The Bitcoin Layer

• Bitcoin Soars Past $113,000 as Liquidity Surges and Stablecoins Boom

  In this episode, Nik breaks down Bitcoin’s latest breakout to all-time highs and what’s driving price action under the hood. He covers the Golden Cross formation, historical performance following technical breakouts, and how TBL’s proprietary liquidity index offers a signal-rich view of current market conditions. Nik also explores the role of stablecoin growth, Treasury auctions, dollar moves, and credit market calm as contributing factors to Bitcoin strength. The update finishes with a look at on-chain momentum, real yields, and why the combination of stable rates and rising liquidity points to continued upside for risk assets.🔗 Links & Sources:• https://bitbo.io/news/stablecoin-issuers-us-treasuries/📚 Bitcoin Age is here, order yours today: https://a.co/d/5gau08H📊 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 904949⚡ Contribute to The Bitcoin Layer via Lightning Network: [email protected] Bhatia's Twitter: https://twitter.com/timevalueofbtcCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballResearcher 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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• Mysterious $8 Billion Bitcoin Move: Quantum Theft, Legal Seizure, or Hoax?

  In this episode, Nik breaks down the mysterious on-chain movement of 80,000 dormant Bitcoin that last moved in 2011. He walks through the implications of this $8 billion transaction, the legal-sounding op codes attached to it, and the suspicious BCH test transactions that accompanied the event. Nik explores what this means for assumptions about lost coins, private key security, and even the possibility of quantum theft. With analysis from Checkmate at Checkonchain and Cyphertux, this episode unpacks one of the most intriguing Bitcoin stories of the year—and why the price hasn’t yet reacted.🔗 Links & Sources:• Checkmate’s Write-up on the 80K BTC Move:https://newsletter.checkonchain.com/p/eighty-thousand-ancient-bitcoin• Cyphertux Deep Dive (OP_RETURN Analysis):https://www.cyphertux.net/articles/en/research/bitcoin-80k-btc-mystere-opreturn📚 Bitcoin Age is here, order yours today: https://a.co/d/5gau08H📊 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 904626⚡ Contribute to The Bitcoin Layer via Lightning Network: [email protected] Bhatia's Twitter: https://twitter.com/timevalueofbtcCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballResearcher 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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• The Real Link Between M2, Bank Assets & Bitcoin’s $110,000 Strength

  In this episode, Nik is joined by TBL researcher Demian Schatt to unpack why Bitcoin is trading so strongly near all-time highs and what the current liquidity setup tells us about where things are headed. They explore the long-debated link between Bitcoin and M2, examine how banking system assets play into TBL’s liquidity model, and walk through the balance sheet mechanics behind Treasury issuance, stimulus, and deposit creation. Nik explains why both M2 and asset-based liquidity matter, and how understanding the plumbing gives investors an edge. The update ends with a technical look at Bitcoin’s recent breakout and what a summer rally could mean for the cycle.Links: https://www.youtube.com/watch?v=rdaAoiH8nCIhttps://www.bitcoinstimulus.net/📚 Bitcoin Age is here, order yours today: https://a.co/d/5gau08H📊 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 903875⚡ Contribute to The Bitcoin Layer via Lightning Network: [email protected] Bhatia's Twitter: https://twitter.com/timevalueofbtcCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballResearcher 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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• Mainstream Media Has FLIPPED on Bitcoin Mining

  In this episode, Nik highlights the work of Daniel Batten and walks through 17 examples of mainstream media outlets covering Bitcoin mining in a dramatically more positive light. From Iceland’s renewable-powered farms to flared gas in Texas and hydro-powered villages in Africa, the headlines signal a major shift in narrative. Nik explores how governments like Bhutan are using Bitcoin mining to support economic development, how miners are contributing to energy grids, and how the sector is increasingly seen as a catalyst for sustainability and electrification. This update reflects growing global recognition of Bitcoin’s potential as a public good.Link to Tweet: https://x.com/DSBatten/status/1939798927630291405📚 Bitcoin Age is here, order yours today: https://a.co/d/5gau08H📊 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 903574⚡ Contribute to The Bitcoin Layer via Lightning Network: [email protected] Bhatia's Twitter: https://twitter.com/timevalueofbtcCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballResearcher 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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• Global Macro Update: Bitcoin Holds Steady as Trade and Treasury Regs Shift

  In this episode, Nik breaks down the latest global macro developments driving Bitcoin’s price action and Treasury market conditions. He explores major trade news out of Europe and China, the U.S. agenda to rebalance global trade through weapons exports, and what a new regulatory change means for U.S. bank demand for Treasuries. Nik explains the Fed’s SLR update, Treasury repo mechanics, and why regulatory shifts are designed to reduce foreign reliance on U.S. debt. The update also covers the U.S.–China AI race, Bitcoin mining competitiveness, and a detailed technical look at Bitcoin’s current consolidation trend.Links to Articles:https://www.cnbc.com/2025/06/27/trump-plans-executive-orders-to-power-ai-growth-in-race-with-china.htmlhttps://www.scmp.com/news/china/article/3316128/china-and-us-finalise-trade-deal-global-conflict-risk-warning-scmp-daily-highlightshttps://www.cnbc.com/2025/06/27/nato-defense-deal-to-rebalance-eu-us-trade-relations-antonio-costa.htmlhttps://www.zerohedge.com/markets/55tn-balance-sheet-capacity-unlocked-assessing-impact-slr-changes-big-banks📚 Bitcoin Age is here, order yours today: https://a.co/d/5gau08H📊 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 902992⚡ Contribute to The Bitcoin Layer via Lightning Network: [email protected] Bhatia's Twitter: https://twitter.com/timevalueofbtcCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballResearcher 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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