Bitcoin & Global Macro Research | Join TBL Pro today: thebitcoinlayer.com/subscrib… | Read Bitcoin Age by Nik Bhatia: a.co/d/6Bb0qE5
Joined May 2022
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🚨 NEW VIDEO 🚨
RISE of the American Empire with Brent Johnson
@SantiagoAUFund breaks down the dollar squeeze nobody saw coming, why deglobalization is breaking the world in half, and how the US-China chip hostage exchange ends.
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The dollar was supposed to weaken this year, which would be a big tailwind for Bitcoin and risk assets. Nik walks through why it hasn't, and why everything in play is pushing it the other way.
Nik's latest with @_Checkmatey_ from @_checkonchain, full video on Substack.
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🚨 NEW VIDEO 🚨
The AI Stocks Growing 1000% (and Still Cheap) with John Tinsman
@JohnTinsman on why the AI buildout is a genuine revolution, the SpaceX deal that cost a few billion to build and brings in $45 billion, and why these data center assets are going up in value.
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A lot of you have asked for a full walkthrough of TBL Pulse. The recordings are now live: how we use liquidity to read bitcoin, how the signal works, and how to navigate each section.
Free for everyone, no account needed: research.thebitcoinlayer.com…
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The AI data center boom is exposing what bitcoin miners have argued for years: flexible load matters on an increasingly stressed grid. From @DSBatten
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Bitcoin's weekly RSI has slid into the low 30s, and a bullish divergence is forming on the weekly chart: price keeps grinding to lower lows while momentum carves higher lows. The same setup has shown up at every major bear market bottom in bitcoin's history, three of them confirmed so far.
@JohanMBergman digs into it in TBL's latest letter, and what stands out this time is that the divergence is turning up in more than one of the datasets we track.
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🚨 NEW VIDEO 🚨
AI Is Breaking the Power Grid, and Bitcoin Is the Fix
@DSBatten on how AI data centers are pushing power grids to the brink, and why bitcoin mining may be the only thing that lets grids handle renewables and AI load at once.
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The AI data center boom is so large that every company with a path to participate is going to chase it.
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The Bitcoin Layer retweeted
Jun 6
MAX PAIN IS $58K IN 2026
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🚨 NEW VIDEO 🚨
Why Americans Have Never Been Richer or More Miserable
US net worth hit a record $180 trillion, yet consumer sentiment sits at its lowest ever. It comes down to one force, liquidity, and whether you own assets or sell labor decides which side you land on.
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Bank lending is up 7% from a year ago.
That money is already moving through the economy. It may not show up in bitcoin immediately, but as credit circulates, production gets funded, profits accrue, and liquidity can eventually find its way back into bitcoin.
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Liquidity has driven bitcoin all year. TBL Liquidity buy/sell signals are up 23% so far in 2026 while just holding is down 28% over the same stretch.
Full record in TBL Pulse.
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Bitcoin ETF outflows are dominating the headlines, but don’t confuse short-term flow pressure with a broken structural bid.
ETFs have placed bitcoin inside the global savings market, giving it a passive allocation channel alongside stocks that it never had before. Flows will move both ways, but the access rail is now permanent.
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Bitcoin is not a zero interest rate game. It made new highs with Fed funds near 5%, and the real question is when higher rates stop being a healthy hurdle for capital and start becoming restrictive.
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🚨 NEW VIDEO 🚨
The Bitcoin Power Law Points to $300,000 w/ Dr. Stephen Perrenod
@moneyordebt explains why bitcoin has only seen one clean four-year cycle, how log periodicity stretches the gaps between bubbles, and why his power law model points higher from here.
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The Bitcoin Layer retweeted
Jun 2
RIDE THE ROLLER COASTER WITH US
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Join us for our FREE webinar today at 2PM EST where Nik and Johan will walk through the bitcoin section of our TBL Pulse dashboard, including the Valuation & Trend research behind the State Quadrant.
us06web.zoom.us/meeting/regi…
TBL Pulse combines on-chain, technical, derivatives, flows, and risk appetite into one read on exactly where Bitcoin sits in its cycle.
Clarity for our members, not guesswork. Join us.
Video/analysis by: @JohanMBergman
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TBL Pulse combines on-chain, technical, derivatives, flows, and risk appetite into one read on exactly where Bitcoin sits in its cycle.
Clarity for our members, not guesswork. Join us.
Video/analysis by: @JohanMBergman
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A 50% drawdown is not an 80% drawdown, and that's a sign bitcoin is maturing.
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Where is bitcoin in the cycle right now?
Tomorrow 2 PM ET, Nik and Johan walk through the State Quadrant live. Same view we open every morning before we write.
Free 60-min Zoom. One-pager for attendees.
us06web.zoom.us/meeting/regi…
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