Research area
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.
Read the analysis
The December 10, 2024 episode of The Bitcoin Layer podcast features Jeff Park discussing MicroStrategy’s ongoing and aggressive accumulation of Bitcoin, achieved through convertible debt issuance and strategic capital structure management.
Read the analysis
The November 15, 2024 episode of The Bitcoin Layer podcast features Eric Wallerstein discussing the interplay between fiscal and monetary policy, the evolving role of private credit, and the impact of technological advancements.
Read the analysis
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.
Read the analysis
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.
Read the analysis
The November 7, 2024 episode of The Bitcoin Layer features Unchained co-founders, Dhruv Bansal and Joe Kelly, discussing Bitcoin custody solutions that prioritize client security and autonomy through multisig (multi-signature) setups.
Read the analysis
The November 6, 2024 episode of The Bitcoin Layer features James Check exploring how Bitcoin’s current market dynamics are shaped by a rise in futures and options trading, drawing attention to the speculative influence in the Bitcoin market.
Read the analysis
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.
Read the analysis
In the October 25, 2024 episode of The Bitcoin Layer, Nik Bhatia dives into the interconnected dynamics between treasury yields, market liquidity, and Bitcoin’s price trends, highlighting how current treasury yields at 4.25% signal rising fear and caution in financial markets.
Read the analysis
In the October 23, 2024 episode of The Bitcoin Layer, Nik Bhatia explores the implications of rising U.S. Treasury yields, analyzing how they affect Bitcoin, gold, and other markets.
Read the analysis
In an October 21, 2024 episode of The Bitcoin Layer, Alex Thorn discusses the shifting dynamics between Bitcoin ETFs and crypto venture capital (VC).
Read the analysis
The October 19, 2024 episode of the The Bitcoin Layer podcast features Alex Thorn, head of research at Galaxy Digital, discussing the evolving challenges of valuing Bitcoin.
Read the analysis