We reiterate our view that we are scraping the lows of this bitcoin cycle. Regulatory structures are being put in place for a tokenisation revolution, and the smashed up altcoin world is finally offering up some bargains.
Wishing you a wonderful 2026.
- Technical: Gold and Silver point the way for bitcoin in 2026, capitulation is behind us
- Macro: Crypto weakness is more an internal than external matter
- Decentralised Disrupters: Opportunity in despair – DePIN starting to prove it’s for real
- Regulation: A framework for mass tokenisation is being put in place
- Ethos: The curse of big money and industry consolidation, and the start of a pushback
