{"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":"UAE QUITS OPEC: The Offshore Dollar Era Is Changing with Matt Dines","slug":"uae-quits-opec-the-offshore-dollar-era-is-changing-with-matt-dines","published_at":"2026-05-05T22:11:20+00:00","page_url":"https://stenobird.com/podcast/the-bitcoin-layer-7070444/uae-quits-opec-the-offshore-dollar-era-is-changing-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/68a9c180-268c-494d-b656-1a17068b5e5e/group-item/85df6c7c-3afe-4c12-9234-b4681cce4760/128_default_tc.mp3?aid=rss_feed&feed=Y2219Riv","summary":"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 lines to the Bank of Japan holding rates, the un-inversion of the 3-month / 6-month T-bill curve after 130 weeks, and the disaster unfolding in UK gilts. He closes with his thesis on the ninth inning of the credit cycle, the 1913 Anglo-American merger, and the Pax Silica vision tying together semiconductors, energy, critical minerals, stablecoins, and bitcoin as the glue of an emerging American-led global order. The Bitcoin Layer and its guests do not provide investment advice.","meta_description":"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 dolla…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3446,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-bitcoin-layer-7070444/episodes/uae-quits-opec-the-offshore-dollar-era-is-changing-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/uae-quits-opec-the-offshore-dollar-era-is-changing-with-matt-dines.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}