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Macro Update
Here are this video’s topics of discussion:
I start with bitcoin on price alone before any narrative, then lay out both the bullish and bearish technical case for where we sit.
I then turn to the dollar and what is really driving the tightness in TBL Liquidity land, and the lens I am using to make sense of it.
We move through the pressure points around the world, from India to Japan and Korea, and how oil, rates, and the war tie together.
I get into what the yield curve and two-year yields are signaling, and what that means for the rate path from here.
I close on Michael Howell’s cycle theory, the regulatory picture, and where bitcoin fits in all of it, including a research direction we are exploring at TBL.
Okay, on to today’s 42-minute video and TLDR summary.
If you prefer watching these videos on YouTube, we have attached the YouTube link under the TL;DR Section.
