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Bitcoin Never Left
Rocketing above $42,000 like 2021 was yesterday. Don't call it a comeback.
Dec 5
•
Joe Consorti
20
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Bitcoin Never Left
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1
ISM Manufacturing Declines As Investors Flee To Safety: TBL Weekly #72
Welcome to TBL Weekly #72—the free weekly newsletter that keeps you in the know across bitcoin, rates, risk, and macro. Grab a coffee, and let’s dive…
Dec 2
•
Joe Consorti
and
Nik Bhatia
15
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ISM Manufacturing Declines As Investors Flee To Safety: TBL Weekly #72
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November 2023
Have you recognized this warning sign?
It's not just 10-year yields. Twos and German bunds are also collapsing in yield. Bitcoin trades magnificently.
Nov 30
•
Nik Bhatia
24
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Have you recognized this warning sign?
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1
And Then There Were None.
With CZ facing criminal charges, most "crypto" CEOs marred by controversy in 2022 are now facing prison.
Nov 28
•
Joe Consorti
20
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And Then There Were None.
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1
Thanksgiving Bitcoin & Macro Talking Points
If you can predict the questions, you can prepare the answers.
Nov 21
•
Nik Bhatia
and
Joe Consorti
29
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Thanksgiving Bitcoin & Macro Talking Points
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"Soft Landing" Headlines Soar... A Great Recession Indicator: TBL Weekly #71
Happy Thanksgiving 🦃🌽
Nov 18
•
Joe Consorti
and
Nik Bhatia
23
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"Soft Landing" Headlines Soar... A Great Recession Indicator: TBL Weekly #71
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Understanding Reverse Repo (RRP)
With this Federal Reserve facility falling sharply below $1 trillion, we try to clear up what it means for markets.
Nov 16
•
Nik Bhatia
and
Joe Consorti
20
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Understanding Reverse Repo (RRP)
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5
Prices Never Fall
Dismantling the United States' Inflation-Propaganda Complex
Nov 14
•
Joe Consorti
and
Nik Bhatia
35
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Prices Never Fall
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Bitcoin Soars As US Treasury Volatility Cripples Regional Banks: TBL Weekly #70
Welcome to TBL Weekly #70—the free weekly newsletter that keeps you in the know across bitcoin, rates, risk, and macro. Grab a coffee, and let’s dive…
Nov 11
•
Nik Bhatia
and
Joe Consorti
19
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Bitcoin Soars As US Treasury Volatility Cripples Regional Banks: TBL Weekly #70
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Oil spill: why and what's next
A blistering selloff in crude coupled with long-end Treasury rally spells trouble for growth outlook.
Nov 9
•
Nik Bhatia
and
Joe Consorti
20
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Oil spill: why and what's next
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2
Loan officers drop the US' economic anchor with more loan tightening in Q3
The oxygen is removed from our credit-based economy as bank loan officers pump the brakes on easy lending.
Nov 7
•
Joe Consorti
and
Nik Bhatia
20
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Loan officers drop the US' economic anchor with more loan tightening in Q3
thebitcoinlayer.substack.com
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1
Recession Imminent As Yields Plummet & Economy Sours: TBL Weekly #69
“There are three kinds of lies: lies, damned lies, and the US Labor Secretary."
Nov 4
•
Joe Consorti
and
Nik Bhatia
32
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Recession Imminent As Yields Plummet & Economy Sours: TBL Weekly #69
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