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The Bitcoin Layer

Bitcoin and global macro research firm.

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Bitcoin Is Stuck At $64,000

Priced for Silence: Institutional exposure rises, hedge funds hedge, and the volatility complex prices a silence it is unlikely to get

5 Macro Frameworks We Use To Design Our Portfolio

If you're ready to understand how to use global macro in order to make the best investment decisions, this is the perfect guide.

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

working on title

Grinding At The Bottom

The three events that are causing fear in bitcoin right now

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

ESSENTIAL TBL Liquidity update. If you're still long bitcoin here, you just might be rewarded for your patience. At least if history is our guide.

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

Reviewing the latest QRA, labor market prints this week, and TBL Liquidity

Scar Tissue

In this post, Johan shares a video collaboration with TBL Friend Pascal Hügli, while also sharing his latest thoughts on bitcoin

Global Macro Update: The Story of the Year For Markets

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Bitcoiners, Where Do We Go From Here?

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COLDCARD, Japanese Trouble, US Rates and the Fed

Reviewing the ColdCard situation, FOMC, US rates, Japanese yen, and the US economy.