Sep 22, 2023 | Chainletter
A solid bounce in the price can’t disguise the fact that trading activity is somnambulant. But under the surface activity is frenetic. Giants of their industries, CitiGroup and Grab, explore the technology. In a world with US$350 trillion of debt, liquidity is...
Sep 14, 2023 | Chainletter
Bitcoin’s dominance in the sector continues to grow, as regulation puts pressure on Ethereum activity. Meanwhile the IMF’s treatment of crypto raises a mirror to the problems US$ hegemony poses for emerging nations, who are forced to vote against the one thing that...
Sep 6, 2023 | Chainletter
Judging by the behaviour of Turkish citizens, adoption is not about short-term speculation, it’s about long term wealth protection. Meanwhile major international currencies continue to debase. All the while, use case experimentation continues apace, as shown by...
Aug 30, 2023 | Chainletter
On-chain activity is bearish, but there is better news from the US courts and the technical picture remains constructive. We argue that loose money is behind a decline in standards, and blockchain technology provides an answer. Meanwhile, Twitter (X), Shopify and...
Aug 24, 2023 | Chainletter
A lot of markets are very soft at the moment. The combination of regulation and elevated interest rates has removed liquidity from the crypto market, which is the oxygen of its growth. Look closely, however, and the signs are that things are slowing across global...
Aug 16, 2023 | Chainletter
Global markets are on edge. Many of the reasons why are fundamental to the reasons why bitcoin was originally conceived. Whether it can withstand a liquidity shock remains to be seen, but the pre-conditions to greater adoption are becoming firmly entrenched....
