I love this publication. It has allowed me to explore topics, both bitcoin and global macro related, and receive feedback from you on a continuous basis. This reader/writer relationship challenges my thinking, sharpens my frameworks, prepares me for speeches and media appearances, and hopefully adds valuable educational into the universe.
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In case you’re a new subscriber, or you don’t check emails sent at 1:00 AM PST (when some of my pieces are finished and sent), or your email filter selectively sends The Bitcoin Layer to spam, here’s a quick recap of some of my latest research and analysis:
In a public post, I outline some of the progress, challenges, and possibilities in Lightning Network. The most interesting note within the post was conjecture that the new Taro protocol might push the evolution of layered money within the bitcoin ecosystem.
This week, I sent out my latest chart pack and global macro update. In short, I believe that growth, inflation, and Treasury yields have peaked for the cycle and will trend down from here. I also look at bitcoin’s price action and its stubborn correlation to the Nasdaq.
The last post I want to bring to your attention is one from last week about the juxtaposition of bitcoin versus the dollar. It’s not the best way to present what bitcoin is or what it’s trying to replace. The conversation requires more nuance.
I strongly encourage readers to reply to my posts with feedback, topic suggestions, how you’re finding this publication, and what you’d like to see from it going forward!
Until next time,
This post was sponsored by Voltage, provider of enterprise-grade Bitcoin infrastructure.