Bitcoin blasts through US$60,000 – CHAINLETTER 25

Feb 29, 2024 | Chainletter

The Bitcoin price is flying as buyers flood into US ETFs. Technical analysis  BTC makes an all-time high in UK Pounds. Bitcoin’s step changes suggest next stop at US$63,000. Ethos  Digital Gold is a lazy and unhelpful description. On-Chain  Transaction activity and...
Bitcoin’s Institutional Age Gets Underway – CHAINLETTER 24

Eyes On The Horizon – CHAINLETTER 23

Feb 1, 2024 | Chainletter

After all the noise around the US ETF approval, the BTC price is back to where it started the year. The froth has come out of the market and valuation remains compelling. Meanwhile macro uncertainties – whether in China or the US – continue to argue for...
Bitcoin’s Institutional Age Gets Underway – CHAINLETTER 24

Bitcoin Can Now Go Mainstream – CHAINLETTER 22

Jan 19, 2024 | Chainletter

We argue that Bitcoin’s final quarter price action was driven predominantly by changing macro circumstances, rather than by the prospect of widespread institutional take-up in anticipation of US spot bitcoin ETF approvals. While the price of bitcoin has had a strong...
Bitcoin’s Institutional Age Gets Underway – CHAINLETTER 24

Radical Ideas Take Time – CHAINLETTER 21

Jan 4, 2024 | Chainletter

2024 is a year that promises much for Bitcoin and crypto. The wreckage from the worst excesses of the last cycle lies behind us while bullish catalysts loom. It won’t be plain sailing, but better understanding of this revolutionary asset will continue to drive wider...
Bitcoin’s Institutional Age Gets Underway – CHAINLETTER 24

New Bitcoin Valuation Framework – CHAINLETTER 2O

Dec 22, 2023 | Chainletter

The growth of fees on the Bitcoin Network is a game changer. It also enables a more robust valuation framework, which we present for the first time here. We suggest that the politicians are ready to let the US economy run hot in election year, and look at relative...