{"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":"The Great Unwinding Wall Street Isn’t Pricing In with Matt Dines","slug":"the-great-unwinding-wall-street-isn-t-pricing-in-with-matt-dines","published_at":"2026-07-28T13:35:00+00:00","page_url":"https://stenobird.com/podcast/the-bitcoin-layer-7070444/the-great-unwinding-wall-street-isn-t-pricing-in-with-matt-dines","show_page_url":"https://stenobird.com/podcast/the-bitcoin-layer-7070444","url":"https://mysoundwise.com/soundcasts/1665708396190s","audio_url":"https://cdn.simplecast.com/media/audio/transcoded/8ed6a33d-2ac9-4ae6-bdbb-334a1cbb3f52/93f29295-b98b-46ce-9822-223c512497e8/episodes/audio/group/23578931-d9f8-4a59-9498-2cac16b9f389/group-item/6d6616f3-2a0a-42ca-a111-7c72a68a5267/128_default_tc.mp3?aid=rss_feed&feed=Y2219Riv","summary":"In this episode, Nik welcomes back Matt Dines to lay out his thesis that the global order built after World War Two is being reset. Matt walks through the signals he is watching: the Kuwaiti pipeline deal with Blackstone, KKR, and Brookfield that reroutes energy toward Europe, the US-China rare earths truce and its expiring clock, and the chokepoints from Hormuz to the Red Sea. He connects rising real yields, a flattening curve, and dollar strength to that same reconfiguration, then turns to the Paramount and Warner Brothers fight over Oracle bonds and why he believes the November elections will resolve much of it. The Bitcoin Layer and its guests do not provide investment advice.","meta_description":"In this episode, Nik welcomes back Matt Dines to lay out his thesis that the global order built after World War Two is being reset. Matt walks through the…","key_points":[],"chapters":[],"topics":[],"duration_seconds":4210,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-bitcoin-layer-7070444/episodes/the-great-unwinding-wall-street-isn-t-pricing-in-with-matt-dines/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/the-great-unwinding-wall-street-isn-t-pricing-in-with-matt-dines.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}