Feb 27, 2025 | Chainletter
Once again bitcoin has gone on sale. These are the moments to reflect on where this asset has come from and what it is capable of. A year ago, bitcoin had just had a huge bounce and was trading at US$64,000. At US$84,000, following a large correction, the price is 31%...
Feb 11, 2025 | Chainletter
Through the current bull phase, gold has led bitcoin, with one exception. With fund flows firm, volatility structurally declining and market euphoria cauterised, the bases are loaded. Technical: Gold leads, bitcoin follows – volatility, fund flows and back in...
Feb 7, 2025 | Chainletter
De-assetization is a long term risk for gold, as it has been for other stores of value. Bitcoin is the alternative. Countries and investors urgently need to understand the opportunity. A fascinating top-down look into the future of hard assets and the game theory...
Jan 31, 2025 | Chainletter
AI has probably used more energy composing articles about DeepSeek than anything else of late. This letter is hand-cranked, so this time we can’t be accused of wasting the planet’s energy, but the democratisation of AI, if that is what DeepSeek portends, could turn...
Jan 23, 2025 | Chainletter
Trump-related activity has catalysed a new wave of optimism in the crypto market. With good reason. Regulatory changes will have massive implications for innovation and liquidity. New demand isn’t the only story, for bitcoin at least. Supply is drying up. READ...
Jan 15, 2025 | Chainletter
The long term story for Bitcoin gets stronger by the day, but the short term could be very choppy. Technical Early year round-trip, gold gives a bullish lead On-Chain Transactions find a floor, a look at MVRV as a timing tool Macro Bond market jitters, tread...
