JB
Julien Bittel, CFA
December 2025Live view →
On the record
last 31 days · 2 positionsLatest positions
- JBJulien Bittel, CFAStrongly bullish on Bitcoin Expects the bull market to continue, with the cycle extending well into 2026 and a bigger up-move after the base forms. “the balance of probabilities is that this cycle extends well into 2026” Open the post A lot of people have been asking for an update o… · 17 Dec
- JBJulien Bittel, CFARising on financial conditions Expects the current path of financial conditions and overall liquidity to support an extended cycle. “the current path of financial conditions, and our expectations for overall liquidity” Open the post A lot of people have been asking for an update o… · 17 Dec
Their output
1 in December 2025Sun 30Tue 16 · 1Thu 1
Stories it travels in
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The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
Nobody in this window.
What they talk about
- GDP growth 1 item
- 4-year cycle 1 item
- weighted average maturity of the debt term structure 1 item
- financial conditions 1 item
- interest expense 1 item
- Bitcoin 1 item
- public debt refinancing cycle 1 item
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