Uploaded April 2026 | Updated September 2026, 1 week ago
Nik breaks down why the US dollar may be entering a long-term weakening regime. The DXY has spent the past year dancing around a 20-year ascending trend line, and a break below opens the door to an 80s regime, something markets haven't seen since well before the Great Financial Crisis. Nik walks through what a weaker dollar actually means for global liquidity, credit creation abroad, and hard assets like bitcoin and gold.
This clip comes from our monthly collaboration with James Check (Checkonchain), delivered exclusively to TBL Pro subscribers on Substack.
📎 Watch the full update: thebitcoinlayer.substack.com/p/video-is-bitcoin-reaching-a-bottom
🔓 Subscribe to TBL Pro: thebitcoinlayer.substack.com/subscribe
The Bitcoin Layer is proud to be sponsored by The Bitcoin Way. Most people know how to buy bitcoin, but few know how to truly secure it. The Bitcoin Way offers one-on-one, white glove self-custody training so you can take full control of your bitcoin wealth with zero counterparty risk. They never touch your bitcoin. From air-gapped hardware to inheritance planning to node running, they handle the full stack. They also offer personal cybersecurity services and Plan B residency in Panama for those seeking jurisdictional sovereignty. Book a free consultation today: thebitcoinway.com/partner/the-bitcoin-layer
Inside TBL Pro:
Two weekly macro updates from Nik Bhatia
One weekly bitcoin market analysis
Access to TBL Pulse
Monthly collaboration with James Check (Checkonchain)
Topics in this clip:
The 20-year DXY trend line and what a break below would signal
Why the dollar may be heading to an 80s regime
How a weaker dollar fuels credit creation abroad
Why a lower dollar lifts all boats and fuels hard asset demand
About The Bitcoin Layer
The Bitcoin Layer provides macro research focused on liquidity cycles, global markets, and bitcoin's role in the financial system.
New Global Macro Updates are released every Thursday for TBL Pro members.
Nik breaks down why the US dollar may be entering a long-term weakening regime. The DXY has spent the past year dancing around a 20-year ascending trend line, and a break below opens the door to an 80s regime, something markets haven't seen since well before the Great Financial Crisis. Nik walks through what a weaker dollar actually means for global liquidity, credit creation abroad, and hard assets like bitcoin and gold.
This clip comes from our monthly collaboration with James Check (Checkonchain), delivered exclusively to TBL Pro subscribers on Substack.
📎 Watch the full update: thebitcoinlayer.substack.com/p/video-is-bitcoin-reaching-a-bottom
🔓 Subscribe to TBL Pro: thebitcoinlayer.substack.com/subscribe
The Bitcoin Layer is proud to be sponsored by The Bitcoin Way. Most people know how to buy bitcoin, but few know how to truly secure it. The Bitcoin Way offers one-on-one, white glove self-custody training so you can take full control of your bitcoin wealth with zero counterparty risk. They never touch your bitcoin. From air-gapped hardware to inheritance planning to node running, they handle the full stack. They also offer personal cybersecurity services and Plan B residency in Panama for those seeking jurisdictional sovereignty. Book a free consultation today: thebitcoinway.com/partner/the-bitcoin-layer
Inside TBL Pro:
Two weekly macro updates from Nik Bhatia
One weekly bitcoin market analysis
Access to TBL Pulse
Monthly collaboration with James Check (Checkonchain)
Topics in this clip:
The 20-year DXY trend line and what a break below would signal
Why the dollar may be heading to an 80s regime
How a weaker dollar fuels credit creation abroad
Why a lower dollar lifts all boats and fuels hard asset demand
About The Bitcoin Layer
The Bitcoin Layer provides macro research focused on liquidity cycles, global markets, and bitcoin's role in the financial system.
New Global Macro Updates are released every Thursday for TBL Pro members.
