The Bitcoin Layer | Nik Bhatia | Substack

TBL Pulse

Markets move daily. So should your research. Access our dashboard today.

READ THE LATEST

Recent posts

The US Treasury Against The AI Economy

TBL Weekly #182: Discussing The US Treasury’s Toolbox and AI-Debt Issuance

Aug 22 • Augustine Carrasco

52:23

Global Macro Update: $83,000 Ends The Bear

Discussing the Secretary of Volatility, Bitcoin, and the AI impact on debt markets

Aug 21 • Nik Bhatia

Bitcoin Is Stuck At $64,000

Priced for Silence: Institutional exposure rises, hedge funds hedge, and the volatility complex prices a silence it is unlikely to get

Aug 19 • Johan Bergman

5 Macro Frameworks We Use To Design Our Portfolio

If you're ready to understand how to use global macro in order to make the best investment decisions, this is the perfect guide.

Aug 18 • Nik Bhatia

TBL Weekly #181: Is the US Economy Feeling The Pinch?

Market breadth may need to carry the US consumer

Aug 14 • Augustine Carrasco

Grinding At The Bottom

The three events that are causing fear in bitcoin right now

Aug 12 • Johan Bergman

TBL Liquidity Signal, Bitcoin Unchanged Trailing Six Months AND Two Years

ESSENTIAL TBL Liquidity update. If you're still long bitcoin here, you just might be rewarded for your patience. At least if history is our guide.

Aug 10 • Nik Bhatia

TBL Weekly #180: US Treasury & The Fed, Labor Market, and Liquidity

Reviewing the latest QRA, labor market prints this week, and TBL Liquidity

Aug 8 • Augustine Carrasco

In this post, Johan shares a video collaboration with TBL Friend Pascal Hügli, while also sharing his latest thoughts on bitcoin

Aug 5 • Johan Bergman and Less Noise More Signal

The Bitcoin Layer

The Bitcoin Layer

Bitcoin and global macro research firm.

Books

Order Nik's second book

Order Nik's first book

Buy Signed Copies

Now available for a limited time

Socials

Youtube Channel

Subscribe to TBL's channel

@TheBitcoinLayer on X

Follow TBL on X/Twitter

Follow TBL on LinkedIn

Recommendations

Michael Howell

Conks

Checkonchain Bitcoin Newsletter

James Check (Checkmatey)

Harnessing the Power of Nutrients

Chris Masterjohn, PhD

The Informationist

James Lavish, CFA

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts