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.