Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik is joined by bitcoin researcher Jamie Coutts to discuss his thesis on nation states adopting bitcoin via domestic mining operations, including the United Arab Emirates (UAE). Jamie explains his bitcoin research process, including how he looks at perpetual futures funding markets, on-chain metrics, and ETF flows. Jamie has the Chartered Market Technician designation, a markets charter he shares with Nik. He previously built Bloomberg Intelligence's cryptocurrency research product and now is the Chief Crypto Analyst at Real Vision.

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The Bitcoin Layer and its guests do not provide investment advice.

Chapters:
00:00:00 - Bitcoin Adoption by Nation States
00:03:26 - Benefits of Bitcoin storage with River
00:07:12 - Accumulating Bitcoin through Backdoor Transactions
00:11:15 - The Excessive Accumulation of Assets
00:14:38 - The Role of Price in Research and Analysis
00:17:56 - Fundamental Anchoring with On-chain Data
00:21:41 - The Value of Network Hash Rate
00:25:26 - Energy Markets and the Bitcoin Network
00:29:10 - The Environmental Benefits of Bitcoin
00:32:35 - Text Bitcoin to Your Friends and Family