Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik sits down with Stacie Waleyko, an open source developer and educator in the bitcoin space. She takes us under the hood of the Bitcoin protocol, explains what BIPs are and how they are used to submit new ideas about how Bitcoin should be improved, and exciting developments happening in Bitcoin development. Follow Stacie on Twitter: https://twitter.com/satsie New YouTube videos M/W/F — New Substack posts T/R/S Sponsored By Foundation Devices — see what best...

Welcome to The Bitcoin Layer, where we analyze bitcoin through a global macro lens. In this episode, Nik delivers an updated outlook on the market based on recent moves in rates. He breaks down the rapid moves in rates and resteepening of the yield curve, explaining in detail why both of these signals point to lower rates on the horizon. New YouTube videos M/W/F — New Substack posts T/R/S Sponsored By Foundation Devices — see what best-in-class Bitcoin storage feels like at thebitcoinlayer.com/foundation Get $10 off with promo code BITCOINLAYER Subscribe to TBL on Substack: https://TheBitcoinLayer.subs...

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, TBL Africa Correspondent Noelyne Sumba sits down with journalist and refugee advocate Meron Estefanos to discuss the struggles that the people of Eritrea have faced since gaining independence and how bitcoin has become a useful tool in her efforts to rescue refugees who fall on hard times while fleeing the country. Follow Meron on Twitter: https://twitter.com/meronina This video is brought to you by Passport, a Bitcoin hardware wallet by Foundation Devices. Use promo code BITCOINLAYER...

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Joe walks through the Fed and Treasury Department's new BTFP facility to prop up bank liquidity, how it functions a a hybrid between repo and QE, and what impact it's likely to have on asset prices given the stimulative nature of valuing devalued collateral at par. New YouTube videos every Monday, Wednesday & Friday. New Substack posts every Tuesday, Thursday & Saturday. This video is brought to you by Passport, a Bitcoin hardware wallet by Foundation Devices. Use promo code...

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Joe sits down with Dan Lawrence of OBM Inc. to discuss the mining landscape. Dan describes his miner management platforms serving North America and the largest mines in the world, the future of bitcoin mining, and how to evangelize Proof of Work while propagandists insist that bitcoin mining is boiling our oceans. Follow Foreman Mining on Twitter: https://twitter.com/foremanmining This video is brought to you by Passport, a Bitcoin hardware wallet by Foundation Devices. Use promo...

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Joe unpacks the Silicon Valley Bank implosion and discusses how the bank's asset mix, hedge strategy, and a myriad of other poor decisions led to the second largest bank failure in U.S. history. New YouTube videos every Monday, Wednesday & Friday. New Substack posts every Tuesday, Thursday & Saturday. 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...

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Jeff Booth returns to the channel to discuss the network effects of the centralized web and how bitcoin applications can leverage this in applications like Nostr to accrue value for the users forever. Jeff lays out an exciting decentralized landscape and highlights multiple instances where the centralized web could be replaced with free and censorship resistant technology. "That change, from a centralized world to decentralized world is underway right now and it produces vastly less risk to individuals...

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Joe sits down with Michael Howell, Founder and CEO of CrossBorder Capital and the world's foremost authority on liquidity. Michael delivers an excellent discussion on how the liquidity cycle shifted in October of last year. He discusses the gilt scare in England as a wake-up call for global central banks to play a more active role in their sovereign bond markets, how maintaining stability in the Treasury market is of paramount importance, why bond volatility will be more...

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Joe sits down with Michael Howell, Founder and CEO of CrossBorder Capital and the world's foremost authority on liquidity. Michael delivers an excellent discussion on how the liquidity cycle shifted in October of last year. He discusses the gilt scare in England as a wake-up call for global central banks to play a more active role in their sovereign bond markets, how maintaining stability in the Treasury market is of paramount importance, why bond volatility will be more...

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Joe sits down with Caitlin Long, Founder and CEO of Custodia Bank, which plans to specialize in digital asset payment and custody solutions for US commercial customers. Caitlin discusses how regulatory bodies have been warned for years that leverage and crypto do not mix, the Ex-Post crackdowns coming in the wake of FTX, and the progress on folding good faith bitcoin financial institutions into the regulatory window. Follow Caitlin on Twitter: https://twitter.com/CaitlinLong_ New YouTube videos...

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Joe discusses last weeks upside surprise in core PCE inflation, why the Fed's preferred inflation metric gives it clearance to hold higher for longer, and how it, in addition to other robust economic data, is moving the markets to adjust to tighter monetary policy with a lower possibility of easing in 2023. New YouTube videos every Monday, Wednesday & Friday. New Substack posts every Tuesday, Thursday & Saturday. Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.com Follow TBL on Twitter...

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik sits down with Pierre Rochard, VP of Research at Riot Platforms and longtime bitcoin educator. Pierre discusses ordinal theory as a social layer and why bitcoins fungibility is not impacted, what's going on in Lightning, and the latest developments at Riot and across the BTC/LN ecosystem. Follow George on Pierre: https://twitter.com/BitcoinPierre New YouTube videos every Wednesday and Friday. New Substack posts every Tuesday, Thursday & Saturday. Subscribe to TBL on Substack: https://TheBitcoinLayer.substack...

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik sits down with George Goncalves, Head of US Macro Strategy at MUFG Securities Americas Inc. to discuss the state of financial plumbing, how 5% treasuries yields will affect other assets classes, and why they may be untenable in a very short while for the US Treasury. Follow George on Twitter: https://twitter.com/bondstrategist New YouTube videos every Wednesday and Friday. New Substack posts every Tuesday, Thursday & Saturday. Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.com Follow...

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Joe discusses the shifting regime in cross-asset correlations, why risk assets are rallying and Treasuries are selling off, and the conditions that could potentially change this trend. New YouTube videos every Monday, Wednesday & Friday. New Substack posts every Tuesday, Thursday & Saturday. 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.com/TheBitcoinLayer Follow TBL on...

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro.In this episode, Nik sits down with Mary Imasuen, a podcast host for BTC Gamer Chat and the Nobcast, and a Bitcoin-Only Gamer. In this episode, Mary discusses bitcoin adoption in Nigeria and across Africa, the new Naira that is being ushered into Nigeria, the kleptocracy of fiat money across Africa, and how bitcoin offers a genuine way out. Follow Mary on Twitter: https://twitter.com/mary_imasuen New YouTube videos every Wednesday and Friday. New Substack posts every Tuesday, Thursday...

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik sits down with Michael Saylor, 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 walks through 24 risks present in the stock market & with companies, and how bitcoin circumvents those risks to offer an arguably...

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Joe & Matt Dines of Build Asset Management discuss the abundance of dollars still in the system, when the next credit event may occur, and drama as we approach the debt ceiling. Follow Matt on Twitter: https://twitter.com/BuildCIO New YouTube videos every Monday, Wednesday & Friday. New Substack posts every Tuesday, Thursday & Saturday. 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...

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik & Joe sit down with Joe Carlasare, a Partner at Amundsen Davis working in bitcoin & blockchain litigation, and the newest addition to our team as the Legal Correspondent. Joe, Joe, and Nik discuss current litigation across the crypto industry, what GBTC will signal about bitcoin's direction, action in rates, and his thoughts on where markets are headed in 2023. Follow Joe on Twitter: https://twitter.com/JoeCarlasare New YouTube videos every Wednesday and Friday. New Substack posts every Tuesday...

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Joe sits down with Kenny Florian, a former mixed martial artist with the UFC, a contestant on the first season of The Ultimate Fighter, and a color commentator for the PFL. Kenny discusses his journey into MMA, how the concept of pushing your limits and earning it translates into bitcoin, as well as some upcoming fights. Follow Kenny on Twitter: https://twitter.com/kennyflorian New YouTube videos every Wednesday and Friday. New Substack posts every Tuesday, Thursday & Saturday. ...

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Joe Consorti discusses the sudden move in interest rates today and delivers a recap of the action in markets last week that led to the out of character rate moves. New YouTube videos every Monday, Wednesday & Friday. New Substack posts every Tuesday, Thursday & Saturday. 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.com/TheBitcoinLayer ...

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik sits down with Mags Gronowska, an advisor at Prti, Inc and a Quadriga Bankruptcy Inspector. Mags discusses her passion for bitcoin education, the recent developments in international bitcoin mining policy, and emerging markets where bitcoin is being used to unlock a higher echelon of human freedom. Follow Mags on Twitter: https://twitter.com/Crypto_Mags New YouTube videos every Wednesday and Friday. New Substack posts every Tuesday, Thursday & Saturday. Subscribe to TBL on Substack: https://TheBitcoinLayer.substack...

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Joe and Nik are joined by Dr. Jess Ross to discuss the Fed's 25 basis point rate hike, the market's reaction to the FOMC statement and Powell's presser, and the favorable setup for risk assets as a Fed pause draws closer. New YouTube videos every Monday, Wednesday & Friday. New Substack posts every Tuesday, Thursday & Saturday. Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.com Follow TBL on Twitter: https://twitter.com/TheBitcoinLayer Follow TBL on LinkedIn: https://linkedin.com...

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Joe delivers a rebuke of the popular "death of the dollar" narrative in markets. He discusses how dollars are entrenched in global financial plumbing, the deep liquidity across USD-denominated assets, how dollars still dominate FX reserve composition around the globe, and the current ill-fated attempts at "displacing" the dollar in its role as the preferred global medium of exchange. New YouTube videos every Monday, Wednesday & Friday. New Substack posts every Tuesday, Thursday & Saturday. Subscribe to TBL on Substack...

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik discusses how inflation and the path for Fed hikes have been resolved as the market's most pertinent issues, with the path for the stock market at a critical inflection point. New YouTube videos every Monday, Wednesday & Friday. New Substack posts every Tuesday, Thursday & Saturday. 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.com...

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik sits down with Noelyne Sumba. She is the director of Machankura, a platform that allows users to send and receive bitcoin using only their phone number, currently live in 8 countries and counting. Noelyne delivers a tremendous discussion on the misleading field of Keynesian economics, bitcoin adoption in Kenya, the looming Nigerian CBDC, and the slew of problems that bitcoin resolves across Africa. Follow Noelyne on Twitter: https://twitter.com/noelynesumba New YouTube videos every Wednesday and Friday...

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik sits down with Adam Popescu, a Los Angeles-based writer and journalist, to discuss his recent article on Bitcoin mining in Africa. Adam offers a unique and nuanced perspective on how Bitcoin can potentially help address violence and other issues going on in Africa. Follow Adam on Twitter: https://twitter.com/adampopescu 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...

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik sits down with Caitlin Long, the Founder and CEO of Custodia Bank, which specializes in digital asset payment and custody solutions for US commercial customers. Caitlin delivers a great lecture on paper bitcoin, the paths forward for GBTC, the many intricacies of the demise of FTX, risks posed to Binance, and the concept of layered money. Follow Caitlin on Twitter: https://twitter.com/CaitlinLong_ New YouTube videos every Wednesday and Friday. New Substack posts every Tuesday, Thursday...

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 all of the latest in markets in macro over the past week. He discussed our bullish stance on US Treasuries and what that means for equities, how deep the economic contraction is, the Fed's reaction function, and why bitcoin has risen nearly 30% this year. 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...

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Joe is joined by Lead Analyst at @Swan_Bitcoin , Sam Callahan to discuss paths forward for GBTC, the Genesis of the "crypto" contagion, the reluctance of the SEC to move forward a spot bitcoin ETF, and why there are no innocent bystanders between Genesis, DCG, and Gemini. Follow Sam on Twitter: https://twitter.com/samcallah New YouTube videos every Wednesday and Friday. New Substack posts every Tuesday, Thursday & Saturday. Thanks to our Sponsor! VOLTAGE: https://TheBitcoinLayer.com/voltage ...

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. Rachel Premack is a supply chain specialist. She is the editorial director of Freight Waves, and the author of the weekly MODES newsletter. In this episode, Rachel discusses the post-pandemic supply chain dislocations, and what she calls 'bizarro inflation' where life's necessities reach record prices as unnecessary goods and services are getting less expensive. Follow Rachel on Twitter: https://twitter.com/rrpre Subscribe to Rachel's weekly newsletter, MODES: https://www.freightwaves.com/modes New YouTube videos every Wednesday and Friday. New...

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. Joe sits down with Max Gagliardi, a Partner & Co-founder at Ancova Energy and host of the @TalkEnergyPodcast . Max discusses the state of energy markets, the defamation of oil and natural gas and misguided idea of renewables, and the intersection of energy and money through bitcoin. Follow Max on Twitter: https://twitter.com/max_gagliardi 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...

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. Joe sits down with Max Gagliardi, a Partner & Co-founder at Ancova Energy and host of the @max_gagliardi . Max discusses the state of energy markets, the defamation of oil and natural gas and misguided idea of renewables, and the intersection of energy and money through bitcoin. Follow Max on Twitter: https://twitter.com/max_gagliardi 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...

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In our first video of 2023, Nik delivers an outlook on the uncertain year ahead, highlighting The Fed's Reputation, China, and the US Fiscal & Monetary response to recession. 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.com/company/TheBitcoinLayer Follow TBL on Instagram: https...

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. Nik sits down with Marty Bent, the host of popular bitcoin podcast TFTC and writer of Marty's Bent. Marty discusses bitcoin's mining landscape, lessons learned by bitcoin market participants each cycle, global adoption, and the economic philosophy of bitcoin. Follow Marty on Twitter: https://twitter.com/MartyBent 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...

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. Nik sits down with @bitstein for a discussion on the ethos of bitcoin, Austrian economics, central bank distortions, and bitcoin's ability to realign market pricing with reality once more. Follow Bitstein on Twitter: https://twitter.com/bitstein 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...

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. Joe sits down with Lawrence Lepard, an Investment Manager at Equity Management Associates LLC, sound money advocate, and Austrian economist. Lawrence discusses the pitfalls of central banking, how price signals are distorted, the immense government debt problem, and why gold and bitcoin function as debasement insurance in your portfolio. Follow Lawrence on Twitter: https://twitter.com/LawrenceLepard New YouTube videos every Wednesday and Friday. New Substack posts every Tuesday, Thursday & Saturday. Thanks to our Sponsor! VOLTAGE: https://TheBitcoinLayer.com/voltage Subscribe...

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. Nik sits down with James Palmer, an author and the Deputy Editor at Foreign Policy Magazine. James discusses the crises facing China ranging from COVID to property and demographics, and the implications each has on the growth story for China and the world at large. Follow James on Twitter: https://twitter.com/BeijingPalmer 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...

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. Nik sits down with Jeff Booth, a technology entrepreneur and author of the Amazon #1 Best Seller 'The Price of Tomorrow'. Jeff discusses inflating away the United States' immense debt burden, technologies' naturally deflationary trend, and how bitcoin paves the way for a return to prosperity growth free from centralized distortions to capital allocation. Follow Jeff on Twitter: https://twitter.com/JeffBooth The Greatest Game: https://medium.com/the-bitcoin-times/the-greatest-game-b787ac3242b2 Finding Signal In A Noisy World: https://medium.com/@JeffBooth...

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. Nik sits down with Jeff Booth, a technology entrepreneur and author of the Amazon #1 Best Seller 'The Price of Tomorrow'. Jeff discusses inflating away the United States' immense debt burden, technologies' naturally deflationary trend, and how bitcoin paves the way for a return to prosperity growth free from centralized distortions to capital allocation. Follow Jeff on Twitter: https://twitter.com/JeffBooth The Greatest Game: https://medium.com/the-bitcoin-times/the-greatest-game-b787ac3242b2 Finding Signal In A Noisy World: https://medium.com/@JeffBooth...

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. Nik sat down with Cullen Roche, author, macro investor, and Chief Investment Officer at Discipline Funds. Cullen discusses the current macroeconomic environment, similarities and differences to 2008, and how stocks will respond as we reach peak interest rates for this cycle. Follow Cullen on Twitter: https://twitter.com/cullenroche Cullen's Book 'Pragmatic Capitalism': https://www.amazon.com/Pragmatic-Capitalism-Every-Investor-Finance/dp/1137279311/ New YouTube videos every Wednesday and Friday. New Substack posts every Tuesday, Thursday & Saturday. Thanks to our Sponsor! VOLTAGE: https://TheBitcoinLayer.com/voltage ...

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. Nik sits down for a guest lecture from Lucas Nuzzi, on-chain explorer and Head of Research & Development at CoinMetrics. Lucas speaks about uncovering the FTX & Alameda relationship using on-chain data, how client funds were commingled with Alameda, and the fallout from this situation both from a regulatory standpoint and an industry perspective. Follow Lucas on Twitter: https://twitter.com/LucasNuzzi New YouTube videos every Wednesday and Friday. New Substack posts every Tuesday, Thursday & Saturday. Thanks to our Sponsor! VOLTAGE: https://TheBitcoinLayer...

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...

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...

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...

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...

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...

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...

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...

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...

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