Central Banks Have Lost Control (Extended)
Discussion with James Van Straten about bitcoin, global rates, and bond volatility, extended for TBL Pros. Listen now | Article brought to you by:
View original →Founder of The Bitcoin Layer, Author of Layered Money and Bitcoin Age, teaching at USC Marshall School of Business
Cite asCryptoQuant has tracked 3 directional calls on BTC by @thebitcoinlayer on Substack since Aug 2026: tracked, not yet ranked (below the accuracy-scoring baseline) (as of Oct 1, 2026).
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @substack:thebitcoinlayer to submit corrections.
No {asset} posts with a thesis between {from} and {to}.
Hover the chart to read the thesis of that period · click a day to pin it
Central Banks Have Lost Control (Extended)
Discussion with James Van Straten about bitcoin, global rates, and bond volatility, extended for TBL Pros. Listen now | Article brought to you by:
View original →Bitcoin Cleared $82,000 Faster Than Expected, and the Historical Comparison Leaves Room Above
Filling the Gap: The volume gap is filling while ETF flows and Coinbase demand lose momentum Filling the Gap: The volume gap is filling while ETF flows and Coinbase demand lose momentum
View original →Bitcoin Bear Dies, Somebody Won’t Get Debt Rolled in Q4
Bitcoin rips higher and crushes the $83,000 level. TBL Liquidity Indicator considerations. My eyes are on the bond markets. Bitcoin rips higher and crushes the $83,000 level. TBL Liquidity Indicator considerations. My eyes are on the bond markets.
View original →Bitcoin’s Next Move Probably Starts With a European Money Print
Discussing Warsh's rate hike, the fight with Europe for capital, and what liquidity needs before bitcoin moves Discussing Warsh's rate hike, the fight with Europe for capital, and what liquidity needs before bitcoin moves
View original →Bitcoin’s Rally Is Fading, but a Lower Low Has Never Followed This Signal
Filling the Gap: The volume gap is filling while ETF flows and Coinbase demand lose momentum The volume gap is filling while ETF flows and Coinbase demand lose momentum
View original →