YouTube link, alongside the video’s summary, can be found below
Macro Update
Here are this video’s topics of discussion:
I start with a five-year look for 4 major asset classes: gold, stocks, bitcoin, and Treasuries. I explain what each price is telling us about the monetary reordering and the US-China technology race driving it all.
I walk through TBL Liquidity’s confirmed green dot and what’s under the hood. Banking asset growth, the collapse in bond volatility, and the dollar pullback are all telling the same story, and the V-shaped recovery in stocks is the exact mirror of our indicator.
I close with bitcoin’s power law thesis and how to use TBL Pulse. I share where we are in Johan’s State Quadrant, why I’ve continued stacking, and how you can track all of it yourself in real time.
Okay, on to today’s 42-minute video (private YouTube link below) and TLDR summary...
Subscribe to The Bitcoin Layer to unlock the rest.
Become a paying subscriber of The Bitcoin Layer to get access to this post and other subscriber-only content.
No comments:
Post a Comment