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Repricing EVERYTHING — Gold, Bitcoin, and the Dollar

In this Global Macro Update, Nik walks through a massive chart pack to help decode today’s volatile macro landscape. Gold is leading the way, outpacing Bitcoin over the past 12 months and signaling a global monetary reset in motion. Nik connects the dots between soaring gold prices, weakening demand for U.S. Treasuries, and a shift away from dollar recycling as trade relationships are restructured. He analyzes Bitcoin’s technical setup, MVRV valuation, and ETF inflows, and explores how rising bond volatility and term premia are draining liquidity. Plus, new insights on the U.S. energy boom, unemployment pressures, and why the Fed may cut rates even as inflation stays tame. Link to Bessent speech:    • FULL REMARKS: Treasury Sec. Bessent L...   📚 Bitcoin Age is here, order yours today: https://a.co/d/5gau08H 📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm. 🔓 The Bitcoin Layer is proud to be sponsored by Unchained, the leader in Bitcoin financial services. Unchained empowers you to take full control of your Bitcoin with a collaborative multisig vault, where you hold two of three keys, and benefit from a Bitcoin security partner. Purchase Bitcoin directly into your cold storage vault and eliminate exchange risks with Unchained's Trading Desk. Unchained also offers the best IRA product in the industry, allowing you to easily roll over old 401(k)s or IRAs into Bitcoin while keeping control of your keys. Don’t pay more taxes than you have to. Talk to us today. Visit https://thebitcoinlayer.com/unchained and use code TBL for $100 off when you create an account. 🔨 Try Stamp Seed, a DIY kit that enables you to hammer your seed words into a durable plate of titanium using professional stamping tools. Take 15% off with code TBL. Get your Stamp Seed today! https://www.stampseed.com/shop/titani... ▶️ Subscribe and turn on notifications for TBL on YouTube. 📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe 🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform. 📱 Follow TBL on X:   / thebitcoinlayer   📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial 🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch ⛓️ ₿lock Height 893849 ⚡ Contribute to The Bitcoin Layer via Lightning Network: [email protected] Nik Bhatia's Twitter:   / timevalueofbtc   Creative Director Matthew Ball's Twitter:   / matthewrball   Researcher Demian Schatt's Twitter: https://x.com/demianschatt ❗ The Bitcoin Layer and its guests do not provide investment advice. Chapters: 00:00:00 Bitcoin and Gold Performance: A 12-Month Overview 00:03:01 Understanding Gold Price Movements in a Global Economy 00:05:42 The Importance of Bitcoin's Decentralization 00:08:30 Understanding Bitcoin's Realized Price and Investor Behavior 00:11:14 Bitcoin Price Drivers and Realized Price 00:13:49 Evolution of Bitcoin Volatility 00:16:36 The Impact of Bitcoin Bounce and Market Liquidity Trends 00:19:11 Understanding M2 and Asset Base Relationship 00:22:01 Changing Dynamics in US Treasury Holdings 00:24:52 Impact of US Government Spending Cuts on the Economy 00:27:42 Impact of Tariffs on Economic Growth and Inflation 00:30:18 Inflation Trends and Market Responses 00:33:12 Fed's Rate Cut Strategy and Economic Indicators 00:35:56 Impact of US Manufacturing Decline 00:38:32 Path to U.S. Fiscal Sustainability 00:41:13 Bitcoin's Growing Share in Global Equities 00:44:04 Conclusion and Farewell