The Bitcoin Layer | Nik Bhatia | Substack

Exploring the maturation of bitcoin's evolving capital market layer.

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New Top Community

With cooling inflation and the futures and rates markets expecting a Q1 Fed pause, how will bitcoin react moving into this potential risk-on phase?

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8 hr ago

Our weekly recap of The Bitcoin Layer posts, videos, and market analysis for the upcoming week.

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Aug 13

After a decelerating CPI reading, disinflation is telling the Fed that its attempt to cool the economy is working.

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Aug 12

An update on the ETH/BTC cross and implications. CPI finally stops increasing month-over-month as energy prices plummet.

Aug 10

Our weekly recap of The Bitcoin Layer posts, videos, and market analysis for the upcoming week.

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Aug 6

Heightened sensitivity to the credit cycle makes bitcoin a reliable, but not always accurate economic fire alarm.

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Aug 5

The 10-year US Treasury yield has fallen 100 basis points since June 14th. Looking at bitcoin on a logarithmic scale. More tightening ahead.

Aug 3

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