Uploaded June 2026 | Updated September 2026, 1 week ago
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In this short video, Demian unpacks a strange contradiction: US household net worth sits near a record $180 trillion, while consumer sentiment recently hit the lowest reading on record. The reason both are true at once comes down to one force, liquidity, and the order in which it reaches the economy. New money lifts stocks, housing, and gold long before it reaches wages, which is why assets keep outrunning paychecks.
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📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
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Nik Bhatia's Twitter: /timevalueofbtc
Researcher Demian Schatt's Twitter: https://x.com/demianschatt
Lead Statistician Augustine Carrasco Twitter: https://x.com/AugustineCarrB
🚨 CHECK OUT TBL PULSE FOR FREE: research.thebitcoinlayer.com
In this short video, Demian unpacks a strange contradiction: US household net worth sits near a record $180 trillion, while consumer sentiment recently hit the lowest reading on record. The reason both are true at once comes down to one force, liquidity, and the order in which it reaches the economy. New money lifts stocks, housing, and gold long before it reaches wages, which is why assets keep outrunning paychecks.
Get Nik's weekly bitcoin and macro research: thebitcoinlayer.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/tbl
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
▶️ Subscribe and turn on notifications for TBL on YouTube.
🎙 Subscribe to The Bitcoin Layer on your favorite podcast platform.
🐦 Follow TBL on X: /thebitcoinlayer
Nik Bhatia's Twitter: /timevalueofbtc
Researcher Demian Schatt's Twitter: https://x.com/demianschatt
Lead Statistician Augustine Carrasco Twitter: https://x.com/AugustineCarrB
