Archive - The Bitcoin Layer

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Something finally broke. Who had their money on British pension fund margin calls? An update on global markets, including the dollar, rates, and…

Sep 28

A Fed late to tighten is a slave to the rates market.

Jul 15

A systemwide deleveraging of FTX's aftertaste is underway, and bitcoin is one of the foremost the assets being liquidated.

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Nov 15

The Fed is on a mission to cause a recession. The market only somewhat fears this outcome.

Sep 22

Bitcoin isn't dead, inflation is fading rapidly, and staying informed with The Bitcoin Layer. The current global macro backdrop, Fed policy rate…

Nov 24

As bitcoin dominance wanes in the near-term, we advise readers to zoom out.

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Sep 9

A very spooky chart pack and what it means for rates and bitcoin.

Oct 27

No signs of change in the Fed's rate hiking plans cause us to evaluate the risks in markets moving into Q4.

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Oct 18

If the markets don't excite you right now, you're in the wrong business.

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Sep 7

The Fed said inflation was transitory. So should we now believe its hiking story?

Sep 1

Fidelity opening the floodgates, historic regime shifts in correlation, and our latest Fed, rates, and risk outlook.

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Sep 14

In this long and soul-crushing consolidation, bitcoin's fair value is being firmly set in the $17,000 - $22.000 range.

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Sep 23

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