Podcast Index

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The Bitcoin Layer The Bitcoin Layer The Bitcoin Layer The Peter McCormack Show The Peter McCormack Show Peter McCormack Semiconductor Insiders Semiconductor Insiders SemiWiki Land & Legacy - Habitat + Hunting Land & Legacy - Habitat + Hunting Land & Legacy LessWrong (Curated & Popular) LessWrong (Curated & Popular) LessWrong AI Unraveled: Latest AI News, ChatGPT, Gemini, Claude, DeepSeek, Gen AI, LLMs, Agents, Ethics, Bias AI Unraveled: Latest AI News, ChatGPT, Gemini, Claude, DeepSeek, Gen AI, LLMs, Agents, Ethics, Bias Etienne Noumen B2B Podcasting Insights - business strategy podcast for founders and brands B2B Podcasting Insights - business strategy podcast for founders and brands Podknows Podcasting - B2B Podcasting Experts The Dutch Investors The Dutch Investors The Dutch Investors Ground Floor Government Ground Floor Government PhoneLive.io Reflections Reflections Livewire Labs AppleInsider Podcast AppleInsider Podcast AppleInsider Nine Finger Chronicles - Deer Hunting Podcast Nine Finger Chronicles - Deer Hunting Podcast Dan Johnson, Sportsmen's Empire Reflex Podcast Reflex Podcast Carlos Castillo Reflex Podcast Reflex Podcast Carlos Castillo y Pistón Chat GPT Podcast Chat GPT Podcast Sol Good Network The Daily Tech Brief | AI, Technology, Startups and Innovation News The Daily Tech Brief | AI, Technology, Startups and Innovation News The Daily Tech Brief DailyArxiv - AI Research Podcast DailyArxiv - AI Research Podcast DailyArxiv Musk v Altman Daily Musk v Altman Daily Musk v Altman Daily — Lantern Podcasts Anthropic Pentagon Watch Anthropic Pentagon Watch Anthropic Pentagon Watch — Lantern Podcasts The Data Center Daily The Data Center Daily The Data Center Daily — Lantern Podcasts Freedom Scientific Training Podcast Freedom Scientific Training Podcast Freedom Scientific Training Department What's Next|科技早知道 What's Next|科技早知道 声动活泼 Roz & Mocha Roz & Mocha Frequency Podcast Network TechCrunch Industry News TechCrunch Industry News TechCrunch EOD Gear IMPROVISED EOD Gear IMPROVISED Steve Cassidy Pivot Pivot New York Magazine Marketplace Tech Marketplace Tech Marketplace Being an Engineer Being an Engineer Aaron Moncur In A(i) Nutshell In A(i) Nutshell Andrew Davis Taylor Lorenz’s Power User Taylor Lorenz’s Power User Taylor Lorenz AI for Career Success AI for Career Success Curt Robbins Nós da Internet Nós da Internet NIC.br BEAM There, Done That BEAM There, Done That Plangora Best of LinkedIn: Strategic B2B Marketing Best of LinkedIn: Strategic B2B Marketing Thomas Allgeyer, Frenus GmbH Scrum Master Toolbox Podcast: Agile storytelling from the trenches Scrum Master Toolbox Podcast: Agile storytelling from the trenches Vasco Duarte, Agile Coach, Certified Scrum Master, Certified Product Owner DX Today | No-Hype Podcast & News About AI & DX DX Today | No-Hype Podcast & News About AI & DX Rick Spair NestForms NestForms NestForms
The Bitcoin Layer

Tecnología

The Bitcoin Layer

The Bitcoin Layer

Inside SpaceX's $60 Billion Bet on Cursor with Charlie Hu

June 26, 2026 4:00am 48 min

In this episode, Nik welcomes Charlie Hu, founder of Coco AI and a bitcoiner since 2012, for a wide-ranging conversation on where AI is heading. Charlie shares takeaways from the Super AI conference in Singapore, walks t...

What Bitcoin Twitter Is Signaling About the Market Bottom w/ Michael Sullivan

June 23, 2026 7:00am 31 min

In this episode, Nik welcomes Michael Sullivan, a bitcoin researcher who analyzes market sentiment through language. Michael explains how he runs natural language models across thousands of tweets, cohorting bitcoiners i...

I Woke Up Homeless With $75 When the Banks Took Everything | with Tony Yazbek

June 18, 2026 7:00am 34 min

In this episode, Nik welcomes Tony Yazbek, co-founder of The Bitcoin Way, for a conversation on why owning bitcoin yourself is the whole point. Tony argues that bitcoin is money rather than an investment, and that anythi...

The Iran War and the Fight for Energy Dominance with Tanvi Ratna

June 15, 2026 7:00pm 56 min

In this episode, Nik welcomes back Tanvi Ratna, geoeconomic strategist and Fox News columnist, for a conversation on why the Iran conflict is far bigger than the Middle East. Tanvi lays out her thesis that Iran is the no...

SpaceX Goes Public Tomorrow: Inside the $45 Billion Data Center with John Tinsman

June 11, 2026 10:00am 44 min

In this episode, Nik welcomes John Tinsman, founder and portfolio manager at AOT Invest, for a conversation on why the AI buildout looks like a revolution rather than a bubble. The Bitcoin Layer and its guests do not pr...

AI Is Breaking the Power Grid, and Bitcoin Is the Fix

June 09, 2026 7:00am 37 min

In this episode, Nik welcomes back Daniel Batten, bitcoin researcher and longtime voice on bitcoin's role in energy, for a conversation on the collision between AI, the power grid, and bitcoin mining. The Bitcoin Layer ...

The Bitcoin Power Law Points to $300,000 w/ Dr. Stephen Perrenod

June 02, 2026 5:00am 53 min

In this episode, Nik welcomes back Dr. Stephen Perrenod, astrophysicist and member of the Scientific Bitcoin Institute, for a conversation on the mathematics behind bitcoin's price. The Bitcoin Layer and its guests do no...

AI May Be the Biggest Bull Case for Bitcoin | Joe Consorti

May 26, 2026 7:20am 43 min

In this episode, Nik welcomes back Joe Consorti, a TBL veteran who helped build The Bitcoin Layer in its early days, for a conversation on bitcoin, AI, and the next phase of markets. Joe explains why bitcoin has lagged e...

BREAKING: CME Launches Compute Futures, The New Oil

May 10, 2026 7:00pm 41 min

The CME just launched compute futures, with CEO Terry Duffy calling compute "the new oil of the 21st century." In this video, Nik argues this is the dominant force in markets right now, and it's exactly what he laid out ...

Global Macro Update: Is Japan Breaking the Bond Market?

May 10, 2026 7:00pm 44 min

In this Global Macro Update, Nik argues a global bond crisis is brewing and it starts outside the United States. Japanese yields are driving the worldwide sell-off, with German and UK bonds close behind, while inflation ...

UAE QUITS OPEC: The Offshore Dollar Era Is Changing with Matt Dines

May 05, 2026 5:11pm 57 min

Nik welcomes Matt Dines, CIO of Build Asset Management, back to The Bitcoin Layer to unpack the UAE leaving OPEC and what it signals about a broader dollar system remake. Dines ties the UAE's pivot toward direct Fed swap...

The Money Printer Is Back On with Lyn Alden

April 11, 2026 7:00pm 1:01

Nik welcomes back Lyn Alden for a wide-ranging conversation on AI's economic impact, the repricing of software stocks, and why the deficit only goes one direction. The Bitcoin Layer and its guests do not provide investme...

The Everything Bubble Is Over: Michael Howell’s Warning for 2026

March 31, 2026 7:00pm 1:08

Nik welcomes back Michael Howell of CrossBorder Capital for an urgent breakdown of the global liquidity cycle. Michael explains why the cyclical top is in, how oil, the MOVE index, and the dollar have dealt a 20% blow to...

RISE of the American Empire with Brent Johnson

March 25, 2026 6:05am 57 min

In this episode, Nik welcomes back Brent Johnson of Santiago Capital for a wide-ranging global macro conversation. Brent breaks down the dollar's behavior during geopolitical crises, the deglobalization thesis and fractu...

The AI-Pentagon War That Every Bitcoiner Needs to Understand

March 04, 2026 11:35am 28 min

In this episode, Nik welcomes back Yaël Ossowski, Fellow at the Bitcoin Policy Institute, to break down the escalating standoff between Anthropic and the Pentagon. They examine how Claude was reportedly used in the Venez...

Claude Eclipses Trump as the Most Important Force in Global Macro

February 27, 2026 6:38pm 44 min

In this episode, Nik breaks down why Anthropic's Claude has displaced Donald Trump as the single most important force driving global macro and financial markets, walking through the system-level evidence including IBM dr...

Individual Ownership Peaked in 2024 and What Comes Next for Bitcoin

February 24, 2026 4:07pm 39 min

In this episode, Nik sits down with Sam Baker, Research at River, to break down River's second annual Bitcoin adoption report, covering how institutional ownership, registered investment advisors, sovereign holdings, and...

The Liquidity Signal That Called Bitcoin's Drop Is Still Red

February 18, 2026 5:32pm 28 min

In this episode, Nik walks through our TBL proprietary liquidity index, explaining why the red signal flagged in late December and confirmed in January preceded Bitcoin's sharp decline below $70,000. He breaks down the f...

Global Macro Update: Inflation Cools, Bond Yields Drop, & Bitcoin Reacts

February 13, 2026 12:31pm 32 min

In this episode, Nik breaks down Bitcoin’s bounce following a softer-than-expected CPI print and falling Treasury yields, analyzing the rollover in the 200-day moving average, the latest negative mining difficulty adjust...

Japan’s Historic Election, Yen Defense, & Why Bitcoin Is Still a Liquidity Trade

February 09, 2026 2:33pm 32 min

In this episode, Nik breaks down dramatic political developments in Japan, including a snap election, currency intervention, and the U.S.-Japan effort to defend the yen, and explains why these moves matter for global liq...

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