About this episode
In this episode, Nik is joined by veteran investor Craig Shapiro to discuss the US Treasury debt market and what it means for the global monetary system, gold, and bitcoin. Craig explains what to look for during next week's FOMC meeting and Treasury refunding announcement, and how the balance between Treasury bills and coupons affects risk markets. He also dissects double speak out of the Fed on financial conditions and provides an epic rant on the case for bitcoin in today's global setting.
Follow Craig's Writing: https://laductrading.com/pricing/ref/10/
The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy.
Subscribe and turn on notifications for TBL on YouTube.
Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe
Follow TBL on X: / thebitcoinlayer
Subscribe to The Bitcoin Layer on your favorite podcast platform.
Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
Contribute to The Bitcoin Layer via Lightning Network: [email protected]
The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
The Bitcoin Layer and its guests do not provide investment advice.
Block Height 840738 #thebitcoinlayer
Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
Research Associate Joe Consorti's Twitter: https://twitter.com/JoeConsorti
Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
#TheBitcoinLayer #NikBhatia #Gold #TreasuryDebtMarket #GlobalMonetarySystem #GoldMarket #BitcoinAnalysis #FOMCMeeting #TreasuryRefunding #RiskMarkets #FedSpeak #FinancialConditions #BitcoinCase #InvestmentInsights #FinancialAnalysis #MonetaryPolicy #MarketAnalysis #EconomicOutlook #InvestmentStrategy #FinancialMarkets #TreasuryBonds #BitcoinInvestment #EconomicPolicy #MarketTrends #FinancialNews #InvestorDiscussion #MarketInsights #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Learn #Teach #Teacher #Blockchain #Mining #BitcoinMining #macro
Subscribe to The Bitcoin Layer on Soundwise
The Bitcoin Layer and its guests do not provide investment advice.
Get every episode summarized
Each time The Bitcoin Layer publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from The Bitcoin Layer
UAE QUITS OPEC: The Offshore Dollar Era Is Changing with Matt Dines
The Bitcoin Layer
The Money Printer Is Back On with Lyn Alden
The Bitcoin Layer
The Everything Bubble Is Over: Michael Howell’s Warning for 2026
The Bitcoin Layer
RISE of the American Empire with Brent Johnson
The Bitcoin Layer