Video: The Generational CAPEX BoomAn Exclusive Update with Checkonchain. Full video now available directly on Substack as well as the traditional private YouTube link.
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Announcement BoardDue to popular demand, Nik & Johan are hosting another live TBL Pulse walkthrough on Tuesday, June 2nd at 2:00 PM EST. This webinar includes a special bonus to those who attend: During the call, we will send out a one-page memo to all attendees discussing our most important charts from TBL Pulse and how we read their respective signals.
Free for everyone to attend. This session will primarily focus on the bitcoin portion of our TBL Pulse dashboard, where both Nik and Johan will walk us through the latest Valuation & Trend research, which is the underlying framework for the State Quadrant. The Big Picture Ep. #3Dear Readers, Instead of us opening this letter today, here’s what James Check sent to his paid subscribers this morning. We think this note captures the video eloquently: G’day Folks, This morning, I had the great pleasure of recording our third conversation with Nik Bhatia from The Bitcoin Layer, and this one was a real eye-opener for me. We didn’t open a single chart, and dived straight into the action, discussing AI, and the largest CAPEX boom the world has ever seen that supports it. This builds on my most recent write-up on The Biggest, Baddest Bear Market, and Nik delivers a tremendous amount of insight into the potential impact this CAPEX cycle is having on sovereign debt and FX markets. There are a ton of narratives out there trying to explain why the stock market being at an all-time high is an error in market judgment. What if…the price is right? Okay, on to today’s 1-hour video and TLDR summary. If you prefer watching these videos on YouTube, we have attached the YouTube link under the TL;DR Section. Video’s TL;DR...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. A subscription gets you:
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