The Bitcoin Layer

• BITCOIN CRASHES THROUGH $100,000 While Macro Volatility Surges & Trend Structure Weakens

  In this episode, Nik breaks down Bitcoin’s drop below $100,000, why key trend lines matter, and how TBL Liquidity flipped negative ahead of the move. He covers the failed $108,000 level, the critical support zones near $96.000 and $87,000, the rise in bond volatility, and tightness in the repo market as SOFR hits the ceiling. Nik also explains how the government reopening and TGA spend down may affect reserves, liquidity, and Bitcoin’s path from here.📚 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 923634⚡ Contribute to The Bitcoin Layer via Lightning Network: [email protected] 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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• Inside McKinsey’s Global Wealth Report: What It Means for Bitcoin

  In this episode, Nik and Demian break down the connection between credit creation, inflation, and productivity, exploring why the world’s debt keeps growing faster than real wealth. Nik explains how money enters the system, when it becomes inflationary, and how productivity can offset rising prices. They discuss McKinsey’s global balance sheet framework, the difference between paper wealth and real wealth, and how Bitcoin could serve as new collateral in a re-collateralized financial system built for long-term stability and growth.Link to Nik's latest report: https://thebitcoinlayer.substack.com/p/the-macroeconomy-seeks-productivityLink to McKinsey's report: https://www.mckinsey.com/~/media/mckinsey/mckinsey%20global%20institute/our%20research/out%20of%20balance%20whats%20next%20for%20growth%20wealth%20and%20debt/out-of-balance-whats-next-for-growth-wealth-and-debt.pdf📚 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 923363⚡ Contribute to The Bitcoin Layer via Lightning Network: [email protected] 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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• LIQUIDITY Explained SIMPLY: How It Really Moves BITCOIN

  In this episode, Nik explains why Bitcoin rallied on the news that the U.S. government may soon reopen. He breaks down how Treasury spending, reserves, and deposits move through the financial system, eventually fueling Bitcoin demand. Using a simple four-balance-sheet setup, Nik teaches how TBL Liquidity connects government spending, bank balance sheets, and Bitcoin’s price performance. 📚 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 923061⚡ Contribute to The Bitcoin Layer via Lightning Network: [email protected] 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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• Bitcoin Holds $100,000 as Stocks Recover: TBL Liquidity Explained

  In this episode, Nik breaks down the latest global macro data and Bitcoin’s reaction to shifting liquidity conditions around the $100,000 level. He covers repo market tightness, U.S. credit card debt trends, Treasury issuance plans, and debt-to-GDP stability. Nik also compares Bitcoin’s performance to gold, explores what MVRV and realized price reveal about market health, and explains how TBL Liquidity captures the link between funding, risk assets, and Bitcoin’s price action.📚 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 922667⚡ Contribute to The Bitcoin Layer via Lightning Network: [email protected] 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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• How the Fed Lost Control of Liquidity (and What It Means for Bitcoin)

  In this episode, Nik and Demian unpack how the Fed’s fight to manage repo market tightness is reshaping liquidity and Bitcoin’s price behavior. They break down the balance between inflation, employment, and the Fed’s “unofficial” financial stability mandate, exploring how fiscal dominance and credit creation now drive global money flows more than monetary policy itself. Nik explains why Bitcoin acts as a liquidity asset, not a safe haven, and how the next cycle will be defined by the real economy, not Fed narratives.📚 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 922385⚡ Contribute to The Bitcoin Layer via Lightning Network: [email protected] 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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