Oct 8, 2026 | Chainletter
Summary Market Remain Risk Off as crypto stumbles; price dispersion suggests a maturing market. On-Chain Institutional adoption…really? Identifying demand and supply drivers in bitcoin and Ethereum CryptoVerse Updates on NEAR, GEODNET, SKY and FLUID… while...
Sep 27, 2026 | Chainletter
Summary Market Our “Risk Regime” model moves to “Risk-Off” Macro Things to keep in mind: rising bond yields, stronger dollar, spike in the MOVE Index – but little evidence of excess speculation; vigilant rather than panicked Read CHAINLETTER 87...
Sep 22, 2026 | Chainletter
Summary Market: Bad news is good news, crypto rallies as the CLARITY Act fails On-Chain: Ethereum active addresses continue growing, at the expense of fees CryptoVerse: SEC and CFTC step into the regulatory vacuum, Circle launches Arc, India and Japan explore...
Aug 18, 2026 | Chainletter
Market Volatility has collapsed, what next? Are crypto equities indicating that sentiment is improving? Short term holders remain underwater. On-Chain Fees and transactions on the Bitcoin and Ethereum networks Cryptoverse World Mobile launches in the Philippines;...
Jul 29, 2026 | Chainletter
Four years ago I embarked on a round of fund marketing. The price of bitcoin was in the low $20,000s, crypto hedge funds and exchanges had blown up, and Sam Bankman Fried was on his way to the slammer. It seemed clear to me that the bad news was priced in, and so I...
Jul 27, 2026 | Chainletter
Executive Summary GEODNET is the world’s largest RTK network, a system of ground stations that corrects ordinary satellite GPS signals down to centimetre-level accuracy, essential for the autonomous machines that cannot navigate on the metre-level errors an...
