Archive - The Bitcoin Layer

TBL Weekly #181: Is the US Economy Feeling The Pinch?

Market breadth may need to carry the US consumer

Aug 14 • Augustine Carrasco

Grinding At The Bottom

The three events that are causing fear in bitcoin right now

Aug 12 • Johan Bergman

TBL Liquidity Signal, Bitcoin Unchanged Trailing Six Months AND Two Years

ESSENTIAL TBL Liquidity update. If you're still long bitcoin here, you just might be rewarded for your patience. At least if history is our guide.

Aug 10 • Nik Bhatia

TBL Weekly #180: US Treasury & The Fed, Labor Market, and Liquidity

Reviewing the latest QRA, labor market prints this week, and TBL Liquidity

Aug 8 • Augustine Carrasco

In this post, Johan shares a video collaboration with TBL Friend Pascal Hügli, while also sharing his latest thoughts on bitcoin

Aug 5 • Johan Bergman and Less Noise More Signal

Global Macro Update: The Story of the Year For Markets

A discussion the US Treasury, Japan, and yen story, as well as the latest on TBL Liquidity.

Aug 4 • Nik Bhatia

36:15

Bitcoiners, Where Do We Go From Here?

Article brought to you by:

Aug 4 • Nik Bhatia

COLDCARD, Japanese Trouble, US Rates and the Fed

Reviewing the ColdCard situation, FOMC, US rates, Japanese yen, and the US economy.

Aug 1 • Augustine Carrasco

July 2026

Global Macro Update: Levered Hedge Fund, Japan, and The Dollar Story

A discussion on a "rate check" and potential intervention in FX by the US Treasury, and what that means for TBL Liquidity and risk assets.

Jul 31 • Nik Bhatia

17:38

Bitcoin Is Grinding Sideways, but the On-Chain Data Says a Lower Low Is Unlikely

Derivatives tell you where the market might go. On-chain tells you how people behaved because of it.

Jul 29 • Johan Bergman

Stocks Keep Crashing (In Korea!)

AI valuations finally coming down, what higher Treasury yields really mean, and why bitcoin could be reacting to currency devaluations.

Jul 28 • Nik Bhatia

TBL Weekly #178: The Crowd, the Fed, and $100 Brent

TBL Pulse Community is live, and Brent is causing trouble again.

Jul 25 • Augustine Carrasco

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts