Nov 15, 2023 | Chainletter
The sharp price rises over the last 5 weeks will have many a-gnashin’ and a-wailin’ about whether they’ve missed this move in the crypto market. Bitcoin has risen around 33.5% since the start of September, in a move remarkably uncorrelated with other asset classes....
Oct 31, 2023 | Chainletter
Bitcoin’s sector dominance is sending a strong message about differences in asset quality in the crypto sector. Understanding definitional differences is helpful in getting to grips with the sector and we provide a guide. Are there other factors besides the possible...
Oct 26, 2023 | Chainletter
It’s been a seminal week for bitcoin. Not only has it moved sharply higher, but it’s done so while other asset classes have struggled. This makes it harder for investors to ignore. In a time of rising political tensions, we argue that bitcoin stands for peace....
Oct 18, 2023 | Chainletter
The 1970s were the last period of sustained inflation volatility, when gold was the investment lifeboat. Is the oil price – again – going to be behind a similar era? Will bitcoin be the gold of this new age? Or better? Meanwhile, Ferrari accepts payment in...
Oct 12, 2023 | Chainletter
Egypt and Turkey are examples of the continued plight of emerging nations. Is this related to US$ global hegemony? ETH has been a poor performer relative to BTC, why? El Salvador uses volcanos for mining. Liquidity Mining is the fourth part in our series on passive...
Oct 4, 2023 | Chainletter
You would think in a risk-off environment that bitcoin and crypto would be the first casualties. Quite the opposite. This is an important moment for this nascent asset class. Will bitcoin be a genuine portfolio diversifier? We introduce Render, a fascinating crypto...
