🚨NEW VIDEO🚨
FED PIVOT: Rate Cuts Coming Soon
- Recap of FOMC and incoming rate cuts
- Full breakdown of Powell's press conference
- Treasury supply explainer and gross vs net issuance
- Enormous news for #bitcoin accounting standards
The Bitcoin Layer
thebitcoinlayer@nostrplebs.com
npub17yrk...plct
The front page of bitcoin.
🚨NEW VIDEO🚨
Understanding Liquidity & Bitcoin Bull Markets
In this episode, Nik provides us with a global markets update, including a discussion about bitcoin's recent move above $40,000. He covers falling yields, rate cuts coming from the ECB and Fed in 2024, falling RRP, and a deep dive into various definitions for the word 'liquidity.' Finally, Nik looks at bitcoin's price action and some on-chain valuation metrics.
▶ YouTube:
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🎧 Apple Podcast:
🎧 Spotify: https://open.spotify.com/episode/1yPIHf5tfacMcHhDgzDRlH?si=GKCV8JA2S6WaSkwqpiOfsQ

Fountain
The Bitcoin Layer • Understanding Liquidity & Bitcoin Bull Markets • Listen on Fountain
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik provides ...
Apple Podcasts
The Bitcoin Layer
Investing Podcast · Updated Weekly · The Bitcoin Layer is a premium markets research provider, covering bitcoin through a global macro lens | Res...
🚨NEW VIDEO🚨
Bitcoin Fixes Broken Money with Lyn Alden
@Lyn Alden walks us through why #bitcoin is a solution to the monetary problems of the day.
🚨NEW VIDEO🚨
Bitcoin Fixes Broken Money with Lyn Alden
@Lyn Alden walks us through why #bitcoin is a solution to the monetary problems of the day.
🚨NEW VIDEO🚨
Bloomberg Analyst: Bitcoin ETFs Are A Done Deal
In this episode, we are joined by Bloomberg Senior ETF Analyst Eric Balchunas. Eric breaks down the latest in BlackRock's and Fidelity's efforts to achieve approval for their bitcoin spot ETFs.
🚨NEW VIDEO🚨
Thanksgiving Bitcoin & Macro Talking Points
6 talking points for your holiday gatherings on bitcoin and global macroeconomics
🚨NEW VIDEO🚨
Reverse Repo (RRP) Explainer & Markets Update
- History, origin, and function of the Fed's Reverse Repo (RRP)
- How the RRP relates to other portions of the Fed's balance sheet and other money market sectors
- Update on Treasury yields, the yield curve, and monetary policy expectations
🚨NEW VIDEO🚨
#Bitcoin Is GREEN TECH
The implications for bitcoin as an environmental force are wide and powerful, and @Daniel Batten guides us through what might happen when bitcoin is recognized for its clean energy potential.
🚨NEW VIDEO🚨
Is There An Airbnb BUBBLE Bursting?
Max Gagliardi joins the show to discuss his real estate project, Mountain Fork Vacations in Oklahoma. Max explains the economics of short-term rentals and answers questions about a potential Airbnb bubble.
🚨NEW VIDEO🚨
Oil Crashes, Treasury Auction Disaster, & Fed's RRP Falls Below $1 Trillion
Nik gives us another timely global macroeconomic and markets update:
- Weakness in oil price
- The Fed's reverse repo facility for beginners
- Why Treasury auction requires further investigation
🚨NEW VIDEO🚨
Riot CEO: Bitcoin Mining Stabilizes Energy Grids
Jason Les joins the show to discuss the legislative efforts throughout the United States to support miners and why #bitcoin can contribute to the stabilization of energy grids.
🚨NEW VIDEO🚨
Glassnode Analyst: BULLISH On-Chain Fundamentals For Bitcoin
Checkmate walks us through holder behavior, exchange flows, the transition from bear market to bull market, and Glassnode's preferred metric to realized value and MVRV.
🚨NEW VIDEO🚨
Recession Imminent As Yields Plummet & Economy Sours
Joe walks through the largest week of economic data in 2023 which is bound to be a cycle turning point thanks to an overwhelming influx of bad data on all fronts.
🚨NEW VIDEO🚨
Global Macro Masterclass with Nik Bhatia
Nik walks us through his entire global macroeconomic framework. From Treasuries to economic indicators to the Federal Reserve's seemingly unlimited money creation, join us for a masterclass in economic and markets analysis.
🚨NEW VIDEO🚨
The US Economy Is (Not) Growing & Resilient
@JoeConsorti debunks the headline data regarding a strong and resilient US economy and unpacks the unsustainable fiscal path that has fueled this disingenuous data for several decades.
🚨NEW VIDEO🚨
Bitcoin Up 100% IN 2023 On ETF Hopes
@Nik Bhatia provides a bitcoin and financial markets update
- Bitcoin's returns vs other asset classes (outpacing Ethereum)
- Risks facing bitcoin surrounding ETF approval
🚨NEW VIDEO🚨
Senator Lummis: #Bitcoin Is A COMMODITY
- United States Senator @Cynthia Lummis joins the show to discuss Bitcoin and digital asset regulation
- Why Senator Lummis believes Bitcoin is a commodity
- Why there is so much momentum on understanding Bitcoin's correct classification
- The latest legislative efforts across stablecoins and illicit financing
🚨NEW VIDEO🚨
Bitcoin's Lightning Network Is EXPLODING
- @Sam Wouters, Research Analyst at @River breaks down his latest report detailing the exponential growth in Lightning Network (LN)
- How LN expands the capabilities of bitcoin
- Why bitcoin and LN compliment each other
Watch to learn more about the game-changing nature of Lightning Network for global #bitcoin adoption.
🚨NEW VIDEO🚨
Recession In 2024? Most Likely.
- Is 2024 going to bring a recession along with it?
- Economic data on the consumer, housing, business sentiment, and manufacturing
- Massive inflow into cash instruments which generally indicates investor fear
- Other signs of recession despite some bright spots
🚨NEW VIDEO🚨
Bitcoin Mining Masterclass | Marshall Long
Don't miss this must watch educational offering from Marshall and Nik!