Decentralizing Block Templates and Home-Mining Economics The October 06, 2025 episode of The Bitcoin Layer features Robert Warren explaining residential mining economics and the governance risk of pool-controlled block templates.
Multipolar Trade Realignment and the Digital-Dollar Gambit The April 26, 2025 episode of The Bitcoin Layer features Tanvi Ratna outlining how Washington’s tariff-plus-security playbook seeks to reset global trade, currency dynamics, and alliance structures.
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 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? 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.
Treasury Volatility and Bitcoin Resilience The April 10, 2025 episode of The Bitcoin Layer, featuring Demian Schatt and hosted by Nic Bhatia, examines dramatic Treasury market dislocations driven by tariff policies and basis trade unwinding while highlighting Bitcoin’s resilience.
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.