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Bank runs continue, Fed lending to everyone, market expects rate cuts: TBL Weekly #37
Welcome to TBL Weekly #37—the free weekly newsletter that keeps you in the know across bitcoin, rates, risk, and macro. Grab a coffee, and let’s dive…
Nik Bhatia
and
Joe Consorti
Mar 25
16
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Bank runs continue, Fed lending to everyone, market expects rate cuts: TBL Weekly #37
thebitcoinlayer.substack.com
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Where did you come from, where did you go?
A credit contraction is coming. The implications are sizable. My updated 2023 outlook.
Nik Bhatia
Mar 23
23
1
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Where did you come from, where did you go?
thebitcoinlayer.substack.com
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Distressed institutions rush to bolster liquidity: Banking Crisis Update
Emergency liquidity facilities from the Fed are being tapped at home and abroad like there's no tomorrow.
Nik Bhatia
and
Joe Consorti
Mar 21
22
2
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Distressed institutions rush to bolster liquidity: Banking Crisis Update
thebitcoinlayer.substack.com
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BTFP = Stealth QE, banks in extreme distress, bitcoin > $27,000: TBL Weekly #36
Welcome to TBL Weekly #36—the free weekly newsletter that keeps you in the know across bitcoin, rates, risk, and macro. Grab a coffee, and let’s dive…
Joe Consorti
and
Nik Bhatia
Mar 18
26
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BTFP = Stealth QE, banks in extreme distress, bitcoin > $27,000: TBL Weekly #36
thebitcoinlayer.substack.com
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Risks are balanced, trouble in Europe
Credit Suisse is the next to receive a bailout. It won't be the last.
Nik Bhatia
Mar 16
17
2
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Risks are balanced, trouble in Europe
thebitcoinlayer.substack.com
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The Fed just got cooked
CPI tomorrow? LOL. Rates lead the Fed, now watch what happens next.
Nik Bhatia
and
Joe Consorti
Mar 14
24
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The Fed just got cooked
thebitcoinlayer.substack.com
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Silicon Valley Bank collapses in the second-largest bank failure in US history
The Fed's aggressive rate hikes and balance sheet reduction have caused a historic bank failure — fashioning a real-time ad for Bitcoin self custody.
Nik Bhatia
and
Joe Consorti
Mar 11
44
4
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Silicon Valley Bank collapses in the second-largest bank failure in US history
thebitcoinlayer.substack.com
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LIVE EVENT: Bitcoin & The Future of Money with Nik Bhatia
Join Nik Bhatia, author and adjunct professor at USC, one-of-a-kind six-hour bitcoin education summit. Limited to 40 students. April 29 in Los Angeles…
Nik Bhatia
Mar 9
10
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LIVE EVENT: Bitcoin & The Future of Money with Nik Bhatia
thebitcoinlayer.substack.com
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The market has a gambling problem
Same-day options are growing in popularity, making an already fragile market more prone to volatile explosions. Is this a recipe for a stock market…
Nik Bhatia
and
Joe Consorti
Mar 8
20
1
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The market has a gambling problem
thebitcoinlayer.substack.com
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Leveraged-longs get liquidated, good economic news is bad news for markets: TBL Weekly #34
Welcome to TBL Weekly #33—the free weekly newsletter that keeps you in the know across bitcoin, rates, risk, and macro. Grab a coffee, and let’s dive…
Joe Consorti
and
Nik Bhatia
Mar 3
17
2
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Leveraged-longs get liquidated, good economic news is bad news for markets: TBL Weekly #34
thebitcoinlayer.substack.com
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Net Liquidity Dropping and Disinflation Stalling—March 2023 Update
A Portfolio & Markets Update from Dr. Jeff Ross and Vailshire Capital Management LLC
Nik Bhatia
and
Joe Consorti
Mar 2
15
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Net Liquidity Dropping and Disinflation Stalling—March 2023 Update
thebitcoinlayer.substack.com
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The Plane Must Land
Operate with a framework so that you make quality investment decisions instead of hysteric ones.
Nik Bhatia
Mar 1
29
3
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The Plane Must Land
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