The Pause That Refreshes – CHAINLETTER 58
There are times to charge, and times to pull in one’s horns. We’re going through the latter stage at the moment. However, a pause for breath is healthy in a bull market. “Back and fill”, as they say.
The Great Repricing Begins – Digital Vision 18
Retail is getting smarter, America is charging ahead, and Maple hits $1B on-chain Last week, we flagged what could be a key moment in this cycle: crypto finally starting to break away from its old correlation with tech stocks. We covered it in more detail in our...
Bitcoin Is No Longer A Tech Stock – CHAINLETTER 55
It’s a fascinating, troubling, but ultimately extremely bullish moment for the crypto world.
The Signal We’ve Been Waiting For – Digital Vision 17
As we mentioned in our last couple of newsletters, we may be approaching a key inflexion point, crypto starting to decouple from tech stocks. For years, many in traditional finance dismissed Bitcoin as a leveraged NASDAQ proxy, and for a while, the data didn’t...