A flattening yield curve and widening credit spreads keep a lid on bitcoin. Both are happening. Since Oct 7 the 2s10s flattened 24 bp and CCC spreads climbed to 13.45%. After the Fed held, the curve steepened slightly. That’s the relief signal to watch. https://t.co/BHHtHC6yrM
🚨 NEW VIDEO 🚨 Wall Street Has No Idea What the Fed Is Doing Anymore Nik on the Bloomberg meltdown after the Fed held, why he thinks the hold was justified after September tightened conditions, and why a steepening yield curve could relieve pressure on bitcoin. https://t.co/gXBiuhq8Bx
Put bitcoin’s price and its age on log scales and 16 years of madness straighten into one line. That line is a power law, and price has swung around it the whole way. https://t.co/tru432GX25
🚨 NEW VIDEO 🚨 The Bond Meltdown Ends In A Global Money Print Nik on why $350 trillion of debt against $120 trillion of global GDP can never be repaid in today's dollars, why the US print comes from commercial banks rather than the Fed, and why Europe prints first. https://t.co/m8rdYwvLxj
Something to drink while we wait out this bear market. Only 21 of these exist. 🥂
Our Bitcoin State Grid just flipped to Disbelief. It reads only data, technicals, on-chain, derivatives, flows, and it keeps landing on the exact mood the timeline is in. Right now that's capitulation talk toward $45,000, right as the data says it's getting less likely. Live grid on TBL Pulse. Breakdown from @JohanMBergman.
🚨 NEW VIDEO 🚨 Michael Saylor Sold the Bitcoin Bottom | James Van Straten, CoinDesk @BTCJVS on Saylor capitulating at the 57-58k lows, why AI and SpaceX money could rotate into bitcoin, and how a 54% drawdown may be all this bear market gets. https://t.co/2VbCkP1mLu
Buying before the bottom is okay. Nobody knows the exact low in real time. If bitcoin looks deeply undervalued, the point is to act, not wait for perfect timing. https://t.co/zemV7kR5A5
Bitcoin's weakness this year looks like a bitcoin problem, but it's really an AI equity story. Stocks have climbed all year despite a stronger dollar, while bitcoin fell on it. A falling yen is why the dollar stayed strong in the first place. @timevalueofbtc explains what happens when that reverses in his latest letter for TBL.
