𤨠Why Subscribe?
The Bitcoin Layer is a bitcoin and global macro research firm. Consider it picking up where Nikâs book Layered Money left offâhow is bitcoin changing the monetary system in front of our eyes, where is it on that path, and is it heading to a price beyond $1 million?
Our TBL Liquidity Framework
Our value proposition is trying to answer one simple question: how much of risk asset movements can be explained by liquidity in todayâs financial system?
Our entire research framework revolves around answering that question, and over the past year, we have developed some key metrics, with our main one being:
Our TBL Liquidity Index: Subscribers get 3-4 updates per week that allow them to understand our model, and why it follows risk assets so closely (look at TBL Liquidity next to the S&P 500 and junk bonds over this past year - chart below):
What does TBL Liquidity have to do with bitcoin?
As bitcoin adoption grows, idiosyncratic risks decrease, and the assetâs price shows a tendency to follow more macro-induced changes, such as liquidity shifts.
In this way, we believe our model, which leverages our founderâs expertise on:
US Rates
Bond Volatility
Global Banking Assets
The US Dollar
âŚis well-positioned to increasingly explain, and even predict, movements in bitcoinâs price from a macro and liquidity perspective.
đ Our Products:
âď¸ TBL Pulse
Our flagship real-time research dashboard from The Bitcoin Layer that delivers daily proprietary liquidity metrics, live signal alerts, and actionable macro insights to help asset managers and institutional investors navigate bitcoin and risk-asset markets.âď¸ Nikâs Weekly Letters
A market update on Monday mornings with insights on what Nik is watching.âď¸ Nikâs Macro Video Updates
Exclusive macroeconomic updates from Nik Bhatia in video form on Thursdays.âď¸ Johanâs Weekly Bitcoin Update
Bitcoin insights from analyst Johan Bergman on on-chain data, technical analysis, and even derivative analysis.
đ About Our Co-Founder Nik Bhatia
Nik Bhatia is a financial researcher and Adjunct Professor of Finance and Business Economics at the University of Southern California Marshall School of Business where he teaches Applied Finance in Fixed Income Securities and Bitcoin and Digital Assets. He is author of the #1 bestseller Layered Money: From Gold and Dollars to Bitcoin and Central Bank Digital Currencies. Previously, Nik worked the US Treasuries trading desk for a large institutional asset manager and has extensive trading experience in money markets and interest rate futures. He has a BA in Social Sciences from University of Southern California, a Master in Finance from IE Business School in Madrid, Spain, and is both a CFA and CMT charterholder. Nik lives in Los Angeles, CA with his wife and daughter.
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Disclaimer:
The Bitcoin Layer is a research provider only and does not offer financial advice. Nothing contained in the publication herein, or stated through another medium by the individual researchers, constitutes financial advice. Please consult your financial advisor and conduct your own research before making investment decisions.
