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 06, 2025 episode of The Bitcoin Layer features Robert Warren explaining residential mining economics and the governance risk of pool-controlled block templates.
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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.
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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 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.
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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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On April 01, 2025, The Bitcoin Layer featured Yaël Ossowski discussing significant U.S. policy shifts affecting Bitcoin, including the repeal of the IRS broker rule and proposals for dimminimous taxation.
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The June 20, 2024 episode of The Bitcoin Layer featuring Fred Thiel explores innovative approaches to monetize stranded renewable energy through advanced Bitcoin mining technologies, including two-phase immersion cooling and decentralized energy systems.
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On July 31, 2024, The Bitcoin Layer featured Senator Cynthia Lummis discussing the Bitcoin Act of 2024 and its plan to establish a Strategic Bitcoin Reserve as a hard asset to bolster the US balance sheet and reduce national debt.
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In the December 20, 2024 episode of The Bitcoin Layer, Craig Shapiro argues that the Fed’s recent rate cuts have done little to control inflation or temper rising yields, and he questions whether policymakers can contain the ongoing increase in bond-market volatility.
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