Signal vs. Noise

The overlap between the macro economy and crypto markets, in both directions

Select musings from my independent research publication (Premium Institutional Service) serving the world's top capital allocators, delivered weekly.

The Bitcoin Layer is a premium markets research provider, analyzing bitcoin through a global macro lens

Data driven dives into big ideas in crypto to confirm or dispel narratives. Mostly Ethereum on-chain analytics; bitcoin where ethereum data is lacking.

US RATES within a global MACRO focus

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A newsletter about finance, economics, markets, and technology