The Big Picture: Macro & Onchain Update with TBL
In a new podcast format, James and Nik are back to discuss the current macro, geopolitical, and Bitcoin onchain setup for markets, and how we see the current market structure for risk assets.
G’day Folks,
We have been very busy over at Checkonchain HQ, and today’s post is packed full of material to keep subscribers busy this weekend.
First and foremost, we’re back with our friends at The Bitcoin Layer with a new series format, being a one-on-one conversation between Nik Bhatia and myself.
This conversation is split in two halves:
Macro market update led by Nik, covering liquidity conditions, the impact of the US-Iran war, oil and US dollar strength, and all the knock on impacts that has for risk assets.
Bitcoin onchain assessment by James, where I synthesise my current market thesis around bear market bottoms, capitulation events, and what it will take to put a resilient floor in place.
Nik and I iterate on our respective ideas, expertise, and thesis with questions and answers, which we believe brings out the best discussion and analysis material for our subscribers.
I was also recently on a few podcasts and livestreams which I really enjoyed, and gave me a chance to get my onchain nerd out for both a 101 session, but also for a deep dark details discussion as well. Subscribers will find links to both below.
Become a Premium subscriber to access today’s Video Discussion (1hr) and TL;DR Summary.
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