@Nik Bhatia, founder of The Bitcoin Layer, joined us
@PresidioBitcoin to sign copies of his new book Bitcoin Age and lead a wide-ranging Q&A on reading markets, the dollar’s future, and Bitcoin’s long arc.
Key takeaways:
• The 2-year yield beats the Fed as a forward indicator.
• Liquidity = bank balance sheets, low rates, and low volatility.
• Stablecoins are Eurodollar 2.0, pulling dollar power back onshore.
• Bitcoin’s growth follows a power law: address² × price³.
• The yearly debt roll (now ~$75T) can persist for decades, and Bitcoin can rise alongside it.
• Endgame: Bitcoin as the market-chosen neutral settlement layer for global debt.
Full talk + timestamps: