Gold Repricing, Dollar Weakness, Bitcoin Tests
The April 21, 2025 episode of The Bitcoin Layer has Nik Bhatia linking gold’s break above $2,070, a deliberate U.S. dollar slide, and Bitcoin’s bullish divergence to an emerging monetary reset.
Nik Bhatia
Will Structural Reforms Keep Treasury Yields Tame?
The April 17, 2025 episode of The Bitcoin Layer features Nik Bhatia explaining why steady 2‑3 % inflation, leverage‑ratio relief for banks, and buy‑backs of illiquid off‑the‑run bonds could anchor Treasury yields over the next decade.
Macro Dynamics & Bitcoin Stability
The April 07, 2025 episode of The Bitcoin Layer with Nik Bhatia examines US Treasury yield trends, yield curve shifts, and trade policies to explain emerging Fed rate cuts and market volatility, while highlighting Bitcoin’s technical support around 70K as a sign of resilience.
Macroeconomic Policy & Bitcoin Valuation Dynamics
The March 28, 2025 episode of What Bitcoin Did with Nik Bhatia examines the FED’s shift from aggressive quantitative tightening to a moderated approach that may lead to quantitative easing, affecting liquidity and asset prices—especially Bitcoin.
Bitcoin Mainstreaming and Policy Dynamics
The March 24, 2025 episode of Simply Bitcoin featuring Nik Bhatia outlines Bitcoin’s evolution from niche asset to mainstream force, driven by policy endorsements and robust technical foundations.
Bitcoin Age: Rethinking Credit & Scarcity
On May 25, 2025, The Bitcoin Standard podcast with Nik Bhatia explored how Bitcoin’s fixed 21 million supply challenges the vulnerabilities of fiat credit expansion.
Liquidity and Policy Dynamics in Bitcoin Markets
The March 20, 2025 Rough Consenus episode with Nik Bhatia examines surging Japanese bond yields, evolving liquidity metrics, and the critical interplay between FED policy and Treasury borrowing.