Shows
The Bitcoin LayerThe Global Refugee Crisis & The Bitcoin SolutionIn this episode, Nik is joined again by Daniel Batten to explore Bitcoin’s role as a humanitarian tool. They unpack a new report showing that over 329,000 refugees have used Bitcoin to escape war, persecution, and financial repression. Daniel explains why traditional tools like cash, gold, and stablecoins often fail during crisis events, and how Bitcoin works where others do not. They highlight stories from Ukraine, Venezuela, and Somalia, and explain how Bitcoin enables borderless money, personal sovereignty, and financial dignity. The episode also covers how this data is being used to change minds in policy circles, the rise of...
2025-08-1534 min
The Bitcoin LayerWhat If the Dollar Ran on Bitcoin?In this episode, Nik is joined by Ian Major, co-founder of Joltz, to break down the rise of stablecoins on Bitcoin. Ian explains the new infrastructure making it possible, including Lightspark’s SDK, Bitmatrix’s liquidity model, and programmable tools on Bitcoin’s Layer 2. He also covers how this unlocks dollar-denominated smart contracts, real commerce use cases, and a true Bitcoin-native stablecoin experience. The episode includes a look at Tether’s early role proving global demand for on-chain dollars and how Lightning is evolving into a multi-asset layer for users around the world.📚 Bitcoin Age is here, order yours...
2025-08-1448 min
The Bitcoin Layer$1 Million Bitcoin: A Scientific Prediction ExplainedIn this episode, Nik is joined by astrophysicist and mathematician Stephen Perrenod to unpack the scientific framework behind a potential $1 million Bitcoin. Stephen introduces the Bitcoin Power Law thesis and explains how mathematical modeling, fractals, and historical price patterns point to Bitcoin’s long-term exponential growth. They discuss how this theory differs from stock-to-flow, the role of volatility in Bitcoin’s maturity, and how timeframes like 2031–2033 align with past cycles. The episode offers a data-driven lens into why $1 million per coin may be less speculation and more inevitability.📚 Bitcoin Age is here, order yours today: https://a.co/d/5gau...
2025-08-121h 02
The Bitcoin LayerIs It Too Late to Buy Bitcoin in 2025?In this episode, Nik breaks down whether it’s too late to buy Bitcoin in 2025 now that it trades above $100,000 with a $2 trillion market cap. He walks through Bitcoin’s journey from a niche internet money to a globally recognized monetary asset and explains why this is still the early innings. Nik analyzes Bitcoin’s evolving role as it moves from digital gold to a trade settlement tool capable of replacing U.S. Treasuries, and what that means for its long-term valuation potential. The episode zooms out to explore Bitcoin’s path to global reserve status, generational wealth shifts, and why...
2025-08-0526 min
The Bitcoin LayerBitcoin Drops as Yields Crash: What the Fed Will Do NextIn this episode, Nik breaks down the sharp drop in U.S. Treasury yields following weaker employment data and explains why the bond market is now pricing in imminent Fed rate cuts. He walks through the two-year yield signal, the Fed’s neutral rate dilemma, and why inflation normalization is shifting the policy conversation. Nik also unpacks the latest moves in the dollar, recession signals from ISM data, and how these macro shifts are impacting Bitcoin’s consolidation around $108,000. The update includes a deep dive on the TBL Liquidity Index and the volatility components now driving risk asset repricing.
2025-08-0216 min
The Bitcoin LayerBitcoin Collateral & GSE Reform: A $40 Trillion Credit RevolutionIn this episode, Nik welcomes back Matt Dines Chief Investment Officer at Build. They discuss the newly enacted GENIUS Act how U.S. dollar stablecoin regulation is tied to Bitcoin collateral usage and what GSE reform could mean for private credit expansion. Matt explains why using Bitcoin holdings as mortgage collateral could unlock Gen Z access to homeownership drive $40 trillion in private credit growth and anchor the monetary system around Bitcoin rails to keep the dollar system alive.🔗 Links & Sources:• https://www.youtube.com/watch?v=BBXblPDvsJs📚 Bitcoin Age is here, order yours today: https://a...
2025-07-301h 13
The Bitcoin LayerWhy $1 Million Bitcoin Is Closer Than You ThinkIn this episode, Nik breaks down one of the largest Bitcoin transactions in history: the $9 billion sale of 80,000 BTC by a Satoshi-era wallet through Galaxy Digital. Nik explains how the market absorbed this massive transfer without collapsing, what it says about Bitcoin’s maturity, and why this moment signals growing institutional and OG participation. He also explores the math behind Bitcoin’s path to $1 million, projecting how compounding growth between 30 to 50 percent annually could get us there by 2031 to 2033.🔗 Links & Sources:• https://investor.galaxy.com/news/news-details/2025/Galaxy-Executes-One-of-the-Largest-Notional-Bitcoin-Transactions-Ever/default.aspx📚 Bitcoin Age is here, order yours...
2025-07-2917 min
The Bitcoin LayerGlobal Macro Update: Liquidity Cycles Higher While Bitcoin ConsolidatesIn this Global Macro Update, Nik explains how the end of QT is reshaping liquidity across markets and supporting bitcoin’s foundation. He breaks down the rise in Treasury bill issuance, steady reserves, and the Fed’s smooth exit from reverse repo, all fueling stronger banking system liquidity. Nik also unpacks the breakdown in the DXY and its connection to U.S. industrial policy. On the bitcoin side, he covers six-figure consolidation, compressing volatility, rising funding rates, and stable on-chain signals like MVRV, framing the macro conditions behind bitcoin’s current strength.📚 Bitcoin Age is here, order yours tod...
2025-07-2626 min
The Bitcoin LayerBitcoin Grows as Stablecoins Absorb U.S. DebtIn 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...
2025-07-2327 min
The Bitcoin LayerThis CEO Just Raised $750 Million to Buy Bitcoin With ZERO DebtIn this episode, Nik welcomes Strive CEO Matt Cole to unpack the $750 million raise that positions Strive as one of the largest corporate bitcoin holders. Matt explains why the firm rejected convertible debt, chose a reverse merger over a SPAC, and is building a long-term bitcoin strategy rooted in institutional discipline. Drawing on his experience managing $70 billion at CalPERS, he shares how direct exposure to Fed operations and quiet debt monetization shaped his conviction in bitcoin. They discuss why fiat currencies are in slow-motion default, how stablecoin regulation could backfire, and what sets Strive apart in the next evolution...
2025-07-2232 min
The Bitcoin LayerBitcoin’s Price Floor Just Hit $100,000, and It’s Still EarlyIn this episode, Nik analyzes bitcoin’s historic climb as its 200-day moving average and short-term holder price both cross $100,000, setting a new price floor. He explains why this milestone reflects deep structural strength, not just market momentum. Nik walks through bitcoin’s $1 trillion realized market cap, rising on-chain activity, and the growing influence of institutional buyers like Strategy. He shows how usage is outpacing speculation, supported by a steady MVRV Z-score, and sets a near-term target of $138,000 to $139,000 with $200,000 on the horizon. While seven figures remain years away, this bull market is grounded in real demand and lasting adop...
2025-07-1918 min
The Bitcoin LayerCan the U.S. Lead in AI Without Killing Innovation?In this episode, Demian Schatt welcomes back Yaël Ossowski of the Consumer Choice Center and Bitcoin Policy Institute to break down the growing fight over AI regulation in the U.S. Yaël explains why a federal moratorium on state-level AI laws was proposed, how it fell out of Trump’s tech bill, and what it means for developers facing a patchwork of conflicting rules. He highlights the threat of the “California spillover,” compares it to Europe’s AI Act, and argues that decentralized innovation needs clear federal standards, not 1,000 competing laws. From copyright lawsuits to energy restrictions on data ce...
2025-07-1730 min
The Bitcoin LayerBitcoin’s Bull Run Is Absorbing MASSIVE Selling w/ James CheckIn this episode, Demian Schatt is joined by James Check (Checkmate) from Checkonchain to unpack Bitcoin’s recent breakout and the mystery behind the 80,000 BTC that moved for the first time since 2011. They explore the possible explanations behind the Galaxy Digital transfer, what it reveals about long-dormant supply, and the broader implications for key security assumptions in Bitcoin. James breaks down what made this a “quiet all-time high,” with low spot volume, high-stakes on-chain movement, and surging options activity signaling a shift in market structure. The conversation also covers short liquidations, the rise of institutional accumulation, and why confluence across...
2025-07-1630 min
The Bitcoin LayerBitcoin Soars Past $113,000 as Liquidity Surges and Stablecoins BoomIn this episode, Nik breaks down Bitcoin’s latest breakout to all-time highs and what’s driving price action under the hood. He covers the Golden Cross formation, historical performance following technical breakouts, and how TBL’s proprietary liquidity index offers a signal-rich view of current market conditions. Nik also explores the role of stablecoin growth, Treasury auctions, dollar moves, and credit market calm as contributing factors to Bitcoin strength. The update finishes with a look at on-chain momentum, real yields, and why the combination of stable rates and rising liquidity points to continued upside for risk assets.🔗 Li...
2025-07-1016 min
The Bitcoin LayerMysterious $8 Billion Bitcoin Move: Quantum Theft, Legal Seizure, or Hoax?In this episode, Nik breaks down the mysterious on-chain movement of 80,000 dormant Bitcoin that last moved in 2011. He walks through the implications of this $8 billion transaction, the legal-sounding op codes attached to it, and the suspicious BCH test transactions that accompanied the event. Nik explores what this means for assumptions about lost coins, private key security, and even the possibility of quantum theft. With analysis from Checkmate at Checkonchain and Cyphertux, this episode unpacks one of the most intriguing Bitcoin stories of the year—and why the price hasn’t yet reacted.🔗 Links & Sources:• Checkmate’s Write-up on...
2025-07-0817 min
The Bitcoin LayerThe Real Link Between M2, Bank Assets & Bitcoin’s $110,000 StrengthIn this episode, Nik is joined by TBL researcher Demian Schatt to unpack why Bitcoin is trading so strongly near all-time highs and what the current liquidity setup tells us about where things are headed. They explore the long-debated link between Bitcoin and M2, examine how banking system assets play into TBL’s liquidity model, and walk through the balance sheet mechanics behind Treasury issuance, stimulus, and deposit creation. Nik explains why both M2 and asset-based liquidity matter, and how understanding the plumbing gives investors an edge. The update ends with a technical look at Bitcoin’s recent breakout and...
2025-07-0327 min
The Bitcoin LayerMainstream Media Has FLIPPED on Bitcoin MiningIn this episode, Nik highlights the work of Daniel Batten and walks through 17 examples of mainstream media outlets covering Bitcoin mining in a dramatically more positive light. From Iceland’s renewable-powered farms to flared gas in Texas and hydro-powered villages in Africa, the headlines signal a major shift in narrative. Nik explores how governments like Bhutan are using Bitcoin mining to support economic development, how miners are contributing to energy grids, and how the sector is increasingly seen as a catalyst for sustainability and electrification. This update reflects growing global recognition of Bitcoin’s potential as a public good.
2025-07-0122 min
The Bitcoin LayerGlobal Macro Update: Bitcoin Holds Steady as Trade and Treasury Regs ShiftIn this episode, Nik breaks down the latest global macro developments driving Bitcoin’s price action and Treasury market conditions. He explores major trade news out of Europe and China, the U.S. agenda to rebalance global trade through weapons exports, and what a new regulatory change means for U.S. bank demand for Treasuries. Nik explains the Fed’s SLR update, Treasury repo mechanics, and why regulatory shifts are designed to reduce foreign reliance on U.S. debt. The update also covers the U.S.–China AI race, Bitcoin mining competitiveness, and a detailed technical look at Bitcoin’s curren...
2025-06-2823 min
The Bitcoin LayerU.S. Bitcoin Boom: 50M Users, $30B Mining & Bipartisan MomentumIn this episode, Nik is joined by River’s head of research Sam Baker to discuss “The American Bitcoin Advantage,” a report outlining the United States’ strategic position in Bitcoin adoption. They explore how 40% of Bitcoin’s supply is held by Americans, the growing wave of business adoption, and why Bitcoin is emerging as a preferred treasury asset for companies nationwide. The conversation covers mining investment, bipartisan support in Congress, state-level Bitcoin policies, and how the U.S. can harness Bitcoin as both a technological and monetary advantage in a changing global order.Find the report here: https://bl...
2025-06-2533 min
The Bitcoin LayerBitcoin’s Hidden Signals REVEALED in the TBL Chart PackIn this episode, Nik is joined by TBL's lead statistician Augustine Carrasco for a walkthrough of the latest TBL chart pack, covering the key macro and on-chain dynamics shaping Bitcoin’s current structure. They explore long-term holding returns through the lens of Unchained’s HODL Cave, analyze ETF flows and realized cap trends, and introduce quarterly cycles in the TBL Liquidity Index that may offer timing signals. The discussion also touches on dealer behavior in money markets, financial conditions, and the relationship between macro volatility, inflation expectations, and Bitcoin’s path forward.📚 Bitcoin Age is here, order yours tod...
2025-06-2453 min
The Bitcoin LayerBitcoin, Treasuries & Sovereign Wealth: The U.S Economy's Fate Under TrumpIn this episode, Nik answers questions from Augustine Carrasco, TBL’s own researcher, on U.S. Treasuries, sovereign wealth, and Bitcoin’s role in government reserves. Nik breaks down the Treasury market’s size, liquidity, and the need for continuous debt issuance, explaining how deficits, interest rates, and market demand shape economic policy. The discussion moves to tariffs, their impact on inflation, and whether ISM manufacturing’s rise signals inflationary pressures. Augustine asks if tariffs are meant to restore U.S. manufacturing, while Nik argues they are driven by geopolitical strategy. Turning to the sovereign wealth fund, Nik examines its ties...
2025-02-0847 min
E C L E CE C L E C - nº 32 con Jesús Zamora J 15-7-2021 MÚSICA GLOBAL e inspiradoraE C L E C Edición verano. Más música, menos palabra. Un paseo inspirador por la música global. La actualidad sonora bajo un prisma ecléctico y amable.
Tracklist:
1. Sufjan Stevens & Angelo De Augustine - Olympus
2. MARTÍN PUIG - Llamps i Trons
3. Emma Bradley - Malibu
4. Los Lobos - Jamaica Say You Will
5. Honeywhip - Georgia Peach (Sketch)
6. Shadi G - All I Can Be
7. Holy Hive - Ain't That The Way
8. Peyton - What Did I Do
9. Amira Elfeky - Dolores
10. Curtis Harding - I Wont Let You Down
11. ARRESTED DEVELOPMENT - BECOMING
12. María Peláe...
2021-07-1544 min
merwinrod 3Speak PodcastPARQUE FRUCTOSO RIVERAhttps://3speak.tv/watch?v=merwinrod/zdeernbf ====== PARQUE FRUCTOSO RIVERA ======
At the Salinas bike route to Montevideo I bring you a small sample of a Natural Reserve of Fauna and Flora such as the General Fructoso Rivera de Carrasco Park, where you can share with the family and enjoy a picnic a few minutes from Montevideo.
"It was built by the French resident D. Pierre Durandeau (1844-1927), in low and flooded terrain, -a total of 40 hectares- where he planted thousands of eucalyptus trees, and then he had a large lake dug where they housed numerous...
2021-05-2500 min