The Bitcoin Layer

Nik Bhatia
In-depth research and timely analysis for the bitcoin era
Created 25 Aug 2021
  • Chipping Away At World Reserve Currency
    10 Nov 2021 • < 1 min read • 8 0
    Dear loyal readers, We are almost two months into this Substack journey together, and I can confidently say that I’m having an amazing time. We are building something, you and I—your feedback has been...
  • Understanding the rates market
    04 Nov 2021 • 5 min read • 20 0
    Dear readers, Last week, I sent an important global macroeconomic update. A free, shortened post went out to everybody, and the full analysis was sent to paying subscribers: The Bitcoin Layer Tighteni...
  • Tightening, Flattening, and Inversions - Global Macro Update - 10/29/2021
    29 Oct 2021 • 1 min read • 5 0
    Things are heating up in the rates world. Yield curves all around the world are in flattening mode, sending a strong signal to the market that momentum is shifting in the global economy. I believe und...
  • Bitcoin talking points entering 2022
    26 Oct 2021 • 4 min read • 17 0
    This Halloween, my daughter is dressing up as a rainbow ghost. Our family is spending most of November in India visiting family for the first time since the pandemic, and before you know it, the clock...
  • Bitcoin ETF approval and other analysis
    17 Oct 2021 • < 1 min read • 3 0
    Dear readers, Thank you for subscribing to the FREE edition of The Bitcoin Layer. Over the past few weeks, I’ve pushed out a few updates to paying subscribers only—please make sure you subscribe to th...
  • Ramifications of the bitcoin ETF approval
    17 Oct 2021 • < 1 min read • 8 1
    The global ETF market is seven times bitcoin’s $1+ trillion market cap—over $8 trillion. Ramifications from the impending bitcoin futures ETF launches are enormous, and I believe they will bring about...
  • What the Pomp?
    13 Oct 2021 • 4 min read • 15 0
    Yesterday, I caught about 15 minutes of Anthony Pompliano’s interview live on YouTube. PlanB repeated his conviction that bitcoin’s price will reach at least $100,000 by year end and was contemplating...
  • The Bitcoin Layer 001
    06 Oct 2021 • < 1 min read • 8 4
    What are the most important global trends that contribute to the “long bitcoin” investment thesis right now? In this edition, I’ll cover the impacts of inflation, debt ceiling drama, the Fed, and Chin...
  • Valuing Bitcoin and Diagnosing Its Unprecedented Volatility
    28 Sep 2021 • 6 min read • 18 0
    Sustaining a market value of about $1 trillion for almost a year, the conversation about bitcoin’s valuation has finally advanced past the skeptical phase. Bitcoin’s unparalleled global brand recognit...
  • Bitcoin Price Study - 9/22/2021
    22 Sep 2021 • < 1 min read • 6 3
    When introducing this publication, I promised to bring readers price study. When better to bring you a first attempt then after a casual 25% price decline? Subscribe now Technical analysis Somebody on...
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