Doom, War, & Bitcoin
Some optimism on helium, worries about food shortages, and inflation expectation surprises. Watching TBL Liquidity like a hawk. Massive revamp of our TBL terminal. Bitcoin and the wirehouses.
Dear Readers,
It is I, a human. I say this because of how much AI-written content I have consumed over a short period. Even publications I really like are using a low-human-touch approach, but here we stand.
My goal is always to deliver a personal approach. But that doesn’t always mean getting political or even exploring the emotions of our world today. You subscribe to get balanced macroeconomic and bitcoin analysis, and even though I wish for world peace and at times even pray for it, we will always try to lead with investment analysis, and whether assets will go up or down. That means trying to make sense of it all, rather than opine on the dirty politics of war or the raging inequality in which we find ourselves today.
With that said, I’ll start with two personal observations that help give context for my analysis.
Upon landing in Heathrow while connecting from New Delhi to Los Angeles, the first thing I saw was that the WSO was rescued. My heart fluttered with joy and relief, national pride, and a racing heart. For all of its flaws; warranted, unwarranted, and egregious violence; egomaniacal, corrupt, and puppeteered leaders, I love the United States and salute the flag and the republic for which it stands. I’m not like the millions of Americans who complain about everything but have never traveled outside the country to see how good we have it. It is with this American leaning that TBL is written, extending the optimism of checks and balances, private property, and entrepreneurial sprit into a world of doom, narratives of American collapse, and a cacophony of dollar funeral planning.
Michael Weiss@michaeldweissDetails about the rescue op for the U.S. Weapon Systems Officer, via a U.S. military official: "The mountain top area on the left is where the WSO was hiding (he ejected 5ish miles northwest of there). The right area is the makeshift landing strip where they landed 2 C-130s
12:23 PM · Apr 5, 2026 · 3.21M Views656 Replies · 2.6K Reposts · 15.6K LikesEven the “failing state” of California can get it right once in a while. Yes, I am that optimist who, even though I love criticizing Gavin Newsom as a narcissistic creep, believes that all sorts of politically leaning governments can get it right when push comes to shove. In a failure of common sense, the state of California chooses to protect certain endangered species instead of properly managing the brush area. For this reason and the randomness of nature, home insurance reaches astronomical rates. Yet somehow, my neighborhood was descended upon by goats in March to clear local brush and create a buffer zone from potential canyon fires. And yes, I saw the goats with my own eyes, and even heard them bleating once or twice. Goats eating brush. Common sense.
Goat guy’s website
So today, you’re reading a geopolitically obsessed, generally optimistic goat-supporting American patriot who happened to trade billions of dollars of Treasury bonds on a weekly basis and publicly adopt a bitcoin-dominant portfolio eight years ago. Take it or leave it.
We interrupt your regularly scheduled reading with some news…
Introducing the beta launch for TBL Pulse
The natural succession of our TBL Research dashboard, except this time, you will have access to:
Dynamic TBL Liquidity charts (including our indicator)
Dynamic bitcoin charts, which include options, on-chain metrics, and more
Dynamic Fed and Macroeconomic charts
And much more live daily data
All TBL Pros have access to TBL Pulse now, so go check it out!
