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The Big Picture Ep. #4
Dear Readers,
In today’s video, I talk with Checkonchain about many things:
We start with where bitcoin sits at the 200-week moving average, and how Check reads this bear through both momentum and the on-chain data.
We then turn to the on-chain picture of financial pain, and what it tells us about where real value might be hiding.
We move on to the dollar, and why its behavior over the last twelve months is the chart I cannot stop thinking about.
We close on rates, the Treasury, and the next two waves, and what a higher-for-longer world means for liquidity from here.
Okay, on to today’s 1-hour video and TLDR summary.
If you prefer watching these videos on YouTube, we have attached the YouTube link under the TL;DR Section.
