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Nik Bhatia

Falling Energy Prices, Lower Yields, and Bitcoin’s 2026 Setup

Falling Energy Prices, Lower Yields, and Bitcoin’s 2026 Setup

The December 18, 2025 episode of The Bitcoin Layer features Nik Bhatia arguing that Bitcoin’s near-term direction hinges on Treasury yields, dollar-linked liquidity, and market-implied inflation expectations.

Bitcoin’s 2025 Plateau: Liquidity Transmission, Treasury Volatility, and Adoption Signals

Bitcoin’s 2025 Plateau: Liquidity Transmission, Treasury Volatility, and Adoption Signals

The October 01, 2025 episode of the Green Candle podcast features Nik Bhatia assessing whether conditions justify a parabolic phase. Bhatia separates macro liquidity from native Bitcoin dynamics, arguing that refinancing waves and falling Treasury volatility matter more than small rate cuts.

Monetary Reordering and Cross-Asset Dynamics

Monetary Reordering and Cross-Asset Dynamics

The April 25, 2025 episode of The Bitcoin Layer features Nik Bhatia exploring how a looming “Bretton Woods 3” realignment is shifting capital from dollar assets toward gold and Bitcoin.

Gold Repricing, Dollar Weakness, Bitcoin Tests

Gold Repricing, Dollar Weakness, Bitcoin Tests

The April 21, 2025 episode of The Bitcoin Layer has Nik Bhatia linking gold’s break above $2,070, a deliberate U.S. dollar slide, and Bitcoin’s bullish divergence to an emerging monetary reset.

Will Structural Reforms Keep Treasury Yields Tame?

Will Structural Reforms Keep Treasury Yields Tame?

The April 17, 2025 episode of The Bitcoin Layer features Nik Bhatia explaining why steady 2‑3 % inflation, leverage‑ratio relief for banks, and buy‑backs of illiquid off‑the‑run bonds could anchor Treasury yields over the next decade.

Macro Dynamics & Bitcoin Stability

Macro Dynamics & Bitcoin Stability

The April 07, 2025 episode of The Bitcoin Layer with Nik Bhatia examines US Treasury yield trends, yield curve shifts, and trade policies to explain emerging Fed rate cuts and market volatility, while highlighting Bitcoin’s technical support around 70K as a sign of resilience.

Macroeconomic Policy & Bitcoin Valuation Dynamics

Macroeconomic Policy & Bitcoin Valuation Dynamics

The March 28, 2025 episode of What Bitcoin Did with Nik Bhatia examines the FED’s shift from aggressive quantitative tightening to a moderated approach that may lead to quantitative easing, affecting liquidity and asset prices—especially Bitcoin.