100 episodes

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 The Bitcoin Layer

    • Business
    • 4.8 • 25 Ratings

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!

    Bitcoin ETFs are DEMOLISHING Records: "This Is Crazy" | Eric Balchunas

    Bitcoin ETFs are DEMOLISHING Records: "This Is Crazy" | Eric Balchunas

    In this episode, Nik is joined by Bloomberg's senior ETF analyst Eric Balchunas. Eric details the records shattered by BlackRock's and Fidelity's bitcoin ETFs, explains why bitcoin gives investors portfolio completion, and forecasts the next couple years of institutional demand. He also opines on the latest disclosures showing that hedge funds and pension funds have started purchasing bitcoin ETFs.

    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.
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    Follow TBL on X: / thebitcoinlayer
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    Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
    Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg

    The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
    The Bitcoin Layer and its guests do not provide investment advice.

    Block Height 843901 #thebitcoinlayer

    Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
    Research Associate Joe Consorti's Twitter: https://twitter.com/JoeConsorti
    Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball

    #TheBitcoinLayer #NikBhatia #BitcoinETFs #BlackRock #Fidelity #EricBalchunas #HedgeFunds #PensionFunds #InstitutionalDemand #InvestingTips #ETFs #PortfolioManagement #BitcoinInvesting #ETFAnalysis #MarketTrends #BlackRockETF #FidelityETF #BloombergFinance #HedgeFundInvesting #PensionFundInvesting #InvestmentStrategies #BitcoinMarket #ETFTrends #InstitutionalInvestment #FinancialInsights #BitcoinNews #Bloomberg #Macroeconomic #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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    • 35 min
    Global Macro Update: Bitcoin Soars as CPI Falls

    Global Macro Update: Bitcoin Soars as CPI Falls

    In this episode, Nik delivers a global macro update after CPI misses expectations and bitcoin jumps over 5%. He starts with the latest inflation data and weighs policy motivations at the Federal Reserve. After recapping inflation and very poor retail sales data, Nik goes through the candlesticks of Treasuries, stocks, and bitcoin to measure the market's reaction, which is bullish due to the promise of more liquidity and rate cuts this year. He also notes that TBL is on recession watch and Ethereum death watch.

    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.
    Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe
    Follow TBL on X: / thebitcoinlayer
    Subscribe to The Bitcoin Layer on your favorite podcast platform.
    Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
    Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg

    The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
    The Bitcoin Layer and its guests do not provide investment advice.

    Block Height 843620 #thebitcoinlayer

    Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
    Research Associate Joe Consorti's Twitter: https://twitter.com/JoeConsorti
    Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball

    #TheBitcoinLayer #NikBhatia #JoeConsorti #GlobalMacroUpdate #BitcoinJump #CPIData #InflationUpdate #FederalReserve #MarketAnalysis #TreasuryCandlesticks #StockMarket #RetailSales #BitcoinAnalysis #Liquidity #RateCuts #RecessionWatch #EthereumDeathWatch #ETH #ETHBTC #CryptoMarket #EconomicUpdate #FinancialNews #MarketReaction #Investing #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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    • 42 min
    Bitcoin Update: GameStop Soars 170%, Bitcoin Flashing Bull Signal, Difficulty Adjustment

    Bitcoin Update: GameStop Soars 170%, Bitcoin Flashing Bull Signal, Difficulty Adjustment

    In this video, Joe provides a timely bitcoin update after more sideways price action. He covers GameStop's surprise resurgence, why credit spreads are still low and can stay there for a while, miner economics, spending behavior, and why bitcoin stands to chop higher through the summer given the favorable macro and liquidity backdrop.

    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.
    Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe
    Follow TBL on X: / thebitcoinlayer
    Subscribe to The Bitcoin Layer on your favorite podcast platform.
    Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
    Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg

    The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
    The Bitcoin Layer and its guests do not provide investment advice.

    Block Height 843472 #thebitcoinlayer

    Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
    Research Associate Joe Consorti's Twitter: https://twitter.com/JoeConsorti
    Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball

    #TheBitcoinLayer #NikBhatia #JoeConsorti #BitcoinUpdate #BitcoinBullMarket #XBTUSD #BTCUSD #Consolidating #DifficultyAdjustment #Glassnode #Metrics #GME #RoaringKitty #MemeStocks #GameStop #MarketAnalysis #CreditSpreads #MinerEconomics #SpendingBehavior #FinancialMarkets #MarketTrends #InvestmentAnalysis #EconomicUpdate #MarketInsights #SidewaysMarket #Liquidity #SummerTrends #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

    • 13 min
    Bitcoin's Future Is Bright In USA, Congress Stops Anti-Crypto Agenda

    Bitcoin's Future Is Bright In USA, Congress Stops Anti-Crypto Agenda

    In this episode, Nik is joined by Crypto.com's head of legal Justin Wales. He is the author of a new book, The Crypto Legal Handbook, an overview of the laws and regulations surrounding the young industry of digital assets. A long time bitcoiner, Justin walks us through the industry's latest legislative battles against the SEC and the notable victory in Congress from a bipartisan contingent to block the SEC's anti-crypto agenda. He concludes that the future is bright for bitcoin regulation in the United States.

    Justin's Book: https://thecryptolegalhandbook.com/
    Use Code: "Layered" to save 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.
    Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe
    Follow TBL on X: / thebitcoinlayer
    Subscribe to The Bitcoin Layer on your favorite podcast platform.
    Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
    Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg

    The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
    The Bitcoin Layer and its guests do not provide investment advice.

    Block Height 843310 #thebitcoinlayer

    Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
    Research Associate Joe Consorti's Twitter: https://twitter.com/JoeConsorti
    Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball

    #TheBitcoinLayer #NikBhatia #Regulation #DigitalAssets #SEC #CryptoLaw #CryptoRegulation #LegalInsights #CryptoIndustry #CryptoCommunity #CryptoLegalHandbook #BitcoinRegulation #USRegulation #CryptoPolicy #CryptoNews #CryptocurrencyLaw #CryptoLawyer #SECRegulation #Congress #Bipartisan #Bitcoiner #LegalExpert #CryptoInsights #LawAndBlockchain #CryptoCompliance #CryptoTrends #CryptoDiscussion #BitcoinCommunity #CryptocurrencyUpdates #Bloomberg #Macroeconomic #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

    • 25 min
    Global Liquidity Update with Michael Howell

    Global Liquidity Update with Michael Howell

    In this episode, Nik and Joe are joined by CrossBorder Capital founder and Capital Wars author Michael Howell. In a wide ranging discussion on liquidity, the global monetary system, and bitcoin, Michael shares his theories on how this year will play out in financial markets. We ask him about debt monetization, currency devaluation forces on Japan and China, the impact of cross-border capital flows, why bitcoin is an excellent barometer of global liquidity, and much more.

    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.
    Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe
    Follow TBL on X: / thebitcoinlayer
    Subscribe to The Bitcoin Layer on your favorite podcast platform.
    Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
    Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg

    The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
    The Bitcoin Layer and its guests do not provide investment advice.

    Block Height 842768 #thebitcoinlayer

    Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
    Research Associate Joe Consorti's Twitter: https://twitter.com/JoeConsorti
    Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball

    #TheBitcoinLayer #NikBhatia #CrossBorderCapital #CapitalWars #MichaelHowell #Liquidity #GlobalMonetarySystem #Bitcoin #DebtMonetization #CurrencyDevaluation #Japan #China #CapitalFlows #BitcoinBarometer #FinancialMarkets #Economics #FinanceDiscussion #MarketInsights #InvestingInsights #MarketAnalysis #EconomicOutlook #MonetaryPolicy #FinancialTrends #AssetAllocation #GlobalEconomy #CurrencyMarkets #Cryptocurrency #FinancialForecast #CapitalMarkets #MacroEconomics #CentralBanks #MonetaryTheory #CrossBorderInvesting #FinancialTheory #Bloomberg #Macroeconomic #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

    • 59 min
    Bitcoin Update: Older Coins Are HODLING, But Bull Market Is Not Over

    Bitcoin Update: Older Coins Are HODLING, But Bull Market Is Not Over

    In this video, Joe walks through 4 bitcoin charts and 1 chart about excess savings. He breaks down the near-term price action and why we have been consolidating for 10 weeks in a row, the broader macro factors at play for the rest of the year, why the smart money have taken profits but are now holding onto their coins, and why you should zoom out and observe that the bull market is likely not even close to finished just yet.

    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.
    Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe
    Follow TBL on X: / thebitcoinlayer
    Subscribe to The Bitcoin Layer on your favorite podcast platform.
    Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
    Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg

    The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
    The Bitcoin Layer and its guests do not provide investment advice.

    Block Height 842498 #thebitcoinlayer

    Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
    Research Associate Joe Consorti's Twitter: https://twitter.com/JoeConsorti
    Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball

    #TheBitcoinLayer #NikBhatia #Gold #InvestingInsights #StockMarketAnalysis #FederalReserve #JanetYellen #InterestRates #PolicyRates #BitcoinInvesting #GoldInvesting #FinancialMarkets #MarketTrends #EconomicAnalysis #InvestmentStrategy #YouTubeFinance #MarketAnalysis #VeteranInvestor #SmallCapStocks #Treasuries #ProfitMargins #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

    • 17 min

Customer Reviews

4.8 out of 5
25 Ratings

25 Ratings

SwaggyP76 ,

Porn Music Intro is 5-star!

Brilliant for anyone on the Bitcoin continuum.

Dutchladle ,

Layered Harmony

Nik is a gifted podcast conductor, evoking the most pertinent information of his guests at the perfect time and maximizing their unique layers of Bitcoin.

DLAJr_ ,

Great content on . . .

portfolio diversification, crypto markets, and even asset protection.

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