Poised For Action – CHAINLETTER 39
We look at how gold and bitcoin have been behaving and assert that the recent misalignment is temporary
The Confusing Battle For Freedom – CHAINLETTER 38
Price action as we go into Autumn remains subdued. We explore some signs of life and revisit the important drivers.
Bitcoin Supply/Demand Dynamics Re-examined – CHAINLETTER 37
The crypto market feels nervous and unloved, but this is the consequence of an overshoot at the start of the year. It’s classic that attention is wandering just as it gets interesting.
Bitcoin Falls Sharply – CHAINLETTER FLASH NOTE
The crypto market has sharply corrected over the weekend. Our latest CHAINLETTER anticipated a tricky month, but this moves feels like a major over-reaction. There are some technical reasons why the market is particularly vulnerable at this point, but they are all...