The Bitcoin Layer
by The Bitcoin Layer
Bitcoin $100,000 Journey: Our Most Powerful Conversations of 2024
About this podcast
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!
Episodes
The newest 20 of 100 episodes
- Bitcoin $100,000 Journey: Our Most Powerful Conversations of 2024 · 29 minIn this video, we highlight the groundbreaking conversations that shaped Bitcoin’s historic rise to $100,000 in 2024. Featuring Senator Cynthia Lummis on Bitcoin’s role in U.S…
- The Bitcoin Classroom Part 3: Bitcoin’s Scarcity and Global Impact · 23 minIn this episode, USC professor Nik Bhatia builds on his conversation with economics student Demian Schatt, addressing new questions about Bitcoin’s hard cap, credit systems, and…
- The Bitcoin Classroom Part 2: Bitcoin’s Intrinsic Value · 30 minIn this episode, USC professor Nik Bhatia continues answering questions from economics student Demian Schatt, diving deeper into the challenges and opportunities of integrating…
- Bitcoin Nears $100,000: How High Can It Go? · 33 minIn this episode, Nik delivers a global macro update as Bitcoin surges to $99,000, nearing six figures after a major breakout. He analyzes the drivers behind this rally, including…
- The Bitcoin Classroom Part 1: Challenging a Bitcoin Professor on Monetary Policy · 44 minIn this episode, USC professor Nik Bhatia answers questions from economics student Demian Schatt, exploring how Bitcoin could fit within modern fiscal and monetary policy…
- Goodbye Recession: Welcome to the 2025 Economic Boom · 52 minIn this episode, Nik Bhatia sits down with Eric Wallerstein of Yardeni Research to dissect the forces driving today’s financial markets. They explore how rising interest rates…
- Mastering Bitcoin Self-Custody with BTC Sessions · 38 minIn this episode, BTC Sessions, a seasoned Bitcoin educator, dives into the essential skills and tools for achieving true self-custody and financial sovereignty in bitcoin. In…
- Building a U.S. Strategic Bitcoin Reserve: A New Era in Bitcoin Policy · 40 minIn this episode, Nik welcomes David Zell, co-founder of the Bitcoin Policy Institute, to analyze the shifting tides in Bitcoin policy and the regulatory challenges posed by…
- The Math Behind Bitcoin's Move to $96,000 · 37 minIn this video, Nik discusses bitcoin's recent path to all-time highs as it surges above $85,000. Nik breaks down why his technical analysis points to $96,000 as the next major…
- Why Bitcoin $77,000 Is Just The Warm-Up Act · 36 minIn this episode, Nik analyzes the historic market movements following Bitcoin’s surge to an all-time high of $77,000 amidst Donald Trump’s return to the White House. He explores…
- Store Your Bitcoin SECURELY: Multi-Sig & Key Control · 39 minIn this episode, Nik sits down with Unchained co-founders Dhruv Bansal and Joe Kelly to unpack why Bitcoin security demands a unique approach—far different from traditional…
- BITCOIN SPECULATORS ARE BACK: Inflows & On-Chain Analysis · 38 minIn this episode, Nik Bhatia and James from Checkonchain dive deep into Bitcoin's current market landscape, breaking down the driving forces behind Bitcoin's recent volatility…
- Bitcoin Hits $73,000: The Hidden Money Printer Fueling All-Time Highs · 19 minIn this episode, Nik examines the powerful forces pushing Bitcoin toward new highs, revealing how government spending sets off new money creation that flows directly into assets…
- Beyond the Headlines: How to Really Understand Financial Markets. · 30 minIn this video, Nik shares his journey from a confused college student to a professional analyst, revealing how discovering Zero Hedge in 2010 transformed his approach to…
- Global Macro Update: Treasury Yields Hit 4.25% & Bitcoin’s Path Amid Rising Market Fear · 47 minIn this episode, Nik delivers a global macro update covering the economy and every asset class. He analyzes Bitcoin’s performance versus Ethereum as ETH faces steep declines and…
- Treasury Freefall: What Surging Yields Mean for Bitcoin, Gold, and Markets · 31 minIn this global macro update, Nik covers the Treasury market selloff and its impact on global markets. With U.S. Treasury yields hitting new highs, driven by fiscal concerns…
- Bitcoin ETFs: The Death Knell for Crypto VC? · 25 minIn this episode, Galaxy's head of research Alex Thorn helps Nik unpack the evolving landscape of crypto venture capital and Bitcoin's unique position in today's market. They…
- Bitcoin’s Power Law Path to $1 Million · 43 minIn this video, Nik dives into the mathematical heart of Bitcoin's future with statistical wizard Stephen Perrenod. They unravel the complex relationship between power laws and…
- Global Macro Update: Bitcoin Surges as China Stimulates and Trump's Trade War 2.0 Looms · 25 minIn this video, Nik dives into what could be a perfect storm brewing in global markets. He unpacks Bitcoin's sudden 5% surge due to major economic shifts. To do so, he explores…
- The Recession That Never Came: Is the US Economy Defying Gravity? · 56 minIn this episode, Nik presents a global macro update, breaking down conflicting signals in the US economy. He starts with inflation data, a recession that never seems to come, the…







