In this episode, Nik delivers a global macro update as Bitcoin consolidates around $100,000, signaling what could be its most explosive setup yet. Expanding on his bold thesis for Bitcoin’s path to $1 million, he examines the unprecedented drivers behind this moment, including Bitcoin’s evolution as a strategic asset and the transformative role of new money creation. Connecting the dots between market momentum, institutional strategies, and the global macro landscape, Nik shares why he’s never been this bullish on Bitcoin—and why its future has never looked more promising.
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
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Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
Chapters:
00:00:00 The Astounding Fundamentals of Bitcoin
00:04:52 Bitcoin's Strategic Asset Potential
00:09:53 Analyzing Bitcoin Price Targets and Future Growth
00:14:50 Understanding Monetization in Real Estate
00:19:27 Understanding Bond Settlement and Portfolio Accounting
00:24:32 Understanding Repo Financing and Its Impact
00:29:21 Bitcoin's Connection to the Bond Market
00:34:13 Strategic Bitcoin Reserve for the US
00:39:11 The Shift in American Economic Policy
The Bitcoin Layer and its guests do not provide investment advice.