We’re getting to the end of a consolidation period that is similar to previous episodes in the current bitcoin bull market. It would be no surprise at all if this was to repeat…we expect a comprehensive break to new highs soon.
The reasons why are encapsulated in the latest political climb-down in the UK. A feckless, self-centred bureaucracy with no ability – or inclination – to see the bigger picture has ensured that an impending financial crisis will not be averted. We show a portfolio model that suggests a better alternative to the traditional 60/40. Yes, it holds bitcoin…
For the first time we change our negative stance on ETH, elevating it to neutral. We also provide observations on the disconnects between the old and new worlds of finance, having attended a Goldman Sachs Digital Assets conference, and wonder whether the need for “interoperability” is over-emphasised.
- Technical “Show me” time as BTC looks to end this period of consolidation
- On-Chain Ticking over
- Macro UK omnishambles, problems in China, replacing the 60:40 portfolio
- Decentralised Disrupters ETH upgraded to neutral, Crypto is miles ahead of tradfi
- Crypto Education Interoperability – what is it and how does it work? Chainlink and Wormhole examined
