The Bitcoin Layer

🚨 NEW VIDEO 🚨 RISE of the American Empire with Brent Johnson @SantiagoAUFund breaks down the dollar squeeze nobody saw coming, why deglobalization is breaking the world in half, and how the US-China chip hostage exchange ends.

🚨 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.

It's interesting to see what would otherwise have been a tailwind for 2-year notes (weaker oil) not affect their yields at all. Growth expectations appear to be in the driver's seat of US rates.

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.

All things considered...bitcoin's latest drawdown isn't as bad as previous ones. OGs can attest to this...

We’re covering more AI at TBL because it matters for macro, and the best way to understand it is to use the tools yourself.

10s retesting a two-year-long support trend on the latest jump in oil...Treasury dip-buyers to the rescue? We think so.

Open interest is three times larger in dollars than it was at the 2022 lows, but in BTC terms it's actually lower, near 400,000 versus 600,000 then. People are taking less coin-denominated risk near the bottom, which is usually healthy. Median funding is running a modest 6%. The latest from @JohanMBergman, live on Substack.

🚨 NEW VIDEO 🚨 Create Macro and Bitcoin Charts with TBL’s Free MCP Server A walkthrough of how to connect TBL’s free MCP server to ChatGPT or Claude, then use it to create macro and bitcoin charts with simple natural language prompts.

Bitcoin had been making lower lows, but RSI was not confirming the weakness. That is bullish divergence. It matters because momentum often turns before price, and has historically preceded reversals.

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.

Welcome aboard! New users can start free at: research.thebitcoinlayer.com

🚨 NEW VIDEO 🚨 This is the Most Bitcoin I Have Ever Bought Nik on the bullish divergences forming across bitcoin's charts, why a grinding-higher dollar keeps weighing on liquidity, and why he now sees Asia as the biggest source of trouble in global markets.

🚨 NEW VIDEO 🚨 I Built a $1 Million System in 11 Days With No Coding w/ Peter McCormack @PeterMcCormack on the system he built with Claude with no coding background, the printing press moment for software, and why aggregators like hotels.com are losing their moat.

The exact opposite of October '25. Tomorrow's letter tells TBL Pro members what it means and why it matters.

🚨 NEW VIDEO 🚨 Why a Bitcoiner Sees Energy as the New Money with Charlie Hu Coco AI founder Charlie Hu on the $60 billion SpaceX-Cursor deal, the AI conference shaping the US-China race, and why he thinks it all comes down to energy.

TBL Pro members can monitor the situation 👀

Bitcoiners are more optimistic about technology than people realize. AI mindshare keeps moving up and to the right. @SullyMichaelvan

The levels bitcoin needs to reclaim have come down from the low $80,000s toward the $70,000 to $75,000 range, which is the most constructive development in months. The catch is that the bear-market framework and our new on-chain cohort work still argue for patience. Read it before the next move. LIVE on Substack.

🚨 NEW VIDEO 🚨 What Bitcoin Twitter Is Signaling About the Market Bottom @SullyMichaelvan on reading bitcoin's collective mood through language, why we're in one of the longest anger regimes on record, and why apathy like this tends to show up near a bottom.