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In-depth research and timely analysis for the bitcoin era.
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The Time Value of Lightning Network
Exploring the maturation of bitcoin's evolving capital market layer.
Nik Bhatia
and
Joe Consorti
26
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The Time Value of Lightning Network
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On-chain chart pack: the spring is coiling
With cooling inflation and the futures and rates markets expecting a Q1 Fed pause, how will bitcoin react moving into this potential risk-on phase?
Nik Bhatia
and
Joe Consorti
9 hr ago
4
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On-chain chart pack: the spring is coiling
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TBL Weekly #7
Our weekly recap of The Bitcoin Layer posts, videos, and market analysis for the upcoming week.
Nik Bhatia
and
Joe Consorti
Aug 13
9
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TBL Weekly #7
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Fed to keep hiking blindfolded, commodities suggest peak inflation.
After a decelerating CPI reading, disinflation is telling the Fed that its attempt to cool the economy is working.
Nik Bhatia
and
Joe Consorti
Aug 12
15
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Fed to keep hiking blindfolded, commodities suggest peak inflation.
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Ethereum funeral watch, CPI stops increasing
An update on the ETH/BTC cross and implications. CPI finally stops increasing month-over-month as energy prices plummet.
Nik Bhatia
Aug 10
15
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Ethereum funeral watch, CPI stops increasing
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TBL Weekly #6
Our weekly recap of The Bitcoin Layer posts, videos, and market analysis for the upcoming week.
Nik Bhatia
and
Joe Consorti
Aug 6
10
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TBL Weekly #6
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Bitcoin is telling us what the S&P 500 will do.
Heightened sensitivity to the credit cycle makes bitcoin a reliable, but not always accurate economic fire alarm.
Nik Bhatia
and
Joe Consorti
Aug 5
15
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Bitcoin is telling us what the S&P 500 will do.
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TBL's 2.5% 10-year Treasury target reached. Bitcoin establishes real support. Another hike in September.
The 10-year US Treasury yield has fallen 100 basis points since June 14th. Looking at bitcoin on a logarithmic scale. More tightening ahead.
Nik Bhatia
Aug 3
13
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TBL's 2.5% 10-year Treasury target reached. Bitcoin establishes real support. Another hike in September.
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