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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.

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!

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  • 49 episodes
  • Avg 35 min
  • English

Episodes 49

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  • #280
    July 10 · 39 min

    Michael Saylor Sold the Bitcoin Bottom

    In this episode, Nik welcomes CoinDesk analyst James Van Straten to discuss why he believes bitcoin's bear market may be nearing its end. James walks through ETF flows that have held firm despite months of outflows, the rotation of capital out of AI and semiconductor names like NVIDIA, and where that money could head next. The conversation turns to Michael Saylor's decision to sell bitcoin near the lows, the role hedge funds played in pressuring Strategy through STRC, and on-chain data showing r

  • #279
    July 2 · 19 min

    This is the Most Bitcoin I Have Ever Bought

    In this global macro update, Nik asks whether bitcoin has finally bottomed after tagging 58k and reclaiming 60,000. He walks through the bullish divergences forming on bitcoin's daily and weekly charts, why a grinding-higher dollar has been weighing on liquidity and bitcoin all year, and why he now sees Asia, particularly yen and Korean won weakness, as the most likely spot for trouble. Nik also covers new Fed chair Kevin Warsh and his read that Warsh is playing junior to Scott Bessent on taming

  • #278
    July 1 · 43 min

    I Built a $1 Million System in 11 Days With No Coding with Peter McCormack

    In this episode, Nik welcomes Peter McCormack, host of the Peter McCormack Show, for a conversation on how he is using AI in his own business. Peter, who has no coding background, walks through the full podcast-management system he built with Claude in 11 days, work he says would once have taken a 14-person team over a year and cost around a million pounds. He covers how he got started, how he learned to prompt, and why he now thinks of himself as a software engineer. Peter and Nik also discuss

  • #277
    June 26 · 48 min

    Inside SpaceX's $60 Billion Bet on Cursor with Charlie Hu

    In this episode, Nik welcomes Charlie Hu, founder of Coco AI and a bitcoiner since 2012, for a wide-ranging conversation on where AI is heading. Charlie shares takeaways from the Super AI conference in Singapore, walks through SpaceX's $60 billion acquisition of Cursor and what it signals about AI capital and exits, and gives his read on the US government's suspension of Anthropic's Fable and Mythos models. He then lays out his core thesis: that AI is ultimately a process of converting energy in

  • #276
    June 23 · 31 min

    What Bitcoin Twitter Is Signaling About the Market Bottom w/ Michael Sullivan

    In this episode, Nik welcomes Michael Sullivan, a bitcoin researcher who analyzes market sentiment through language. Michael explains how he runs natural language models across thousands of tweets, cohorting bitcoiners into newer retail accounts versus longer-term holders, to measure moods like anger, conviction, optimism, and apathy over time. He covers why bitcoin is in one of the most prolonged anger regimes on record, why Michael Saylor has become the main target of that disapproval, and how

  • #275
    June 18 · 34 min

    I Woke Up Homeless With $75 When the Banks Took Everything | with Tony Yazbek

    In this episode, Nik welcomes Tony Yazbek, co-founder of The Bitcoin Way, for a conversation on why owning bitcoin yourself is the whole point. Tony argues that bitcoin is money rather than an investment, and that anything wrapped in legacy finance, from ETFs to exchange balances, is not the same as holding it directly. He recounts surviving Lebanon's 2019 banking collapse, when he woke up homeless with about $75 after the banks confiscated everyone's savings, and how it shaped his conviction. T

  • #274
    June 16 · 56 min

    The Iran War and the Fight for Energy Dominance with Tanvi Ratna

    In this episode, Nik welcomes back Tanvi Ratna, geoeconomic strategist and Fox News columnist, for a conversation on why the Iran conflict is far bigger than the Middle East. Tanvi lays out her thesis that Iran is the node in a global re-architecture of the world order, and walks through how the war is realigning Europe, reshaping NATO as European commanders take over operational theaters, and squeezing Russia out of Latin America, the Middle East, and its energy markets. She explains the Saudi-

  • #272
    June 9 · 37 min

    AI Is Breaking the Power Grid, and Bitcoin Is the Fix

    In this episode, Nik welcomes back Daniel Batten, bitcoin researcher and longtime voice on bitcoin's role in energy, for a conversation on the collision between AI, the power grid, and bitcoin mining.

Showing 41–49 of 49 episodes