Fear, Fear, Fear, Fear, FearTreasury yields, stocks, and volatility are all screaming. The fear is palpable. Considering Anthropic's influence. Bitcoin on-chain and price analysis.Warning: This typically family-safe newsletter might contain some crude language today, as the situation warrants it. Article brought to you by:Dear Readers, Greetings from India! On a personal note, I got to see my grandmother this week and take her blessings. On a more practical note, the “Nik leaves the country, buy VIX” trade is alive and well. While the current bout started weeks before I left, it is uncanny just how consistent this curse is. For your reference, I was out of the country when:
There are many other examples, but you guys don’t read TBL to hear about my international travel schedule, so let us proceed. Between starting and finishing today’s letter, I added two more “fears” to the title. War in the Middle East is bringing us not only a raw emotional fear of the destruction that military engagement can bring, but market volatility that injects fear into the portfolio management portion of our brains. Today’s letter is wide-ranging, including recommending some competing Substacks, liquidity drainage, specifics of the war, energy worries from the Strait of Hormuz closure, price action, and more. TL;DR Summary...Continue reading this post for free in the Substack app |
Monday, March 30, 2026
Fear, Fear, Fear, Fear, Fear
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