The Bitcoin Layer
@thebitcoinlayer.skystack.xyz
Bitcoin and global macro research firm.
This is an automated Substack Account of https://thebitcoinlayer.substack.com
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This is an automated Substack Account of https://thebitcoinlayer.substack.com
Discover more/Create at: @skystack.xyz
Bitcoin's Future • Analyzing the circumstances in which bitcoin finds itself in 2026. Where does it stand?
Bitcoin's Future
Analyzing the circumstances in which bitcoin finds itself in 2026. Where does it stand?
thebitcoinlayer.substack.com
February 13, 2026 at 2:52 PM
Bitcoin's Future • Analyzing the circumstances in which bitcoin finds itself in 2026. Where does it stand?
TBL Thinks: Claude Control Cometh
TBL Thinks: Claude Control Cometh
thebitcoinlayer.substack.com
February 12, 2026 at 3:04 PM
TBL Thinks: Claude Control Cometh
When The Going Gets Tough • ...The Tough Get Going
When The Going Gets Tough
...The Tough Get Going
thebitcoinlayer.substack.com
February 11, 2026 at 6:04 PM
When The Going Gets Tough • ...The Tough Get Going
Bitcoin Mayhem, How Did TBL Liquidity Do? • Picking apart our TBL Liquidity Indicator's ability to front-run the recent move.
Bitcoin Mayhem, How Did TBL Liquidity Do?
Picking apart our TBL Liquidity Indicator's ability to front-run the recent move.
thebitcoinlayer.substack.com
February 6, 2026 at 3:01 PM
Bitcoin Mayhem, How Did TBL Liquidity Do? • Picking apart our TBL Liquidity Indicator's ability to front-run the recent move.
TBL Thinks: Critical Minerals
TBL Thinks: Critical Minerals
thebitcoinlayer.substack.com
February 5, 2026 at 3:00 PM
TBL Thinks: Critical Minerals
Chart Pack: Bears in Control, US Economy on Fire
Chart Pack: Bears in Control, US Economy on Fire
thebitcoinlayer.substack.com
February 3, 2026 at 6:00 PM
Chart Pack: Bears in Control, US Economy on Fire
BlackRock Files for a Bitcoin Covered Call ETF: TBL Weekly #169 • How these ETFs work, and what they mean for bitcoin’s market
BlackRock Files for a Bitcoin Covered Call ETF: TBL Weekly #169
How these ETFs work, and what they mean for bitcoin’s market
thebitcoinlayer.substack.com
January 30, 2026 at 5:59 PM
BlackRock Files for a Bitcoin Covered Call ETF: TBL Weekly #169 • How these ETFs work, and what they mean for bitcoin’s market
TBL Thinks: The World Trade Organization Era Is Dead
TBL Thinks: The World Trade Organization Era Is Dead
thebitcoinlayer.substack.com
January 29, 2026 at 3:00 PM
TBL Thinks: The World Trade Organization Era Is Dead
Stuck In The Middle With You • Clowns to the left of me, Jokers to the right
Stuck In The Middle With You
Clowns to the left of me, Jokers to the right
thebitcoinlayer.substack.com
January 28, 2026 at 5:59 PM
Stuck In The Middle With You • Clowns to the left of me, Jokers to the right
The Japanese Rate Check Heard 'Round the World • An event so important that it could dictate this entire year in markets.
The Japanese Rate Check Heard 'Round the World
An event so important that it could dictate this entire year in markets.
thebitcoinlayer.substack.com
January 27, 2026 at 6:00 PM
The Japanese Rate Check Heard 'Round the World • An event so important that it could dictate this entire year in markets.
Selling Covered Calls on Bitcoin: TBL Weekly #168 • How some investors generate income on their own bitcoin, explained
Selling Covered Calls on Bitcoin: TBL Weekly #168
How some investors generate income on their own bitcoin, explained
thebitcoinlayer.substack.com
January 27, 2026 at 6:00 PM
Selling Covered Calls on Bitcoin: TBL Weekly #168 • How some investors generate income on their own bitcoin, explained
TBL Liquidity versus Japanese Yields • Is the latest JGB selloff a headwind or a tailwind for liquidity (and thus risk)?
TBL Liquidity versus Japanese Yields
Is the latest JGB selloff a headwind or a tailwind for liquidity (and thus risk)?
thebitcoinlayer.substack.com
January 27, 2026 at 6:00 PM
TBL Liquidity versus Japanese Yields • Is the latest JGB selloff a headwind or a tailwind for liquidity (and thus risk)?
Let’s Talk About Stretch, Baby • …all the good things and the bad things that may be
Let’s Talk About Stretch, Baby
…all the good things and the bad things that may be
thebitcoinlayer.substack.com
January 27, 2026 at 6:00 PM
Let’s Talk About Stretch, Baby • …all the good things and the bad things that may be
Mean Median Mode: Calm Waters, Rising Tides • Our bi-weekly quantitative risk report for TBL Pros: January 14th, 2026 Edition
Mean Median Mode: Calm Waters, Rising Tides
Our bi-weekly quantitative risk report for TBL Pros: January 14th, 2026 Edition
thebitcoinlayer.substack.com
January 27, 2026 at 6:00 PM
Mean Median Mode: Calm Waters, Rising Tides • Our bi-weekly quantitative risk report for TBL Pros: January 14th, 2026 Edition
The Delusion Surrounding Central Banking • Jerome Powell facing some legal trouble. We hope he finds a good lawyer!
The Delusion Surrounding Central Banking
Jerome Powell facing some legal trouble. We hope he finds a good lawyer!
thebitcoinlayer.substack.com
January 27, 2026 at 6:00 PM
The Delusion Surrounding Central Banking • Jerome Powell facing some legal trouble. We hope he finds a good lawyer!
TBL Liquidity Wave 2026 Forecasts: TBL Weekly #166
TBL Liquidity Wave 2026 Forecasts: TBL Weekly #166
thebitcoinlayer.substack.com
January 27, 2026 at 6:00 PM
TBL Liquidity Wave 2026 Forecasts: TBL Weekly #166
TBL Thinks: What's Next After Venezuela?
TBL Thinks: What's Next After Venezuela?
thebitcoinlayer.substack.com
January 27, 2026 at 6:00 PM
TBL Thinks: What's Next After Venezuela?
Trend Assessment • Trend could be your friend
Trend Assessment
Trend could be your friend
thebitcoinlayer.substack.com
January 27, 2026 at 6:00 PM
Trend Assessment • Trend could be your friend
Starting 2026 with Bitcoin Monthly Candles • And some thoughts on Venezuela & Marco Rubio.
Starting 2026 with Bitcoin Monthly Candles
And some thoughts on Venezuela & Marco Rubio.
thebitcoinlayer.substack.com
January 27, 2026 at 6:00 PM
Starting 2026 with Bitcoin Monthly Candles • And some thoughts on Venezuela & Marco Rubio.
Calendar things • Keep calm and carry on
Calendar things
Keep calm and carry on
thebitcoinlayer.substack.com
January 27, 2026 at 6:00 PM
Calendar things • Keep calm and carry on
2026 Outlook & Why I Use TBL Research Dashboard Everyday • A year-end letter to analyze bitcoin's moving pieces, at least the ones I can see.
2026 Outlook & Why I Use TBL Research Dashboard Everyday
A year-end letter to analyze bitcoin's moving pieces, at least the ones I can see.
thebitcoinlayer.substack.com
January 27, 2026 at 6:00 PM
2026 Outlook & Why I Use TBL Research Dashboard Everyday • A year-end letter to analyze bitcoin's moving pieces, at least the ones I can see.
Insider Selling and the 'QE vs Not QE' Debate: A Collaboration with Checkonchain
Insider Selling and the 'QE vs Not QE' Debate: A Collaboration with Checkonchain
thebitcoinlayer.substack.com
January 27, 2026 at 6:00 PM
Insider Selling and the 'QE vs Not QE' Debate: A Collaboration with Checkonchain
Mean Median Mode: Goodbye 2025, Hello 2026 • Our bi-weekly quantitative risk report for TBL Pros: December 17th, 2025 Edition
Mean Median Mode: Goodbye 2025, Hello 2026
Our bi-weekly quantitative risk report for TBL Pros: December 17th, 2025 Edition
thebitcoinlayer.substack.com
January 27, 2026 at 6:00 PM
Mean Median Mode: Goodbye 2025, Hello 2026 • Our bi-weekly quantitative risk report for TBL Pros: December 17th, 2025 Edition
TBL Thinks: Latin America's Moving to the Right
TBL Thinks: Latin America's Moving to the Right
thebitcoinlayer.substack.com
January 27, 2026 at 6:00 PM
TBL Thinks: Latin America's Moving to the Right