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- 1 weeks ago41 min
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 exactly what he laid out in yesterday's Substack post, The Token Layer. The Bitcoin Layer and its guests do not provide investment advice.
- 1 weeks ago57 min
UAE QUITS OPEC: The Offshore Dollar Era Is Changing with Matt Dines
Nik welcomes Matt Dines, CIO of Build Asset Management, back to The Bitcoin Layer to unpack the UAE leaving OPEC and what it signals about a broader dollar system remake. Dines ties the UAE's pivot toward direct Fed swap lines to the Bank of Japan holding rates, the un-inversion of the 3-month / 6-month T-bill curve after 130 weeks, and the disaster unfolding in UK gilts. He closes with his thesis on the ninth inning of the credit cycle, the 1913 Anglo-American merger, and the Pax Silica vision tying together semiconductors, energy, critical minerals, stablecoins, and bitcoin as the glue of an emerging American-led global order. The Bitcoin Layer and its guests do not provide investment advice.
- Apr 12, 20261h 1m
The Money Printer Is Back On with Lyn Alden
Nik welcomes back Lyn Alden for a wide-ranging conversation on AI's economic impact, the repricing of software stocks, and why the deficit only goes one direction. The Bitcoin Layer and its guests do not provide investment advice.
- Apr 1, 20261h 8m
The Everything Bubble Is Over: Michael Howell’s Warning for 2026
Nik welcomes back Michael Howell of CrossBorder Capital for an urgent breakdown of the global liquidity cycle. Michael explains why the cyclical top is in, how oil, the MOVE index, and the dollar have dealt a 20% blow to global liquidity, and why the everything bubble is over. They cover the $45 trillion debt maturity wall, China's monetization driving gold, Treasury QE replacing Fed QE, bank deregulation as a 2027 catalyst, private credit's illiquidity risk, and why Michael says don't trade bitcoin or gold, own them. The Bitcoin Layer and its guests do not provide investment advice.
- Mar 25, 202657 min
RISE of the American Empire with Brent Johnson
In this episode, Nik welcomes back Brent Johnson of Santiago Capital for a wide-ranging global macro conversation. Brent breaks down the dollar's behavior during geopolitical crises, the deglobalization thesis and fracturing supply chains, and his Rise of the American Empire framework drawing parallels to Rome's transition from republic to empire. They cover the Office of Strategic Capital's push to secure critical minerals and semiconductors, the US-China power competition over chips and rare earths, Persian Gulf risks including fertilizer disruptions and famine, and close with stablecoins, bitcoin as a pure play on global liquidity, and why digital assets are here to stay. The Bitcoin Layer and its guests do not provide investment advice.
- Mar 4, 202628 min
The AI-Pentagon War That Every Bitcoiner Needs to Understand
In this episode, Nik welcomes back Yaël Ossowski, Fellow at the Bitcoin Policy Institute, to break down the escalating standoff between Anthropic and the Pentagon. They examine how Claude was reportedly used in the Venezuela raid, why Anthropic is drawing a hard line against warrantless surveillance and autonomous weapons, and the political fault lines forming between AI safety and permissionless innovation. Yaël unpacks the third party doctrine and its direct implications for Bitcoiners’ financial privacy, and they close with a look at how the massive AI capex buildout is reshaping the U.S. economy and what it means for Bitcoin in the broader macro picture. The Bitcoin Layer and its guests do not provide investment advice.
- Feb 28, 202644 min
Claude Eclipses Trump as the Most Important Force in Global Macro
In this episode, Nik breaks down why Anthropic's Claude has displaced Donald Trump as the single most important force driving global macro and financial markets, walking through the system-level evidence including IBM dropping 12% on a single AI headline, Block cutting 40% of its workforce, trucking capacity sold out from data center buildout, and Treasury yields falling in direct response to new model releases. He connects the AI arms race to US economic statecraft, the fight to outpace China, and what a disinflationary labor market shock means for Fed policy, credit spreads, and Bitcoin. 📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm. ▶️ Subscribe and turn on notifications for TBL on YouTube. 📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe 🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform. 📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer 📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial 🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch ⛓️ ₿lock Height 938641 ⚡ Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Researcher Demian Schatt's Twitter: https://x.com/demianschatt Lead Statistician Augustine Carrasco Twitter: https://x.com/AugustineCarrB The Bitcoin Layer and its guests do not provide investment advice.
- Feb 24, 202639 min
Individual Ownership Peaked in 2024 and What Comes Next for Bitcoin
In this episode, Nik sits down with Sam Baker, Research at River, to break down River's second annual Bitcoin adoption report, covering how institutional ownership, registered investment advisors, sovereign holdings, and small business adoption all accelerated in 2025 despite price weakness. Sam explains why individual ownership likely peaked in 2024, why RIAs managing $146 trillion hold less than one basis point in Bitcoin, and what the ownership distribution trend implies for the decade ahead. Nik connects the data to his framework of Bitcoin as a tool of American economic statecraft in the US-China competition for global capital dominance.Episode links: https://river.com/learn/files/river-bitcoin-adoption-report-2026.pdfhttps://x.com/River/status/2026322299595432323?s=20https://btcmap.org/https://x.com/macromule📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm. ▶️ Subscribe and turn on notifications for TBL on YouTube.📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform.📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch⛓️ ₿lock Height 938184⚡ Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.ggNik Bhatia's Twitter: https://twitter.com/timevalueofbtcResearcher Demian Schatt's Twitter: https://x.com/demianschattLead Statistician Augustine Carrasco Twitter: https://x.com/AugustineCarrB The Bitcoin Layer and its guests do not provide investment advice.
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About The Bitcoin Layer
The Bitcoin Layer is a premium markets research provider, covering bitcoin through a global macro lens | Research, Analysis, & EducationFeaturing 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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