Feb 11, 2025 | Chainletter
Through the current bull phase, gold has led bitcoin, with one exception. With fund flows firm, volatility structurally declining and market euphoria cauterised, the bases are loaded. Technical: Gold leads, bitcoin follows – volatility, fund flows and back in...
Feb 7, 2025 | DigitalVision
Crypto markets faced a historic shakeout this week, with $560 billion wiped from the market cap in just 24 hours, the largest single-day crash ever. Yet, amidst the chaos, resilience shone through. At the Digital Assets Forum in London, industry leaders shared bold...
Feb 7, 2025 | Chainletter
De-assetization is a long term risk for gold, as it has been for other stores of value. Bitcoin is the alternative. Countries and investors urgently need to understand the opportunity. A fascinating top-down look into the future of hard assets and the game theory...
Feb 4, 2025 | Crypto Equity Corner
In this note we scour the planet to see what crypto-related equities are available to the Emerging Market equity investor. It’s relatively thin pickings, but there are some interesting companies to keep your eye on. Of the listed companies we look at Mercado Libre,...
Jan 31, 2025 | DigitalVision
Another exciting, albeit volatile, week in crypto. While it feels like a lot has happened, Bitcoin is sitting almost exactly where it was this time last week. The same can’t be said for altcoins, with Bitcoin dominance creeping toward 60%, signalling weakness across...
