Calm Before The Storm

The technical and macro set-ups suggest that something is about to happen. If there is a wobble in bond markets and it spreads to other risk assets, it is likely that authorities will be quick to provide remedial treatment. This should be where “hard money” –...

DIAMOND HANDS

The Fitch downgrade of the US credit rating is a reminder of how parlous global finances are. In that context it’s no surprise that the quality of Bitcoin holders continues to improve, while weak hands have been flushed out. Technical Analysis  Long term holders grow...

BITCOIN THE TECHNOLOGY

Short term consolidation around the US$30,000 level remains the base case, with more substantial moves anticipated towards the end of the year. Investor focus for the time being should be on the technology and fundamental use cases. Technical Analysis  Still in an...

THE INFLATION SCARE IS OVER

Markets are quiet, because regulation has pulled liquidity out of the crypto eco-system. Yet price behaviour remains resilient and the technology becomes ever more practical. Don’t expect short-term fireworks, but this is a classic time to be accumulating. TECHNICAL...
You Don’t Need To Be A Zealot To Own Bitcoin

You Don’t Need To Be A Zealot To Own Bitcoin

Having recently launched a fund that invests solely in Bitcoin, and by inference being a fan of it, it’s been fascinating to hear investors’ concerns, while getting a closer look at the attitudes that prevail around crypto investing. What follows is a tongue-in-cheek look at who we’ve met so far.