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• The Bitcoin Layer

  Bitcoin and global macro research firm.

  11 posts · contributor

Lately

• Global Macro Update: $83,000 Ends The Bear

  The Bitcoin Layer · 2026-08-21

• Bitcoin Is Stuck At $64,000

  The Bitcoin Layer · 2026-08-19

• 5 Macro Frameworks We Use To Design Our Portfolio

  The Bitcoin Layer · 2026-08-18

• TBL Weekly #181: Is the US Economy Feeling The Pinch?

  The Bitcoin Layer · 2026-08-14

• Grinding At The Bottom

  The Bitcoin Layer · 2026-08-12

• TBL Liquidity Signal, Bitcoin Unchanged Trailing Six Months AND Two Years

  The Bitcoin Layer · 2026-08-10

• TBL Weekly #180: US Treasury & The Fed, Labor Market, and Liquidity

  The Bitcoin Layer · 2026-08-08

• Scar Tissue

  The Bitcoin Layer · 2026-08-05

• Global Macro Update: The Story of the Year For Markets

  The Bitcoin Layer · 2026-08-04

• Bitcoiners, Where Do We Go From Here?

  The Bitcoin Layer · 2026-08-04

• COLDCARD, Japanese Trouble, US Rates and the Fed

  The Bitcoin Layer · 2026-08-01

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