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In this episode, Nik unpacks one of the most seismic shifts in U.S. economic history—the creation of America’s first sovereign wealth fund. He analyzes what this means for national investment strategy, why it represents a fundamental break from past economic policy, and how it could serve as the ultimate vehicle for Bitcoin accumulation and infrastructure investment. With policymakers already exploring a strategic Bitcoin reserve, Nik examines whether this fund could be the mechanism to bring Bitcoin onto the U.S. balance sheet, following the playbook of energy-rich sovereign wealth funds like Norway and the UAE. He also explores the broader economic and geopolitical implications, from trade war tensions to a potential restructuring of the U.S. financial system—and what this means for markets, investors, and Bitcoin’s future.
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
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Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
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