Damus

Recent Notes

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🚨NEW VIDEO🚨
Global Macro Update: Gold, Silver, Bitcoin, and the Breakdown of the WTO Era

Gold and silver just repriced violently as the global trade system fractures. Nik explains what Basel III, Shanghai, and the end of the WTO era mean for markets, liquidity, and Bitcoin.

https://youtu.be/8mpiEplIfU8
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🚨NEW VIDEO🚨
Japan’s RATE CHECK Triggers a DOLLAR INDEX COLLAPSE

A move out of Japan just broke the dollar’s long-term trend. Nik explains why this matters for global liquidity, stocks, and why Bitcoin lags first before reacting.

https://youtu.be/i42PYv_ouY8
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“The world has changed in front of our eyes. You just need to read the price.” 

Why Bitcoin hasn’t kept up with gold is the wrong question. 

Nik explains why in the final minutes.
TheBitcoinLayer profile picture
🚨NEW VIDEO🚨
Is China Sitting on the BIGGEST DEBT BOMB in Modern History?

Debt, rare earth leverage, and central planning are colliding with global markets. Nik & Brian McCarthy break down why China’s credit machine matters for geopolitics, capital flows, and Bitcoin’s outlook.

https://youtu.be/GDZqw6QkW-U
TheBitcoinLayer profile picture
🚨NEW VIDEO🚨
The Trump Doctrine Has ARRIVED, Here’s What It Means for 2026

This episode connects tariffs, fiscal stress, and interest expense to liquidity conditions, and explains why Bitcoin’s macro setup is changing into 2026.

https://youtu.be/pnG86iyRsbA
TheBitcoinLayer profile picture
🚨NEW VIDEO🚨
$1 QUADRILLION In Global Wealth: How Does It Impact Bitcoin?

Nik & Demian break down the global balance sheet, why wealth has decoupled from GDP, how credit expansion reshaped the system, and where Bitcoin fits as trillions seek assets in a post-QE world.

https://youtu.be/crETxyQczyw
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🚨NEW VIDEO🚨
US Treasuries MUST Stabilize for Bitcoin to Move Higher

Nik explains why Treasury stability and falling inflation matter for Bitcoin. He breaks down bond volatility, Fed balance sheet expansion, and why calmer rates support liquidity in 2026.

https://youtu.be/OZVV62lqytw
TheBitcoinLayer profile picture
🚨NEW VIDEO🚨
HERE COMES VANGUARD: Why Bitcoin Hits New All-Time Highs in 2026

Nik welcomes Dr. André Dragosch to explain why big money, ETFs, & wirehouses could push Bitcoin to new highs as macro conditions turn heading into 2026.

https://youtu.be/0zUmhXgotMg