The Bitcoin Layer @TheBitcoinLayer
Bitcoin & Global Macro Research | Join TBL Pro today: https://t.co/k95FWUusXj | Read Bitcoin Age by Nik Bhatia: https://t.co/s1Cmn9UP5C thebitcoinlayer.com Los Angeles Joined May 2022-
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🚨 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.
🚨We put TBL's data inside your AI.🚨 199 macro, market & bitcoin series. Ask Claude, ChatGPT, or Grok to chart any of them, run correlations, regressions, seasonality, the works. FREE. Grab the connector on Pulse → research.thebitcoinlayer.com
“I went to bed financially retired in Lebanon and woke up with $75 to my name.” @V4BTC on what happens when the banks close and your money is no longer yours.
🚨 NEW VIDEO 🚨 I Woke Up Homeless With $75 When the Banks Took Everything with Tony Yazbek @V4BTC on surviving Lebanon's 2019 banking collapse, why bitcoin is money rather than an investment, and what it actually takes to hold your own keys.
The loudest part of the Strategy bear case rests on two beliefs that quietly contradict each other. One: bitcoin compounds at something like twenty to thirty percent a year over the long run, which is the whole reason people hold it in the first place. The other: Strategy's playbook has to fail because bitcoin cannot appreciate fast enough to cover the cost of its preferreds and debt. Both cannot hold at once. Either the playbook is broken, or bitcoin just has a bumpy road ahead and Strategy has to survive it. @JohanMBergman works through both sides of it, and what would actually pull STRC back toward par, in his latest letter.
AI compute economics are off the charts. @JohnTinsman
What was supposed to be an oil shock has traded more like a volatility reset. Since the Iran war started, crude remains elevated but off its highs, stocks are higher, Treasuries are barely hit, and bitcoin is nearly flat. In TBL’s latest letter, @timevalueofbtc explains what this means for liquidity heading into summer.
🚨 NEW VIDEO 🚨 The Iran War and the Fight for Energy Dominance with Tanvi Ratna @tanvi_ratna on why the Iran conflict is really a global realignment, how it's reshaping NATO and squeezing Russia out of its energy markets, and how US energy is redrawing the map.
Looking back in 2025, bitcoin had three bearish divergences: higher highs in price, lower highs in RSI. Stronger on the surface than underneath.
New episode! Nik Bhatia on Bitcoin and the Case for Using Stablecoins for Statecraft. Nik (@timevalueofbtc) and @DavidBeckworth discuss Nik’s niche in the Bitcoin community, the role of Bitcoin as a transaction asset, the threat or lack thereof of quantum computing on Bitcoin, his issues with the current eurodollar market, his new proposal to use Stablecoins as statecraft, and much more.
The dollar was supposed to weaken this year, which would be a big tailwind for Bitcoin and risk assets. Nik walks through why it hasn't, and why everything in play is pushing it the other way. Nik's latest with @_Checkmatey_ from @_checkonchain, full video on Substack.
🚨 NEW VIDEO 🚨 The AI Stocks Growing 1000% (and Still Cheap) with John Tinsman @JohnTinsman on why the AI buildout is a genuine revolution, the SpaceX deal that cost a few billion to build and brings in $45 billion, and why these data center assets are going up in value.
A lot of you have asked for a full walkthrough of TBL Pulse. The recordings are now live: how we use liquidity to read bitcoin, how the signal works, and how to navigate each section. Free for everyone, no account needed: research.thebitcoinlayer.com/tutorials
Cory 🦢 Real Bitcoi... @CorySwan
299K Followers 14K Following Founder of @Swan the Real Bitcoin Company, @BitcoinerJobs, and @Vigil_Protocol | Family, history, truth, and 🏀 | press: [email protected] | VIEWS ARE MY OWN
Foss - #dothemath @FossGregfoss
168K Followers 3K Following Credit Markets veteran |All Fiats are melting ice cubes |Bitcoin advocate
Lawrence Lepard, "fix... @LawrenceLepard
254K Followers 29K Following Investment Manager, Equity Management Associates,LLC. Sound money advocate. Gold stock fund manager. Austrian economist. Anti-Federalist. CrossFit Athlete. #BTC
Nik Bhatia @timevalueofbtc
71K Followers 75 Following Founder @TheBitcoinLayer. Author of Bitcoin Age & Layered Money. Adjunct Professor of Finance @USCMarshall.
BTC Sessions 😎 @BTCsessions
177K Followers 6K Following Host of BTC Sessions on YouTube. Powered by @bitcoinwell Co-founder of @theBTCmentor Nostr: [email protected]
Joe Burnett, MSBA @IIICapital
106K Followers 975 Following VP of Bitcoin Strategy @Strive (Nasdaq: $ASST $SATA) Views are my own | Not financial advice
Joe Consorti @JoeConsorti
63K Followers 2K Following Bitcoin | Building Horizon | Convert Home Equity to Bitcoin @JoinHorizon_
Caitlin Long 🔑⚡�... @CaitlinLong_
250K Followers 5K Following Founder/CEO @CustodiaBank. #bitcoin since 2012. 22-yr Wall St veteran. Not advice; not views of Custodia Bank!
Brad Mills 🔑⚡️ @bradmillscan
83K Followers 3K Following Bitcoin angel. Building a Citadel Mind & Body through Proof of Work. Nostr + Bitcoin + AI 🦞 🐦
Pierre Rochard @BitcoinPierre
108K Followers 6K Following Follow for Bitcoin & capital markets insights. CEO of The Bitcoin Bond Company, Steward of @CatholicBitcoin, host of the @BitcoinForCorps Show, Board @Strive
Wicked @w_s_bitcoin
93K Followers 6K Following My name's Wicked. I'm an apple who loves art, math, programming, and Bitcoin. Exit fiat, save in bitcoin, and take it into self custody. Learn UTXO mgmt. ✌️🍎🍻
Cedric Youngelman ⚡... @CedYoungelman
61K Followers 9K Following Family man · Host, The Bitcoin Matrix · CEO, Wild Horses Mining (solo Bitcoin mining) · Advisor to early-stage, startup & high-growth companies
Walker⚡️ @WalkerAmerica
84K Followers 5K Following THE #Bitcoin Podcast @TitcoinPodcast | #nostr: https://t.co/HMrwiqQhyd | better half: @carlabitcoin
Steven Lubka ☀️ @DzambhalaHODL
36K Followers 3K Following VP of Investor Relations @nakamoto | frmr Head of Private Wealth @swan | Founder @vibecapitalmgmt Walks 350 miles per month, Praise the Sun ☀️
Sam Callahan @samcallah
45K Followers 2K Following Bitcoin | Director of Strategy & Research @ORANJEBTC 🍊 ₿ 🇧🇷 | $OBTC3 | $ORNJY
_Checkmate 🟠🔑�... @_Checkmatey_
132K Followers 1K Following Helping navigate #Bitcoin's volatility Newsletter https://t.co/omfQHUqMjb Onchain Analyst @_checkonchain Charting Suite https://t.co/5DH6Z9lWT1
Joe Carlasare @JoeCarlasare
70K Followers 3K Following Commercial Litigator supporting #Bitcoin - Poker - Life is on the wire. The rest is just waiting. Not legal / financial advice — https://t.co/N6ETQaLGhO
Blue Collar Bitcoin @Blue_CollarBTC
15K Followers 749 Following Firefighters explore economics, finance & #Bitcoin — We Talk #BTC, We Talk Finance & We Talk Sh*t.
Alexander Leishman �... @Leishman
49K Followers 3K Following Founder @River. #Bitcoin. Keeping the fire of human liberty shining bright 🔥
Vincce (HodlFloriida)... @HodlFloriida
1K Followers 178 Following Host of The Bitcoin Broadcast Podcast @thebtcbroadcast | All Conversations Lead Back To Bitcoin | God, Family, and Bitcoin Old acct got hacked
Neo @Nhc56789
74 Followers 2K Following
jimmy @navajo_10
73 Followers 175 Following
Rocket Ronaldo @RocketRonaldo17
151 Followers 2K Following Manchester United | Cristiano Ronaldo 🐐🇵🇹
lets talk about sats @letstalkabtsats
109 Followers 341 Following mom of 3️⃣ bitcoin educator 👩🏻🏫 reaching genZalpha 📲 sound money savings 🧡 bitcoin-coded street wear ⬇️ https://t.co/bT2jpSg3bK
Scrolling Hall of Fam... @ScrollingHOF
1K Followers 2K Following scrolling X just wouldn’t be the same without these legendary posts. Bitcoin 🔶 Freedom 🇺🇸 Animals 🐾
Filippo Stefanelli @ergos81
420 Followers 6K Following
3000spacefreakz @3000spacefreakz
0 Followers 976 Following
Bitcoin & Privacy for... @HakiFedha
27 Followers 640 Following Financial freedom and privacy are justice. HakiFedha helps civil society actors across Africa use Bitcoin and privacy tools. Haki = Justice. Fedha = Finance.
tmh85 @tim_h_1
1 Followers 340 Following
DATCAP.io @datcapbot
19 Followers 200 Following AI analyst for digital asset treasury companies. Filings, capital structure, valuation, and treasury strategy across the DAT market.
Watkins benz @Watkinsbenz
62 Followers 467 Following
BTC de Lis @BTC_de_Lis
27 Followers 117 Following BTC de Lis creates heirloom-quality digital portraits, heraldic family crests, and personal stories to help preserve your Bitcoin legacy for future generations.
brandy berry @brandyn_berry
5 Followers 18 Following
landej @landej
50 Followers 2K Following
parango @parangodex
1K Followers 5K Following
어흥이 @roto8699
0 Followers 18 Following
John Koretoff @KoretoffJohn
734 Followers 2K Following Bitcoin (@sovarbtc), value (@graypinegroup) and frontier technologies (@icosaventures).
Zeb Daniel @mtngolf07
10 Followers 50 Following
EggyPlant @MissEggyPlant
15 Followers 154 Following
Tim Joseph @TimJoseph2022
262 Followers 1K Following Dad. Founder, Maple Hill Creamery. 100 % Grass-Fed Dairy. No Agenda But the Truth.
unworthynoble @unworthynoble
242 Followers 309 Following 🇺🇸🇨🇦I reside where the free birds fly. In Jesus Christ alone I am.
Bitiversity @bitiversity
135 Followers 887 Following
₿en Pakulski @BPakFitness
50K Followers 574 Following Human Performance Coach to Athletes, Executives & Entrepreneur's. Muscle Expert | Longevity Nerd | IFBB Mr Olympia Competitor | ₿ITCOIN Maximalist
Jaigo @Jaigob76
2 Followers 401 Following
Jimmy Tong @bitcoin_cycles
122 Followers 364 Following Founder & Lead Analyst of https://t.co/WG7xA9pwsK
Phil Mahony @PhillipMahony
480 Followers 1K Following
Alex Abrahamson @Alex_Abe__
98 Followers 930 Following
PK @PiroozKimiaie
54 Followers 137 Following
Kevin Hennigan @kevigan_
68 Followers 530 Following
Michael Blankenship @michaelbship
987 Followers 1K Following Advancing ₿itcoin through infrastructure & capital. Lightning Network Strategy, @Blockstream Managing Partner, @EndgameFund
SebastianNJ @SebastianNJ
601 Followers 3K Following Data & A.I. Architect | Economic Freedom | Vibrational Medicine
The Bit Signal @TheBitSignal_
32 Followers 164 Following Bitcoin ecosystem intelligence. The signal inside Bitcoin media. Events, creators, companies, and sponsors - indexed, searchable, and connected.
✞ @ghost0x194
0 Followers 688 Following
MainStreet_BTC @FI_now_RE_later
263 Followers 1K Following Just here trying to learn more about BTC. Profile photo adapted from a meme posted by The Bitcoin Libertarian (@TheBitcoin_)
Illinois Bitcoin Coun... @ilbtccouncil
895 Followers 1K Following A 501(c)(6) nonprofit dedicated to fostering the responsible growth & adoption of Bitcoin in Illinois through education, advocacy, & collaboration.
Sabbbrrrreee @Sabbbrrrreee
0 Followers 236 Following
Nudge @Free_Surf13
602 Followers 3K Following
devisha.eth @_devisha
3K Followers 2K Following freedom tech, FOSS, privacy @InstituteFT @Keycard_ @logos_network
Scarce Edits @ScarceEdits
57 Followers 133 Following Video & Podcast Editor for @Thebitcoinway_ Scarce Edits, Scarce Money #Bitcoin only
Nik Bhatia @timevalueofbtc
71K Followers 75 Following Founder @TheBitcoinLayer. Author of Bitcoin Age & Layered Money. Adjunct Professor of Finance @USCMarshall.
Joe Consorti @JoeConsorti
63K Followers 2K Following Bitcoin | Building Horizon | Convert Home Equity to Bitcoin @JoinHorizon_
Daniel Batten @DSBatten
52K Followers 159 Following I like turning waste into power. From landfill gas ... to the human potential https://t.co/uDA0x9OnHL
_Checkmate 🟠🔑�... @_Checkmatey_
132K Followers 1K Following Helping navigate #Bitcoin's volatility Newsletter https://t.co/omfQHUqMjb Onchain Analyst @_checkonchain Charting Suite https://t.co/5DH6Z9lWT1
Alexander Leishman �... @Leishman
49K Followers 3K Following Founder @River. #Bitcoin. Keeping the fire of human liberty shining bright 🔥
Club Orange @cluborange
62K Followers 12K Following The Bitcoin-only social club. 20K members in 71 countries. Meet Bitcoiners near you, attend Events, find Bitcoin merchants. Join: https://t.co/KDeNL9GZA8
CME Group Interest Ra... @Interest_Rates
15K Followers 386 Following News and insights from @CMEGroup's leading interest rate derivatives marketplace.
_Checkonchain @_checkonchain
15K Followers 6 Following Bitcoin Onchain Analysis Suite @ https://t.co/rXSAVYMAlF Bitcoin Newsletter @ https://t.co/sM6Xn54FKq by @_checkmatey_ & @_alecdj
Arch @ArchLending
7K Followers 2K Following A world leading destination for Bitcoin-backed loans with white-glove service.
Strategy @MicroStrategy
304K Followers 3K Following Software branch of @Strategy. We build Strategy Mosaic, the enterprise semantic layer powering trusted, governed data for every BI tool, app, and AI agent.
Blockstream @Blockstream
212K Followers 2K Following Building the rails for Bitcoin finance. Enterprise, consumer, asset management. The future of finance runs on ₿. Support: @BlockstreamHelp
Johan Bergman @JohanMBergman
1K Followers 512 Following Head of Bitcoin Research @ The Bitcoin Layer
Human Rights Foundati... @HRF
235K Followers 2K Following We promote and protect democracy & human rights around the world, with a focus on authoritarian regimes. 👉 Attend our human rights conference: @osloff
CrossBorder Capital/ ... @crossbordercap
131K Followers 546 Following Global research group focussed on monitoring credit,liquidity conditions & capital flows in over 90 economies [email protected] for GLI index and data
Stamp Seed 🔨 Titan... @Stamp_Seed
5K Followers 1K Following 🔥🛡️ Secure your Bitcoin w/ titanium! Hammer your seed words into metal (DIY). 🌱🔨 🇺🇸 est. 2021
Unchained @unchained
58K Followers 830 Following Helping thousands of clients secure 100,000+ bitcoin—providing white-glove service to help you manage your bitcoin wealth since 2016. ✉️ [email protected]
Augustine Carrasco @AugustineCarrB
308 Followers 479 Following
Chandni Bhatia @ChandniWrites
427 Followers 19 Following First time author. Full time mom. Also l @timevalueofbtc stan. Helping @TheBitcoinLayer.
Lightning Labs⚡️�... @lightning
161K Followers 290 Following Lightning scales and speeds up #bitcoin. We build lnd, taproot assets, lightning loop.⚡️ Support: @lightning_help
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