In this episode, Nik is joined by TBL's lead statistician Augustine Carrasco for a walkthrough of the latest TBL chart pack, covering the key macro and on-chain dynamics shaping Bitcoin’s current structure. They explore long-term holding returns through the lens of Unchained’s HODL Cave, analyze ETF flows and realized cap trends, and introduce quarterly cycles in the TBL Liquidity Index that may offer timing signals. The discussion also touches on dealer behavior in money markets, financial conditions, and the relationship between macro volatility, inflation expectations, and Bitcoin’s path forward.
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Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
Researcher Demian Schatt's Twitter: https://x.com/demianschatt
Lead Statistician Augustine Carrasco Twitter: https://x.com/AugustineCarrB
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