Gold at $5,000 Signals MASSIVE Changes to the World Order скачать в хорошем качестве

Gold at $5,000 Signals MASSIVE Changes to the World Order

In this episode, Nik breaks down a massive global macro repricing as gold approaches $5,000, bond markets stabilize, and the world adjusts to a new economic order. He walks through key signals across Bitcoin, Treasuries, inflation expectations, labor markets, and global trade to explain why volatility is falling, liquidity conditions are improving, and why Bitcoin’s muted price action may be a feature, not a flaw, of this transition. Nik ties together Davos rhetoric, Supreme Court tariff dynamics, fiscal math, and capital flows to show how markets are responding to structural change heading into 2026. Polymarket Link: https://poly.market/rXYgPKB 📊 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 unchained.com/tbl and use the code TBL10 for a 10% credit towards your first year's account fees. 🔨 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/seed-p... ▶️ 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 933577 ⚡ Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter:   / timevalueofbtc   Researcher Demian Schatt's Twitter: https://x.com/demianschatt Lead Statistician Augustine Carrasco Twitter: https://x.com/AugustineCarrB ❗ The Bitcoin Layer and its guests do not provide investment advice. Chapters: 00:00 Gold, Silver, and Mayhem: Setting the Scene 00:24 Bitcoin vs Gold: Ratios and Sentiment 03:24 Global Macro Update & Davos Insights 06:52 Changing World Order and Middle Powers 13:51 Debasement Trade, Security, and Tariffs 19:19 Bitcoin, Macro Markets, and Chart Analysis 21:01 Bitcoin Metrics: Realized Price, Volatility 24:27 Declining Volatility: What It Means for Bitcoin 26:06 TBL Liquidity Framework & Market Indicators 27:12 Treasury Yields: 2, 5, 10 & 30 Year Overview 31:19 Bond Volatility and Fiscal Health 36:00 Credit Spreads, Corporate Leverage, and Growth 39:56 International Bond Markets & Japanese Mayhem 41:01 Labor Market, Participation, and Wage Signals 43:39 Inflation and Housing: CPI, Rent, and Outlook 44:08 Economic Growth: GDP, Net Exports & Tariffs 45:00 ISM, Manufacturing, and Hot Economy 46:06 Housing Trends, Home Sales, and Mortgage Impact 48:43 US Trade Deficit Collapse and Economic Policy 51:19 Gold's Surge: Reordering of the Monetary World 53:05 What Gold and Bitcoin Tell Us About Change 54:58 Globalism, the New Order, and Looking Ahead 56:01 Wrapping Up: Macro Summary & Next Steps