Sitemap - 2022 - The Bitcoin Layer

Bitcoin & Macro Drama To Continue In 2023: TBL Weekly #25

The Risk & Fallout of Fed Overtightening

Merry Christmas, Rate Hikes Are Over: TBL Weekly #24

The Fed Is Petrified, Protect the American Right to Bitcoin

SBF Cuffed, China Reopening, Implications for Global Growth & Inflation

CPI & Fed Rate Hike Next Week: TBL Weekly #23

Rapid-fire Macro Reorientation

PUBLIC: Hidden Leverage Reveals The Gargantuan Size of FX Swap Markets

Deflation Cometh & Production Cost Eclipses Bitcoin's Price By $10,000: TBL Weekly #22

The Hills Are Alive With The Sound of Recession: Global Macro Update

Exchange Outflows, BlockFi Bankruptcy Analysis, & Miner Capitulation

TBL Thanksgiving '22 Dinner Table Narratives

Inversions Everywhere: TBL Weekly #21

The Myth of DeFi and Reality of Bitcoin-Lightning Finance

Deleveraging Update, Bitcoin On-Chain, Derivatives, Price, & Macro Chart Pack

The Highest Drama, FTX Creditors Damaged, Rates Expectations Fall: TBL Weekly #20

Searing Fraud, Attacks on Bitcoin, and the Absence of Sanity. Inflation Slows.

Binance Launches a Speculative Attack Against FTX, and Wins

Bitcoin & Stocks Rally, Despite Powell's Wishes: TBL Weekly #19

It's "higher for longer" again in America: FOMC Recap

November Preview: Rates, Risk, & Correlation

Rates Cycle Shifting & Miner Capitulation: TBL Weekly #18

Welcome Back, Bond Bulls. Your Absence Was Noted.

Is the US Fed At War With European Banks?

Overtightening Talk & The "Soft" Pivot: TBL Weekly #17

Pumping the brakes on QT, global dollar shortage, honey badger don't care

Deflationary bust for stocks, or a Fed pause beforehand?

New Podcast & The Year of Volatility: TBL Weekly #16

Massive intraday swing, new TBL 'Guest Lecture' series, podcast now available

To B(TFD) or not to B(TFD)?

Funding Stress, Sticky Wages, & an Unwavering Fed: TBL Weekly #15

Is Credit Suisse defaulting?

TBL Professional - October master chart pack preview

Financial Instability, Liquidity Drying Up, Alarm Bells Ringing: TBL Weekly #14

TBL's Comprehensive Macro Analysis Framework

Bank of England bails out BlackRock

Yields Soaring, Risk Testing Lows, Bitcoin Holding On: TBL Weekly #13

The Bear Market Bottoming Range: Bitcoin Chart Pack

King Jerome Volcker Hawk Powell VIII

TBL LIVE coverage of today's FOMC meeting

TBL Weekly #12

Bitcoin, Stocks, and Rates: How Do They Relate?

Fidelity+Bitcoin, Stocks+Treasuries, Inflation+Fed

TBL Weekly #11

Don't Throw Bitcoin Out With The Bath Water

Nerves: Global Macro Update & Chart Pack

TBL Weekly #10

Ebbing HODL Waves Signal Bitcoin Bottoms

Don't fight the Fed? Or the Fed is clueless?

The Bitcoin Layer is turning one

Jackson Hole rates reaction, TBL Weekly #9

Dollar raging, China easing, and Fed pausing

TBL Weekly #8

Hate It or Love It, Bitcoin Is Here Forever

On-chain chart pack: the spring is coiling

TBL Weekly #7

Fed to keep hiking blindfolded, commodities suggest peak inflation.

Ethereum funeral watch, CPI stops increasing

TBL Weekly #6

Bitcoin is telling us what the S&P 500 will do.

TBL's 2.5% 10-year Treasury target reached. Bitcoin establishes real support. Another hike in September.

TBL Weekly #5

The Time Value of Lightning Network

Policy error chart pack and global macro update: the Fed has murdered the economy

TBL Weekly #4

Are there any bitcoin sellers left?

TBL YouTube back online, Layered Money Q&A on Friday

Is bitcoin an inflation hedge? Yes, no, semantics.

TBL Weekly #3

After 8 months of bleed, risk-off is ending

Getting bullish on miner capitulation

TBL Weekly #2

Crypto dominoes fall, 3AC forced to liquidate

More Cycle! Explaining TBL's Wayfinder

TBL Weekly #1

Independence Day chart pack: rates+bitcoin

GBTC spot ETF rejected, Grayscale sues SEC

Economic Cycle Wayfinder

Soft landing? Yeah, about that...

Do yield curve inversions precede recessions? Yes.

Bitcoin's fair valuation update

YouTube channel launches, first video on understanding Lightning Network

Bitcoin's first major recession: Part Two

Bitcoin's first major recession: Part One

Fed-day recap, inflationary recession?

75 basis point Fed hike preview

Panic chart pack: there will be blood

The case for DCA maximalism

No QE? Treasury will issue bills.

The Bitcoin Layer's next layer

Electricity Hash Valuation

QT2 begins. What is Quantitative Tightening?

Insiders always dump

The Fed is in a race against time

What is bitcoin's fair value?

If the price changes, so does the narrative

Narrator: support did not hold

Cinco de Mayo bloodbath

The Bitcoin Layer, Spring 2022 recap

Economic slowdown chart pack: peaking Treasury yields, Fed's permission to hike, and steady ol' bitcoin

Lightning Network, age 4

Bitcoin versus "the dollar"

Calculated risk-taking, bitcoin crude oil contracts, stablecoin backing, and SegWit:LN::Taproot:Taro

There is no bubble bursting in Treasuries

Bitcoin's price regime, more hikes coming

Fed hikes 25 basis points as expected

Inflation heating up, Fed to hike, watch for a steepening - global macro update - 3/11/2022

Cracks in the dollar system once again - global macro update - 3/4/2022

CBDCs: the good, the bad, & the totalitarian

Bitcoin was built for a multipolar world

Voltage to sponsor The Bitcoin Layer

Bitcoin and the American middle class

Russia invades Ukraine

Bitcoin, front and center stage

Valentine's Day chart pack: inflation, rate hikes, and bitcoin

Bitcoinium

In depth interview with NLW/CoinDesk

Fed to hike rates in March

BTC fails at $39,600 support

Stablecoins are a gateway drug

Arthur Hayes: Bitcoin could be heading below $30,000 on capitulation

Most thought-provoking bitcoin questions

Crypto literacy and the NCAA's new name, image, and likeness policy