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Bitcoin and global macro research firm.

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Latest Issues

Introducing the Community Tab in TBL Pulse

Dear Readers,

We just added a Community tab to TBL Pulse!

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TBL Weekly #177: Semiconductor Jitters While The US Economy Booms

Dear Readers,

In the week just past, three events (not including the battle for passage in the Strait) took over headlines. The American consumer, inflation, and semiconductors. Let’s start with what the American consumer showed:

Chart us...

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Global Macro Update: The Dollar Shortage Pushing Asia Towards Crisis

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Authors

The writers behind this newsletter.

  • Nik Bhatia

    Founder of The Bitcoin Layer, Author of Layered Money and Bitcoin Age, teaching at USC Marshall School of Business

  • James Check (Checkmatey)

    Ex-civil engineer, turned Bitcoin analyst after falling down the onchain analysis rabbit hole. I am the co-founder of checkonchain, co-author of Cointime Economics, and previously built and led the analyst team at glassnode.

  • Augustine Carrasco

    The Bitcoin Layer - Research & Market Analyst

  • Johan Bergman

    Bitcoin | Financial Markets | Corporate Finance

  • Demian Schatt

    Bitcoin & Macro

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