Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Joe sits down with Michael Howell, Founder and CEO of CrossBorder Capital and the world's foremost authority on liquidity. Michael delivers an excellent discussion on how the liquidity cycle shifted in October of last year. He discusses the gilt scare in England as a wake-up call for global central banks to play a more active role in their sovereign bond markets, how maintaining stability in the Treasury market is of paramount importance, why bond volatility will be more important than equity volatility in the coming decade, and his outlook for liquidity and asset prices for the rest of 2023. Follow Michael on Twitter: https://twitter.com/crossbordercap New YouTube videos every Monday, Wednesday & Friday. New Substack posts every Tuesday, Thursday & Saturday. Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.com Follow TBL on Twitter: https://twitter.com/TheBitcoinLayer Follow TBL on LinkedIn: https://linkedin.com/company/TheBitcoinLayer Follow TBL on Instagram: https://instagram.com/TheBitcoinLayer Follow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Subscribe and turn on notifications for TBL on YouTube. Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch Sign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistory Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Research Associate Joe Consorti's Twitter: https://twitter.com/JoeConsorti Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball Block Height 779620 #TheBitcoinLayer #JoeConsorti #MichaelHowell #Liquidity #CrossBorder #Capital #England #Asset #Management #Securities #Economics #Bitcoin #BTC #Market #Crisis #Recession #Currency #Crypto #Analysis #Investment #News #Finance #Education The Bitcoin Layer and its guests do not provide investment advice.

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