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MicroStrategy has been the best trade of 2024
MicroStrategy stocks and bonds are in the green, and its bitcoin-buying days are not over yet.
Mar 26
•
Joe Consorti
21
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MicroStrategy has been the best trade of 2024
thebitcoinlayer.substack.com
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Bitcoin Drops 17% In First Big Week of ETF Outflows: TBL Weekly #86
This is the first week of net outflows for bitcoin's spot ETFs since January.
Mar 23
•
Joe Consorti
and
Nik Bhatia
23
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Bitcoin Drops 17% In First Big Week of ETF Outflows: TBL Weekly #86
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Switzerland surprise cut. Why?
Global cutting cycle begins. Fed can't explain itself. My thoughts on the inflation & stocks train that won't stop. Some departure from consensus.
Mar 21
•
Nik Bhatia
22
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Switzerland surprise cut. Why?
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Japan Scraps Yield Curve Control As England Eyes Cuts & Powell Panics
The Bank of Japan drops its yield-control program, the Bank of England's inflation battle is almost over, and the Fed is floundering.
Mar 19
•
Joe Consorti
15
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Japan Scraps Yield Curve Control As England Eyes Cuts & Powell Panics
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1
Inflation Won't Come Down And The Fed Is Pissed: TBL Weekly #85
You feel it in your wallet, and now the Fed is feeling it from news outlets and vocal critics.
Mar 16
•
Joe Consorti
and
Nik Bhatia
18
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Inflation Won't Come Down And The Fed Is Pissed: TBL Weekly #85
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2
Bitcoin to pass MMFs
ETF demand has reset the game. It's time to elevate expectations.
Mar 14
•
Nik Bhatia
25
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Bitcoin to pass MMFs
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4
Long-Term Holders Say BTC Is Nowhere Near The Top: On-Chain Update
Bitcoin is still less than halfway to its cycle top, according to past cycles.
Mar 12
•
Joe Consorti
23
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Long-Term Holders Say BTC Is Nowhere Near The Top: On-Chain Update
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$70,000 Bitcoin & Bad Employment Data: TBL Weekly #84
The unemployment rate is rising in earnest as investors party like it's 1929.
Mar 9
•
Joe Consorti
and
Nik Bhatia
27
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$70,000 Bitcoin & Bad Employment Data: TBL Weekly #84
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3
FREE POST: $10 trillion in cumulative deficits
We begin with bitcoin analysis. The interaction between deficit spending, asset prices, and the economy.
Mar 7
•
Nik Bhatia
29
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FREE POST: $10 trillion in cumulative deficits
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2
The 2024 Paradox: High Interest Rates & The Bitcoin & Tech Stock Boom
Unpacking the biggest contradiction of the decade.
Mar 5
•
Joe Consorti
21
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The 2024 Paradox: High Interest Rates & The Bitcoin & Tech Stock Boom
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Bank Risk, Soft Data, & Booming Bitcoin: TBL Weekly #83
Welcome to TBL Weekly #83—the free weekly newsletter that keeps you in the know across bitcoin, rates, risk, and macro. Grab a coffee, and let’s dive…
Mar 2
•
Joe Consorti
and
Nik Bhatia
17
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Bank Risk, Soft Data, & Booming Bitcoin: TBL Weekly #83
thebitcoinlayer.substack.com
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February 2024
I know who the buyer is
Interpreting the latest phase of bitcoin's rally.
Feb 29
•
Nik Bhatia
28
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I know who the buyer is
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