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Planning for DAS Just Got Easier We've officially launched our new websites for DAS Asia and DAS London, making it easier than ever to plan your event experience from start to finish. One of the biggest upgrades is our new ticket experience, where you can compare ticket offerings and view upcoming price increases before they happen. Lock in the best available rate before the next price increase! Start Exploring Become a Sponsor Buy Tickets   Update your email preferences or unsubscribe here © 2026 Blockworks Events 133 W 19TH ST New York, New York 10011, United States Terms of Service

Reflecting on bitcoin's setup for the second half of 2026, feeding off bearishness, Liquidity analysis and segmentation, and Big Tech's takeover of the US government.

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	Forwarded this email? Subscribe here for more TBL Liquidity update, Peter Thiel's grip, and bitcoin haters Reflecting on bitcoin's setup for the second half of 2026, feeding off bearishness, Liquidity analysis and segmentation, and Big Tech's takeover of the US government. Nik Bhatia Jul 6 ∙ Preview   READ IN APP   Dear Readers, Welcome to the second half of 2026, and for bitcoin holders, it is a welcome turn of the calendar simply because the first half was a doozy. I’m ready to dig in my heels on the $60Ks being an insanely cheap bitcoin price, even with so much chorus on the bearish side. But the path to getting there, in terms of a bullish stance, travels through a few seemingly unconnected global macro angles and behavioral reads. We will discuss the bitcoin price, what gets me bullish during a bear market, what I love most about bitcoin haters, TBL Liquidity green and red dots, and I include a long article about Palantir/Thiel/military and how to process such a blatant pursuit to become technology overlords. No drawn-out preamble today, as the analysis feels more important. Instead, here is my tweet from February to prove to you that we are not some bitcoin cheerleaders that blindly and perennially call for higher prices. Nik Bhatia @timevalueofbtc We are in the "admitting to my wife we are in a bear market" stage as of this morning, she took it in stride! Experience helps! 3:20 PM · Feb 23, 2026 · 32K Views 21 Replies · 3 Reposts · 302 Likes We pride ourselves on being analysts that describe current market conditions, make bold calls, hold ourselves accountable, all while vehemently defending a long position in bitcoin as the only sensible way to approach a healthy and balanced portfolio. How large a position, you might ask? Only as large as your understanding of Layered Money and the dollar credit system. Article brought to you by: Bitcoin isn’t just an asset. It’s a community. Join 20,000+ Bitcoiners across 71 countries on Club Orange to meet local Bitcoiners, discover events, find bitcoin-friendly merchants, and grow your network. Join Today TL;DR Summary... Continue reading this post for free in the Substack app Claim my free post Or upgrade your subscription. Upgrade to paid   Like Comment Restack   © 2026 Nik Bhatia 548 Market Street PMB 72296, San Francisco, CA 94104 Unsubscribe

Your monthly read on Bitcoin’s cycle, from macro to flows.

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	Forwarded this email? Subscribe here for more Bitcoin Market Monitor - July 2026 Your monthly read on Bitcoin’s cycle, from macro to flows. Ecoinometrics Jul 5 ∙ Preview   READ IN APP   Your monthly read on Bitcoin’s cycle, from macro to flows. The Bitcoin Market Monitor distills liquidity trends, ETF flows, and structural signals into a clear forward view. Use it to position with confidence in an uncertain macro environment. The Bitcoin Market Monitor by Ecoinometrics delivers a concise, data-driven view of Bitcoin’s macro positioning every month. Published on the first Sunday of each month, it tracks liquidity, structural activity, ETF flows, and cross-asset trends to help investors understand where Bitcoin stands in the market cycle and where it’s likely headed next. Each edition distills complex macro signals into clear, actionable insights backed by quantitative models and institutional-quality charts. It’s professional-grade market intelligence, designed for investors who want clarity, not noise. Join over 34,000 professionals, fund managers, and serious traders using Ecoinometrics to navigate the Bitcoin market with data. 📈 Stay informed. Stay ahead. Upgrade to paid Overview... Continue reading this post for free in the Substack app Claim my free post Or upgrade your subscription. Upgrade to paid   Like Restack   © 2026 Ecoinometrics 548 Market Street PMB 72296, San Francisco, CA 94104 Unsubscribe