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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Episoder(307)

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

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 investm...

18 Jun 34min

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

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...

16 Jun 56min

SpaceX Goes Public Tomorrow: Inside the $45 Billion Data Center with John Tinsman

SpaceX Goes Public Tomorrow: Inside the $45 Billion Data Center with John Tinsman

In this episode, Nik welcomes John Tinsman, founder and portfolio manager at AOT Invest, for a conversation on why the AI buildout looks like a revolution rather than a bubble. The Bitcoin Layer and ...

11 Jun 44min

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

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....

9 Jun 37min

The Bitcoin Power Law Points to $300,000 w/ Dr. Stephen Perrenod

The Bitcoin Power Law Points to $300,000 w/ Dr. Stephen Perrenod

In this episode, Nik welcomes back Dr. Stephen Perrenod, astrophysicist and member of the Scientific Bitcoin Institute, for a conversation on the mathematics behind bitcoin's price. The Bitcoin Layer ...

2 Jun 53min

AI May Be the Biggest Bull Case for Bitcoin | Joe Consorti

AI May Be the Biggest Bull Case for Bitcoin | Joe Consorti

In this episode, Nik welcomes back Joe Consorti, a TBL veteran who helped build The Bitcoin Layer in its early days, for a conversation on bitcoin, AI, and the next phase of markets. Joe explains why ...

26 Mai 43min

BREAKING: CME Launches Compute Futures, The New Oil

BREAKING: CME Launches Compute Futures, The New Oil

The CME just launched compute futures, with CEO Terry Duffy calling compute "the new oil of the 21st century." In this video, Nik argues this is the dominant force in markets right now, and it's exact...

11 Mai 41min

Global Macro Update: Is Japan Breaking the Bond Market?

Global Macro Update: Is Japan Breaking the Bond Market?

In this Global Macro Update, Nik argues a global bond crisis is brewing and it starts outside the United States. Japanese yields are driving the worldwide sell-off, with German and UK bonds close behi...

11 Mai 44min

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