In this episode, Nik answers questions from Demian about the Trump–Musk fallout and what it reveals about the trajectory of U.S. economic policy. He unpacks the politics behind Trump’s budget bill, Musk’s frustration with runaway spending, and how credit expansion continues to power the system. Nik explains why fiscal dominance now drives markets, and how Bitcoin and gold are rising as Treasuries face growing challenges to their role atop the global monetary hierarchy.
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Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
Researcher Demian Schatt's Twitter: https://x.com/demianschatt
Chapters:
00:00:00 Key Highlights from Washington DC Visit
00:05:25 Bitcoin Valuation Revolution: A New Perspective
00:08:03 Political Discrepancies in Campaign Promises
00:12:06 U.S. Budget Priorities: Medicare, Defense, and Social Security
00:16:22 Musk's Annoyance with Political Games
00:20:00 Analyzing Trump's Political Strategy and Success
00:24:12 The Relationship Between Politics and Economics
00:28:34 Historical Shifts in Global Economic Policy
00:32:56 Bitcoin's Role in the Future of Money
00:36:35 Subscribe to The Bitcoin Layer with Nick Batia
The Bitcoin Layer and its guests do not provide investment advice.