TheBitcoinLayer
The Bitcoin Layer

The front page of bitcoin.

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nprofile1qqs0zpmrzhvnvtqeet0mekjat65xq0ewdcdt3lk0swfdmu7z4eadz4cpp4mhxue69uhkummn9ekx7mqpzpmhxue69uhkummnw3ezuamfdejsu09t6v

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nos.lol

nostr.wine

relay.damus.io

Author Public Key

npub17yrkx9wexckpnjklhnd96h4gvqljums6hrlvlqujmheu9tn669ts9xplct

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Last Notes

2026-02-28 00:45:00 UTC

🚨 NEW VIDEO 🚨
Claude Eclipses Trump as the Most Important Force in Global Macro
Anthropic is now moving bond markets. IBM dropped 12% on a single AI headline. Block cut 40% of its workforce. The macro playbook is being rewritten in real time & Bitcoin is caught in the middle.
https://youtu.be/V82emH4q6o0

2026-02-24 22:12:08 UTC

🚨 NEW VIDEO 🚨
Individual Ownership Peaked in 2024 and What Comes Next for Bitcoin
@nprofile…er0h's 2026 adoption report is out. Sam Baker breaks it down with Nik. $55B in business purchases. RIAs barely allocated. Institutions are just getting started.
https://youtu.be/gij6bJkyH2w

2026-02-18 23:33:52 UTC

🚨 NEW VIDEO 🚨
The Liquidity Signal That Called Bitcoin's Drop Is Still Red
The TBL indicator flagged this in December. Bitcoin dropped from $95K. No green dot yet. Dollar volatility & bond stress are still the dominant forces on risk assets.
https://youtu.be/7fAhxz8GIAg

2026-02-13 18:34:44 UTC

🚨 NEW VIDEO 🚨
Global Macro Update: Inflation Cools, Bond Yields Drop, & Bitcoin Reacts
CPI came in softer, Treasury yields plunged, and fixed income markets woke up. Nik breaks down what falling rates, a rolling 200-day, and a weaker dollar mean for Bitcoin’s next move.
https://youtu.be/7Nw64Jfb2Nw

2026-02-09 20:52:46 UTC

🚨 NEW VIDEO 🚨
Japan’s Historic Election, Yen Defense, & Why Bitcoin Is Still a Liquidity Trade
This isn’t a Bitcoin story, it’s a liquidity story. Nik breaks down how Japan’s political shift, FX intervention, and dollar pressure reshaped risk across markets.
https://youtu.be/AXKL48mnU0E

2026-02-06 21:50:42 UTC

🚨 NEW VIDEO 🚨
The REAL Reason Bitcoin Is Crashing - And What Comes Next
Nik sits down with Matt Dines to break down the macro forces behind Bitcoin’s drawdown. Liquidity stress, capital rotation, yen & dollar pressure, and why this move is about the system, not Bitcoin.
https://youtu.be/AQ3ZnmAD_HQ

2026-02-03 02:53:49 UTC

🚨 NEW VIDEO 🚨
Bitcoin Enters Bear Market Behavior, What On-Chain Metrics Are Showing
Nik breaks down the on-chain data with Johan Bergman behind Bitcoin’s recent drawdown. Cost basis levels, market structure, and holder behavior are flashing caution.
https://youtu.be/_FaM-IIt1bg

2026-01-30 23:51:17 UTC

🚨NEW VIDEO🚨
Global Macro Update: Gold, Silver, Bitcoin, and the Breakdown of the WTO Era
Gold and silver just repriced violently as the global trade system fractures. Nik explains what Basel III, Shanghai, and the end of the WTO era mean for markets, liquidity, and Bitcoin.
https://youtu.be/8mpiEplIfU8

2026-01-28 00:23:00 UTC

🚨NEW VIDEO🚨
Japan’s RATE CHECK Triggers a DOLLAR INDEX COLLAPSE
A move out of Japan just broke the dollar’s long-term trend. Nik explains why this matters for global liquidity, stocks, and why Bitcoin lags first before reacting.
https://youtu.be/i42PYv_ouY8

2026-01-27 19:15:34 UTC

“The world has changed in front of our eyes. You just need to read the price.”
Why Bitcoin hasn’t kept up with gold is the wrong question.
Nik explains why in the final minutes.
https://blossom.primal.net/57868f671a02df0c2c0651981a1fcaab9c6e0dac1bb84b9c2c291431fa041d8b.mp4

2026-01-23 23:48:18 UTC

🚨NEW VIDEO🚨
Gold at $5,000 Signals MASSIVE Changes to the World Order
Nik explains what gold’s surge, bond repricing, and macro shifts reveal about the global reset and Bitcoin’s role moving forward.
https://youtu.be/wW35okWUurM

2026-01-21 23:32:40 UTC

🚨NEW VIDEO🚨
Is China Sitting on the BIGGEST DEBT BOMB in Modern History?
Debt, rare earth leverage, and central planning are colliding with global markets. Nik & Brian McCarthy break down why China’s credit machine matters for geopolitics, capital flows, and Bitcoin’s outlook.
https://youtu.be/GDZqw6QkW-U

2026-01-21 14:15:51 UTC

Appreciate @npub1cn4…3vle highlighting this TBL chart and connecting the dots on why market structure matters right now.
https://blossom.primal.net/c5bf4ce0a67e7977ead7e4ef4dd064db102a6ae5611a8ef3dd283db818caf9c7.mp4

2026-01-16 00:34:52 UTC

🚨NEW VIDEO🚨
The Trump Doctrine Has ARRIVED, Here’s What It Means for 2026
This episode connects tariffs, fiscal stress, and interest expense to liquidity conditions, and explains why Bitcoin’s macro setup is changing into 2026.
https://youtu.be/pnG86iyRsbA

2026-01-14 00:08:03 UTC

🚨NEW VIDEO🚨
$95,000 Bitcoin & Fed Independence
Nik breaks down Bitcoin’s strong start to the year, key resistance levels, & why Fed politics, liquidity, & market structure matter more than headlines.
https://youtu.be/Xm47eTYJm_w

2026-01-09 01:50:48 UTC

🚨NEW VIDEO🚨
$1 QUADRILLION In Global Wealth: How Does It Impact Bitcoin?
Nik & Demian break down the global balance sheet, why wealth has decoupled from GDP, how credit expansion reshaped the system, and where Bitcoin fits as trillions seek assets in a post-QE world.
https://youtu.be/crETxyQczyw

2026-01-07 16:19:05 UTC

🚨NEW VIDEO🚨
US Treasuries MUST Stabilize for Bitcoin to Move Higher
Nik explains why Treasury stability and falling inflation matter for Bitcoin. He breaks down bond volatility, Fed balance sheet expansion, and why calmer rates support liquidity in 2026.
https://youtu.be/OZVV62lqytw

2025-12-23 22:43:34 UTC

🚨NEW VIDEO🚨
HERE COMES VANGUARD: Why Bitcoin Hits New All-Time Highs in 2026
Nik welcomes Dr. André Dragosch to explain why big money, ETFs, & wirehouses could push Bitcoin to new highs as macro conditions turn heading into 2026.
https://youtu.be/0zUmhXgotMg

2025-12-19 19:07:37 UTC

🚨NEW VIDEO🚨
BITCOIN’S 4-YEAR CYCLE NEVER EXISTED | Next Bubble 2027 w/ Stephen Perrenod
Nik & Stephen break down why the halving narrative fails, how Bitcoin actually bubbles, and why the next major cycle points to 2027.
https://youtu.be/9gyreHKE5XY

2025-12-18 01:09:47 UTC

🚨NEW VIDEO🚨
What Falling Gas Prices Signal for Bitcoin & The 2026 Midterm Elections
Nik explains why inflation, oil prices, & Treasury math matter more than narratives. He breaks down how energy, yields, & policy choices shape Bitcoin’s liquidity outlook.
https://youtu.be/Ef5flMEKmic

2025-12-15 21:32:30 UTC

🚨NEW VIDEO🚨
Why STRATEGY Stands Alone & Why Most Bitcoin Treasury Companies Cannot Last
@npub1qw6…2v52 & @nprofile…jew0 show why Strategy holds strong while other bitcoin treasury companies hit limits. They unpack MNAV pressure, debt risks, & what this shift signals for Bitcoin.
https://youtu.be/TwQugFm2qoo

2025-12-11 20:39:53 UTC

🚨NEW VIDEO🚨
EUROPEAN BREAKING POINT: Italy Takes Gold Back, Sovereign Bond Crisis, & Bitcoin w/ Matt Dines
Nik & Matt break down Italy’s gold power move, the ECB’s strain in defending yields, & how Europe’s sovereign cracks drove the latest liquidity squeeze into Bitcoin.
https://youtu.be/-C13zU-ZsT8

2025-12-09 22:46:34 UTC

🚨NEW VIDEO🚨
THE MOST IMPORTANT DOCUMENT OF 2025: What the New U.S. National Security Strategy Means for Markets
Nik breaks down the White House strategy shift, the focus on reshoring, defense, AI, & why these policies shape liquidity, capital flows, & Bitcoin’s macro path.
https://youtu.be/yOtZaPuVpTE

2025-12-05 21:26:54 UTC

🚨NEW VIDEO🚨
INTEREST EXPENSE EXPLODES: Why The Fed Must Cut & What It Means For Bitcoin
Nik covers easing repo stress, rising interest expense pressure, & why lower rates matter. He breaks down how volatility, dollar shifts, & liquidity trends guide Bitcoin’s next move.
https://youtu.be/wzxydNI2-Go

2025-12-03 00:35:38 UTC

🚨NEW VIDEO🚨
Bitcoin Holds $90,000: Volatility, Yields, & The FED’S NEXT PRINT
Nik breaks down the volatility spike, rising interest costs, & why lower rates are essential. He covers how bond volatility, dollar shifts, & repo stress shape Bitcoin’s path above $90,000.
https://youtu.be/NqBdAnhWB4U

2025-11-20 01:45:17 UTC

🚨NEW VIDEO🚨
Can NVIDIA’s EARNINGS JOLT Spark a Bitcoin Reversal?
Nik explains the reversal setup forming across Bitcoin & stocks as liquidity improves, repo tightness cools, & NVIDIA delivers record earnings. He breaks down what this shift could mean for market momentum.
https://youtu.be/mKNojhzp_oY

2025-11-18 00:17:26 UTC

🚨NEW VIDEO🚨
INSIDE THE SELLOFF: Bitcoin, Sanctions, & The Liquidity Drain
Nik covers the volatility spike, the liquidity drain, & how sanctions are pulling capital out of risk assets. He shows why Bitcoin is testing key support & what these pressures signal for the macro view.
https://youtu.be/yuBTr3jLFQQ

2025-11-14 20:15:39 UTC

🚨NEW VIDEO🚨
BITCOIN CRASHES THROUGH $100,000 While Macro Volatility Surges & Trend Structure Weakens
Nik unpacks rising macro volatility, and why the trend structure is weakening as Bitcoin sits below $100,000, signaling a critical moment for market sentiment.
https://youtu.be/ppQfJMY9yYA

2025-11-10 23:45:59 UTC

🚨NEW VIDEO🚨
LIQUIDITY Explained SIMPLY: How It Really Moves BITCOIN
Nik breaks down how government spending, bank reserves, and deposits move through the system to shape Bitcoin’s price. The clearest liquidity lesson you’ll ever see.
https://youtu.be/pcbYq2LCWwk

2025-11-08 00:02:22 UTC

🚨NEW VIDEO🚨
Bitcoin Holds $100K as Stocks Recover: TBL Liquidity Explained
Nik breaks down Bitcoin’s bounce near $100K, the recovery in stocks, & what TBL Liquidity reveals about tightening funding, repo stress, & how macro conditions are shaping Bitcoin’s next move.
https://youtu.be/BcS3QzXtfQc

2025-11-06 01:30:49 UTC

🚨NEW VIDEO🚨
How the Fed Lost Control of Liquidity (and What It Means for Bitcoin)
Nik and Demian dive into how financial stability has quietly become the Fed’s real target, the growing repo imbalance, and how liquidity fuels every Bitcoin cycle.
https://youtu.be/usUfMQcu9YQ

2025-11-04 01:53:11 UTC

🚨NEW VIDEO🚨
Fed Liquidity Crunch Explained: Repo, QT, & Bitcoin’s Reaction
Nik breaks down Bitcoin’s drop below $108K, new repo market stress, and how the Fed’s tightening cycle is reshaping liquidity and risk assets across markets.
https://youtu.be/EbTpOiO_-xA

2025-10-31 19:42:42 UTC

🚨NEW VIDEO🚨
Liquidity Tightens AGAIN: What the Repo Market Is Telling Us
In this global macro update, Nik looks at new repo stress, falling reserves, and why the liquidity shift could mark a turning point for both the Fed and Bitcoin.
https://youtu.be/CEmJQYEdYpk

2025-10-29 23:43:48 UTC

🚨NEW VIDEO🚨
THE FED ENDS QT: Fiscal Dominance, Repo Stress, & Bitcoin’s Signal
@nprofile…97aq & Demian Schatt break down the Fed’s rate cut, end of QT, & how fiscal dominance and repo stress reveal a deeper shift in global liquidity and Bitcoin’s role.
https://youtu.be/wMhZD_7lbkU

2025-10-28 18:39:33 UTC

🚨NEW VIDEO🚨
How The Bible Helped Me Understand The Capital War
Nik & Kane McGukin explore how faith, history, and liquidity cycles connect, from Michael Howell’s Capital Wars to the moral decay behind credit creation & Bitcoin’s role in a changing world.
https://youtu.be/LNAFBnN4AHg

2025-10-24 12:58:04 UTC

🚨NEW VIDEO🚨
THE GREAT AMERICAN RESET: Credit, Industry, and Bitcoin’s Role in What Comes Next
Nik & Matt Dines break down America’s next economic cycle, showing how credit creation, reindustrialization, and liquidity are reshaping markets and fueling Bitcoin’s rise.
https://youtu.be/iTyZ3eN3K4g

2025-10-21 23:33:00 UTC

🚨NEW VIDEO🚨
America’s Grand Strategy: Repo, China, Jensen Huang, & Bitcoin’s Next Move
Nik connects the dots between the Fed’s repo maneuvers, U.S.–China rivalry, & the tech-fueled shift redefining global money, liquidity, & Bitcoin’s next phase.
https://youtu.be/pCDyEsZJVLI

2025-10-16 20:29:23 UTC

🚨NEW VIDEO🚨
Repo Market MELTDOWN? Gold’s Move Signals Something BIG
Nik unpacks the spike in repo spreads, gold’s massive move, and why this could be the first signal that something is breaking beneath the surface of global markets.
https://youtu.be/XJ_yy0y-Ojk

2025-10-02 14:08:25 UTC

For the first time, The Bitcoin Layer has a Buy/Sell Indicator.
Our dashboard gives you the signal — Buy or Sell, at a glance.
👉 thebitcoinlayer.substack.com
https://blossom.primal.net/a47ece93f4220e05845e68d5d23627ca1458c6243851cb34e7944c633f73c8f9.jpg

2025-10-02 11:36:54 UTC

🚨NEW VIDEO🚨
Bitcoin Breakout or Fade: $119,000 Test & Market Behavior
@nprofile…ytse & Johan Bergman break down Bitcoin’s $119K test, high-volume resistance, and why derivatives, funding rates, and realized profits reveal the behavior behind price.
https://youtu.be/44kS3j5L8AA

2025-09-25 16:24:35 UTC

🚨NEW VIDEO🚨
Global Macro Update: Bitcoin Support, Gold Ratio, & the Fed’s Cuts
Nik covers Bitcoin’s key support, falling volatility & leverage, plus gold competition, Fed cuts & dollar weakness shaping liquidity.
https://youtu.be/Pma21K0l6CQ

2025-09-24 13:58:43 UTC

#Bitcoin is at decision time.
3 years holding the cost basis band…
Support at $104,000
Weakening momentum…
A mini washout under $100,000 could be the reset that sets up the next leg higher.
https://blossom.primal.net/34a3a4823843c4c10e0d164449afb6e84801bc9d425e5318f0a276a2b7b0d639.jpg

2025-09-24 00:40:05 UTC

🚨NEW VIDEO🚨
Bitcoin Price Levels to Watch: Short-Term Holders in Control
Nik & Johan Bergman dive into Bitcoin’s price action, on-chain metrics, and momentum signals, showing how demand is shaping support as speculation fades.
https://youtu.be/hIy9mb0-uSs

2025-09-19 21:25:02 UTC

🚨NEW VIDEO🚨
The Fed Is NOT In Control: Why Markets Lead & Bitcoin Reacts
@nprofile…025y & Demian unpack the Fed’s rate cut, market signals, and why liquidity and volatility shifts matter for Bitcoin.
https://youtu.be/95-F3j5nm5Y

2025-09-15 18:28:55 UTC

🚨NEW VIDEO🚨
How Bitcoin Is Powering a New Credit Market
Nik welcomes Dhruv Patel, CEO & co-founder of Arch Lending in this episode to explore how overcollateralized Bitcoin-backed loans work, why they don’t require rehypothecation, and what it means for institutional finance.
https://youtu.be/ZUxBT2gnvcU

2025-09-12 03:05:39 UTC

🚨NEW VIDEO🚨
Bitcoin Hits $116,000 as the Fed Eyes Rate Cuts
In this global macro update, Nik explains how falling yields, rate cut bets, and rising liquidity are fueling Bitcoin’s surge. He also covers the bond market’s signal, gold’s breakout, and the bull market’s path.
https://youtu.be/pp_kgRSTO0M?si=PFB3v2ehRpnJ44ia

2025-09-05 14:42:06 UTC

🚨NEW VIDEO🚨
Inside the Global Liquidity Shift Powering Bitcoin with @nprofile…m0fl
Nik sits down with Dr. Jeff Ross to break down why capital is rotating into Bitcoin as global liquidity turns. They explore Fed policy, collateral stress, and the new investment regime.
https://youtu.be/IYOpQ2RYhpI?feature=shared

2025-06-24 23:00:22 UTC

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2025-04-25 02:58:06 UTC

🚨NEW VIDEO🚨
Repricing EVERYTHING — Gold, Bitcoin, and the Dollar
https://youtu.be/zekMdU3v8Lc
Nik walks through a massive chart pack to help decode today’s volatile macro landscape. Gold is leading the way, outpacing Bitcoin over the past 12 months and signaling a global monetary reset in motion.

2025-04-22 17:57:00 UTC

🚨NEW VIDEO🚨
Global Macro Update: Bitcoin Rebounds as Gold Screams Monetary Reset
https://youtu.be/O8XWb6GsB_o
Nik highlights bitcoin’s breakout above a key descending trendline and a textbook bullish divergence on the RSI—two technical signals suggesting the recent downtrend may be losing steam.

2025-03-12 02:08:05 UTC

🚨NEW VIDEO🚨
Bitcoin’s 21 Million Supply: Planning for Taxes, Estate & Retirement
https://youtu.be/IFu_f8I0vAc
@VKellermanCFP of @mysoundadvisory breaks down tax-efficient selling, inheritance planning, and portfolio structuring to balance Bitcoin with traditional assets.

2025-03-05 04:22:45 UTC

🚨NEW VIDEO🚨
America Moves Toward a Bitcoin-Backed Future
https://youtu.be/Z_M-FwHwz9c
Nik sits down with @matthew_pines to discuss the U.S. government's evolving Bitcoin strategy.

2025-02-05 17:11:13 UTC

🚨NEW VIDEO🚨
USA Creates a SOVEREIGN WEALTH FUND—Will Bitcoin Fuel America's Economic Takeover?
https://youtu.be/QYvaJB2thu4
Nik unpacks one of the most seismic shifts in U.S. economic history—the creation of America’s first sovereign wealth fund.

2024-09-30 16:45:11 UTC

🚨NEW VIDEO🚨
EXPLAINING BITCOIN To Finance Expert Michael Howell
https://youtu.be/dJiW-zf8Bvs
In this extensive educational video explaining bitcoin, Michael Howell joins Nik Bhatia and The Bitcoin Layer as a student this time instead of as our liquidity teacher.

2024-01-22 20:36:44 UTC

🚨NEW VIDEO🚨
PRO-BITCOIN Policies In Africa
https://youtu.be/QT3ZpMNHIbA
TBL Africa Correspondent @noelynesumba walks us through stages of #bitcoin adoption in Kenya, Nigeria, and South Africa, citing a report that suggests Sub-Saharan Africa has one of the most active bitcoin user bases in the world.

2024-01-18 16:25:43 UTC

🚨NEW VIDEO🚨
Why Bitcoin Makes The World Better
https://youtu.be/S4nI8KsnBiI
Jeff Booth helps us understand why bitcoin is the only global solution to a broken money system where government currencies steal from our time.

2024-01-04 01:34:18 UTC

🚨NEW VIDEO🚨
#Bitcoin ETFs Are Here: Should You Use Them?
https://youtu.be/TG41YAIYL60
- Bitcoin ETFs vs purchasing bitcoin via an exchange
- Why ETFs do not allow shareholders to actually use bitcoin
- How ETFs don't allow shareholders to participate in the decentralized nature of bitcoin

2023-12-22 21:41:07 UTC

🚨NEW VIDEO🚨
Bitcoin & Macro 2024 Outlook
https://youtu.be/23hR2bWhErQ
- Detailed 2024 bitcoin and global macroeconomic outlook
- Summary of The Bitcoin Layer's investment framework and explains the reasoning behind our bitcoin-centric approach
- Chart pack featuring global interest rates and economic indicators with the highest signal
- The three most important storylines to watch for bitcoin in 2024

2023-12-20 17:38:50 UTC

NEW POST 🚨
The Bitcoin Layer's 2023 Year In Review
Looking back at this year's market developments & looking ahead at what's to come.
Read it 👇
https://thebitcoinlayer.substack.com/p/the-bitcoin-layers-2023-year-in-review

2023-12-20 00:58:24 UTC

🚨NEW VIDEO🚨
Understanding The Fed's Balance Sheet
https://youtu.be/hluk1tQun78
In this episode, we are joined by portfolio manager Andy Constan. Interested in understanding how central banking works?
Don't miss this one!

2023-12-14 18:26:19 UTC

🚨NEW VIDEO🚨
FED PIVOT: Rate Cuts Coming Soon
https://youtu.be/RiJl_awwCdg
- 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

2023-12-09 15:52:52 UTC

🚨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: https://youtu.be/F5ZdwkARcHY
🎧 Fountain: https://fountain.fm/episode/lQUcqQBBGh3jvPH2Nnwx
🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/understanding-liquidity-bitcoin-bull-markets/id1650029331?i=1000637983906
🎧 Spotify: https://open.spotify.com/episode/1yPIHf5tfacMcHhDgzDRlH?si=GKCV8JA2S6WaSkwqpiOfsQ

2023-12-04 23:18:45 UTC

🚨NEW VIDEO🚨
Bitcoin Fixes Broken Money with Lyn Alden
https://youtu.be/el4Yz5pTwfk
@npub1a2c…w83a walks us through why #bitcoin is a solution to the monetary problems of the day.

2023-12-04 23:17:51 UTC

🚨NEW VIDEO🚨
Bitcoin Fixes Broken Money with Lyn Alden
https://youtu.be/el4Yz5pTwfk
@npub1a2c…w83a walks us through why #bitcoin is a solution to the monetary problems of the day.

2023-11-30 17:02:01 UTC

🚨NEW VIDEO🚨
Bloomberg Analyst: Bitcoin ETFs Are A Done Deal
https://youtu.be/NPLIWAqm9cE
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.

2023-11-22 22:49:21 UTC

🚨NEW VIDEO🚨
Thanksgiving Bitcoin & Macro Talking Points
https://youtu.be/Qk0_q9uwTFs
6 talking points for your holiday gatherings on bitcoin and global macroeconomics

2023-11-18 04:50:36 UTC

🚨NEW VIDEO🚨
Reverse Repo (RRP) Explainer & Markets Update
https://youtu.be/zvbEGAfHkBg
- 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

2023-11-16 01:48:30 UTC

🚨NEW VIDEO🚨
#Bitcoin Is GREEN TECH
https://youtu.be/4pVtT0FVlj8
The implications for bitcoin as an environmental force are wide and powerful, and @npub13lk…lpsy guides us through what might happen when bitcoin is recognized for its clean energy potential.

2023-11-14 01:18:44 UTC

🚨NEW VIDEO🚨
Is There An Airbnb BUBBLE Bursting?
https://youtu.be/fsljquFi4yo
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.

2023-11-11 00:26:52 UTC

🚨NEW VIDEO🚨
Oil Crashes, Treasury Auction Disaster, & Fed's RRP Falls Below $1 Trillion
https://youtu.be/4c9gpkILZ_Y
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

2023-11-09 02:47:34 UTC

🚨NEW VIDEO🚨
Riot CEO: Bitcoin Mining Stabilizes Energy Grids
https://youtu.be/7aTNCSRhcJQ
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.

2023-11-07 00:33:13 UTC

🚨NEW VIDEO🚨
Glassnode Analyst: BULLISH On-Chain Fundamentals For Bitcoin
https://youtu.be/Nbf-a8aIYUo
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.

2023-11-03 19:37:09 UTC

🚨NEW VIDEO🚨
Recession Imminent As Yields Plummet & Economy Sours
https://youtu.be/vqNoMktBAq4
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.

2023-11-02 14:34:31 UTC

🚨NEW VIDEO🚨
Global Macro Masterclass with Nik Bhatia
https://youtu.be/TW2M2dkWvyE
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.

2023-10-27 19:48:52 UTC

🚨NEW VIDEO🚨
The US Economy Is (Not) Growing & Resilient
https://youtu.be/aRdY28Qw-5Y?si=8_kkkI_TClTBHUL9
@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.

2023-10-25 23:48:22 UTC

🚨NEW VIDEO🚨
Bitcoin Up 100% IN 2023 On ETF Hopes
https://youtu.be/Gjnx_efomLw?
@npub1qw6…2v52 provides a bitcoin and financial markets update
- Bitcoin's returns vs other asset classes (outpacing Ethereum)
- Risks facing bitcoin surrounding ETF approval

2023-10-20 17:09:50 UTC

🚨NEW VIDEO🚨
Senator Lummis: #Bitcoin Is A COMMODITY
https://youtu.be/tBTKl811QsQ
- United States Senator @npub15xq…9rv7 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

2023-10-20 01:52:58 UTC

🚨NEW VIDEO🚨
Bitcoin's Lightning Network Is EXPLODING
https://youtu.be/6C4Vsq1LF4o
- @npub1vwl…r934, Research Analyst at @npub1xke…d0en 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.

2023-10-17 00:45:16 UTC

🚨NEW VIDEO🚨
Recession In 2024? Most Likely.
https://youtu.be/qlO_65vLZB8
- 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

2023-10-13 17:42:32 UTC

🚨NEW VIDEO🚨
Bitcoin Mining Masterclass | Marshall Long
https://youtu.be/HjU_ken1kNg?si=yVydOIAd76LVPuxt
Don't miss this must watch educational offering from Marshall and Nik!

2023-10-05 16:28:54 UTC

🚨NEW VIDEO🚨
#Bitcoin Mining CEOs: Bitmain Concentration Worries Us!
https://youtu.be/1NqZt7PvMH4
Nik joins us from Swan Bitcoin's Pacific Bitcoin Mining Industry Day. He shares what he learned about Bitmain's grip on mining strategy from CEOs Jason Les, Tyler Page, and Zachary Bradford.

2023-10-03 00:36:54 UTC

🚨NEW VIDEO🚨
In Africa, It's Stablecoins For Survival, #Bitcoin For Saving | with @npub1ju2…ya32
https://youtu.be/1t8es_sEvig
- Inflation crisis and union strikes in Nigeria
- Why Nigerians are extremely reliant on Tether and other dollar stablecoins for business survival
- Coups in areas affected by French neocolonialism
- Bitcoin as a savings tool & more!

2023-09-30 00:25:51 UTC

🚨NEW VIDEO🚨
WORST Month Of The Year For Stocks, Here's Why
https://youtu.be/r7n1DNrQn-s
@npub1qw6…2v52 breaks down what's going on with the S&P 500, which is experiencing its worst month of the year, and explains why Treasury yields spiked throughout September.

2023-09-27 21:45:00 UTC

🚨NEW VIDEO🚨
Bankruptcy Attorney: "Busiest I’ve EVER BEEN"
https://youtu.be/zDfQig9m9zE?
Nik is joined by Raj Wadhwani, a bankruptcy attorney based in California. Raj dives into bankruptcy spikes, inflation, student loans, personal loans, high interest rates and many other problems in the economy.

2023-09-22 22:40:12 UTC

🚨NEW VIDEO🚨
WARNING: The US Economic Endgame Is Here
In this episode, Joe discusses the rapid yield spike, yield curve uninversion, and why the market believes the Fed will cut rates sooner rather than later.
🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/warning-the-us-economic-endgame-is-here/id1650029331?i=1000628871652
🎧 Spotify: https://open.spotify.com/episode/5s7hsyd5OQoT9ERMos8KRq?si=dvRtrUOSR-yGNLG51tdDGQ
▶ YouTube: https://youtu.be/2EhRhQwslQE?si=cIefZIK5gx7bIQY8

2023-09-21 01:05:29 UTC

🚨NEW VIDEO🚨
How To Properly Value #Bitcoin | Alex Thorn
- How investors are supposed to think about bitcoin valuation
- How institutional adoption will help moderate volatility
- Driving factors behind bitcoin markets going forward
https://youtu.be/WtRWKbYjeG8?si=NXtx_v2mYhUES2GP

2023-09-16 18:21:10 UTC

🚨NEW VIDEO🚨
Bitcoin Revolutionizes Corporate Finance | Michael Saylor
https://youtu.be/RTiRf1NDEr8?feature=shared
Michael shares his thoughts on a fundamental shift in treasury management, spot ETFs, systemic inflation, and long-term #bitcoin adoption.

2023-09-14 00:51:16 UTC

🚨NEW VIDEO🚨
Bitcoin's First Recession: What Will Happen?
https://www.youtube.com/watch?v=ftClk3hF6Vs
- Implications for bitcoin if we enter a global recession
- Recap of what's happening around the global economy
- Is #bitcoin is positioned to benefit or not during a downtrent?

2023-09-07 17:31:03 UTC

🚨NEW VIDEO🚨
Dollar Strength Bringing DANGER To Markets: Here's Why.
https://youtu.be/kLjJSYN2Dnw
@npub1qw6…2v52 summarizes the latest developments in financial markets and the global economy.

2023-09-05 18:38:50 UTC

🚨NEW VIDEO🚨
Bitcoin ETF Just BEAT The SEC, What's Next?
https://youtu.be/ZwguNeA5Hz4
TBL Legal Correspondent @npub1s9z…nszc joins the show to breakdown the latest developments with the #bitcoin ETF

2023-08-29 02:23:54 UTC

🚨NEW VIDEO🚨
Store Your Bitcoin SECRETLY | Andrew Poelstra https://youtu.be/qrPQDv4TW3E
Learn about this fascinating offline solution for secret sharing involving bitcoin storage and verification.

2023-08-23 20:36:57 UTC

🚨NEW VIDEO🚨
Is The Treasury Market BREAKING? | Matt Dines https://youtu.be/edb6einjxnY
- Epic bear market in Treasuries
- Yield level projections that will bring portfolios a lot of pain
- Why the 3-month/6-month Treasury bill curve is inverted and what it means for markets.

2023-08-11 21:40:26 UTC

🚨NEW VIDEO🚨
The Corporate, CRE, and AirBNB Debt Timebomb https://youtu.be/3e_2Vk13zl0
The era of easy money is over — for borrowers the world over, it's time to sell assets or downsize to operate at higher rates. Anything to avoid default.

2023-08-10 00:59:28 UTC

🚨NEW VIDEO🚨
7 CHARTS TO WATCH: Stocks, Bonds & Bitcoin https://youtu.be/8yWo-EyfKyw
Nik takes us on a tour across asset classes. He examines the price action and behavioral impulses of buyers and sellers for US Treasuries, bitcoin, ETH vs BTC, the stock market, volatility, and oil.

2023-08-04 19:54:10 UTC

🚨NEW VIDEO🚨
Unapologetic Capitalism Drives Human Flourishing | Saifedean Ammous https://youtu.be/iwfr6f_7G_c
- Principles of economics
- Attributing human flourishing to our capitalistic system
- Nik asks @npub1gdu…6nak about the general idea of owning stocks versus owning government bonds
- Why trade brings about peaceful interaction

2023-07-28 20:32:55 UTC

🚨NEW VIDEO🚨
Stablecoins Are The New Eurodollar System https://youtu.be/09_jmbdpAMc
@npub1uyz…8632 explains why FedNow is a technology upgrade but not a CBDC, and she and Nik explore the theory of stablecoins as an extension of the Eurodollar, or offshore banking, system.

2023-07-25 00:33:11 UTC

🚨NEW VIDEO🚨
The Fed's Big Experiment Will End In Tears | Randy Woodward https://youtu.be/zFzVyrlwEE8
- Money supply threatening to send US consumer prices into deflation
- The Fed's big experiment in doing away with QE and ZIRP after 15 years
- The state of banks as we head into yet another rate hike

2023-07-21 21:36:39 UTC

🚨NEW VIDEO🚨
RFK's Bitcoin Proposal, Fed Driving Blind, & Hard Landing Odds with Lawrence Lepard https://youtu.be/ukm7MRC43wc
- RFK's proposal to back 1% of newly-issued US Treasuries with hard money
-What the yield curve signals about the Fed's policy error
-What's next for financial markets.

2023-07-05 23:51:46 UTC

🚨NEW VIDEO🚨
Trend Watch: Treasuries & Bitcoin https://youtu.be/Kr3CjQXVVTY
- Next few months of monetary policy examined
- How will the Fed respond to yield curves and risk markets?
- Key trends identified in bitcoin and rates

2023-06-30 23:02:00 UTC

🚨NEW VIDEO🚨
4th of July #Bitcoin On-Chain Update https://youtu.be/8ruNf0cNuq4
- Our favorite bitcoin-native indicators
- Where are we in bitcoin's four-year cycle?
- What lies ahead in the next 6-12 months?