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🚨 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.