{"podcast":{"title":"The Bitcoin Layer","slug":"the-bitcoin-layer-7070444","podcast_index_feed_id":7070444,"rss_url":"https://feeds.simplecast.com/Y2219Riv","website_url":"https://mysoundwise.com/soundcasts/1665708396190s","image_url":"https://image.simplecastcdn.com/images/31efc846-0793-410a-9634-9cbb9ab441fd/a42dcdab-5758-48ca-b40a-791279675300/3000x3000/b_black_500x500.jpg?aid=rss_feed","author":"The Bitcoin Layer","episode_count":285,"summary":"The Bitcoin Layer is a premium markets research provider, covering bitcoin through a global macro lens | Research, Analysis, & Education Featuring Nik Bhatia, author of the #1 Amazon bestseller Layered Money and USC Marshall School of Business professor. Subscribe to our research publication and YouTube channel to learn about global macroeconomics, bitcoin, Lightning Network, the monetary and financial system, the Federal Reserve, interest rates, and geopolitics. Most importantly, develop a framework for understanding global markets—connect the dots between economic and financial concepts to see the bigger picture. Look no further for your bitcoin and macro education!","last_synced_at":"2026-07-31T20:19:22.621040+00:00","page_url":"https://stenobird.com/podcast/the-bitcoin-layer-7070444"},"episode":{"title":"Claude Eclipses Trump as the Most Important Force in Global Macro","slug":"claude-eclipses-trump-as-the-most-important-force-in-global-macro","published_at":"2026-02-28T00:38:58+00:00","page_url":"https://stenobird.com/podcast/the-bitcoin-layer-7070444/claude-eclipses-trump-as-the-most-important-force-in-global-macro","show_page_url":"https://stenobird.com/podcast/the-bitcoin-layer-7070444","url":"https://youtu.be/V82emH4q6o0","audio_url":"https://cdn.simplecast.com/media/audio/transcoded/8ed6a33d-2ac9-4ae6-bdbb-334a1cbb3f52/93f29295-b98b-46ce-9822-223c512497e8/episodes/audio/group/6ed663b2-53c6-465f-a004-eee9657ef2e6/group-item/9828ddf1-fb17-407e-a579-63d23957ae30/128_default_tc.mp3?aid=rss_feed&feed=Y2219Riv","summary":"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 dropping 12% on a single AI headline, Block cutting 40% of its workforce, trucking capacity sold out from data center buildout, and Treasury yields falling in direct response to new model releases. He connects the AI arms race to US economic statecraft, the fight to outpace China, and what a disinflationary labor market shock means for Fed policy, credit spreads, and Bitcoin.","meta_description":"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 m…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2697,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-bitcoin-layer-7070444/episodes/claude-eclipses-trump-as-the-most-important-force-in-global-macro/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-bitcoin-layer-7070444/claude-eclipses-trump-as-the-most-important-force-in-global-macro.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}