Founder @TheBitcoinLayer. Author of Bitcoin Age & Layered Money. Adjunct Professor of Finance @USCMarshall.
Los Angeles, CA
Joined May 2018
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Hard to describe the feeling.
At last, friends, I present to you the hardcover edition of Bitcoin Age.
This is my opus to ₿itcoin.
amazon.com/dp/1736110578/
Didn’t think Jensen Huang being a horndog would knock the Bitcoin price down yet here we are
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Look at this squeeze in the dollar index. 103!
The takeaway here is that there is a scramble for dollars. The Fed is hiking into this and absolutely 100% contributing to it, whether on purpose or as a result of "inflation fighting."
Our TBL Liquidity Index has been contracting for several months. There is no way to slice it, the zoomed out picture is negative for Liquidity. Has bitcoin front run it, or is there more pain to follow?
This chart is available for free on our website!
SOFR to IORB spread has calmed after a little October month-end stress that extended to last week. See you next month end for a repo market health check.
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Crude oil possibly failing at its 200-day. War(s) over, or a weak global economy dragging down energy prices as financial conditions remain tight?
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2-year Treasuries trading like a December Fed hike is a lock. There is a small chance they go 50 basis points, but the chance they don't hike is basically gone to me. Anthropic IPO also looks to be fully a go. EUR is also a technical disaster, which is DXY positive.
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Nik Bhatia retweeted
@timevalueofbtc is one of my favourite Bitcoiners and "Layered Money" is also one of my favourite books. We primarily talk about $BTC technicals (he is also a CMT) and liquidity. Thanks for the chat, Nik
🚨 NEW VIDEO 🚨
Bitcoin Is Setting Up To Beat The Nasdaq
@Jamie1Coutts on why bitcoin already washed out its leverage while tech is just starting to degross, the margin debt signal that flashed before 2000 and 2007, and why the liquidity response comes next.
Nik Bhatia retweeted
Great video by @timevalueofbtc / @TheBitcoinLayer
Tldr:
Where is liquidity ?
and watch out for Bitcoin/Nasdaq
🙏Nik
🚨 NEW VIDEO 🚨
Bitcoin Is Setting Up To Beat The Nasdaq
@Jamie1Coutts on why bitcoin already washed out its leverage while tech is just starting to degross, the margin debt signal that flashed before 2000 and 2007, and why the liquidity response comes next.
Nik Bhatia retweeted
🚨 NEW VIDEO 🚨
Bitcoin Is Setting Up To Beat The Nasdaq
@Jamie1Coutts on why bitcoin already washed out its leverage while tech is just starting to degross, the margin debt signal that flashed before 2000 and 2007, and why the liquidity response comes next.
Bitcoin's most important battle over the next several months is not with the dollar or gold but with the Nasdaq.
The euro is dumping. Dollar squeeze. Funding is tight. Liquidity chokehold remains. Learn more at thebitcoinlayer.com with our free TBL Liquidity Index!
Why is bitcoin $73,800 today?
How do we use bitcoin cycles and liquidity cycles to better time our buys?
We simplified our framework and revamped our site. Scared of volatility? Ease your fears with The Bitcoin Layer!
thebitcoinlayer.com/
My friends built a Mac mini alternative for your agents!
Where does your AI keep everything you’ve told it?
The 2am stuff. The passwords you typed while an agent was running. Your browsing history.
Right now the answer is “on a server somewhere.” Agents are finally good enough to actually run your errands, and the price is that your whole life goes with them. We didn’t love that trade.
So we built a computer your agents can live on, at home.
Otto is a little box that sits on your desk. The agents are already on it when it arrives. You plug it in, tap your phone to it, and that’s the whole setup!
Everything they read, type and remember stays in your house.
- Agents set up before it ships, nothing to install
- 2,000+ apps with one tap, passwords stay on the box
- Thinks on the box, uses the cloud only if you tell it to
- Check in and approve things from your phone, anywhere.
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Let me tell you how it will be
There's one for you, nineteen for me
Cause I'm the taxman
Yeah, I'm the taxman
Should 5% appear too small
Be thankful I don't take it all
Cause I'm the taxman
Yeah, I'm the taxman
It seems to be consensus that IF the Nasdaq is indeed rolling over, bitcoin will suffer accordingly due to a high bitcoin-tech correlation, both historically and presently.
