Global Macro Update: The Fed Isn’t Easing—And Bitcoin Doesn’t Care
from The Bitcoin Layer Hosted by Nik Bhatia
In this episode, Nik breaks down the current macro landscape through the lens of Bitcoin, interest rates, and market liquidity. He shares new insights from TBL’s proprietary liquidity index, revealing how quarterly cycles in the Treasury market are shaping Bitcoin’s price behavior. Nik also unpacks key valuation metrics like the Mayer Multiple and MVRV, and explains why Bitcoin’s current range suggests a stable foundation. The update covers bond volatility, yield curve dynamics, Fed expectations, gold, oil, and the dollar—placing it all within the broader context of a global monetary reset. 📚 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 ⛓️ ₿lock Height 899,704 ⚡ Contribute to The Bitcoin Layer via Lightning Network: [email protected] Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball Researcher Demian Schatt's Twitter: https://x.com/demianschatt Chapters: 00:00:00 Bitcoin Price and Global Macro Overview 00:02:58 Treasury Market's Impact on Stocks and Bitcoin 00:05:44 Revaluing the Economy in Bitcoin 00:08:24 Analyzing Bitcoin Valuation with Mayor Multiple 00:11:33 Understanding Bitcoin's Cost Basis and MVRV 00:14:30 Geopolitical Tensions and Economic Growth Analysis 00:17:21 Understanding the Steepening Yield Curve and Economic Signals 00:20:27 Yield Curve Insights: Signal Loss and Economic Indicators 00:23:10 Understanding Bretton Woods 3 and the Monetary Reset 00:26:08 Anticipated U.S. Regulation on Currency Manipulation The Bitcoin Layer and its guests do not provide investment advice.
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What this episode covers
In this episode, Nik breaks down the current macro landscape through the lens of Bitcoin, interest rates, and market liquidity. He shares new insights from TBL’s proprietary liquidity index, revealing how quarterly cycles in the Treasury market are shaping Bitcoin’s price behavior. Nik also unpacks key valuation metrics like the Mayer Multiple and MVRV, and explains why Bitcoin’s current range suggests a stable foundation. The update covers bond volatility, yield curve dynamics, Fed expectations, gold, oil, and the dollar—placing it all within the broader context of a global monetary reset.
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