$1M Bitcoin Is Already Locked In | Nik Bhatia

$1M Bitcoin Is Already Locked In | Nik Bhatia

From The Bitcoin Way Podcast by The Bitcoin Way

April 29, 2026 · 60 min

About this episode

Nik Bhatia discusses the inevitability of Bitcoin reaching $1M and various investment dynamics surrounding it.

📞 Schedule a FREE call: https://www.thebitcoinway.com/contact?utm_campaign=podcast&utm_medium=social&utm_source=fountain 📖 Subscribe to our newsletter: https://www.thebitcoinway.com/resources/newsletter?utm_campaign=podcast&utm_medium=social&utm_source=fountain 🔑 Learn about our self-custody services: https://www.thebitcoinway.com/services/bitcoin-self-custody-training?utm_campaign=podcast&utm_medium=podcast&utm_source=fountain In episode #114 of The Bitcoin Way Podcast, Nik Bhatia (founder of The Bitcoin Layer, former US Treasuries trader) joins to break down why $1M Bitcoin isn’t a prediction — it’s already locked in. We cover the power law model that puts Bitcoin at $1,000,000 in the 2030s, MicroStrategy’s STRC vs US Treasuries, why bond yields could stay low past $40T debt, the 400x capital gap to BlackRock and Fidelity’s target allocations, how AI is forcing investors to recategorize Bitcoin, and why hyperbitcoinization isn’t coming. You can follow Nik on X at https://x.com/timevalueofbtc , subscribe to his Substack at https://thebitcoinlayer.substack.com , and visit his website at https://thebitcoinlayer.com . ⏱️ TIMESTAMPS: 00:00 - Guest…

People in this episode

Host: The Bitcoin Way

Guest: Nik Bhatia

Topics covered

  • Bitcoin investment
  • power law model
  • U.S. Treasuries
  • MicroStrategy
  • capital allocation
  • hyperbitcoinization

Keywords

  • Bitcoin
  • investment strategies
  • MicroStrategy
  • U.S. Treasuries
  • power law
  • capital gap
  • hyperbitcoinization

Mentioned in this episode

Organizations: The Bitcoin Layer, MicroStrategy, BlackRock, Fidelity, U.S. Treasuries

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