Bitcoin Grows as Stablecoins Absorb U.S. Debt

In this episode, Nik is joined by TBL researcher Demian Schatt to break down the Genius Act, stablecoins, and their impact on Bitcoin and the U.S. dollar system. Nik explains how declining foreign demand for Treasuries is being offset by domestic buyers, and why stablecoin growth, especially Tether, now plays a key role in global dollar infrastructure. He introduces the idea of Tether as an emergent world reserve asset, outlines why Washington sees it as a threat, and connects the Genius Act to national security concerns rather than just crypto regulation. The conversation finishes with Bitcoin’s role in a multi-reserve future, and how stablecoins may accelerate its adoption as the fiat system continues to dilute.🔗 Links & Sources:• https://www.ark-invest.com/articles/analyst-research/stablecoins-as-a-us-financial-ally📚 Bitcoin Age is here, order yours today: https://a.co/d/5gau08H📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm. ▶️ Subscribe and turn on notifications for TBL on YouTube.📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform.📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch⛓️ ₿lock Height 906754⚡ Contribute to The Bitcoin Layer via Lightning Network: [email protected] Bhatia's Twitter: https://twitter.com/timevalueofbtcCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballResearcher Demian Schatt's Twitter: https://x.com/demianschattLead Statistician Augustine Carrasco Twitter: https://x.com/AugustineCarrB The Bitcoin Layer and its guests do not provide investment advice.