We take the view that crypto is going through an important transition period, from hype to cold reality. The same is happening in equity markets. For the first time we can say with confidence that use cases are emerging.
We started with a highly bitcoin-centric approach to investment in this space. With an eye on the long term this can now be expanded into multiple different and fascinating areas of the decentralised world.
In this edition, we cover:
- What just happened?
- ETH underperforms, for now
- Bitcoin and Quantum Computing
- Macro: Inflation, what inflation?
- On-Chain
- Opportunities in Altcoins
- Is it time to buy?
