Liquidity and Policy Dynamics in Bitcoin Markets
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.
Nik Bhatia
Bitcoin as a Lifeline: Beyond Credit Constraints
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
Bitcoin Reserves and New Money Creation: U.S. Policy Turning Point
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.
Bitcoin's $1 Million Path: Credit-Driven Financial Expansion
In the December 7, 2024 episode of The Bitcoin Layer podcast, Nik Bhatia reflects on how Bitcoin’s price breakthrough past $100,000 signals a major shift in how its future market potential is framed.
Bitcoin’s Path to $96,000: Key Insights and Strategic Factors
The November 12, 2024, episode of the Bitcoin Layer features Nik Bhatia discussing Bitcoin’s climb to $85,000, signalling market optimism fueled by election-driven fiscal policies, robust adoption trends, and consistent halving cycles.
Bitcoin’s $77,000 Breakout: Signals for Investors in a Shifting Fiscal Landscape
The November 7, 2024 episode of The Bitcoin Layer has Nik Bhatia exploring Bitcoin’s recent surge to $77,000, which marks a significant trend as U.S. fiscal policies point toward heightened asset liquidity and inflationary pressures.
Bitcoin Surges as Fiscal Policy Fuels Market Liquidity
The October 30, 2024 episode of The Bitcoin Layer has Nik Bhatia examines Bitcoin’s recent rally to near-record highs, linking it directly to massive deficit spending in the U.S. and China.