The Bitcoin Layer

The Bitcoin Layer

Global Macro Update Video: Putting Biases on Pause

Nik's YouTube global macro updates are moving here. Exclusively for our TBL Pros.

Nik Bhatia's avatar
Nik Bhatia
Mar 12, 2026
∙ Paid

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Exclusive Market Update, alongside the video’s summary, can be found below

Macro Update

Here are this video’s topics of discussion:

  • Markets have become insanely volatile, and the driver (war) itself is highly unpredictable. To achieve some sanity, I go back to the price action.

  • Stocks are looking really bad here. I discuss key levels to watch.

  • Bitcoin trades flat despite the madness, and I have a key chart towards the end of the video that demonstrates post-drawdown internals.

  • Stablecoins’ role in the war, higher rates, and a reinvigorated dollar are also discussed.

Okay, on to today’s 48-minute video (private YouTube link below) and TLDR summary.

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