Onchain & Macro Update with Nik Bhatia
Join James and Nik Bhatia for an in depth discussion starting with James' Bitcoin outlook for the bear, and followed up with Nik's assessment of the strong US dollar on macro markets.
G’day Folks,
We’re back with our monthly discussion between Nik Bhatia from The Bitcoin Layer and James about all things Bitcoin and macro.
In this conversation, James starts out with the key onchain and technical charts he is using to navigate this bear market. We analyse how our interpretation of onchain cohorts must evolve as the market cycle progresses and investor sentiment changes season.
Nik then explains why the strengthening US dollar, particularly against key Asian currencies, is coming increasingly to the foreground. Interest rates, oil prices, and equity market wobbles are on his radar, but the strength of the king dollar is what he believes should be commanding our attention right now.
Paid subscribers will find the discussion between Nik and James below.
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