The Bitcoin Layer @TheBitcoinLayer
Bitcoin & Global Macro Research | Join TBL Pro today: https://t.co/k95FWUusXj | Read Bitcoin Age by Nik Bhatia: https://t.co/s1Cmn9UP5C thebitcoinlayer.com Los Angeles Joined May 2022-
Tweets4K
-
Followers17K
-
Following24
-
Likes7K
🚨 NEW VIDEO 🚨 Bitcoin Wants To Run But Liquidity Won’t Let It Demian on the two forces pulling against each other right now: bitcoin’s own supply and demand have turned bullish, while rates, bond volatility and the dollar are still holding it back.
🚨 NEW VIDEO 🚨 The Math Behind $1 Million Bitcoin Nik on the power law and the exponent Giovanni Santostasi solved for, why it took four years to go from $1,000 to $10,000 and eight more to reach $100,000, and why bitcoin is trading below its power law right now.
Investors be like: Oh no! MoM core came in at 0.3% instead of the expected 0.2%. Consumers and the real economy be like: ...wut?
RIP Perry Mehrling Your hierarchy framework was the direct inspiration for my book Layered Money. Without your teachings, I’m not sure where I would be today as a monetary researcher and professor. A sad day for all students of money. THANK YOU for everything you taught us.
🚨 NEW VIDEO 🚨 Nobody Has Ever Lost Money Holding Bitcoin Six Years Nik on bitcoin returning 63% a year over the last decade against 12 to 13% for stocks and gold, the five year window where gold actually won, and why he expects forward returns in the 30s.
🚨 NEW VIDEO 🚨 Bitcoin Just Lost $82,700 Nik on why $71,000 to $74,000 is the next support, why the dollar squeeze is pulling liquidity negative, and why bond volatility finally coming down may mean the worst of this is behind us.
🚨 NEW VIDEO 🚨 Bitcoin Has A 7x To Catch Gold Nik on the 138 ounces of monetary gold that exist for every bitcoin, why bitcoin is climbing while liquidity drains, and why he's watching for a European central bank print.
There are 138 ounces of monetary gold in existence for every 1 bitcoin. At today's prices the market only asks you to choose between roughly 20 ounces of gold or 1 bitcoin, so for the two monetary assets to equate, bitcoin would need to reach $573,000. Nik Bhatia lays out why he thinks that 7x is within reach, even if it means waiting into the 2030s, and how TBL's new combined Liquidity and State Grid signal is reading the market right now. Read here on Pulse: thebitcoinlayer.com/research/there…
🚨 NEW VIDEO 🚨 Bitcoin Doesn’t Care About The Bond Crisis Nik on the bitcoin gold ratio charging to 20.7, why the French German bond spread has only moved like this twice in thirty years, and why falling oil could ironically rescue the French bond market.
🚨 NEW VIDEO 🚨 Europe Is About To Print Nik on the blowout in French bond yields against German bunds, why a falling euro says Europe is defending its bond market instead of its currency, and why bitcoin is holding up through a tighter dollar.
🚨 NEW VIDEO 🚨 Bitcoin's Volatility Is Dying (And That's Bullish) Nik on why compressed volatility lets institutions size bitcoin bigger, the bitcoin gold ratio back above 20, and why bond yields at multi-decade highs point to a money creation event.
🚨 NEW VIDEO 🚨 Central Banks Have Lost Control with James Van Straten @BTCJVS on the Bank of England reversing course on gilt sales, why the UK housing market has gone no bid as mortgages reset, and why AI may be the most deflationary force he has ever seen.
LIVE NOW: @timevalueofbtc
Freedom Tech DC Day 2 x.com/i/broadcasts/1…
Bitcoin cleared $83,000 and the bear market looks dead. The bigger story is what comes next: bitcoin is front-running a money creation event. Watch Q4 repo and bond markets for the moment somebody cannot roll their debt. That is where the printing starts. Read here on Pulse: thebitcoinlayer.com/research/bitco…
🚨 NEW VIDEO 🚨 The Bear Market Is Over Nik on bitcoin blasting through $82,700 to $87,000, the short squeeze that ripped $1,500 out of the market in 100 seconds, and why the four-year cycle crowd got it wrong all year.
🚨 NEW VIDEO 🚨 Healthcare Is Eating 70% Of Federal Tax Revenue @StuartLackey1 and @thebitcoinyogi on why $4 trillion of the $5 trillion the government collects goes to health spending, why the Medicare trust fund runs out in 2032, and how to hold real bitcoin in an HSA.
Bitcoin's rally has been losing momentum, with ETF flows turning to outflows, the Coinbase premium rolling over, and price slipping back into the $72,000 to $78,000 volume gap that has defined this bear range, closing at $75,786 on September 15. The signal worth watching is that after a multi-week capitulation, the trend flip up that just triggered has never once been followed by a lower low, and a recovering hashrate suggests capital may be returning. Johan Bergman (@johanmbergman) walks through the demand picture, the profit-taking data, and what it would take for $82,000 to finally break. Read here on Pulse: thebitcoinlayer.com/research/bitco…
🚨 NEW VIDEO 🚨 What Happens If The Fed Hikes Tomorrow Nik on the liquidity contraction behind bitcoin losing its trend line, why crude oil above $106 a barrel is driving global yields higher, and why he thinks the crisis response comes from Europe.
Markets are pricing a Fed hike after this week's CPI print, though 29 percentage points of the supercore jump came from a single line, wireless phone service prices. A hike does little against phone bills or an oil supply shock, and it risks adding pressure to a labor market that is already soft. TBL's base case for next week, and the four paths the Fed can take, are in this week's letter. Read here on Pulse: thebitcoinlayer.com/research/globa… @AugustineCarrB
Cory Klippsten 🦢 S... @CorySwan
306K Followers 14K Following CEO @Swan | Host of OUTSIDE MONEY | Investor in 60+ tech startups | Follow for Bitcoin, investing, markets, macro, and geopolitics | Truth, family and 🏀
Foss - #dothemath @FossGregfoss
169K Followers 3K Following Credit Markets veteran |All Fiats are melting ice cubes |Bitcoin advocate
Lawrence Lepard, "fix... @LawrenceLepard
259K Followers 29K Following Investment Manager, Equity Management Associates,LLC. Sound money advocate. Gold stock fund manager. Austrian economist. Anti-Federalist. CrossFit Athlete. #BTC
Nik Bhatia @timevalueofbtc
71K Followers 72 Following Founder @TheBitcoinLayer. Author of Bitcoin Age & Layered Money. Adjunct Professor of Finance @USCMarshall.
BTC Sessions 😎 @BTCsessions
179K Followers 6K Following Creator of BTC Sessions & Sovereign Sessions on YouTube. Co-founder of BTC Mentor. Nostr: [email protected]
Joe Burnett, MSBA @IIICapital
107K Followers 999 Following Bitcoin Strategy @Strive ($ASST $SATA $SATS) Led Bitcoin Strategy for the 2nd U.S. public company to adopt Bitcoin as its primary treasury asset.
Joe Consorti @JoeConsorti
63K Followers 2K Following Bitcoin | Building Horizon | Convert Home Equity to Bitcoin @JoinHorizon_
Caitlin Long 🔑⚡�... @CaitlinLong_
250K Followers 5K Following Founder/CEO @CustodiaBank. #bitcoin since 2012. 22-yr Wall St veteran. Not advice; not views of Custodia Bank!
Brad Mills 🔑⚡️ @bradmillscan
84K Followers 3K Following Bitcoin angel. Building a Citadel Mind & Body through Proof of Work. Bitcoin + AI 🦞 🐦
Pierre Rochard @BitcoinPierre
107K Followers 6K Following Follow for Bitcoin & capital markets insights. CEO of The Bitcoin Bond Company, Steward of @CatholicBitcoin, host of the @BitcoinForCorps Show, Board @Strive
Wicked @w_s_bitcoin
95K Followers 6K Following My name's Wicked. I'm an apple who loves art, math, programming, and Bitcoin. Exit fiat, save in bitcoin, and take it into self custody. Learn UTXO mgmt. ✌️🍎🍻
Walker⚡️ @WalkerAmerica
83K Followers 5K Following THE Bitcoin Podcast @TitcoinPodcast | better half: @carlabitcoin | clanker: @carlabotcoin
Steven Lubka ☀️ @DzambhalaHODL
36K Followers 3K Following VP of Investor Relations @nakamoto | frmr Head of Private Wealth @swan | Founder @vibecapitalmgmt Walks 350 miles per month, Praise the Sun ☀️
Sam Callahan @samcallah
45K Followers 2K Following Bitcoin | Director of Strategy & Research @ORANJEBTC 🍊 ₿ 🇧🇷 | $OBTC3 | $ORNJY | $DIGY11
_Checkmate 🟠🔑�... @_Checkmatey_
134K Followers 1K Following Helping navigate #Bitcoin's volatility Newsletter https://t.co/omfQHUqMjb Onchain Analyst @_checkonchain Charting Suite https://t.co/5DH6Z9lWT1
Joe Carlasare @JoeCarlasare
71K Followers 4K Following Commercial Litigator supporting #Bitcoin - Poker - Life is on the wire. The rest is just waiting. Not legal / financial advice — https://t.co/N6ETQaLGhO
Blue Collar Bitcoin @Blue_CollarBTC
15K Followers 749 Following Firefighters explore economics, finance & #Bitcoin — We Talk #BTC, We Talk Finance & We Talk Sh*t.
Alexander Leishman �... @Leishman
50K Followers 3K Following Founder @River. #Bitcoin. Keeping the fire of human liberty shining bright 🔥
Club Orange @cluborange
62K Followers 12K Following Stack Friends Who Stack Sats. Join: https://t.co/KDeNL9GZA8
Daniel Gonzalez Perez @DanielGonzforo
63 Followers 159 Following
Fredrik @proof_of_werk
23 Followers 536 Following
Mark Korthuis @markkorthuis
2K Followers 286 Following I spend most of my time thinking about how people think. More @ https://t.co/Ns73cFxrft
Piyush Singh Jeena @PiyushSinghJee2
24 Followers 140 Following
nolimbplant @nolimbplan95533
64 Followers 217 Following
Tamim ⚡ @TamimS99273
10K Followers 11K Following Web3 Creator ⚡ | AI • Crypto • NFT Onchain explorer • Project researcher • Content creator
Open Ledger Crypto @OLedgerCrypto
133 Followers 1K Following Daily crypto market reads. The Pulse Score: one number, 12 coins. Whales, ETF flows, crowd odds. https://t.co/LgjRxjzTM2
BALD THE GOOD TRADER @Bald_TheTrader
1K Followers 681 Following Dream big ✨ work smart 💡 stay focused 🎯 and surround yourself with good vibes 🤝
G Stru @SHS12345123
51 Followers 327 Following
Alec Smrekar @AlecSmrekar
78 Followers 292 Following
Daisy @dtvrfggvrfgvrf
739 Followers 787 Following 🏋️♂️ Heavy lifting, clean eating, continuous growth. 💪 Sharing my daily gym routines, form tips & protein recipes.
Mike Hardiman @MikeHardiman251
178 Followers 275 Following Bitcoin advocate. Have a nice day everyone!
Anthony Donataccio @adonataccio
786 Followers 2K Following Distrust, then Verify - Exploring Fresh Perspectives & Possibilities. I am NOT a SOVEREIGN CITIZEN. I am a living man.
Ryan Flynn @PriceStable
788 Followers 626 Following Helping people achieve stable prices | prev: @swan
JC @JCnum1theGame
463 Followers 401 Following
Bunnyman @Imaginaryperso_
388 Followers 683 Following
Gu$ Moreno @GusMore51349173
294 Followers 3K Following I'm something Better I see Progress. No confusion enlightening myself to focus on my Destiny.
HODLÉire @HODLEire
201 Followers 2K Following Learning everyday. 80IQ dev. #npub1wsqvnmcru08e2h6asmcj8m4nsjlkw6wgsqk6q8u52gr38yxc9t7qxjwxra
Jones Mcarthy @jonesmcarthy
25 Followers 181 Following
TutanD @TutanDidi
85 Followers 648 Following
Fortunesoul⚡️ @fortunesoul21
6K Followers 1K Following #Bitcoin #NOTcrypto #selfcustody •Not your keys..Not your BTC• 💥💥
Caligh 土豆 @CryptoCaligh
14K Followers 2K Following Ten years in crypto is the same as one month in crypto🚀 🤑不要问我逻辑，赚钱就是我的逻辑🤑 #Bitcoin #crypto
Founder24 @Thefounder24
6 Followers 3K Following
Cave Canem @cavecanempe
76 Followers 876 Following
Clintscotland @clintscotland
21 Followers 326 Following
Joseph @JoseppeGio
5 Followers 8 Following
B02 @AsianCrypto
74 Followers 2K Following
Valerian @ValerianIlies
223 Followers 2K Following Industrial Designer,Tesla believer,tree hugger,cat lover,peace seeker,carbon neutral family Guy.:)
Limburg3rt, Spirit of... @Limburg3rt04
1K Followers 6K Following Yes, I'm him, wtf Elon gfy. Still 13% dark tetrad bitcoin psycho. #npub1l9evr9vx4u2xefesmfu6gyypfdu7k8zwdw7rrnh5ckdds8fqx59sy3ferg [email protected]
Gabe Tapia🇲🇽�... @gabetapia_
137 Followers 600 Following business art | notes to self | ave christus REX distinct marketing
Vinny @hot_town
7K Followers 1K Following software CURATOR built: https://t.co/GUHtBdHMYZ yap: https://t.co/6D664FSp8e
Jon McAlpine @jgmcalpine
26 Followers 130 Following Building agent-native data and payment infrastructure on Bitcoin. Headless Records. Exploring L402, Lightning, Ark, Wavelength and MCP.
Robbie V @robbiev_dad
150 Followers 131 Following There is no red, there is no blue, there is the state, and there is you.
Arthur Sterling @Arthur14289
2K Followers 3K Following Crypto Trader | Investor | Web3 📊 Software Developer | Coding 💻
Carlos Novais @CN_
4K Followers 7K Following 🇵🇹Make Business Not War. Deflation Creates Its Own Money Supply: 1. #Bitcoin https://t.co/bQStyqA5AD 2. Manif Anti-Keynes https://t.co/gzwQNt1GeI
Nik Bhatia @timevalueofbtc
71K Followers 72 Following Founder @TheBitcoinLayer. Author of Bitcoin Age & Layered Money. Adjunct Professor of Finance @USCMarshall.
Joe Consorti @JoeConsorti
63K Followers 2K Following Bitcoin | Building Horizon | Convert Home Equity to Bitcoin @JoinHorizon_
Daniel Batten @DSBatten
51K Followers 158 Following Turning waste into power: from landfill gas to human potential. Fund Manager, CH4 Capital. Coach to Bitcoiners. https://t.co/3p04UaPQP2
_Checkmate 🟠🔑�... @_Checkmatey_
134K Followers 1K Following Helping navigate #Bitcoin's volatility Newsletter https://t.co/omfQHUqMjb Onchain Analyst @_checkonchain Charting Suite https://t.co/5DH6Z9lWT1
Alexander Leishman �... @Leishman
50K Followers 3K Following Founder @River. #Bitcoin. Keeping the fire of human liberty shining bright 🔥
Club Orange @cluborange
62K Followers 12K Following Stack Friends Who Stack Sats. Join: https://t.co/KDeNL9GZA8
Farzad 🇺🇸 🇮�... @farzyness
399K Followers 2K Following Analyzing Disruptive Innovation Abundance or Collapse: https://t.co/IZNjdFyEGK Master Plan: https://t.co/Ujh87zWw4b
CME Group Interest Ra... @Interest_Rates
16K Followers 365 Following News and insights from @CMEGroup's leading interest rate derivatives marketplace.
_Checkonchain @_checkonchain
16K Followers 6 Following Bitcoin Onchain Analysis Suite @ https://t.co/rXSAVYM2w7 Bitcoin Newsletter @ https://t.co/sM6Xn547US by @_checkmatey_ & @_alecdj
Strategy @MicroStrategy
303K Followers 3K Following Software branch of @Strategy. We build Strategy Mosaic, the enterprise semantic layer powering trusted, governed data for every BI tool, app, and AI agent.
Blockstream @Blockstream
213K Followers 2K Following Building the rails for Bitcoin finance. Enterprise, consumer, asset management. The future of finance runs on ₿. Support: @BlockstreamHelp
Johan Bergman @JohanMBergman
1K Followers 546 Following Head of Bitcoin Research @ The Bitcoin Layer
Human Rights Foundati... @HRF
235K Followers 2K Following We promote and protect democracy & human rights around the world, with a focus on authoritarian regimes. 👉 Attend our human rights conference: @osloff
CrossBorder Capital/ ... @crossbordercap
132K Followers 550 Following Global research group focussed on monitoring credit,liquidity conditions & capital flows in over 90 economies [email protected] for GLI index and data
Stamp Seed 🔨 Titan... @Stamp_Seed
5K Followers 1K Following 🔥🛡️ Secure your Bitcoin w/ titanium! Hammer your seed words into metal (DIY). 🌱🔨 🇺🇸 est. 2021
Unchained @unchained
58K Followers 840 Following Helping thousands of clients secure 100,000+ bitcoin—providing white-glove service to help you manage your bitcoin wealth since 2016. ✉️ [email protected]
Augustine Carrasco @AugustineCarrB
324 Followers 488 Following
Chandni Bhatia @ChandniWrites
422 Followers 19 Following First time author. Full time mom. Also l @timevalueofbtc stan. Helping @TheBitcoinLayer.
Lightning Labs⚡️�... @lightning
160K Followers 295 Following Lightning scales and speeds up #bitcoin. We build lnd, taproot assets, lightning loop.⚡️ Support: @lightning_help
You might like
