Archive - The Bitcoin Layer

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

Just when you thought you read everything you needed to for the week... sorry, not sorry.

May 18 •

and

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

Dear Readers, Welcome back to another week of TBL Thinks. This week we delve into the US-China trade war and how France is positioning itself as a hub…

May 17 •

Growing conviction on type of landing

I genuinely heard a leading money manager claim "no landing" last year to a live crowd of retail investors last year. Part of me died inside.

May 16 •

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

An all-encompassing risk, bitcoin, and mining update for you this morning.

May 14 •

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

No need to pinch yourself, this is real.

May 11 •

and

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

Saving you time

May 10 •

I'm drowning in (conspiracy) theories

So many theories flying around, including my own. I try to make sense of them.

May 9 •

Smart Money Hints Bitcoin's Top May Already Be In

On-chain spending behavior is flashing the warning light.

May 7 •

Next Financial Crisis In The Shadows

Benefits and massive shortcomings of Basel III

May 6 •

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

The frequency of high-inflation/low-growth data is on the rise

May 4 •

and

Prepare yourself for what's coming

Soft landing? Try persistent inflation and a souring labor market.

May 2 •

Bitcoin Below $60k as Miner Capitulation Risk Looms Heavy

The end of the world as we know it? No.

May 1 •

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