{"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":"Global Macro Update: Inflation Cools, Bond Yields Drop, & Bitcoin Reacts","slug":"global-macro-update-inflation-cools-bond-yields-drop-bitcoin-reacts","published_at":"2026-02-13T18:31:45+00:00","page_url":"https://stenobird.com/podcast/the-bitcoin-layer-7070444/global-macro-update-inflation-cools-bond-yields-drop-bitcoin-reacts","show_page_url":"https://stenobird.com/podcast/the-bitcoin-layer-7070444","url":"https://youtu.be/7Nw64Jfb2Nw","audio_url":"https://cdn.simplecast.com/audio/93f29295-b98b-46ce-9822-223c512497e8/episodes/fac05cce-27ae-4cd8-b3e1-1e30d57ffab2/audio/a4a4ec9f-7e32-4eed-a02c-bed983173068/default_tc.mp3?aid=rss_feed&feed=Y2219Riv","summary":"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 adjustment, and what shifting liquidity conditions mean for risk assets. He explains why bond markets, dollar strength, and fixed income demand, including Google’s rare 100-year bond issuance, matter more for Bitcoin in the short term than fundamentals, while also revisiting the long-term case tied to global wealth distribution, fiscal deficits, and the evolving role of Bitcoin in U.S. economic statecraft.","meta_description":"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 20…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1955,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-bitcoin-layer-7070444/episodes/global-macro-update-inflation-cools-bond-yields-drop-bitcoin-reacts/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/global-macro-update-inflation-cools-bond-yields-drop-bitcoin-reacts.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}