New on TBL Pulse: Live Signal Performance TrackingA look at everything new on Pulse this month
Hello TBL subscribers, We’ve added many new features to TBL Pulse this month that move it closer to what we want it to be: a single place for tracking what Liquidity is doing and what it means for bitcoin. The headline is live performance tracking for the TBL Liquidity signal. Following the signal this year would have you up 22.9%, while holding bitcoin would have you down 30.8%, a difference of over 50%! Track the Signal’s Performance, LiveThose numbers come from a new chart on the dashboard, updated daily, with every signal change marked on the line.
The chart follows two paths from January 1. One holds bitcoin. The other holds bitcoin while the signal reads Buy and sits in 3-month Treasury bills while it reads Sell, with no leverage and no shorting. The gap comes from three signal changes this year:
The strategy has been in T-bills since mid-May, with bitcoin now trading near $62,000. You can see where the signal stands today, along with every entry and exit price, here. The State GridThe State Grid places bitcoin on a nine-cell grid of trend versus valuation. One look answers where we are in the cycle.
Nik’s Bitcoin TrendlinesThe rebuilt Home page now carries Nik’s Technical Analysis chart: a large bitcoin chart with the same trendlines he draws in his own work, kept current as he updates them.
Alongside it sits a new Relative Returns chart racing bitcoin, gold, the S&P 500, and Treasuries. Also, by popular request, the dashboard now has a light mode. And the Bitcoin tab kept growing: institutional holdings data, an options gamma heatmap, mining charts, and new trend models bring it to 66 charts across 13 categories. The AI Tab Is FREE for EveryoneWe also built an AI tab covering the AI capital cycle: hyperscaler capex, AI-related equities, and scale KPIs. Our research argues that AI capex is likely to be the single largest influence on Liquidity as it pertains to bitcoin, and this tab is that argument in chart form. For example, the demand for AI equities is strengthening the demand for the US dollar, a negative TBL Liquidity condition. It’s open to everyone, no account needed. You can take a look here.
Catch the Next Buy SignalThe signal has read Sell since May 15. At some point it will flip back to Buy, and subscribers will see that change in their inbox the morning it’s confirmed, the same way they saw the last three. If you want to catch that one, take a look at Pulse before it happens. Along with the signal and its alerts, you’ll find the performance tracker, the State Grid, 66 bitcoin charts, more than 30 institutional Macrobond charts, and the live economic calendar. Thank you for reading and for being part of The Bitcoin Layer. As always, if there’s anything you’d like us to add to Pulse or explore further in our research, we’d love to hear from you. P.S. If you want a fuller walkthrough of everything here, recordings of our recent webinars are up. You can watch them here. Performance figures are simulated returns from the published TBL Liquidity signal confirmations, priced at the daily close on each confirmation date, with cash earning the 3-month Treasury bill rate and no fees or taxes included. Figures as of June 11, 2026.
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