Sitemap - 2024 - The Bitcoin Layer

Merry Christmas and Happy New Year: TBL Weekly #123

Strategic Bitcoin Reserve, Dollar Destruction, & Global Markets Update

NEW BOOK: Bitcoin Age - Coming February 2025

MicroStrategy Joins Nasdaq 100, Bitcoin Chases Money Markets: TBL Weekly #122

TBL Thinks: Europe Hunts White Gold & Dual Global Supply Chains

Mean, Median, Mode: December 9th, 2024

$100,000: TBL Weekly #121

TBL Thinks: Fall of the French Government & Shake-up for North America's Free Trade Pact

The World Is Changing

Mean, Median, Mode: November 25th, 2024

Bitcoin cycles & gauging market temperature: TBL Weekly #120

Please sir, one more (thousand)?

TBL Thinks: How Dems Fumbled on Inflation & Wall Street's AI Gamble

Is Bitcoin Overheating? Is the recession watch over? TBL Weekly #119

TBL Thinks: Trump 2.0, Lighthizer, Lutnick, Bessent, and DOGE

Mean, Median, Mode: November 11th, 2024

Elections, FOMC Meeting, & Bitcoin All-Time Highs: TBL Weekly #118

TBL Thinks: The Indignant Denial of Woke America

It's Trump! Bitcoin readies run to $100,000

Rate Shock, Election Fever, & Bitcoin Whipsaw: TBL Weekly #117

TBL Thinks: US and IMF Disagree on China, AAA Rated SASBs in Crises

Mean, Median, Mode: October 28th, 2024

Higher rates, bitcoin on the cusp: TBL Weekly #116

What does the GOP actually mean for bitcoin? Applying for a loan: ETFs or self-custody?

TBL Thinks: Boeing & Intel Crises, $100 Trillion Public Debt, and TD's Money Laundering Shenanigans

Mean, Median, Mode: October 21st, 2024

Bitcoin Strength, Chinese Struggles, and Uptober Delivering: TBL Weekly #115

TBL Thinks: Swing States, Inflation Implications, and Crypto Lobbies

Mean, Median, Mode: October 14th, 2024

The recession that never arrived: TBL Weekly #114

Trump back to White House, implications for bitcoin and markets

TBL Thinks: Satoshi Nakamoto, Mortgage Rates & China Luxury Slump

Mean, Median, Mode: October 7th, 2024

Wealth effects & Operation Chokepoint 2.0 flaming injustices: TBL Weekly #113

Trader notes

TBL Thinks: Dockworkers Strike, Hurricane Helene, Fidelity Slashes Mobile Deposit Limits

Mean, Median, Mode: September 30th, 2024

Bitcoin is ready to challenge resistance: TBL Weekly #112

Currency war returns, conditions favorable for bitcoin

TBL Thinks: Electronic Warfare & China's Stock Pump

Mean, Median, Mode: September 23rd, 2024

Fed cuts rates and stocks explode: TBL Weekly #111

Get your scissors, we're going to the moon

TBL Thinks: Boeing Halts Production After Strike, Fed Cuts & Credit Card Delinquencies, and Big Wins for Intel

Mean, Median, Mode: September 16th, 2024

Bitcoin outshines Ethereum, rate cuts begin: TBL Weekly #110

Deep price cuts in real estate

TBL Thinks New Tech Edition: EVs, AI, & 3-D Printing

SPECIAL REPORT: What Moves Bitcoin?

Bitcoin under pressure, worst week for risk since 2022: TBL Weekly #109

TBL Thinks: Changes in the US economy and explaining the Japanese yen carry trade fireworks

S&P 500 All-Time High Monthly Close, All Eyes on August Labor Report: TBL Weekly #108

TBL Thinks: Unemployment in Asia, Death of the US Business District, Hilton Renting Commercial Real Estate in China

Our brilliant readers are math people

Mean, Median, Mode: August 26th, 2024

Fed Confirms Rate Cuts After 28-Months of Tightening, BTC Soars: TBL Weekly #107

TBL Thinks: Flying Cars, Bleak Housing, and Canada Railways Lockdown

The Good, The Bad, & The Ugly

Mean, Median, Mode: August 19th, 2024

Bitcoin Flashing Signals, Cooling Economic Data, Fed Cuts: TBL Weekly #106

TBL Thinks: Airbus Falters, Middle East Flexing on Wall St., Starbucks Changes CEO Again, and Huawei's Challenge to Nvidia

Bitcoin price thoughts: $30,000 or $300,000?

Mean, Median, Mode: August 12th, 2024

Bitcoin's BTFD, Japanese Whipsaws, Welcome to Tail Risk: TBL Weekly #105

TBL Thinks: AI killing India tech hub, AirBnB dives, California electricity prices, & mortgage rates fall

Bitcoin bounces hard: TBL Liquidity update and bitcoin's bull market stage

Mean, Median, Mode: August 5th, 2024

Recession Fear Spikes, Stock-Bond Correlation Flips, & Rates Finally Lead The Fed: TBL Weekly #104

Rates collapse as unemployment rises to 4.3% and economy falters

Mean, Median, Mode: July 29th, 2024

Donald Trump Pledges To Make Bitcoin A US Treasury Reserve Asset: TBL Weekly #103

China and Canada cut rates, watching the US repo market for trouble

TBL Thinks: CrowdStrike breaks the world, Louis Vuitton sends signal, and China's supercomputing

Mean, Median, Mode: July 22nd, 2024

Bitcoin Outperforms The Nasdaq, The Trump Trade Begins: TBL Weekly #102

TBL Thinks: Immigration, hidden debt, Hong Kong's red carpet, & flying cash into Zimbabwe

TBL Liquidity and our Bitcoin Indicator, part 2

Free Preview: Mean, Median, Mode

Mean, Median, Mode: July 15th, 2024

Yen-tervention, Cool CPI, BTC Withstands Germany Sales, Rate Cut is Locked In: TBL Weekly #101

TBL Thinks: CRE Fraud & Chinese Hackers

Markets update: bitcoin, rates, & CPI

Mean, Median, Mode: July 8th, 2024

Mean, Median, Mode: July 1st, 2024

Bitcoin Knocking On $60k, Big Bear Steepener, Price Pressures Ease: TBL Weekly #100

TBL Thinks: US Weapons Production & Shrinking Homes

How economic outcomes cause bitcoin outcomes

Mean, Median, Mode: Our New Weekly Quantitative Report

JPY at 34-Year Lows & Bitcoin May Be Sending a Warning: TBL Weekly #99

TBL Thinks: India to Overtake China by 2037

Building the ultimate Bitcoin Indicator

Getting a lay of the land

Bull Market Raging, EU Sovereign Debt Worries, Consumer Confidence Plummets: TBL Weekly #98

Powell pumps stocks and admits government lies about jobs data

The Labor Market Is "Hot" & Rate Cut Bets Are Falling...Huh?: TBL Weekly #97

TBL Thinks: Multifamily Goes Bust, Chip War Wages On

Rates quick pivot, glorious bitcoin setup

Bitcoin is raring to breakout

The Bitcoin Layer: Live Zoom Q&A Invitation

Biden Vetoes Pro-Bitcoin Bill, Stocks & Rates Chop Around: TBL Weekly #96

The dollar endgame

TBL Thinks Real Estate Edition: Retail, ARMs, & China bailouts

Bitcoin treasury holdings are going mainstream

Nvidia Earnings Smash (again) & Spot Ethereum ETFs Are Coming: TBL Weekly #95

TBL Thinks: Student loan forgiveness, REITs trouble, and the chip war

Do we need to end the Fed?

Bitcoin Forcefully Retakes $71,000, New All-Time Highs Next, ETH ETF Is Here

Consumer Spending Slows To 0%, Market Smells Rate Cuts, Bitcoin ETFs Shatter Records: TBL Weekly #94

TBL Thinks: US-China Trade War, France Wins on AI in Europe

Growing conviction on type of landing

GameStop is back, bitcoin still has tread in the tires, and miners are doing well

JP Morgan & Rothschild Now Own Bitcoin ETFs... You Read That Correctly: TBL Weekly #93

TBL Thinks: SPR drain, TikTok ban, & Saudi woes

I'm drowning in (conspiracy) theories

Smart Money Hints Bitcoin's Top May Already Be In

Next Financial Crisis In The Shadows

Bitcoin Bounces 11%, ISM Services Slow, Prices Paid Accelerate: TBL Weekly #92

Prepare yourself for what's coming

Bitcoin Below $60k as Miner Capitulation Risk Looms Heavy

Stocks Rip Most in 6 Months as Sticky Inflation Fears Fall: TBL Weekly #91

Bitcoin sends warning

U.S. Treasury Wraps Up Buyback Trials: What's Next?

Red sky at morning, sailor's warning.

Bitcoin Halves Block Reward To 3.125, Transaction Fees Explode: TBL Weekly #90

Bitcoin-Native Venture Capital Deals Trounced Crypto Deals in 2023

Stocks go oops

Gold & Treasuries Surge, Stocks Tumble on Geopolitical Fears: TBL Weekly #89

Price Inflation Is 1.5x As High As Before, And It's Not Coming Back Down

Multiple Side Hustles Is The New American Job Market: TBL Weekly #88

Markets update: Tax Day, bitcoin, stocks, & rates

Gold to $3,000

Bitcoin At $70k & SBF Gets A 25-Year Slap On The Wrist: TBL Weekly #87

Global macro chart pack

MicroStrategy has been the best trade of 2024

Bitcoin Drops 17% In First Big Week of ETF Outflows: TBL Weekly #86

Switzerland surprise cut. Why?

Japan Scraps Yield Curve Control As England Eyes Cuts & Powell Panics

Inflation Won't Come Down And The Fed Is Pissed: TBL Weekly #85

Bitcoin to pass MMFs

Long-Term Holders Say BTC Is Nowhere Near The Top: On-Chain Update

$70,000 Bitcoin & Bad Employment Data: TBL Weekly #84

FREE POST: $10 trillion in cumulative deficits

The 2024 Paradox: High Interest Rates & The Bitcoin & Tech Stock Boom

Bank Risk, Soft Data, & Booming Bitcoin: TBL Weekly #83

I know who the buyer is

Bitcoin Surging As Demand Has Never Been Higher

Nvidia Saves The US Stock Market As It Approaches $2 Trillion Size: TBL Weekly #82

Fed is monetizing Treasury debt, bitcoin ready

Extra! Extra! Read All About It!

The Party Hasn't Even Started: TBL Weekly #81

Pent-up demand sends bitcoin soaring past $52,000

$100k Bitcoin Is Closer Than You Think

Bitcoin Rips To $48,000 & Debt Monetization Is On The Way: TBL Weekly #80

Why QE is a lock

Inflation suddenly reignites

Regional Banking Fear Is Back & Correlations Are Destroyed: TBL Weekly #79

The Fed is going to botch this

'Twas The Night Before Fed Day

Bitcoin Sellers Exhaust Themselves As GBTC Outflows Slow: TBL Weekly #78

Imminent Yield Curve Uninversion

Why Is GBTC Killing Itself?

The Fed Is Planning To Force Healthy Banks Into Loans They Don't Need: TBL Weekly #77

What I think & what I don’t know

Spot Buying & Hoarding Dominate The Market Heading Into The Halving: Bitcoin Analysis

Bitcoin's ETF Launch Breaks Records & Aggressive Rate Cuts: TBL Weekly #76

ETFs begin trading, bitcoin touches $49,000

End of QT is near, Bitcoin ETFs are here

'Twas The Night Before Bitcoin ETFs: TBL Weekly #75

Leishman: You had 15 years to front run Wall Street