In this episode, Nik breaks down the White House’s new National Security Strategy and explains why it is the most important document released by the administration so far. He walks through the shift away from globalism, the focus on reshoring industrial capacity, and how defense spending, technology investment, and middle class revitalization tie directly into future market structure. Nik analyzes the new Monroe Doctrine framing, the balance of power approach with China, the administration’s stance on Europe, and how energy dominance, AI, and military production shape credit creation and capital flows. He explains why these policies matter for risk markets, the Treasury market, and Bitcoin’s long term setup as the United States pivots into a new macro regime.

Episode links:

📚 Bitcoin Age is here, order yours today: https://a.co/d/5gau08H

📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.

▶️ Subscribe and turn on notifications for TBL on YouTube.
📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe
🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform.
📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer
📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial
🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch

⛓️ ₿lock Height 926566

⚡ Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg

Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
Researcher Demian Schatt's Twitter: https://x.com/demianschatt
Lead Statistician Augustine Carrasco Twitter: https://x.com/AugustineCarrB

The Bitcoin Layer and its guests do not provide investment advice.

The Love of Christ

The Summit Church

Life, Death, and the Heavenly Dwelling

The AI-powered Podcast Player