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On-chain chart pack: the spring is coiling
With cooling inflation and the futures and rates markets expecting a Q1 Fed pause, how will bitcoin react moving into this potential risk-on phase?
Nik Bhatia
and
Joe Consorti
9 hr ago
4
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On-chain chart pack: the spring is coiling
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TBL Weekly #7
Our weekly recap of The Bitcoin Layer posts, videos, and market analysis for the upcoming week.
Nik Bhatia
and
Joe Consorti
Aug 13
9
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TBL Weekly #7
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Fed to keep hiking blindfolded, commodities suggest peak inflation.
After a decelerating CPI reading, disinflation is telling the Fed that its attempt to cool the economy is working.
Nik Bhatia
and
Joe Consorti
Aug 12
15
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Fed to keep hiking blindfolded, commodities suggest peak inflation.
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Ethereum funeral watch, CPI stops increasing
An update on the ETH/BTC cross and implications. CPI finally stops increasing month-over-month as energy prices plummet.
Nik Bhatia
Aug 10
15
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Ethereum funeral watch, CPI stops increasing
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TBL Weekly #6
Our weekly recap of The Bitcoin Layer posts, videos, and market analysis for the upcoming week.
Nik Bhatia
and
Joe Consorti
Aug 6
10
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TBL Weekly #6
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Bitcoin is telling us what the S&P 500 will do.
Heightened sensitivity to the credit cycle makes bitcoin a reliable, but not always accurate economic fire alarm.
Nik Bhatia
and
Joe Consorti
Aug 5
15
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Bitcoin is telling us what the S&P 500 will do.
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TBL's 2.5% 10-year Treasury target reached. Bitcoin establishes real support. Another hike in September.
The 10-year US Treasury yield has fallen 100 basis points since June 14th. Looking at bitcoin on a logarithmic scale. More tightening ahead.
Nik Bhatia
Aug 3
13
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TBL's 2.5% 10-year Treasury target reached. Bitcoin establishes real support. Another hike in September.
thebitcoinlayer.substack.com
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TBL Weekly #5
Our weekly recap of The Bitcoin Layer posts, videos, and market analysis for the upcoming week.
Nik Bhatia
and
Joe Consorti
Jul 30
8
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TBL Weekly #5
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The Time Value of Lightning Network
Exploring the maturation of bitcoin's evolving capital market layer.
Nik Bhatia
and
Joe Consorti
Jul 29
26
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The Time Value of Lightning Network
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Policy error chart pack and global macro update: the Fed has murdered the economy
Fed hikes by 75 basis points again in what might be the last tightening of the cycle. Policy error, embodied.
Nik Bhatia
Jul 28
17
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Policy error chart pack and global macro update: the Fed has murdered the economy
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TBL Weekly #4
Our weekly recap of The Bitcoin Layer posts and videos.
Nik Bhatia
and
Joe Consorti
Jul 23
10
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TBL Weekly #4
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Are there any bitcoin sellers left?
Over 1% of bitcoin supply has been sold in 2 months. The sell pressure may be losing steam.
Nik Bhatia
and
Joe Consorti
Jul 22
10
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Are there any bitcoin sellers left?
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