The Bitcoin Layer

🚨NEW VIDEO🚨 $1 QUADRILLION In Global Wealth: How Does It Impact Bitcoin? Nik & Demian break down the global balance sheet, why wealth has decoupled from GDP, how credit expansion reshaped the system, and where Bitcoin fits as trillions seek assets in a post-QE world.

🚨NEW VIDEO🚨 US Treasuries MUST Stabilize for Bitcoin to Move Higher Nik explains why Treasury stability and falling inflation matter for Bitcoin. He breaks down bond volatility, Fed balance sheet expansion, and why calmer rates support liquidity in 2026.

🚨NEW VIDEO🚨 HERE COMES VANGUARD: Why Bitcoin Hits New All-Time Highs in 2026 Nik welcomes Dr. André Dragosch to explain why big money, ETFs, & wirehouses could push Bitcoin to new highs as macro conditions turn heading into 2026.

🚨NEW VIDEO🚨 BITCOIN’S 4-YEAR CYCLE NEVER EXISTED | Next Bubble 2027 w/ Stephen Perrenod Nik & Stephen break down why the halving narrative fails, how Bitcoin actually bubbles, and why the next major cycle points to 2027.

🚨NEW VIDEO🚨 What Falling Gas Prices Signal for Bitcoin & The 2026 Midterm Elections Nik explains why inflation, oil prices, & Treasury math matter more than narratives. He breaks down how energy, yields, & policy choices shape Bitcoin’s liquidity outlook.

🚨NEW VIDEO🚨 Why STRATEGY Stands Alone & Why Most Bitcoin Treasury Companies Cannot Last @Nik Bhatia & @JB show why Strategy holds strong while other bitcoin treasury companies hit limits. They unpack MNAV pressure, debt risks, & what this shift signals for Bitcoin.

🚨NEW VIDEO🚨 Global Macro Update: Stocks Break Down, Bitcoin Teeters Near Support Nik Bhatia breaks down one of the most chaotic weeks in markets this year, using price action to explain the forces driving volatility across treasuries, stocks, Bitcoin, and the dollar.