Decoding Liquidity and Asset Dynamics

Nik Bhatia is the founder of The Bitcoin Layer, a macroeconomic research firm focused on Bitcoin and global finance. He’s also the best-selling author of Layered Money, a CFA charterholder, a former U.S. Treasuries and money markets trader, and now teaches at USC’s Marshall School of Business. In this episode, Nik breaks down the chaos in today’s markets with rare clarity—from volatility patterns to the future of the dollar. We dive into the truth behind Treasury market turmoil, why 7-sigma events are happening more often, the potential collapse of weak global currencies, and how trade wars, tariffs, and de-dollarization efforts are reshaping the global order. Nik also unpacks the “Mar-a-Lago Accord” theory and what it might mean for BRICS, the Eurodollar system, and financial warfare between the U.S. and Europe.

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