The Bitcoin Layer

🚨NEW VIDEO🚨 BITCOIN’S 4-YEAR CYCLE NEVER EXISTED | Next Bubble 2027 w/ Stephen Perrenod Nik & Stephen break down why the halving narrative fails, how Bitcoin actually bubbles, and why the next major cycle points to 2027.

🚨NEW VIDEO🚨 What Falling Gas Prices Signal for Bitcoin & The 2026 Midterm Elections Nik explains why inflation, oil prices, & Treasury math matter more than narratives. He breaks down how energy, yields, & policy choices shape Bitcoin’s liquidity outlook.

🚨NEW VIDEO🚨 Why STRATEGY Stands Alone & Why Most Bitcoin Treasury Companies Cannot Last @Nik Bhatia & @JB show why Strategy holds strong while other bitcoin treasury companies hit limits. They unpack MNAV pressure, debt risks, & what this shift signals for Bitcoin.

🚨NEW VIDEO🚨 EUROPEAN BREAKING POINT: Italy Takes Gold Back, Sovereign Bond Crisis, & Bitcoin w/ Matt Dines Nik & Matt break down Italy’s gold power move, the ECB’s strain in defending yields, & how Europe’s sovereign cracks drove the latest liquidity squeeze into Bitcoin.

🚨NEW VIDEO🚨 THE MOST IMPORTANT DOCUMENT OF 2025: What the New U.S. National Security Strategy Means for Markets Nik breaks down the White House strategy shift, the focus on reshoring, defense, AI, & why these policies shape liquidity, capital flows, & Bitcoin’s macro path.

🚨NEW VIDEO🚨 INTEREST EXPENSE EXPLODES: Why The Fed Must Cut & What It Means For Bitcoin Nik covers easing repo stress, rising interest expense pressure, & why lower rates matter. He breaks down how volatility, dollar shifts, & liquidity trends guide Bitcoin’s next move.

🚨NEW VIDEO🚨 Bitcoin Holds $90,000: Volatility, Yields, & The FED’S NEXT PRINT Nik breaks down the volatility spike, rising interest costs, & why lower rates are essential. He covers how bond volatility, dollar shifts, & repo stress shape Bitcoin’s path above $90,000.

🚨NEW VIDEO🚨 Can NVIDIA’s EARNINGS JOLT Spark a Bitcoin Reversal? Nik explains the reversal setup forming across Bitcoin & stocks as liquidity improves, repo tightness cools, & NVIDIA delivers record earnings. He breaks down what this shift could mean for market momentum.

🚨NEW VIDEO🚨 INSIDE THE SELLOFF: Bitcoin, Sanctions, & The Liquidity Drain Nik covers the volatility spike, the liquidity drain, & how sanctions are pulling capital out of risk assets. He shows why Bitcoin is testing key support & what these pressures signal for the macro view.

🚨NEW VIDEO🚨 BITCOIN CRASHES THROUGH $100,000 While Macro Volatility Surges & Trend Structure Weakens Nik unpacks rising macro volatility, and why the trend structure is weakening as Bitcoin sits below $100,000, signaling a critical moment for market sentiment.