{"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":"JAPAN RATE CHECK Triggers a DOLLAR INDEX COLLAPSE","slug":"japan-rate-check-triggers-a-dollar-index-collapse","published_at":"2026-01-28T00:19:51+00:00","page_url":"https://stenobird.com/podcast/the-bitcoin-layer-7070444/japan-rate-check-triggers-a-dollar-index-collapse","show_page_url":"https://stenobird.com/podcast/the-bitcoin-layer-7070444","url":"https://youtu.be/i42PYv_ouY8","audio_url":"https://cdn.simplecast.com/audio/93f29295-b98b-46ce-9822-223c512497e8/episodes/d4cae166-ba29-49b8-8f9c-0731cdaa60de/audio/cfa79630-9b1c-4874-a50c-2e34e0ffac93/default_tc.mp3?aid=rss_feed&feed=Y2219Riv","summary":"In this episode, Nik breaks down the Japan “rate check” that sent the U.S. dollar sharply lower and triggered major moves across global markets. He explains how Japan’s bond stress, rising yields, and yen instability forced coordination with the U.S., why the dollar index breaking long-term support matters for liquidity, and how a weaker dollar is pushing stocks and gold higher. Nik closes by connecting the rate check to TBL Liquidity, why Bitcoin has lagged gold so far, and why a sustained dollar breakdown could be a powerful setup for Bitcoin heading into 2026.","meta_description":"In this episode, Nik breaks down the Japan “rate check” that sent the U.S. dollar sharply lower and triggered major moves across global markets. He explai…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1005,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-bitcoin-layer-7070444/episodes/japan-rate-check-triggers-a-dollar-index-collapse/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/japan-rate-check-triggers-a-dollar-index-collapse.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}