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Recent Notes

TheBitcoinLayer profile picture
🚨NEW VIDEO🚨
BITCOIN’S 4-YEAR CYCLE NEVER EXISTED | Next Bubble 2027 w/ Stephen Perrenod

Nik & Stephen break down why the halving narrative fails, how Bitcoin actually bubbles, and why the next major cycle points to 2027.

https://youtu.be/9gyreHKE5XY
TheBitcoinLayer profile picture
🚨NEW VIDEO🚨
What Falling Gas Prices Signal for Bitcoin & The 2026 Midterm Elections

Nik explains why inflation, oil prices, & Treasury math matter more than narratives. He breaks down how energy, yields, & policy choices shape Bitcoin’s liquidity outlook.

https://youtu.be/Ef5flMEKmic
TheBitcoinLayer profile picture
🚨NEW VIDEO🚨
EUROPEAN BREAKING POINT: Italy Takes Gold Back, Sovereign Bond Crisis, & Bitcoin w/ Matt Dines

Nik & Matt break down Italy’s gold power move, the ECB’s strain in defending yields, & how Europe’s sovereign cracks drove the latest liquidity squeeze into Bitcoin.

https://youtu.be/-C13zU-ZsT8
TheBitcoinLayer profile picture
🚨NEW VIDEO🚨
THE MOST IMPORTANT DOCUMENT OF 2025: What the New U.S. National Security Strategy Means for Markets

Nik breaks down the White House strategy shift, the focus on reshoring, defense, AI, & why these policies shape liquidity, capital flows, & Bitcoin’s macro path.

https://youtu.be/yOtZaPuVpTE
TheBitcoinLayer profile picture
🚨NEW VIDEO🚨
INTEREST EXPENSE EXPLODES: Why The Fed Must Cut & What It Means For Bitcoin

Nik covers easing repo stress, rising interest expense pressure, & why lower rates matter. He breaks down how volatility, dollar shifts, & liquidity trends guide Bitcoin’s next move.

https://youtu.be/wzxydNI2-Go
TheBitcoinLayer profile picture
🚨NEW VIDEO🚨
Bitcoin Holds $90,000: Volatility, Yields, & The FED’S NEXT PRINT

Nik breaks down the volatility spike, rising interest costs, & why lower rates are essential. He covers how bond volatility, dollar shifts, & repo stress shape Bitcoin’s path above $90,000.

https://youtu.be/NqBdAnhWB4U
TheBitcoinLayer profile picture
🚨NEW VIDEO🚨
Can NVIDIA’s EARNINGS JOLT Spark a Bitcoin Reversal?

Nik explains the reversal setup forming across Bitcoin & stocks as liquidity improves, repo tightness cools, & NVIDIA delivers record earnings. He breaks down what this shift could mean for market momentum.

https://youtu.be/mKNojhzp_oY
TheBitcoinLayer profile picture
🚨NEW VIDEO🚨
How the Fed Lost Control of Liquidity (and What It Means for Bitcoin)

Nik and Demian dive into how financial stability has quietly become the Fed’s real target, the growing repo imbalance, and how liquidity fuels every Bitcoin cycle.

https://youtu.be/usUfMQcu9YQ