Nik Bhatia

Founder @TheBitcoinLayer. Author of Bitcoin Age & Layered Money. Adjunct Professor of Finance @USCMarshall.

[Nik Bhatia @timevalueofbtc]

Hard to describe the feeling.

At last, friends, I present to you the hardcover edition of Bitcoin Age.

This is my opus to ₿itcoin.

https://t.co/q4Vm3LAEXP

[swissbtc🇨🇭 @swissBTCmaxi]

Great video by @timevalueofbtc / @TheBitcoinLayer
Tldr:
Where is liquidity ?
and watch out for Bitcoin/Nasdaq
🙏Nik

[The Bitcoin Layer @TheBitcoinLayer]

🚨 NEW VIDEO 🚨
Bitcoin Is Setting Up To Beat The Nasdaq

@Jamie1Coutts on why bitcoin already washed out its leverage while tech is just starting to degross, the margin debt signal that flashed before 2000 and 2007, and why the liquidity response comes next.

[Nik Bhatia @timevalueofbtc]

Bitcoin's most important battle over the next several months is not with the dollar or gold but with the Nasdaq.

[Nik Bhatia @timevalueofbtc]

A great way to track your household's inflation. Fed's gotta hike.

[Nik Bhatia @timevalueofbtc]

The euro is dumping. Dollar squeeze. Funding is tight. Liquidity chokehold remains. Learn more at https://t.co/5vkFIjAZGh with our free TBL Liquidity Index!

[Nik Bhatia @timevalueofbtc]

@SantiagoAuFund Brent, GM

[Nik Bhatia @timevalueofbtc]

Bitcoiners, strap in for a dance with the 200 day moving average. Bitcoin down 6 straight weeks.

[Nik Bhatia @timevalueofbtc]

Why is bitcoin $73,800 today?

How do we use bitcoin cycles and liquidity cycles to better time our buys?

We simplified our framework and revamped our site. Scared of volatility? Ease your fears with The Bitcoin Layer!

https://t.co/v6q8YqkmoZ

[Nik Bhatia @timevalueofbtc]

My friends built a Mac mini alternative for your agents!

[Jake Trefethen @jaketref]

Where does your AI keep everything you’ve told it?

The 2am stuff. The passwords you typed while an agent was running. Your browsing history.

Right now the answer is “on a server somewhere.” Agents are finally good enough to actually run your errands, and the price is that your whole life goes with them. We didn’t love that trade.

So we built a computer your agents can live on, at home.

Otto is a little box that sits on your desk. The agents are already on it when it arrives. You plug it in, tap your phone to it, and that’s the whole setup!

Everything they read, type and remember stays in your house.

- Agents set up before it ships, nothing to install
- 2,000+ apps with one tap, passwords stay on the box
- Thinks on the box, uses the cloud only if you tell it to
- Check in and approve things from your phone, anywhere.

[Nik Bhatia @timevalueofbtc]

Let me tell you how it will be
There's one for you, nineteen for me
Cause I'm the taxman
Yeah, I'm the taxman
Should 5% appear too small
Be thankful I don't take it all
Cause I'm the taxman
Yeah, I'm the taxman

[Nik Bhatia @timevalueofbtc]

Tell me who beats whom in 2028. I'll start with Ossoff beats Vance.

[Nik Bhatia @timevalueofbtc]

GM bitcoin/gold trend watchers

A crucial level awaits this morning!

[Nik Bhatia @timevalueofbtc]

It seems to be consensus that IF the Nasdaq is indeed rolling over, bitcoin will suffer accordingly due to a high bitcoin-tech correlation, both historically and presently.

[Nik Bhatia @timevalueofbtc]

Now tell them it was "North Korea"

[Nik Bhatia @timevalueofbtc]

Korean Kospi Kaboom & Japanese stock market dump.

Carry trade unwind? Asian bailouts soon?

[Nik Bhatia @timevalueofbtc]

I still think bailout culture is alive and well. Worldwide. Bitcoin is a strong asset within this backdrop.

[The Bitcoin Layer @TheBitcoinLayer]

🚨 NEW VIDEO 🚨
Why Stocks Really Crashed Today

Nik on the worst day for the Nasdaq since Liberation Day, why he thinks the credit cycle is driving this rather than the midterms, and what a 55 basis point drop in treasury yields is telling him.

[Nik Bhatia @timevalueofbtc]

Stocks plummeted today in an ugly, ugly session. When trendlines get violated they did today, pay attention.

My default wave thesis continues to unfold.

[The Bitcoin Layer @TheBitcoinLayer]

🚨 NEW VIDEO 🚨
Why Stocks Really Crashed Today

Nik on the worst day for the Nasdaq since Liberation Day, why he thinks the credit cycle is driving this rather than the midterms, and what a 55 basis point drop in treasury yields is telling him.

[Nik Bhatia @timevalueofbtc]

played in a poker game last night with a couple friends and a group I mostly met for the first time. not a frequent poker player anymore, first time I sat down with chips in years, but I used to love it as a high schooler.

the takeaway is that most high-income people in my generation don't own bitcoin, don't understand the difference between bitcoin and crypto, and are intrigued by bitcoin quite a bit because of its historical performance. it really made me wonder, as do interactions with new classrooms, how we are still so far away from a mass understanding of bitcoin. still feels years and years away.

I contemplate if this is a hinderance to adoption or simply evidence of the work that needs to be done on education. it also makes me feel that there is still trillions in upside to bitcoin's market cap. this is a message I expected to write 10 years ago, or even 5. but the theme remains: the public at large does not have any idea what bitcoin is or why it matters.

[Nik Bhatia @timevalueofbtc]

STOCKS NOSEDIVING AS THE CREDIT CYCLE APPROACHES DANGER ZONE

NASDAQ DOWN FOUR STRAIGHT WEEKS

AI BOOM IN JEOPARDY