Sitemap - 2023 - The Bitcoin Layer
The Bitcoin Layer's 2023 Year In Review
Christmas Comes Early For Markets As Powell Jumps The Gun: TBL Weekly #74
The feeling, the warning, and the hammer
Personal Savings Almost Drained & Small Banks' Future Is Uncertain: TBL Weekly #73
ECB cuts by March, Fed by June
ISM Manufacturing Declines As Investors Flee To Safety: TBL Weekly #72
Have you recognized this warning sign?
Thanksgiving Bitcoin & Macro Talking Points
"Soft Landing" Headlines Soar... A Great Recession Indicator: TBL Weekly #71
Understanding Reverse Repo (RRP)
Bitcoin Soars As US Treasury Volatility Cripples Regional Banks: TBL Weekly #70
Oil spill: why and what's next
Loan officers drop the US' economic anchor with more loan tightening in Q3
Recession Imminent As Yields Plummet & Economy Sours: TBL Weekly #69
Bull or Bear, and does the Fed care?
SBF Feigns Ignorance After Defrauding Customers Of Billions: TBL Weekly #68
Stocks Are Slipping As Rate Hikes Do Their Magic: 5-Minute Market Rundown
Bitcoin Touches $30,000 As Stocks Dump & The Yield Curve Heats Up 🔥: TBL Weekly #67
The Fake Bitcoin ETF News Was A Fire Drill
Consumers Are Cruisin For A Q4 Bruisin: TBL Weekly #66
Bitcoin, Stocks, & Bonds: Pros + Cons
Tales From The Curve: Economic Woes Ahead
Part-Time Jobs Soar As People Struggle To Make Ends Meet: TBL Weekly #65
Intervention Watch: Bear Steepening & Dollar Rally Has Central Banks On Edge
T-minus 17 hours until the US government shuts down... again: TBL Weekly #64
5 Most Important Drivers Right Now
Bitcoin Analysis As Markets Dwindle On The Precipice
Rates Are Spiking & The Yield Curve Signals Something Bad Up Ahead: TBL Weekly #63
The World's Borrowing Cost Hits 15-Year High As Powell Says No Recession Until 2027
Profound implications of Saylor's latest revelation
Inflation Roars & Stocks Slide On The 15th Anniversary of Lehman's Demise: TBL Weekly #62
Boring FOMC meetings & spicy markets
BNB, Binance & Bitcoin Are On The Brink
Red October On The Horizon: TBL Weekly #61
Fed conspiracy to kill Eurodollar banks?
Liquidity Is Dropping Fast & The Fed Risks Market Havoc: September 2023 Update
US job data slides & regional banks are warned of danger yet again: TBL Weekly #60
ETF approval only matter of time
45% of student loan borrowers expect to go delinquent
Powell is navigating by the stars under cloudy skies: TBL Weekly #59
Bitcoin Liquidations, Volatility, and Flows Chart Pack
Bitcoin Pukes 15% & SpaceX Sells Its $373 Million Holdings: TBL Weekly #58
Rich in the '70s is poor in 2023
"Soft Landing" Is A Pipe Dream, & July CPI Inflation Rises: TBL Weekly #57
China Defaults Coming, What Will Xi Do?
The Corporate, CRE, and AirBNB Debt Timebomb
Job Market Jitters: TBL Weekly #56
Yields Melt Up: Treasury Duration Hitting Markets Now
Japan Back To QE After 48 Hours, US Banks Tighten Lending, and Bitcoin Is A Stablecoin
Superconductors & Rake Hikes: TBL Weekly #55
The S&P 500 is 5% off an all-time high, stellar earnings this week could send it there
Meme Stocks Return & Banks Beat Earnings: TBL Weekly #54
Can the US Fiscal Deficit Cause Inflation?
Bitcoin Miners Are Up 450% In 2023
Markets Are Euphoric, Time To Be Cautious: TBL Weekly #53
Credibility, Euphoria, & Disaster
The inflation battle is won, now banks are in the crosshair
"Strong" Labor Data Solidifies July Rate Hike, Sovereign Debt Crisis Brews: TBL Weekly #52
Asset Managers Are Pro-Bitcoin
50%-Off Fourth of July Discount
Happy 4th of July! Soft Landing Hopes Abound: TBL Weekly #51
Chart Pack: Quiet Fed, Loud Markets
Russia's (Short) Mutiny, BRICS Needs Dollars, & Germany Nears Reverse QE
Emergency Fed Liquidity Is Pumping The Market, Welcome To Summer: TBL Weekly #50
Bitcoin Above $30,000: Why The Rip?
The US Treasury Oil Spill, UK Gilts At Crisis Levels, and BlackRock's Trojan Horse
BlackRock Files For A Spot Bitcoin ETF: TBL Weekly #49
Fed Finally Pauses, Damage Already Done
Liquidity Trouble In Paradise: Bitcoin Update
Binance On The Brink, Fresh US Debt Is Coming, Fed Pause Likely: TBL Weekly #48
SEC Sues Binance & Coinbase For Breaking US Securities Law, Shocking Absolutely Nobody
There Is No New Money: TBL Weekly #47
Debt Ceiling Debacle & Liquidity Contraction—June 2023 Update
Stocks & bitcoin peer over a cliff as the US Treasury is set to refill its coffers
Market Soars Like The Roaring '20s, Robust Data Brings Rate Hikes Back: TBL Weekly #46
Germany enters recession, dollar charges back
Market Insights on Yield, QT, and Loan Forgiveness
Bitcoin's time to shine: TBL Weekly #45
Bitcoin's next halving could converge with the Fed's next easing cycle
Blockspace is highly in demand, a milestone in bitcoin's maturity: TBL Weekly #44
A recession is not desired, it's required
Banks report falling loan demand, the Fed's tightening is trickling into the economy
Powell is afraid to pivot again, the decimation of regional banks is the price: TBL Weekly #43
Full Blown Banking Crisis Is Here, Nationalization Underway
Banking crisis is not going anywhere, and the Treasury is out of money
Record-high emergency FHLB loans send alarm bells on bank funding stress: TBL Weekly #42
Bitcoin Is Swallowing The World
Sell in May and go away? A chart pack.
Corporate default rates rise, Bitcoin slips on a banana peel: TBL Weekly #41
A tax day for ants causes more stress for the US Treasury as debt ceiling D-Day nears
Dollar Challengers: Euro, Yuan, Gold, and Bitcoin
Spring Has Sprung: TBL Weekly #40
Federal Reserve infighting, economy worsens
Bitcoin's first major recession: Part Three
Objects In The Mirror Are Closer Than They Appear: TBL Weekly #39
5 Signs The Global Recession Is Here
Risk Asset Rally in the Eye of the Storm—April 2023 Update
Emergency chart pack: when in doubt, zoom out
Credit stress ebbs, Fed pause rally is here, the downturn is just beginning: TBL Weekly #38
Jamie Dimon to be interviewed under oath in Epstein sex trafficking case
Commercial real estate is the next victim of the credit crunch
Bank runs continue, Fed lending to everyone, market expects rate cuts: TBL Weekly #37
Where did you come from, where did you go?
Distressed institutions rush to bolster liquidity: Banking Crisis Update
BTFP = Stealth QE, banks in extreme distress, bitcoin > $27,000: TBL Weekly #36
Risks are balanced, trouble in Europe
Silicon Valley Bank collapses in the second-largest bank failure in US history
LIVE EVENT: Bitcoin & The Future of Money with Nik Bhatia
The market has a gambling problem
Leveraged-longs get liquidated, good economic news is bad news for markets: TBL Weekly #34
Net Liquidity Dropping and Disinflation Stalling—March 2023 Update
The 'Higher For Longer' Jitters: TBL Weekly #33
Inflation Reaccelerating, Danger Looms
The LIBOR ⟶ SOFR transition cements the Fed's global monetary authority
Markets Closed Today, Bitcoin Is Open: TBL Weekly #32
Correlations Are Shifting & Bitcoin Touches $25,000
Markets Readjust To Robust Economic Data, All Eyes On CPI: TBL Weekly #31
Ordinal Inscriptions & Fears of Clogging The Blockchain
Greatest Hits, Daily Candles Chart Pack
Largest Bitcoin Block Ever, Red-Hot Surprises in Economic Data: TBL Weekly #30
Lightning Network Is Now Synonymous with Bitcoin
Powell's soft pivot, rates reaction
Tech Layoff Tsunami, Fed Rate Decision, & Bitcoin's Bullish Consolidation: TBL Weekly #29
Reports of the dollar's death have been greatly exaggerated
PUBLIC: Stock Market, Unresolved
Bitcoin Fair Value Analysis: TBL Weekly #28
The Quiet Period, Bitcoin hits $22,000
Accelerating Disinflation, Deflation, & Bitcoin Rally: TBL Weekly #27
Bitcoin: It's Alive! Chart Pack
Economic Deterioration, Risk Markets, & Liquidity Conditions: TBL Weekly #26