Bitcoin, Fixed Income, and Monetary Theory by Nik Bhatia
Nik Bhatia: Anthropic and OpenAI urged to pursue IPOs before funding conditions worsen
Nik Bhatia stated that Anthropic and OpenAI should seek to enter the IPO market soon, arguing that shifting risk and credit market conditions could limit their ability to attract funding. Bhatia ...
French bond crisis called an unmitigated disaster, Nik Bhatia says
Nik Bhatia described the situation in France as an unmitigated disaster and emphasized that the French bond crisis is ...
Nik Bhatia: Signal on credit defaults, money markets and bitcoin trading dynamics
Discussion topics include credit defaults, tight money markets, questions about a possible AI bust, and the observation that bitcoin is trading well as the euro and pound are weaker. Nik Bhatia ...
Explaining liquidity for smarter bitcoin investing, Nik Bhatia states
Nik Bhatia described a video as a perfect resource to explain liquidity from his perspective and how it can be used for smarter bitcoin ...
Nik Bhatia: France last defaulted on government bonds in 1848
Nik Bhatia said France last defaulted on its government bonds in 1848 and suggested that it might be time for another default. No other details were provided by Bhatia in the ...
Bitcoin remains a mystery to most people, Nik Bhatia notes
Nik Bhatia said he will return to teach bitcoin at the University of Southern California in 2027. Bhatia also described bitcoin as a global phenomenon and observed that most people still have no ...
Nik Bhatia: Bitcoin and gold trend update for market watchers
Nik Bhatia offers a brief note to followers interested in bitcoin and gold market trends. The message encourages the community to stay positive and enjoy the ...
Market moves 10 basis points wider in two hours, Nik Bhatia notes
Nik Bhatia reports that a market measure has widened by 10 basis points in just two hours. No further details were provided regarding the specific instrument or reason for the ...
Nik Bhatia: Bitcoin Layer research aims to guide smarter investing
Nik Bhatia shares that his mission with both books, The Bitcoin Layer research and videos, and the proprietary TBL Liquidity Indicator is to help investors make smarter decisions. He asks his ...
Bitcoin has surged threefold in five years, Nik Bhatia notes
Nik Bhatia highlights that it has been a little over five years since publishing his first book, Layered Money. He observes that Bitcoin's price has approximately tripled since he completed ...
Nik Bhatia: Bitcoin compared to elevating experiences
Nik Bhatia uses a playful metaphor to discuss Bitcoin, referencing the idea of 'babysitting only two or three pops' and suggesting how to 'turn it up a notch.' The tweet evokes imagery of diving ...
Global bond meltdown and rising debt spark worries, Nik Bhatia warns
Nik Bhatia reported a significant update on current financial markets, highlighting a global bond meltdown. He noted increasing private sector leverage in the U.S., ongoing quantitative easing ...
Nik Bhatia: Market anticipates reaction after Warsh speaks at Jackson Hole
Nik Bhatia comments on upcoming remarks by Warsh at Jackson Hole, speculating whether Warsh will abandon data dependence in favor of statecraft. Bhatia suggests this pivot could spark a ...
Bear markets prompt strategic choices for crypto holders, Nik Bhatia writes
Nik Bhatia discusses how bear markets present an opportunity for investors to reflect on their commitment to the crypto sector. He highlights his continued involvement with The Bitcoin Layer as ...
Nik Bhatia: Bitcoin blockchain analysis reveals Coldcard vulnerability logistics
Nik Bhatia discusses insights from Alex Thorn on how the Coldcard hardware wallet vulnerability and related theft logistics can be better understood using detailed bitcoin blockchain analysis. ...
Kevin Warsh claims responsibility for Treasury selloff after ending forward guidance, Nik Bhatia notes
Nik Bhatia comments on recent actions by Kevin Warsh, highlighting Warsh's decision to end forward guidance and taking credit for the Treasury market selloff during July. Bhatia notes that Warsh ...
Nik Bhatia: Relieved to have avoided bitcoin corporate treasury offers last year
Nik Bhatia expresses relief over declining offers for bitcoin corporate treasury positions last year. He encourages others to appreciate their current situation by stating, “count your ...
Bitcoin shows positive momentum as dollar squeeze risk persists, Nik Bhatia warns
Nik Bhatia discusses the recent positive price action of bitcoin and shares concerns about a potential dollar squeeze. He also offers insights on why the U.S. is likely unconcerned by financial ...
Nik Bhatia: Bitcoin may bottom before October as Saylor reportedly sold at lows
Nik Bhatia highlights analysis from another commentator regarding the trajectory of bitcoin prices. He points to a view that bitcoin is likely to reach its lowest price point before October, and ...
Japanese currency and bond markets show repatriation moves, Nik Bhatia notes
Nik Bhatia highlights signs of Japanese intervention in response to weakness in both the currency and bond markets. According to Bhatia, the intervention appears not as a major liquidity ...
Nik Bhatia: Students learn Lightning Network and on-chain Bitcoin transactions
Nik Bhatia introduced students to the Lightning Network, Segregated Witness (SegWit), and Bitcoin Improvement Proposals (BIPs). He highlighted the seamless user experience using PhoenixWallet, ...
