Dec 15, 2025 | Chainletter
A look at what has held crypto back in 2025, and what propels it forward in 2026 Bitcoin peaked in November 2024…against gold We examine the main fears and opportunities for bitcoin Ethereum looks promising on a relative basis A year of altcoin catastrophe, but...
Nov 17, 2025 | Chainletter
After a disappointing year for bitcoin we’re at a point where to be a buyer you need conviction in the long term story. Traders are heading for the door. We utterly retain that conviction. But we’re conscious that we have to unravel the reasons behind the recent...
Oct 29, 2025 | Chainletter
In this note, we consider the impact of the recent AWS outage and what it revealed about the balance between resilience and reliance in the digital age. Some parts of crypto held firm, while others faltered, offering a useful snapshot of how far the sector has come,...
Oct 20, 2025 | Chainletter
There’s a strong two-way pull in the bitcoin market at the moment. For those wanting long term capital appreciation, however, these are the rare moments to get involved. The technical picture tells us that a lot of caution has already been built into the price....
Oct 14, 2025 | Chainletter
Last night the bottom fell out of the crypto market. The trigger seems to have be a renewed round of punitive trade tariffs imposed by Donald Trump on China. Read our initial thoughts...
Oct 14, 2025 | Chainletter
On the 5th anniversary of the original banning of bitcoin ETFs in the UK, and despite the promises, it seems we’ve hardly advanced at all. Technical Bitcoin gently grinds higher to a new high. US$650,000 bitcoin fair valuation as volatility remains subdued. Macro You...
