Research area
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.
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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.
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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.
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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.
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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.
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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.
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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.
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The March 24, 2025 episode of Simply Bitcoin featuring Nik Bhatia outlines Bitcoin’s evolution from niche asset to mainstream force, driven by policy endorsements and robust technical foundations.
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On May 25, 2025, The Bitcoin Standard podcast with Nik Bhatia explored how Bitcoin’s fixed 21 million supply challenges the vulnerabilities of fiat credit expansion.
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The March 20, 2025 Rough Consenus episode with Nik Bhatia examines surging Japanese bond yields, evolving liquidity metrics, and the critical interplay between FED policy and Treasury borrowing.
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The February 17, 2025 episode of Bitcoin for Millenials featuring Nik Bhatia examines how a credit-driven system undermines individual wealth while positioning Bitcoin as a deflationary alternative
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In the December 14, 2024 episode of The Bitcoin Layer, host Nik Bhatia explores the emerging concept of a U.S. strategic Bitcoin reserve, highlighting the interplay between new capital creation and the evolving rationale behind Bitcoin’s growth beyond the “digital gold” narrative.
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