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🚨 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🚨 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🚨 Bitcoin Holds $100K as Stocks Recover: TBL Liquidity Explained Nik breaks down Bitcoin’s bounce near $100K, the recovery in stocks, & what TBL Liquidity reveals about tightening funding, repo stress, & how macro conditions are shaping Bitcoin’s next move.

🚨NEW VIDEO🚨 THE FED ENDS QT: Fiscal Dominance, Repo Stress, & Bitcoin’s Signal @Nik Bhatia & Demian Schatt break down the Fed’s rate cut, end of QT, & how fiscal dominance and repo stress reveal a deeper shift in global liquidity and Bitcoin’s role.

🚨NEW VIDEO🚨 THE GREAT AMERICAN RESET: Credit, Industry, and Bitcoin’s Role in What Comes Next Nik & Matt Dines break down America’s next economic cycle, showing how credit creation, reindustrialization, and liquidity are reshaping markets and fueling Bitcoin’s rise.

🚨NEW VIDEO🚨 Global Macro Update: Stocks Break Down, Bitcoin Teeters Near Support Nik Bhatia breaks down one of the most chaotic weeks in markets this year, using price action to explain the forces driving volatility across treasuries, stocks, Bitcoin, and the dollar.

🚨NEW VIDEO🚨 Bitcoin’s 21 Million Supply: Planning for Taxes, Estate & Retirement @VKellermanCFP of @mysoundadvisory breaks down tax-efficient selling, inheritance planning, and portfolio structuring to balance Bitcoin with traditional assets.