The Bitcoin Layer | Nik Bhatia | Substack

TBL Pulse

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

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Recent posts

TBL Weekly #170: Claude Code is taking over

A quick market update alognside all the things you might have missed from TBL this week.

May 23 • Augustine Carrasco

59:02

Video: The Generational CAPEX Boom

Watch now | An Exclusive Update with Checkonchain. Full video now available directly on Substack as well as the traditional private YouTube link.

May 21 • Nik Bhatia and James Check (Checkmatey)

Where are the risk takers?

Why bitcoin futures, perps, and skew are still whispering bear market

May 20 • Johan Bergman

Are Global Bond Bailouts Next?

Scary action in global bond markets. G7 meeting in Paris. The AI bubble. US-China relations. One bitcoin chart.

May 18 • Nik Bhatia

43:09

Video: A Flight to US Equities

Discussing US/China relations, and their effects on TBL liquidity, US stocks, and bitcoin.

May 14 • Nik Bhatia

Landlords of Compute

Same buildings, same power contracts but higher revenue per MW

May 13 • Johan Bergman

🔴 Unconfirmed Red Dot

A Flash TBL Liquidity Indicator Update

May 12 • Augustine Carrasco

Layered Money Update: The Token Layer

Revelations about the AI revolution's impact on bitcoin and the global economy continue.

May 11 • Nik Bhatia

1:04:24

Tutorial on TBL Pulse

48-Hours left before deal is gone. Also, our TBL Pulse Webinar recording, where we walk you through how we use the dashboard ourselves.

May 8 • Nik Bhatia, Johan Bergman, Augustine Carrasco, and Demian Schatt

The Bitcoin Layer

The Bitcoin Layer

Bitcoin and global macro research firm.

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