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Announcement Board
Due to popular demand, Nik & Johan are hosting another live TBL Pulse walkthrough on Tuesday, June 2nd at 2:00 PM EST.
Free for everyone to attend.
This session will focus on bitcoin’s section specifically, where both Nik and Johan will walk us through the latest Valuation & Trend research, which is the underlying framework for the State Quadrant chart:
YouTube link, alongside the video’s summary, can be found below
Macro Update
Here are this video’s topics of discussion:
I start with TBL Liquidity and walk you through what the cycle is currently signaling. Why a potential red dot is forming, what the 14-day confirmation window means, and how to track the confirmed signal history inside TBL Pulse.
I then go through the bitcoin charts on multiple time frames — zooming all the way out to a decade-long log chart to show you why the recent 50% drawdown looks mild in context, and why three consecutive green monthly candles are more significant than most people are giving them credit for.
I close with the macro picture — stocks at all-time highs, the US-China trade delegation in Beijing, 10-year yields at a critical level, and why the AI CapEx wave continues to be the most underappreciated driver of everything happening in markets right now.
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Okay, on to today’s 43-minute video (private YouTube link below) and TLDR summary.
