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Video: Everything Everywhere All at Once

Discussing the latest on the Strait of Hormuz, bitcoin, AI, and markets.

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Announcement Board

Nik & Johan are hosting another live TBL Pulse walkthrough this coming Tuesday (June 2nd at 2:00 PM EST).

This webinar includes a special bonus to those who attend:

During the call, we will send out a one-page memo to all attendees discussing our most important charts from TBL Pulse and how we read their respective signals.

Free for everyone to attend.

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This session will primarily focus on the bitcoin portion of our TBL Pulse dashboard, where both Nik and Johan will walk us through the latest Valuation & Trend research, which is the underlying framework for the State Quadrant.

Explore TBL Pulse, included with your TBL Pro subscription

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Macro Update

Here are this video’s topics of discussion:

  • I start by working through the Iran headlines and a potential reopening of the Strait of Hormuz, and what that shift means for liquidity across risk assets.

  • I then turn to bitcoin’s price action around this level, and what TBL Liquidity is signaling right now.

  • I move on to why the AI revolution now sits at the center of our global macro framework, and walk through the new AI tab we just rolled out inside TBL Pulse.

  • I close with how I am personally using Claude to build a second brain, and why I think you should be experimenting with it too.


Okay, on to today’s 41-minute video and TLDR summary.

If you prefer watching these videos on YouTube, we have attached the YouTube link under the TL;DR Section.

Video’s TL;DR

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