoin Layer's Fair Valuation Framework, a method to valuing bitcoin amidst its tremendous volatility. Watch this video to understand how long-term accumulation and electricity consumption contribute to our analysis. New YouTube episodes every Tuesday and Thursday. New Substack posts every Wednesday and Friday. Thanks to our Sponsors! ZEBEDEE: https://thebitcoinlayer.com/zebedee VOLTAGE: https://thebitcoinlayer.com/voltage Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL on Substack: https://thebitcoinlayer.substack.com ...
FED WATCH: Rate Hikes Are Killing The Economy!
8/4/2022 • 15m
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik breaks down the Fed's decision in September: to hike, or not to hike? With the US economy in technical recession, and inflation over 9%, the Fed is in an awkward position. Learn why Nik believes the Fed will probably hike rates again in September. New YouTube episodes every Tuesday and Thursday. New Substack posts every Wednesday and Friday. Thanks to our Sponsors! ZEBEDEE: https://thebitcoinlayer.com/zebedee VOLTAGE: https://thebitcoinlayer.com/voltage Subscribe and turn on notifications for...